viernes, 26 de octubre de 2018

Oct 26 18 SIT EC y POL



Oct 26  18  SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Econ


The debacle start:  Mixing productive capitalism with socialism is the solut: Update FDR policies asap.
1-
October has been a terrible month for equities. 
Yet, this is only a start of what's to come...
See Chart:
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2-
"I would love to see the individual investors more fearful right now. It doesn’t quite feel yet that we’re at the kind of washout point. This probably has more to go."
See Chart:
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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics

BLOOBATH= Recession is on. Neoliberal globaliz is over. Time to create a mixed Ec: Cap-Soc 

Global capital markets are down five weeks in a row, losing just under $9 trillion - the biggest, fastest drop since Lehman... (around $8.2 trillion from global equity markets)
See Chart:


Chinese stocks managed to end the week green thanks to numerous National Team interventions...
See Chart:


European stocks ended the week red (down 4 of the last 5 weeks) to the lowest since Dec 2016... with DAX worst of all (worse than Italy)...
See Chart:


European banks were ugly led by Deutsche...
See Chart


US Equity markets closed the week in the red for the year (but the rest of the world also continued to collapse)...
See Chart:


The S&P 500 had dropped 15 times this month. That was the most for a full month since October 2008, when the world's biggest central banks cut interest rates and U.S. money-market funds got a bailout.
See Chart:

It's been ugly:
  • Dow down 9% from record high (down 4 of last 5 weeks)
  • S&P down 10.1% from record high (down 4 of last 5 weeks)
  • Nasdaq down 13% from record high (down 4 weeks in a row)
  • Dow Transports down 15.2% from record high (down 6 weeks in a row)
  • Small Caps down 15.8% from record high (down 6 weeks in a row)
With all the major US equity indices languishing below their 200DMA...


VIX term structure remains inverted for the 15th day and unusually has re-accelerated without normalizing)...
See Chart:


Global Systemically Important Banks had their worst week since March, tumbling for the 5th week in a row to the lowest since Nov 2016...down 30% from their highs...
See Chart:


FANG Stocks were hammered, worst week since March (down 4 weeks in a row) down 20% from their highs...
See Chart:

  • FB -33% from highs (well below 200DMA)
  • AMZN -19.75% from highs (closing below its 200DMA)
  • NFLX -28.8% from highs (closing below its 200DMA)
  • GOOGL -16.4% from highs (closing below its 200DMA)


Financials are f**ked...erasing all the gains since Trump was elected...


Biotech bust with the worst week since April 2016 (down 4 weeks in a row) and down 15.4% from the highs...
See Chart:


Homebuilders hemorrhaged...
See Chart:


We note that the tech/financials relationship with Treasuries remains broken..
See Chart:


Treasury yields tumbled today (led the belly again) as there has been a notable decoupling between the long-end (underperforming) and the belly (5s and 7s)
See Chart:


HY Bonds puked this week...
See Chart:


The dollar surged for the 4th week in the last 5 (despite a big reversal today), closing at its highest since May 2017...
See Chart: Bloomberg Dollar Index


Finally, we leave you with this little beauty from Deutsche Bank..
See Chart:


Let's hope it's different this time!!
However, the last word goes to Glusdkin Sheff's David Rosenberg...
Go ahead, blame Powell. Don't tell anyone that foreign buying of Treasury debt has been cut in half this year and keep it a secret that the dollar share of world FX reserves has shrunk to a 5-year low of 62.5%. The USD role as the reserve currency is on its last legs.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"Now that Saudi Arabia has become a P.R. liability, Samantha Power and Ben Rhodes have quietly condemned the war in Yemen. But when they had the power to stop it, they were complicit... "
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"We will all die,
because the American Establishment lied through its teeth nonstop..."
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While mainstream media outlets balk at the suggestion that they may have been guilty of ramping up the division and political tensions in the United States, one of those outlets actually published an assassination story about president Donald Trump...
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Promoting possibly defamatory narratives is par for the course at NBC...
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"Globalization has offered up the shoddy baubles of cheap goods at Walmart and Amazon at the cost of hollowing out local economies everywhere... "
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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


"... Fujimori, who is 79-years-old, and back in prison now faces charges for his part in the program which is said to have led to the forced sterilization of over 200,000 women in the late 1990s."
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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

REBELION

USA       Estados Unidos y el éxodo centroamericano  Ángel Guerra Cabrera
                Imperialismo o fascismo?  Alberto Pinzón Sánchez
Ecuad    La hegemonía tiene hocico de lagarto  Alberto Acosta
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ALAI NET

                El neoliberalismo y la campaña de Bolsonaro  Yair Cybel, et.al
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RT EN ESPAÑOL 

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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


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The Price Of Bin Salman’s Head   By Ghassan Kadi    Continue
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The Triumph of Evil   By Paul Craig Roberts    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 inside US


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

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