viernes, 11 de enero de 2019

JAN 11 19 SIT EC y POL



JAN 11 19  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


One week after BofA's "Buy Signal" was triggered on January 3, there was a whopping $7.2 billion inflows into bonds, $6.2 billion into equities, and $1.1 billion into gold as investors scrambled to reallocated funds to both risk assets and safe havens.
See Chart
Credit Flows: The ‘Big Low’ requires inflows to Credit Funds

See More interesting Charts at:
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Slumping macro data, tumbling earnings expectations, and "substantial" Fed balance sheet run off to come, that explains why stocks at near-record levels of extension in the last few weeks...
See Chart:
US MACRO SURPRISE INDEX


Credit spreads compressed further on the week but found some resistance today...
See Chart:


The Dollar Index  fell
See Chart:


Finally, amid all this exuberant stock buying and proclamations that "the bottom is in" - recession risk is at a seven year high...
See Chart:


Don't forget "you are here"... -26.28
See Chart:
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"Make no mistake, as erratic and unstable as 2018 was, 2019 will be far worse..."
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To get a good seat at the banquet of consequences, the owner of capital has to shift his/her capital into scarce forms for which there is demand...
See Chart:
Ownership Society
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"The safety implications are obvious, unfortunately, if they’re worrying about a paycheck.
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"If this impasse doesn't end soon, there will be a real economic impact."
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"Nothing has changed."
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"We believe CNN declined a report from KUSI because we informed them that most Border Patrol Agents we have spoken to told us the barrier does in fact work.
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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


"It’s not a volatile economy, it’s a bubble economy... this is the beginning of a much greater crisis, of a much greater recession than the one that we experienced back in 2008."

Listen Video
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"...business as usual is ending and I think we’ve already seen peak corporatism in American culture. The backlash has started and will accelerate from here...By 2025, the entire world will look completely different, with a totally new global financial system..."

I think we’re close to the inflection point, but the whole thing will take time to fully play out.
By 2025, the entire world will look completely different, and I think we’ll have a totally new global financial system, or possibly even a couple of competing financial systems (U.S. sphere and China sphere).
Blocked Chart
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"...a global downturn has started and theworld is utterly unprepared for it. The global imbalances that have been growing for years cannot lead to anything else than a global crisis..."
Scenario I: Global Depression
Scenario II: Systemic Meltdown
Scenario III: The fairy tale

The endgame nears
The global balance sheet of central banks turned in August 2018 (see Figure1). This marks the start of global QT and thus the end of the most reckless monetary policy experiment in history.

See Chart 1
Balance Sheet of the BOJ, ECB and the FED in 2018


When this is combined with the slow-down in China, the engine of the world economy since 2008 (see Figure 2), we have finally entered the endgame of at the current business cycle. The desperate measures of central bankers and China enacted after the financial crisis have pushed the global debt and financial alchemy to never-seen heights. The global financial system has become rigged with leverage, moral hazard and regulatory failures to a point where a “purge” has become all-but-impossible to avoid. This is the end.

See Chart:
Real Gross Capital formation in major Economies, 1999-2016

Fortunately, even depressions and systemic crises have the tendency to bottom-out and recover. This is driven by resiliency. Even when faced by cataclysmic economic shock, businesses and people try to move forward, and rebuild their lives. Societies just do not spiral into anarchy and mayhem, even if the system should break down.
Still, every company, household and government should start to make contingency plans. Something ‘biblical’ is approaching.
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China needs growth of "at least" 6% this year.
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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

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BRA        “Bolsonaro no es Mussolini, es peor”  Gustavo Veiga
                Bases para nueva doctrina de seguridad nacional  Sirio López
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FEM       Feminismo y revolución   Manuel Martínez
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Mund    Un antídoto contra el miedo  Amaia Pérez Orozco
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Chile     Energía social desatada en 2018 asoma el 2019  Andrés Cabrera
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ALC        "Grupo de Lima" contra las actuales autoridades de Venezuela  N Boeglin         
                Guatemala, una promesa USAna para Venezuela  Ollantay Itzamná
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Or-Pro  La muerte metafisica del pueblo judío   Michel Fonte
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Españ    Delito a la venta   Ibon Rejas Izaguirre
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ALAI NET

                Camina y prende el fogón   Jesús Chucho García   
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                En busca de una seguridad humana y liberadora  Maira Mora D   
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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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U.S. At War   By Smithsonian Mag  US engaged 80 nations on six continents.
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What every responsible citizen should know about capitalism.
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COUNTER PUNCH
Analysis on US Politics & Geopolitics


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


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