jueves, 8 de noviembre de 2018

Nov 8 18 SIT EC y POL



Nov 8 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


Today's post-FOMC reaction in the Dollar Index was dramatically more than expected as The Fed's tone seemed to hit FX markets with the most hawkish tone - the +0.36% move was well above the biggest reaction since The Fed started hiking rates in Dec 2015...
See Chart:


After 5 straight days of short-squeezing higher, "Most Shorted" stocks ended red today...
See Chart:


VIX term structure shifted back into inversion today as stocks sank...
See Chart:


Energy stocks sank today - as you'd expect - finally starting to catch on the to collapse in crude...fun-durr-mentals
See Chart:


Yesterday's exciting surge in FANG stocks stalled rather notably today...
See Chart:


The yield curve flattened notably...
See Chart:


The USD Index was heading higher into the Fed statement and extending its gains notably after...
See Chart:


WTI Crude down 9 days in a row into a bear market, down 21.25% from Oct highs to 7-month lows...(a Hawkish Fed and OPEC-break-up chatter did not help)...
See Chart:


Inflation Breakevens continue to decouple from crude's collapse...
See Chart:


Finally, we leave you with this bigger picture chart...

As Bloomberg's Ye Xie notes, as of June, the ratio stood at 45%, the highest since the dot.com bubble at the turn of the century. It suggests that the annual return for the next decade is close to zero (0.7% to be precise, based on the regression). In other words, the stock market would deliver negative returns after adjusting for expected inflation.
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That 'pause' did not last long. Equity markets are now taking it on the chinsince The Fed's hawkish statement...
See Chart:
SOURCE:
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“There is little risk, in managing risk.
See Chart:
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Companies are passing along price increases to you, the consumer. And that makes it harder for you to “tread water” financially...

Something strange happened in the markets last month that signals trouble ahead...
When stocks fell from their September highs, you would have expected investors to run for cover in the world’s safe-haven asset – US Treasurys.
But that’s not what happened.
While stocks were plunging, Treasurys also fell. Yields on 30-year Treasurys increased to 3.4% from 3.22% (and yields have already more than doubled from their 2016 lows).
See Chart:

The increase in prices and interest rates to date is only the beginning.
Just take a look at what’s happening in the economy right now…

  • Food companies like Coca-Cola, Mondelez, Hershey and Kellogg are all raising prices as both ingredient and transportation costs increase. Kellogg’s CEO recently said in an interview, “We think 2019 will be more inflationary than we have seen historically since the recession.”
  • McDonald’s and Chili’s both raised prices.
  • Airlines are paying 40% more for jet fuel than they were a year ago.
  • Manufacturing companies are paying 8% more for aluminum and 38% more for steel than a year ago… and they’re dealing with a 10% tariff on Chinese goods.
  • Paint company Sherwin-Williams increased prices in its stores as much as 6% last month, with the CEO saying “Raw material inflation has been unrelenting and accelerating.”
  • Even Apple is falling victim to inflation. The company raised prices on its new MacBook Air and iPad Pro by 20% and 25%, respectively.

Companies are passing along price increases to you, the consumer. And that makes it harder for you to “tread water” financially.

And I think there’s more pain ahead as inflation really starts to work its way into the economy.
With inflation looming, I’d want to own some gold. I’m also happy waiting it out in 28-day Treasury bills, so I’m liquid when buying opportunities arise.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


Trump's order will almost certainly be met with a court challenge.
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"Miramar Elementary School teacher Lakeisha Sorey came across a box labeled 'Provisional ballots' left behind at the school from Election Day & she’s concerned it might have votes..."
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The next economic crisis is closer than you think. But what you should really worry about is what comes after...
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“Falsehood flies, and the truth comes limping after it...”
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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


"The long term prognosis for the world economy seems pretty grim, when all of these issues are put together... The more hostile political situation we have been seeing recently seems to be evidence that limits are close at hand."
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"Argentina and China have signed acurrency swap totaling 70 billion yuan before, and we are looking to expand it byadding another 60 billion yuan..."
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How do they [Saudi Arabia] know what his [Khashoggi’s] plans were and that they needed to act against him? That knowledge came from the technology developed by NSO...”
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The Bank of England has refused to release Venezuela's gold bars, insisting that standard measures to prevent money-laundering be taken including clarification of the Venezuelan government’s intentions for the gold.
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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



                currículo de un niño revela feroz compet educat en China  J C. H

Opin      Noam Chosmky y la caravana migrante  Diana Moreno
                El tiburón y las sardinas  Gustavo Espinoza
                La ofensiva reaccionaria  Albert Recio

ALC        El fierro político de los sandinistas  Ricardo Corone

ARG        La conflictividad al palo  Mario Hernandez




MEX       Sembrar semillas de futuro  Astrid Paola Chavelas

Españ    Sujetos colectivos  Antonio Antón

USA       Los dos Estados desUnidos  Jorge Majfud
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ALAI NET

                No hay migrante ilegal   Pedro Pierre





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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


Has The U.S. Gone Insane?   By Jeffrey Bowers    Continue
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Oceania Is at War with Fascism  By C.J. Hopkins    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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