miércoles, 28 de noviembre de 2018

Nov 27 18 SIT EC y POL



Nov 27 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 talks with China.. thing were a little better for American economy

The day started with hopeful headlines about Trump and Xi having a cozy dinner and ended with China's US ambassador warning of "all-out conflict"

Although note..  overnight was the chaotic spike (and dump) in stock futures on a headline that is a month old...
See Chart:


A roller-coaster day in US equities, but Small Caps were clubbed like a baby seal compared to the rest of the market...(Nasdaq was ramped into the green in the last 30 mins)
See Chart:


It looks like Dow is trying to get back to even with Small Caps on the month...
See Chart:


Futures show the overnight swings best...(again broadly speaking buying panic started as US opened)
See Chart:


GM shares tumbles as Trump threatened to remove all subsidies and erased all of yesterday's gains... 
See Chart:


FANG Stocks gave up their gains amid trade tensions...
See Chart:


Credit markets are suffering despite the ongoing drop in VIX... (now where have we seen this before)
See Chart:


With Leverage Loans collapsing..
See Chart:


Inflation breakevens tumbled into the red for 2018, catching down to the collapse in crude...
See Chart:


The Dollar surged once again back up near 2018 highs...
See Chart:


Dollar strength sent PMs lower and China tensions did not help copper or crude (until oil was panic bid)...
See Chart:


The old story that US econ was great and China down wasn’t true.
 that is not true... anymore . The miracle of a good relation with china changed the whole panorama… We hope that the war RU-NATO on Ukras don’t ruin it all.

See Chart:

You see: China-US can walk hand on hand as the chat showed it. That picture has nothing to do with the pessimistic Kudlow-chaos story-tell. All we have to do now on at  Econ level is to fix old problems, like the one below. We have the experience of FDR on this regard: first is the labor in the cities and in the farms.. the rest can wait.
----
----


"The current trends suggest that this trend has not yet seen a peak..."

Eighty-four farms in the US Midwest region covered by the Minneapolis Fed’s Ninth District states (Minnesota, Montana, North and South Dakota, Wisconsin and the Upper Peninsula of Michigan) filed for chapter 12 bankruptcy in the 12 months that ended in June - more than twice the level observed in June 2014, according to a new report from the Federal Reserve, surpassing the prior peak hit just after the GFC.

See Chart:
Chapter 12 Bankruptcies  over the previous 12 months


"Current numbers are not unprecedented, even in the recent past, having reached 70 bankruptcies in 2010. However, current price levels and the trajectory of the current trends suggest that this trend has not yet seen a peak," Ron Wirtz, an analyst at the Minneapolis Fed, wrote.

Bankruptcy numbers inversely correlate with the rise and fall of soft commodity prices. After an abrupt spike in chapter 12 filings during the GFC - which peaked in 2010 - soft commodity prices started to rise across the board and bankruptcies declined. Farm bankruptcies bottomed out in 2014, but that was at the point when prices peaked then began to drop.
See Chart:


The bankruptcy wave of farms is also spilling into the ag loans market as the Ninth District’s 531 banks have reported an alarming rise in nonperforming ag loans. 

"Asset quality of ag loans at these banks in the bottom quarter of the performance distribution worsened significantly after the recession. They improved markedly by 2012 and saw a couple of years of very healthy rates (Chart 3). But by 2014, asset quality in this cohort of banks was worsening again. By the second quarter of this year, asset quality would fall below levels seen in the aftermath of the recession—a trend not seen in any other standard loan category, like residential and commercial real estate, or construction and industrial, or even consumer loans," said Minneapolis Fed. 

See Chart:

The farm bust is not isolated to Ninth District states but also is showing up in other parts of the Midwest.

A new report from the Federal Reserve Bank of Kansas City, which includes Colorado, Kansas, Nebraska, Oklahoma, Wyoming, and portions of Missouri and New Mexico, shows how farms in its district reported much lower income than a year ago.

Kansas City Fed said farm incomes were expected to weaken into early 2019. The worst ag banking conditions were in states with the heaviest concentrations of corn and soybeans.

See Chart:
China soybeans Imports from Brazil and USA by Month

The report also notes how farmers have started to deleverage, taking a page out of the GE playbook, with fire sales of land or equipment to make loan payments.

