martes, 20 de noviembre de 2018

Nov 20 18 SIT EC y POL



Nov 20 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

CARNAGE

Yuan weakened modestly...
See Chart:


European stocks extended yesterday's losses...
See Chart:


US equities collapsed into the cash open, bounced to the european close then gave it all back...
See Chart:


Nasdaq is the biggest laggard on the week...
This is the Nasdaq's worst year since 2011...
See Chart:

All major US equity indices went red on the year...

From the highs:
  • Dow Industrials -9.2%
  • S&P -10.2% (Correction)
  • Dow Transports -12.1% (Correction)
  • Nasdaq Composite -15.1% (Correction)
  • Nasdaq 100 -15.3% (Correction)
  • Russell 2000 -15.6% (Correction)
Semis entered bear market and S&P Tech has almost erased the year's gains...
See Chart:


US Investment Grade Credit risk continued to charge wider - to widest since Nov 2016 - but still remains 'cheap' protection relative to stocks (VIX > 23 today)...
See Chart:


US High Yield Corporate Bonds are down 9 days in a row - a record losing streak...
See Chart:


Investors have demanded more money to provide insurance against junk-rated default risk for nine consecutive days, the longest such period since January 2010. Implied spreads on high-yield bonds, as per credit-default swaps indexes, are the highest since 2016.
See Chart:


It is time...
See Chart:


Bond yields and stocks have generally tracked each other well in the last two weeks - though the yield 'delta' to stocks has been notably lower than is normal...
See Chart:


Given the carnage in stocks and credit, Treasury bonds rallied only modestly...
See Chart:


But inflation breakevens collapsed to one-year lows, as oil plunged...
See Chart:


The Dollar surged today, erasing Friday's plunge...
See Chart:

Who could have seen that coming?
Goldman: "In 2019, we forecast the USD will weaken by 6% vs. the Euro and 5% vs. Yen." Morgan Stanley is even more bearish on the USD, as are most other banks.

Weaker dollar is now the consensus trade, which likely means DXY will soar
— zerohedge (@zerohedge) November 18, 2018

Despite the surge in the dollar, gold manage to end unchanged as copper, and silver slipped lower...  [ If the gold don’t fall .. then dollar surge is a Siren song ]
See Chart:


Finally, we note that the Value Line Geometric Index has tumbled back to critical peak levels...
See Chart:


And then there's this..."You Are Here":  2.0 GDP
See Chart:

It only seemed appropriate to end with this...
Kudlow: “I’m reading some of the weirdest stuff how a recession is in the future - nonsense.” Maybe he's right -- it's not in the future. It's here!
— David Rosenberg (@EconguyRosie) November 20, 2018
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[[ Big Corp practicing neoliberal policies are the cause of crisis.. They blame each other now ]]

It’s not different this time, it never has been...Buckle in. Icarus is in descent. Will he manage a soft landing?
It’s not different this time, it never has been...

            [[ So .. they deserve to be burned  ]]

The historical script: Bulls take everything to ever more extremes and keep raising target prices along the way ignoring the technical charts that scream caution as technical disconnects keep stretching to historical extremes. Icarus flying to the sun with no consequences is the pervasive theme during each bubble.

I mean come on, this was the moment $AMZN peaked and has dropped 25% from since:
READ:

Buy, buy, buy and zero warning. Don’t ever sell. Right.
In contrast this was the chart of warning I had posted on the same day (see also Lying Highs):
See Chart:


In fact it’s turned in an absolute bear market since for these stocks:
See Chart:


I could go on, but I trust you get my point:
See Chart:

You can see many more charts at:
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...the January and October volatility spikes were only the beginning of a much larger bullish volatility cycle..
See Chart:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


The Federal Reserve is facing the growing possibility of the third asset price bust in the last two decades...

 Inflation is a monetary phenomenon and yet nowhere in the economic textbooks does it say that an accommodative monetary policy will cause inflation to only appear in the published price indices of the federal government.
See Chart:
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... a third of all Americans cannot even afford 'the basics' each month, and 13 million households are officially considered to be 'food insecure'...
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"While there’s still no ‘panic in the streets,’ most traders are unconvinced that the selling will slow down anytime soon."
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"We all kind of looked around at each other, like,
 I thought this was an interview."
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Don’t expect Illinois millennials to ignore
 the state’s collapsing finances for long...
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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


Intensified cooperation between Russia and Arab power players will be a nightmare scenario for U.S. and EU policy strategists...
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"if we broke with Saudi Arabia I think your oil prices would go through the roof."
[ If you plan to bomb a foreign country after drills & drills… Saudis are the target.. but if you plan to get money & more money under the table.. Continue saying that you said. ]
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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

                Chris Hedges  “fascistas cristianos” y podredumb d sistema US
                La bancarrota democrática Carolina Vásquez Cumbre Iber-Am
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CULT      Mother Jones  Historia de lucha obrera en el US Jesús Aller
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COL        La JEP no es justicia, ni es transicional  Ana María Fonseca
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ARG       G20 en el debate de época  Julio C. Gambina
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ECOL      Caso Chevron   “buscamos justicia y encontramos castigo”
                10 meses de 2018: Los derrames de Vaca Muerta
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ALC        Perú:   Bajada de reyes  Gustavo Espinoza
                Un grito por Nuestra América  Cristóbal León Campos  
                Perú  Alan García: histor de corrup y fuga que se repite  MA
                Chile  el gob y el asesinato del com mapuche, Camilo Catrillanca
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Españ    ¡Españoles, Franco ha vuelto!  Víctor A  A volarlo otra vez!
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Cuba      GDP crecerá solo 1% Bueno, bueno… le dijo la mula al freno  JT
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ALAI NET

USA       Trump condena a Cuba y el mundo a US  Manuel E. Yepe            
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ARG       SOBERANÍA   Laura García Vázquez
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RT EN ESPAÑOL

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Saud      Arabia Saudita, pueden "destruir la economía mundial" ? o solo las arcas de Trump
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


Planed War ?  By D Sjursen  U.S. Military Prepares Global war
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Revenge Is Mine Saith Washington   By Paul Craig Roberts
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Registering Israel's Useful Idiots   By Philip Giraldi
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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
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Econ


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


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