Wed Oct 3 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
Flesh wound or Death blow for
bonds?
Yields spiked by the most since
Nov 2016 (the day of and following President Trump's election).
See Chart:
The yield curve steepened
dramatically...
All of which is fascinating
given that Treasury Futures net speculative positioning is already at record
shorts...
See Chart:
As Bloomberg's Cameron Crise notes, this yield move is entering the "danger
zone" for stocks. The 30bps spike in the last 5 weeks falls
into the cohort whereaverage and median
equity performance has been negative over the following five weeks. Do
with that information what you will, but realize that
with this kind of price action the bond market is not the equity market's
friend.
See Chart:
Treasuries are now at their
cheapest relative to stocks since June 2011...
See Chart:
And before we leave the bond market, we must note one potential additional factor of today's
ugliness as Comcast's massive IG issue started trading and dominated the market
- with a solid bid (were marginal TSY holders rotating into Comcast)..
See Chart:
Finally, we note that the last seven days have
seen notable selling in the last 75 minutes of the day (obviously it hasn't
slowed the rally, but still notable)...
See Chart:
…
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"We
may go past neutral.
But
we’re a long way from neutral at this point, probably."
Well, as of Powell's latest speech, the
answer appears clear: Powell will push above, and perhaps far above, the
neutral rate. And, as the following chart, every time this has happened, a bear market
has inevitably followed.
See Chart:
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American
exceptionalism is waning, as its human capital yield has collapsed from 6th to
27th over the period.
World Bank President, Dr. Jim Yong Kim, describes human capital as "the sum
total of a population’s health, skills, knowledge, experience, and
habits."
Over the past
quarter-century, there has been tremendous progress in global health and
education investments with Finland at the top of the list. However, the study
confirms that American exceptionalism is waning, as its human capital yield has
collapsed from 6th to 27th over the period.
See
Chart: Blocked
….
SOURCE:
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete;
it’s full of frauds & corruption. Urge cambio
Republican
Gov. Larry Hogan said the FBI report was "shocking and disappointing, but it
doesn’t come as a complete surprise."
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"These
are not genuine people who are concerned about Dr. Ford or anything else, these
are paid activists..."
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"These
are not genuine people who are concerned about Dr. Ford or anything else, these
are paid activists..."
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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
"Euroland, Japanese previous buyers of 10yr
Treasuries have been priced out of market due to changes in hedge costs. Lack
of foreign buying at these levels likely leading to lower Treasury
prices."
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Once
EURUSD took out the 1.15 stops, the pair tumbled as low as 1.147, the lowest
level since late August. Meanwhile both the USD and 10Y yield afterburner were
unleashed, and are finally depressing S&P futures...
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"This trade war will initially favor the US but we will gradually lose the advantage as the rest of the world builds new pipes
to bypass us. Something
similar happened to the UK, our predecessor hegemon. We don’t
know what a new world financial order would look like but the US dollar would
not be on top of it..."
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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
-Nicaragua Una carrera de desgaste
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ALAI
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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
UN Court Orders US to Lift Iran Sanctions By Mike Corder Continue
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Could Trump Take Down the American Empire? By
Gareth Porter Continue
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Will Organized Human Life Survive? By Noam Chomsky Continue
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How Ecuador Sold Out Julian Assange For $500
Million By Jimmy Dore Continue
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The Scary Side of the Technological Police
State By John W. Whitehead Continue
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PRESS TV
Resume of Global News described by
Iranian observers..
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