viernes, 2 de noviembre de 2018

Nov 2 18 SIT EC y POL



Nov 2  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


After Schocktober, November's chaos likely left a lot of traders thinking this...
F*ck THAT.. we want an honest mediation
Chinese stocks saw an orgy of sudden mysterious buying pressure after Monday's dip... (heaviest volume week since February)


European stocks were  higher but considerably less linearly manipulated...Everyday saw a solid open sold off...
See Chart:


US Stocks are back in the green for the year thanks to this mega squeeze...
See Chart:


What really helped the week overall was a massive short-squeeze (an 8% surge) - the biggest since Nov 2016 (US Election)...
See Chart:


Obviously Apple was making all the headlines, tumbling back below a trillion dollar market cap...
See Chart:


FANG stocks rallied, breaking a four-week losing streak, but it was anything but convincing...
See Chart:


Despite VIX compression this week, the term structure remains inverted...this is the 20th day in a row...
See Chart:


As stocks tumbled during the day, bonds were also sold as it seems quant derisking remains
See Chart:


Treasury yields blew wider all week, accelerating as November started...
See Chart:


30Y took out 2018 yield highs - pushing to 3.46% - the highest since July 2014...
See Chart:


The Dollar ended the week almost unchanged after yesterday's tumble and today's chaotic swings...
See Chart:


Mirroring the dollar, Gold ended the week almost unchanged in a big V-shaped recovery
See Chart:


Not a good sign for Bloomberg reporters .. Ned Davis Research just went bearish on global stocks for the first time since 2009... Investors should sell stocks and buy bonds because the equity decline is only halfway done, according to Tim Hayes, the firm’s chief global investment strategist.

 “In making this move on market strength, we are recognizing that the global market downtrend has not led to the levels of panic and capitulation needed to start a bottoming process,” Hayes wrote in a note late Thursday.
“We have yet to see a waterfall decline with extremely high downside volume and volatility.”

Four out of the 10 components in the firm’s model have turned bearish. If another one goes sour, Hayes said he’ll downgrade stock allocation further.
Soft survey data started to catch down to reality this week...
See Chart:


Tighter financial conditions still point to a considerably lower stock market..
See Chart:

No matter what - something changed!!
See Chart:
Smart Money Flow Index down
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Declines in equity markets and softness in freight indicators may turn out to be...

Oil declined more than 3% on Thursday, and extended those losses Friday, with ICE West Texas Intermediate (WTI) Light Sweet Crude Oil Futures probing lows not seen since April, due to weakening global demand at a time when the output from the Organization of the Petroleum Exporting Countries (OPEC), Russia, and the U.S. is rising.
See Chart:

Oil prices started declining in early October on fears that global economic momentum was waning as the U.S-China trade war escalates, and a slowdown in emerging market economic data (primarily in Asia) was becoming more evident.
Global Crude Futures (data via Reuters Eikon) 
See Chart:
BLOCKED (freedom exposed the interest of Frackers big-poluters Copr)
Open the SOURCE below to see this & other interesting charts

If the economy is at a turning point (or a cyclical peak), the sequence of events to follow by the Trump administration would likely involve some combination of fiscal expansion, monetary easing, and or possible reduction in trade tensions. A further slowdown in global growth could send oil prices much lower, as consumption growth declines while production continues to accelerate.
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On October 31 the balance sheet declined by $33.8 billion  - the biggest notional total yet - consisting of $23.8 billion in Treasuries, $8 billion in Mortgage Backed Securities, and a modest decline in various other assets.
See Chart:
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SOURCE:
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"Not trading is actually a trade decision. I don’t see anything that makes sense to me, so there’s absolutely no reason why I should have positions on."
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


MID TERM ELECTIONS: FOX NEWS  6:30 PM

SENATE POWER RANKING:
19 Likely Democrat                                         5 Likely Republican
Dems:                                                                   Reps
19 Likely Democrat                                         The 5 likely Reps
DE                                                                           MS
HI                                                                           NE
ME                                                                         ND
MD                                                                         UT
MA                                                                         WY
MI
MN
NM
NY
OH
PA
RI
VT
VA
WA
WI
CA
CT
MN
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So, the REPs may probably lost the Senate.. It means that Trump Impeach will go on
What he is going to do?  Probably WW3, if he is not deposed asap or he resigns to the Pres.
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Twelve Honduran nationals, including six children, 
were named as plaintiffs in the lawsuit...

