miércoles, 19 de diciembre de 2018

DEC 19 18 SIT EC y POL



DEC 19 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


"Everything was awesome" and then Jay Powell said...
Some years ago, we took away the lesson that the markets were very sensitive to news about the balance sheet, so we thought carefully about how to normalize it and thought to have it on automatic pilot, and use rates to adjust to incoming data. That has been a good decision, I think, I don't see us changing that.... we don't see balance sheet runoff as creating problems"

And everything broke...
See Chart:


Overnight futures show hopeful buying - "surely The Fed will deliver and capitulate... for goodness sake, someone has to rescue my FANG portfolio!!??" - But The Fed did not - cutting their rate outlook by a mere one hike, with plenty still seeing 3 hikes ahead in 2019...
See Chart:


And Futures collapsed...
See Chart:


Treasury yields tumbled...
See Chart:


The dollar surged back above pre-Payrolls levels...
See Chart:


Finally, everything is now in the red for 2018 (with Nasdaq Composite down 4%):
See Chart

This is the market's worst year since 2008, worst quarter since Q4 2008, and worst December since 1931!!
As Scott Minerd warned:
"this market sell-off risks becoming a systemic problem."
Indeed...
sneak peak of today's Mad Money https://t.co/3fqBUhsyPS
— zerohedge (@zerohedge) December 19, 2018
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Name and shame has begun: mutual fund giants Lord, Abbett and Eaton Vance are among the fund managers selling loan holdings to meet redemption requests and build up cash reserves.

Following record outflows...
See Chart:


.. and loans which banks can't offload from their books and are stuck holding the "secured" (covenant-lite) paper into the new year, the slide in the S&P/LSTA Lev Loan index has accelerated, dropping 1 point in just 4 days, down to 94.4, the lowest price in over two years.
See Chart:
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"Buckle up..."

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"Buckle up..."

There have been times even in this market when it defers to the legend of Greenspan; the so-called Fed put in the Treasury market is more like fleeting visions of technocratic competence. Occasionally, people get to thinking these central bankers might actually have something. It has in the past usually involved shiny new programs that dazzle the imagination more than provide desperately required liquidity.
See Chart:
https://www.zerohedge.com/sites/default/files/inline-images/ABOOK-Dec-2018-COT-Blue-Net-Short-2008.png?itok=mtNYs4nx
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"Fake fixes don’t fix what’s actually broken. They’re duct tape holding together a broken system....fakery is always precarious: the truth about the asymmetries of power might slip out and spread like wildfire..."
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The Senate passed a seven-week, stopgap funding bill on Wednesday, preventing a partial government shutdown that was expected to begin at midnight on Friday.
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This was the best policy so far.. but we can’t  trust Trump

"It would be nice to think the president has final say on foreign policy, given the U.S. constitution. But the misleading troop withdrawal announcement, followed by Trump’s boastful tweet, suggests the exact opposite..."
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US-W ISSUES (Geo Econ, Geo Pol & global Wars)
Global depression is on…China, RU, Iran search for State socialis+K-, D rest in limbo



The Bank of England and Mark Carney are attracting unwanted attention with a bizarre saga involving 14 tonnes of Venezuela’s gold. 
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La barbarie Saudi:  los amigos de Trump

"Fingers resembled barbecued meat, swollen and blue..."
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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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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos


ALAI NET

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                Prisioneros políticos en México  Eduardo Ibarra Aguirre  
                Inédito aumento al salario  Teodoro Rentería A
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                Brasil en la escena mundial   Monica Bruckmann
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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


Trump Steals Prize For Defeating ISIS
U.S. To Pull Troops From Syria Immediately   By Moon Of Alabama
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Britain's Real Enemy, Not Russia  By Finian Cunningham
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Texans Grovel At Israel’s Feet   By Paul Craig Roberts
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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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