martes, 25 de septiembre de 2018

Tue SEP 25 18 SIT EC y POL



Tue  SEP 25 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

US Economic situation today

Futures show US equities starting to slide in the pre-market then reverse at 11amET, but Dow and S&P were unable to hold their algos bounce as Nasdaq surged... (ugly close)
See Chart:


FANG stocks extended yesterday's panic-bid ramp...
See Chart:


Treasury yields popped early in but faded lower as the day wore on. 30Y ended very modestly lower and the rest of the curve slightly higher in yield...
See Chart:


And the yield curve flattened modestly...
See Chart:


The Dollar slipped lower on the day reversing overnight gains...
See Chart:


Finally, we will give Gluskin Sheff's David Rosenberg the last word - a reminder of what happened when Consumer Confidence was here before...
See Chart:  Interesting consumer confidence
In twitter
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"The active investors who do their homework and add to market liquidity and price discovery are shrinking in number. The passive investors who free ride on the system and add nothing to price discovery are expanding rapidly. The parasites are starting to overwhelm the elephant."
See Chart:

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World picture:

The wealth of the top 1% globally has surpassed $100tr now… a number greater than the sum of the big-4 central bank balance sheets, current world GDP and the cost of the ‘07/’08 global financial crisis.
And as we have observed on countless occasions, with central banks as a tailwind, financial markets have outperformed real assets over the last decade. Even so, the dichotomy in many cases is staggering:
Note that the cumulative total return on ICE BofAML’s Global Broad Market bond index since ‘08 is 50%…yet the growth in house prices globally over this time has been just a miniscule 1%.
See Chart:


Income Inequality jumped
See Chart:
https://www.zerohedge.com/sites/default/files/inline-images/china%20inquality.jpg?itok=bAEzzulj

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Foreign Direct Investment (FDI) in the US should be rising. Tax cuts spur investment and the US economy seems much stronger than abroad. Nonetheless, FDI is negative...
See Chart:


Investments benefit the American economy as international firms build new factories across the United States, buoy their well established U.S. operations, fund American research and development activities, and employ more than 6.8 million Americans in well-paying jobs.
See Chart:
Annual Direct Foreign Invest

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The flattening of U.S. gasoline consumption resembles the run up to oil price peaks in 2007/08, 2011/12 and the first half of 2014.
See Chart:

SEE more charts at
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In response to Trump's aggressive foreign policies and "weaponization" of the dollar, it is worthwhile for Europe, Russia and China to experiment with dollar-free business.

But this brings up the bigger point: no currency’s international dominance has lasted forever, and there’s no reason for the U.S. dollar to be the exception to this rule.
See Chart:

Meanwhile, as Bershidsky concludes, "Trump’s confidence in his ability to weaponize the dollar against adversaries and stubborn allies alike could eventually backfire for the U.S. as efforts to push the dollar off its pedestal grow ever more serious."
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



"My administration has accomplished more than almost any administration in the history of this country"..."I didn't expect that reaction but that's OK."
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"The empire is fraying at the edges and itwon’t be long before fraying becomes unraveling. Nobody respects a naked emperor, certainly not one who doesn’t even realize he’s naked."
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"Now surveillance is the norm, and it’s backed by regulation. 'Phase 2' is the transition from surveillance being present to the creation of the Surveillance State..."
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An awkward encounter among NATO allies...
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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 "leaked" photos are likely meant as public signalling to Israel that advanced S-300 deterrence is already fast being established across Syria. 
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The short-Hong Kong dollar carry trade has come to an end...
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"For requests for U.S. military ships to visit Hong Kong, China has always carried out approvals case by case, in accordance with the principle of sovereignty and the detailed situation."
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


RELATED 1
REKATED 2
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RT SHOWS

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Keiser Report   Stock markets are totally high (E1284)   Max and Stacy discuss the manic gyrations in stock markets as investors get high on their own supply. They also discuss the yield curve failing to invert, and the ‘free’ investing app raking in millions from selling their millennial customers’ data. 
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos


REB        Recogiendo pedazos  De cómo ha cambiado la sociedad siria
                ALC América Latina desde la teoría de la dependencia  Claudio Katz
                US  Riesgosas apuest de Trump en el escenar mundial I Wallerstein
                COL  -Asesinatos en paz  Luis Mangrane Cuevas
                Cuba       -La rotación de los cargos  Mario Valdés Navia
                                -Centros laborales abren puertas a igualdad de género  Ivet      
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                Haddad consolida su favoritismo   Emir Sader   
                La OTAN y el armamentismo   Silvia Swinden
                COL  retorno d doctrina de segurid nac…y las masacres  C Rengifo
                La robotización y los trabajadores   Eduardo Camín
                Problemas de deuda rondan nuevamente  Oscar Ugarteche, et al
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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 inside US

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


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