In short, it appears that America's farm bust has arrived; while it has been festering for years starting under the Obama administration, with President Trump's trade war and China shutting out US farmers to its market the perfect storm has arrived.
----
----


This holiday shopping season is supposed to be a return to the boom years of the mid-2000s...

[[ Our Nation feel the pains of the collapse of neoliberal system. that is Why. The worse: we don’t have clear post-neoliberal plans. All that we have is a plan for WW3.. that of course won’t solve any Econ problem, it will aggravate it. ]]
----
----
A new dollar based on Gold .. Can this be a right move to go beyond neoliberalism?

"The gold standard is more than just sound money. If it is to serve the needs of people and support modern civilization, it must be based on honest credit. It is about honesty and moral rectitude. "
----
----

Same financier-mafia in WS disguise as Bull & Bear to suck money from Fed

[[No difference: we must support investors in production business NO especulators ]]

"The same media which told you 'not to worry', will now tell you 'no one could have seen it coming'... The market may be telling you something important, if you will only listen..."
See Chart:
----
----

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



We are witnessing a fundamental transformation of America.  Some welcome the changes that are happening, while others are greatly resisting them...
----
----

And they are both telling us the US economy is in huge trouble.
----
----
When tech giants stamp out startups, they smother productivity.
----
----
"This includes individuals known to law enforcement for assault, battery, drug crimes, burglary, rape, child abuse and more..."

                [[ They say this while the image show kids under gas attack ]]
----
----


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


Nothing said on China in American Media is reliable.. we must check their voice

“We don’t want to cause any financial instability in global markets. This is very dangerous, this is like playing with fire,”
----
----
False flag?  or what?
"In the last century, we had two world wars, And in between them, the Great Depression. I don’t think anybody should really try to have a repetition of history."
RELATED:

Next Monday is shaping up to be a huge gap event...China clearly wants a deal. Does Trump?
----
----
Yes, it is NATO that is in "Full-Scale War With Russia"

Telegraphing a NATO response?  [ Or copying NATO response ]

[[ Why UK-US involved in full scale war with RU without Peace-due process of mediation, arbitration & adjudication either by UN International Court of Justice  or the Court of European Communities?. Is this part 1 of the first strike for WW3? They knew RU won’t take this attack as regional level-war.. they of course will hit the US as well, the key part of NATO plus other sites. Are the US Nation ready for WW3?.. Where are the bunkers to cover our Nation?..  In my opinion the US-NATO is putting at risk our life & whole humanity life. If this is the case we need a huge PEACE Mov inside & outside plus signat for impeach]]
----
----

"[W]e are working to take down that threat to the United States."

[[ and later we going to work repairing US Embassies burned worldwide if the life of this icon of real free press is put at risk.. Check Europe & latino opinion]]
----
----


SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


RELATED:
INF: Intermediate-Range Nuclear Forces Treaty signed in 1987.
[[ What NATO does for the whole humanity?  They plan to incinerate all of us.. We must fight to dissolve this mafia of cannibals by demanding DISMANTLE of NUKES ]]
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
RT SHOWS

----
----
----
----
----
----

NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos


REBELION

                Salvar los cuerpos  Santiago Alba Rico
----
Or Pr      Antisionismo vs.l antisemitismo   Ofer Aderet
----
FEM       Mujeres bajo la bota   Carolina Vásquez
----
ECOL      UE logra Ado para reducir emisiones de coches  Cédric Simon
                Glifosato y cáncer en la Argentina  Vanesa Rosales
----
----
----
USA       ¿Qué es el trumpismo?  Barry Sheppard
----
----
COL        “Soy colombiano pero de los bolivarianos”  Francis Cova
----
----
ALAI NET

----
                Pres: el pueblo anda arrecho por cosas como estas  JM
----
                  Las calificadoras de riesgo contra AMLO  Lucía Converti
----
----
----
----
----
RT EN ESPAÑOL

----
----
----
----
----
----
----
----
----


INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


----
----
----
----
----
----
----
----


COUNTER PUNCH
Analysis on US Politics & Geopolitics


----
----
----
----


GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies


----
----
----
----


DEMOCRACY NOW
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Econ


----
----
----


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


----
----
----
----
----
----
----
----
----
----
----

No hay comentarios:

Publicar un comentario