Thu SEP 13 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 documented their failure with graphics
"We expect quarterly
sequential growth tos low from
here"
Four of the bank's
most essential downside risks (Protectionism/ trade wars, Sharp market
repricing, European policy uncertainty, and China hard landing) are developing
into significant threats. They are laid out in the
bank's now iconic "Swan Chart."
See Chart:
Over the next 12
months, further intensification of the US-China trade war is set to damage
global growth, alongside a sharp repricing in financial markets. SocGen said
that while the trade war's impact on global GDP growth remains hard to
quantify, it affirmed that global trade and GDP growth will slow as it would
increase import prices in economies that levy tariffs or impose quotas.
Global trade volume already weakening
See Chart:
Global trade index and China export growth has
peaked
See Chart:
SocGen then
directed their concerns onto "vulnerable" emerging market economies,
particularly Argentina, Turkey, Brazil and South Africa, whose currencies have
depreciated by 18-20 percent against the USD since the start of 2018. The attention centers on governance and high external
foreign-currency debt in the context of a rising USD and US interest rates.
See Chart:
More importantly,
SocGen believes that the US rate hike cycle has more to go (hike until
something breaks), and the pressuring of emerging market currencies and asset
markets could spill over into 2019. Further, the
economies that have ignored the emerging market pressure could come under some
pressure in the near term, but mentions unless a lot goes wrong, an
emerging market financial crisis seems to be contained.
See Chart:
Meanwhile, the
repricing risks in developed economies’ equity markets remain a significant
threat. SocGen said US stock market indices have continued to set new records,
though most other developed economies’ stock markets are down year-to-date,
especially in Europe.
The
growing gap between US stock markets and the rest of the world was illustrated
in Jeff Gundlach's podcast prior session.
See Chart:
It is not
just SocGen and Gundlach making the case that US equity markets are at or near
a top - Morgan Stanley's latest report showed that "peak" S&P 500
EPS growth projections are set to decline rapidly into 1H19.
See Chart:
As for
projected US growth, here is the one chart that President Trump hopes will be
very wrong as the alternative is "all downhill from here".
See Chart: US GDP
….
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SOURCE: https://www.zerohedge.com/news/2018-09-12/socgen-storm-clouds-gathering-next-recession-looms
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"if
Ralph Lauren would manufacture even 1% of his product in New York City, that
would be enough to save New York City manufacturing"
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30 stocks
have generated $300 million in windfall profits every day for the last 90
years. I didn’t believe it at first, but I did the math three times and got my
team to check my numbers. Get the full story in this free video briefing. Watch
it here.
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US DOMESTIC POLITICS
Seudo democ with
duopoly-power is obsolete; it’s full of
frauds & corruption.
"He told them to wait out the Trump Administration! Was he registered under the Foreign Agents
Registration Act? BAD!" - President Trump
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Think Trump is scary? Take a step back and survey the territory... America itself hangs in the balance, and
so do many other western countries.
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The campus went on lockdown just
as morning classes began.
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US-World
ISSUES (Geo Econ, Geo Pol & global Wars)
Global depression
is on…China, RU, Iran search for State socialis+K-. D rest in limbo
Perdimos la Guerra comercial y viene la derrota final
de los terroristas -US include- en Siria
"It may be this, we may have to get used that
the tariffs just may be on, okay? Then there will be an adjustment in the stock
market. Whatever it is, a 5%, 10%, to whatever, 15%, 20% adjustment."
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"...the
secret lab run by the US military was established during the tenure
of former Georgian President Mikheil Saakashvili. Theviruses could spread to neighboring countries, including Russia..."
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"...perfectly in the cards that there will
be within the next generation or
so a pharmacological method of making people love their servitude, and
producing... a kind of painless
concentration camp for entire societies,"
For now, educating the general liberty movement and
the people around us on key issues remains the best method for throwing a
monkey wrench into the globalist machine. Countering their
psyops should be our pinnacle task, and falling into the narrative traps they
create must be avoided. They have spent a considerable amount of thought and
energy trying to co-opt our efforts, and that should give everyone pause. For
if we were not a true threat, why would they bother with us?
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1,000-foot Capesize vessels collapsed 39 percent since reaching their
2018 peak in early August...
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"Venezuela
has a great alliance with China..."
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The real
motive for the West's calls for Assad to halt the Idlib operation?
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"I’d never heard about them [the Skripals]
before this nightmare started. I’d
never heard this name before. I didn’t know anything about them."
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SPUTNIK
and RT SHOWS
GEO-POL n
GEO-ECO ..Focus on neoliberal expansion
via wars & danger of WW3
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RT SHOWS
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NOTICIAS
IN SPANISH
Lat Am look for
alternat to neoliberal fascism & war-terrorism
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INFORMATION
CLEARING HOUSE
Deep on the US
political crisis: neofascism & internal conflicts that favor WW3
With U.S. Bombs, Saudis 'Killing Innocent Civilians' In Yemen, US Senator By Deirdre Shesgreen
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U.S. Again Cries ‘Chemical Warfare’ in Syria By Scott Ritter
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GLOBAL
RESEARCH
Geopolitics &
Econ-Pol crisis 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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