viernes, 23 de noviembre de 2018

Nov 23 18 SIT EC y POL



Nov 23 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


Dow's worst Black Friday performance since 2010
See Chart:

Dow was the week's biggest loser but this was Nasdaq's worst week since March...ugly close...S&P has confirmed its correction, closing down 10% from its record closing high...
Futures show the weakness during yesterday's cash market holiday was quickly erased by the machines at today's cash open... and then dumped...

See Chart:


The early week bounce in FANG stocks faded...
Financials had an ugly week...
Credit had an ugly week too with IG spreads blowing out to fresh cycle highs (even as VIX compressed)...

Treasury yields ended the week mixed with the short-end marginally higher and the rest of the curve lower in yield - despite the collapse in stocks...
See Chart:


Inflation breakevens tumbled to their lowest since Dec 2017, tracking oil lower...
See Chart:


The Dollar rallied back up to last Friday's pre-plunge highs again...
See Chart:


Crude was the week's biggest loser as the rest of the commodity space largely trod water...
See Chart:

RELATED:
This was Oil's worst week since Jan 2016...
See Chart:


We do note that oil spiked a little into the close amid some OPEC/Saudi jawboning...(but still ended down 6% on the day)
See Chart:

Saudi Arabia and OPEC are inching toward a compromise between pleasing the U.S. with policies that won’t lead to price spikes and throttling back the flow of its oil to rebalance oversupplied global markets. The solution the cartel is considering: A production cut that doesn’t look like a production cut. Under such a scenario, the Organization of the Petroleum Exporting Countries would announce plans to retain current output targets, first set in 2016. That move would imply a production pullback because Saudi Arabia is overproducing by nearly 1 million barrels a day, according to people familiar with the matter.


Gold managed gains against the yuan while treading water against the dollar...

[[ The crude-oil went down.. the gold went up & dollar .. almost unaffected??  ]]

See Chart:

Finally, we note that 'soft' survey data is starting to catch down to the 'hard' reality of real economic data...
See Chart:
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"This is a bearish sign, particularly if outflows persist and managers eventually turn to deep discount paper for cash.
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The November survey does raise some warning flags to suggest growth could slow in coming months. In particular, growth of hiring has waned as companies grew somewhat less optimistic about the outlook..."
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"The entirely predictable deceleration in population growth among the 15 to 64 year old working age population is set to go into overdrive during this next decade..."
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"the decline will not end until we see a low in equity markets, and as we have noted in recent reports, we're not there yet." - BMO
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Peak volatility & trough returns will coincide with Fed capitulation driven by "event" and recession fear.
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Stocks are trading at a discount as a shortened Black Friday trading day begins... so buy them with both hands and feet!!
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A comparison to the dotcom bubble suggests the FANG stocks may have topped...
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Whatever happened to "negative convexity"?
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

Ridiculous Wishful-thinking ..  it means that socialism is up & conservativ are afraid of

" Alejandra is a leader of a Socialist Mov in action, whatever attack to her is an attack to the whole Front. She is one of the youngest and smart women and women are more united than ever. We won’t tolerate any stupidity on her or other in the Front..."
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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


"Silence Jamal Khashoggi as soon as possible" - MbS on audio

[[ Why he was killed? .. The latest: he threat to denounce chemical attack of Saudis on Yemen.. That put at risk the whole crown of Saud in International Courts.. and that would’ve been the end of free money for Trump & family ]] 
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[[ Trump protection of Saudis make them believe they are above the Law ]]
Iran’s elite Revolutionary Guards have detained a Saudi Arabian fishing boat and arrested its crew, Reuters reports citing Iran's judiciary’s website Mizan reported on Friday.
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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


ALAI NET

                US  La ultraderecha está de moda  Marcelo Colussi    
                Primer foro mundial del pensamiento crítico  RAC
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                Duque cae en picada  Pedro Santana Rodríguez
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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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Welcome To Planet Earth  By Caitlin Johnstone 
Books written by dead men tell the living how to live
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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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