jueves, 20 de septiembre de 2018

Thu SEP 20 18 SIT EC y POL



Thu SEP 20 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


Seemed appropriate...
China stocks went up overnight...seems like the panic buyers from Tuesday have left (cough National Team cough)
See Chart:


US Equity markets gapped up at the cash open and never looked back, but Trannies underperformed...
See Chart:


The rise in yields prompted renewed buying in financials...though we note the decoupling today...
See Chart:


Defense stocks sank as North Korea denuclearization headlines hit and Russia didn't bomb Israel...
See Chart:


But the bond rout is well off the day's high yields...
See Chart:


And the dramatic steepening of the yield curve this week has ended...
See Chart:


The Dollar Index was dumped early, bounced, then dumped again (intraday, the dollar hit its lowest since July 9th)...
See Chart:


Finally, with record highs all around, we thought this might be of interest..
See Chart:
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"The more immediate concern should be what level of bond yields will trigger an equity market slump and whether against all expectations a recession might only be six months away just as it was in June 2007."
See Chart:

see other charts at:
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"A recovery that is based around high and rising levels of debt is really no recovery at all.The world economy is, in all material respects, the same as it was in the run-up to the 2008 crisis.The necessary reforms to a flawed model have not taken place..."

Temporary prosperity that is created by exploding levels of debt is not actually prosperity at all.   See the reasons in this source:
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The costs of protectionism could hit the US the hardest

Reuters said Xiaochuan downplayed the idea that protectionism will severely affect economic growth in China, which he said had been estimated at 0.2-0.8% of GDP, but added that trade wars are creating uncertainties and could hurt business confidence.
Xiaochuan is right, in the latest US Economic Outlook via Barclays, US Economist Michael Gapen revealed that global growth momentum is already slowing.
See Chart:
Global growth momentum has slowed
See Chart:


Gapen also showed that global trade volume as a share of world GDP has likely reached a turning point into a protectionist era.
See Chart:
The BRI will allow China to pivot away from the US markets and the dollar system by enabling the internationalization of the yuan (also known as the renminbi (RMB)) with countries along this new economic system.
Xiaochuan added that more global market participants might start using the yuan as China improves the exchange rate regime and the currency becomes more usable and convertible. "So if the other currencies have some problem, the global market may decide to use more RMB."
See China Trade Map:

As China exporters begin to pivot away from the US and focus on BRI countries, has Trump protectionist bluff backfired and alienated one of the country's biggest trading partners?
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"Could Donald Trump be a one-man version of either Enron or Lehman Brothers, someone who 'cooked the books' until, well, he imploded?"

Read this interesting article
Here the introduction:
Once upon a time, there was a little-known energy company called Enron. In its 16-year life, it went from being dubbed America’s most innovative company by Fortune Magazine to being the poster child of American corporate deceit. Using a classic recipe for book-cooking, Enron ended up in bankruptcy with jail time for those involved. Its shareholders lost $74 billionin the four years leading up to its bankruptcy in 2001.

A decade ago, the flameout of my former employer, Lehman Brothers, the global financial firm, proved far more devastating, contributing as it did to a series of events that ignited a global financial meltdown. Americans lost an estimated $12.8 trillion in the havoc.

Despite the differing scales of those disasters, there was a common thread: both companies used financial tricks to make themselves appear so much healthier than they actually were. They both faked the numbers, thanks to off-the-books or offshore mechanisms and eluded investigations... until they collapsed.

Here the subtitles
The Safe
So far, Treasury Secretary and former Trump national campaign finance chairman Steven Mnuchin has remained out of the legal fray that’s sweeping away some of his fellow campaign associates.

As it happens, the IRS in the Trump era still doesn’t have a commissioner, only an acting head. What it may have, National Enquirer-style, is genuine presidential secrets in the form of Donald Trump’s elusive tax returns. Last fall, outgoing IRS Commissioner John Koskinen said that there were plans to relocate them to a shiny new safe where they would evidently remain.

Now, let’s consider what we know of Donald Trump’s financial adventures, taxes and all. It’s quite a story and, even though it already feels like forever, it’s only beginning to be told.
Subtitles:
The Trump Organization
The Trump Foundation
The Trump Team
Final note
Donald Trump’s equivalent shell games still largely remain to be revealed. They may simply involve hiding money trails to evade taxes or to secretly buy political power and business influence. There is, as yet, no way of knowing. One thing is clear, however: the only way to begin to get answers is to see the president’s tax returns, audited or not. Isn’t it time to open that safe?
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... while the “median” income has broken out to all-time highs, the reality is that for the vast majority of Americans there has been little improvement.

American  fears are substantiated even further by a new report from the non-profit National Institute on Retirement Security which found that nearly 60% of all working-age Americans do not own assets in a retirement account.
See Chart:


Why do so many Americans face a retirement crisis today after a decade of surging stock market returns?   A survey from Bankrate.com touched on the issue.
“13 percent of Americans are saving less for retirement than they were last year and offers insight into why much of the population is lagging behind. The most popular response survey participants gave for why they didn’t put more away in the past year was a drop, or no change, in income.”
See Chart:
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"...The source of child pornography was traced to an IP address used at the observatory and a source within the building observed a computer with 'not good' images on it..."
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"We have a rush game with the tariff" - Report
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It is not President Trump's "greatest economy ever" on the minds of voters this midterm election season; it is the opioid crisis. 
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"...something’s got to happen to this guy, because if we don’t get rid of him, he’s going to undermine America and even the world.”
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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-, D rest in limbo


"The Illiberal Quartet of Xi, Putin, Rouhani and Erdogan is in the line of fire of haughty homilies about Western 'values'..."
See Map
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"...suspending support could undercut plans to sell more than 120,000 precision-guided missiles to Saudi Arabia and the United Arab Emirates..."
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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 search f alternatives to neo-fascist regimes & terrorist imperial chaos


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                El Salvador Doble vergüenza   Arpas
                Duque en Col: reformismo retardatario  Pedro Santana
                Am Lat desde la teoría de la dependencia   Claudio Katz
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                Keiser Report  Cómo se está "reinventando la esclavitud"
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies


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


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