[ Anti-latino racismo está hundiendo a Trump .. Just place a tiny shakle in the bottom of one leg to migrants (unless there is verifiable evidence that they are involved in Drug traffiking and/or terrorism) and give them a WELCOME TO AMERICA.. That could change the trend in current elections and make you a candidate for next Presid eleccion. Is the only choice you’ve to be alive in politics? WW3 is not an option.. R-C already sent nuclear submarines pointing to US. They knew this could happens. Mr Presid.. don’t our Nation at risk for 1 correctable  mistake ]]
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The other view on the matter above: 2 Arts
1-

"Politically, continued mass migration to the USA by peoples of color, who vote 70-90 percent Democratic, is going to change our country another way. Red state America will inevitably turn blue."

[[ FALSE: I’m latino and I did participate in a Political Mov to collect votes for Senator Specter –a well known Rep – who wanted to be re-elected. He need 700 votes to break the balance with the Dem candidate –as said by polls- We got more than 1 thousand votes for him. Our concern was the in-state tuition for Latino Student in PA Universities. The demand was based on the taxes paid yearly for Latino parents. The out of state tuition was very expensive and frustrated for many latino families. Senator Specter got this for us once he was re-elected. Then after, in-state tuition was expanded to latinos in other red-states. There is not such a Dem preference for us. One more thing: a duopoly system is a TRAP for latino voters. We don’t have such a trap in the South, many polit parties participate under equal condictions and if the winner don’t get more than 51% of the total electorate, we go to new elections between the 2 most voted candidates. And the winner is the one who get best alliance with the other parties. In short: latino voters do consider the duo-poly system as real trap that force voters to select the less evil between the 2 parties. The minor parties has not chance to decide in elections. In the south the minor party do have the chances to win. For instance in Peru: the well known novelist Vargas Llosa was the candidate for a major rightist popular party and he was defeated by a candidate from an unkown party in the whole Nation. It was Fujimory, a japanis –peruvian citizen –a university profesor with clear speech in public debates, who beat Vargas Llosa. Is the duopoly system that most latinos distrust in America. Political Party-freedom is a factor in the South. Not the migration. For that reason I’m not in favor of DEMs & REPs, though one time, only 1 time I voted DEM to support Obama, because he is black, and my 2nd Nation had an historical debt with blacks. But most Mexican-american didn’t vote Obama, as happen to other latinos too. So, there is no point in said that latinos are Dems by default. Recently in NY we vote an independent candidate. That might reflect better our position in election in America. ]]  
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2-

"...Or, there’s the possibility that the dregs of a defeated Democratic Party will just go batshit crazy and use the last of its mojo to incite actual sedition."
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The difference in the labor force participation between college grads and high school dropouts has never been lower.
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"traders place fake orders to create the illusion of supply or demand"
RELATED:
Rates for container ships have collapsed...
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What goes up must eventually come down...
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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


Reuters said the wheels have literally "fallen off that profit vehicle"...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3



[[ Solo la hipocrita prensa Americana puede hacer escandalo por la denudez de una mujer. Juana de Arco paseo su desnudez en un campo de batalla entre Franceses y Britanicos para decirles que ellas quiere ser madres y no tener maridos discapacitados ni con la mente polucionada por los gases de una guerra que llevaba 100 anios. La paz es mas importante que la estupidez de las guerras, indico la desnudez de Juana de Arco.  Aquí la rusofobia no tiene aun 100 anios de guerra y se cree que la desnudez de una mujer está afectando la moral de los santos del US. Es la hipocresía y nuevamente la guerra lo que si es amenaza. Esto es lo que debiera preocupar a los dueños del tuiter. Solo así la Paz mundial si se abrirá espacio en nuestras conciencias.]] 

Bolton's ‘Troika of Tyranny' Points to Imminent Regime Change for Nicaragua  Este si es un neo-nazi y más idiota que su jefe. Uno ataca latinos desarmados y este enteras Naciones-Estado. Por culta de esta gente los Reps y Tramp van a perder las elecciones.
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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

                Econ de Gaza se desploma y con ello cualquier esper de paz J Cook
ECOL      Hambre y obesidad  Luis E. Sabini
                 La ONU, por la agroecología  Darío Aranda
                El capitalismo ha optado por el fascismo  Pedro Luis Angosto
BRA        Bolsonaro-Trump y ainda mais  Guillermo Almeyra
                Sur, Bolsonaro y después  Marcel Lhermitte
                El nuevo Duce   Luis Cuello
                Fronteras y emergencias en medio del caos  Fdo Dorado
                Cheikh Hamidou  “África ya no existe: le han arrebatado su espacio”
                Es transferencia de crisis neoliberal a la periferia imperial         
Chile     Una reforma que no reforma  Luis Mesina
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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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U.S. Terror Is Not New  By Margaret Kimberley    Continue
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It’s Brillig In America   By Paul Edwards    Continue
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COUNTER PUNCH
Analysis on US Politics & Geopolitics


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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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