jueves, 4 de octubre de 2018

Thu Oct 4 19 SIT EC y POL



Thu   Oct 4  19  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


Do you feel like the rabbit today?
And sure enough - it wasn't...Nasdaq was the day's worst performer...Selling really escalated when Europe closed..
See Chart:


But Small Caps remain worst on the week...
See Chart:


VIX broke above 15.50 intraday..
See Chart:


FANGs were proper f**ked...
See Chart:


 Financials erased all of Tech's relative outperformance from September...
See Chart:


High yield bond ETF prices plunged...
See Chart:


The Dollar rallied after the close last night on hawkish Powell headlines then dumped back into the red during the European day... rallying back into the green once Europe closed...
See Chart:


In dollar terms, the past six months have seen the largest ever reduction in the combined balance sheets of the ECB, PBOC, BOJ and the Fed
See Chart:


Finally we note that the divergence between the US and the rest of the world is now at a 30 year high...
See Chart:
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It is just a function of time until the economic “train is derailed.”

With the end of the Fiscal year for the government ending September 30th, the government now marches into 2019 after having added $2,423,000,000,000 to the debt over the next decade. Of course, that debt was the result of the fiscally irresponsible legislation passed last year which will also add a minimum of another $445 billion to the deficit in the coming year.
See Chart:

Notice in the chart below the pickup in economic activity has coincided with a surge in the deficit. Spending on natural disasters and defense spending increases “pull forward” future economic growth which is an illusion of an economic turn.
See Chart:
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While higher oil prices will remain a steady drag on consumption growth, the boost to energy capex is likely to shrink as the shale industry runs into transportation capacity constraints
See Chart:
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If the JPM Global Bond yield rises above 2.70%, the cost of global capital would rise further, unleashing another risk-off phase...
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US  DOMESTIC POLITICS

Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



they are going to be comfortable confirming Judge Kavanaugh
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Grassley slams MSM over bias
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"either way it will add pressure on him to produce results ahead of his re-election battle in 2020" 
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"They are on notice." This is nothing other than
direct warning of a preemptive strike...
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"This kind of partisanship means that
our democracy has reached a kind of stalemate."

Polarization has created political turmoil in Washington:
US House 114th Session (2015/2016) - shows extreme polarization among Democrats and Republicans
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NEWS FROM HUFFINGTONPOST
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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


“This should serve as a wake-up call..."
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By pushing Russia away from the dollar-based financial system, the US is only hurting the dollar.
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


RELATED:
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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


ALAI       VEN  Suma de errores corregibles   Umberto Mazzei
                -Los refugiados y el efecto rana   Guadi Calvo   
                COL  Tecla fácil con gatillo asesino   Horacio Duque
                Bolivia, Chile Sobre usos y modo de empleo del Derecho  Javier M
                -Provocarán el petróleo y el dólar una tormenta perfecta?  G G L
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


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More Cold War Extremism and Crises  By Stephen Cohen      Continue 
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Smear and Shekels   By Gilad Atzmon
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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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