viernes, 7 de septiembre de 2018

Fri SEP 7 18 SIT EC y POL



Fri  SEP 7 18  SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Econ


ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics


It was supposed to be a blockbuster day for stocks, if not so much for bonds, and it started off well.
One hour after the BLS reported the strongest growth in average hourly earnings in 9 years...
See Chart:


... stocks started off strong, even if the performance through mid-day left something to be desired.
The early rebound was driven by tech stocks, with a rebound in the battered semis and chip sector...
See Chart:


Treasury yields showed more enthusiasm, with a sharp bond selloff after the bell sending 10Y yield to 2.95%, after opening at 2.88%. The move was matched across the curve, even if yield curve remained perfectly flat intraday and was last seen fractionally lower.
See Chart:

However the pleasant mood in the market was promptly spoiled just around noon, when Bloomberg carried over comments from Trump aboard Air Force 1, in which the president threatened to impose an additional $267BN in tariffs on China imports, in addition to the $200BN already contemplated, capturing virtually all Chinese exports. The latest salvo from Trump in the trade war rattled U.S. stocks a day after top American executives made a last-minute push to convince the president to not impose fresh tariffs. The result in the Dow Jones was instant, sending the multi-national heavy index tumbling by 100 points. At its low point, the Dow was down nearly 180 points... 
See Chart:


Earlier in the session, dollar weakness helped emerging-market stocks snap seven days of declines while a gauge of currencies also rose.
The rebound, however, will be brief as today's surge in the dollar which guarantees at least two more rate hikes this years, and potentially more in 2018, means that the pain for EMs will return as soon as Monday.
See Chart on Bloomberg Dollar index


In summary, another day of whiplashes, in which Trump proved that with one phrase he can crush sentiment on a moment's notice.

Meanwhile, as LPL Financial 's Ryan Detrick tweeted this morning, it's been a tough start to the month of September for the S&P 500, which has fallen for the fourth day in a row. This is notable, because as he notes, "going back to the Great Depression, only two times did it start down the first four days. 1987 and 2001."

And, as Bloomberg shows, a 20-year seasonality chart bears that out, with "2018 a far cry from recent history."
See Chart:


Which is troubling for hedge funds, because as Nomura showed earlier in the week, September has traditionally been a month of two-halved: a strong first half, and then a slide in the second.
See Chart:


It may be the case that have decided to skip the first half and go straight to the selloff.
Finally, it's worth noting that just hours after Elon Musk gave a controversial interview in which he showed off his flamethrower and smoked pot, first Tesla's Chief accounting officer quit after just one month on the job, followed immediately by an announcement that Tesla's head of HR would not be returning to the company. The news sent TSLA stock plunging as much as 10%, its biggest one day drop in 2 years...
See Chart:


... While Tesla bonds plunged to the lowest on record.
See Chart:
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It is axiomatic among investors that rising interest rates are good for banks in terms of enhancing earnings.  But this is not necessarily true.  In fact, banks make money on widening interest rate and credit spreads.
See Chart:
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Not even Apple is immune from the trade war any more.
See Chart:
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US  DOMESTIC POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo



This new technology changes every aspect of your life. Experts claim, “this could be the biggest financial opportunity of your life.” Here’s the story…
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Booker apparently didn't read, or understand the emails
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“Whenever they come under increased pressure,
 they feel the need to double down” – Report
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If your retirement plans consist entirely of that pension you’ve been promised, it’s time to start looking elsewhere.
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US-WW ISSUES (Geo Econ, Geo Pol & global Wars)
Global depression is on…China, RU, Iran search for State socialis+K- compet. D rest in limbo




A NORAD spokesman said the bombers were detected flying near the Aleutian Islands.
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Over seven years after the devastating earthquake and tsunami that crippled Japan's Fukushima nuclear power plant, the Japanese government has admitted that a former plant worker has died as a result of radiation exposure.
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President Trump’s trade war could affect companies employing some 11 million blue-collar workers, as the threat of an imminent trade escalation could strike by the end of the week.
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Erdogan warns of "bloodbath" while Putin says it's Assad's "right" to regain all sovereign Syrian territory at high stakes summit in Tehran. 
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Reaching the status of “millionaire” used to be a big deal...
See Chart at:
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SPUTNIK and RT SHOWS
US  inside  GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


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RT  SHOWS

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Documentary   I Want my Sex Back  Lo que el polvo se llevo
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CrossTalk   Syria’s best chance?  Putin: alli esta la dama-guerra. Si no la tomas te diran ‘impotente’
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NOTICIAS IN SPANISH
Lat Am NEW FOCUS: alternat to neo-fascist regimes, breaks to HR, Peace & support to US-terrorism 


                Honduras Bertha Zúniga: “Hacemos llamado urgente a solidaridad”
                USA-9/11  Revelan secretos de las Torres Gemelas  Manuel Yepe  
                BRA  El atentado contra Jair Bolsonaro y la campañ electoral ASO
                -Ante la conclusión de las negociacion entre EU y Méx C-NO a TLC
                Colombia El campo resiste   Héctor Mondragón
                El Salvador Media que calumn a Romero lo quiere c “santo de palo”
                USA  Qué se esconde en negativa a informar sobre el TLCAN?  A V
                Cuba El bloqueo econ, comer y financ a Cuba, un arma obsoleta NG
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                Keiser Report "En el amor y en la guerra todo vale"
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3



Idlib: Al Qaeda’s Last Stand   By Tony Cartalucci    Continue
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Israel's Fifth Column   By Philip Giraldi    Continue
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies



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DEMOCRACY NOW
Focus on Trump policies & the Econ & Pol crisis he creates


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PRESS TV
Resume of Global News described by Iranian observers..



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