lunes, 7 de enero de 2019

JAN 7 19 SIT EC y POL



JAN 7 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



"...the longer the recession is delayed, the less population growth (fuel) will then be available to restart the engines of domestic and global economic activity."
See Chart:

See other interesting charts in the source below
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Dismal data from ISM surveys brushed off because of Powell's promises, desperate China liquidity injections, and trade talk hope...

Despite RRR cuts, China's bank stocks went nowhere on the day, but CHINEXT (small tech) surged...
See Chart:

From the dismal ISM Services print, stocks surged but bonds, the dollar, and gold limped lower...
See Chart:


"Bad news is Good news" Again!
US equities soared on the bad news but once President Trump announced his address tomorrow - which could be good news for the shutdown - stocks did not like it...Small Caps massively outperformed today, Dow was least best..
See Chart:


AAPL didn't rally with the market today...
See Chart:


Which helped push AMZN to the world's most valuable company...
See Chart:


IG and HY credit spreads have compressed notably, along with VIX...
See Chart:


Which flattened the yield curve...
See Chart:


The Dollar continued to get monkeyhammered lower (as The Fed backs away from its rate trajectory plans). The Bloomberg Dollar Index tumbled to its lowest since early October...
See Chart:


There has been quite a notable divergence between Stocks, Bond Yields (30Y stalled at 3.00%), and The USD in the last few days...
See Chart:


Finally, we wonder, are we really back in the "bad news is good" environment? After stocks priced in all that endless growthiness and now that The Fed is pulling the rug from the dream of economic growth (why else would they be jawboning the end of the tightening cycle?), investors are buying a dip on dismal data?
See Chart:
Bad News.. Is Good?


Or did Powell's double-pivot reassure them the Powell Put's strike is actually higher than they had been calibrated to expect by his pre-Fed context?
Or is it as simple as Mnuchin calling in The PPT?
See Chart:  Mnuchin PPT 

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Short News:
ARE WE IN A SECULAR BULL MARKET?   What an idiocy..

"Despite much hope that the current rebound of the markets is the beginning of a new secular 'bull' market – the economic and fundamental variables suggest otherwise..."
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"France has its Yellow Vests. Here in USA, we have a few poor shlubs hoisting the 'Going Out of Business' signs on the highway in front of the K-Mart..."
Answer:
                A Farewell to "Bargain Shopping"
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



Either Trump is just saying words he knows his base wants to hear with no intention of following them through, or he is being outmaneuvered by the Deep State.”
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"Actions have consequences.  Even for the Fed..."
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It's starting... “We’re just nine meals away from anarchy.”
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"If refunds won’t be held hostage, the shutdown effects will be felt much less widely" 
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It is defamatory to say Assange was ever a member of the Muslim Brotherhood...
[[ If member of Muslim Brotherhood.. then Trump would consider him  his best friend ]]
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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


To trust him.. he has to evacuate his military forces out of Syria!

Trust us?...  Yeah, sure
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As US-China trade talks begin (with Chinese Vice Premier Liu He, the top economic adviser to President Xi Jinping, unexpectedly attending)the x-dimensional chessboard of global geopolitics just got a little more complicated.
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"A signature theme of the new year is the possibility of malign confrontation between the world’s greatly enhanced capacity for electronic surveillance and the weakening of democratic control..."
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


RELATED 1
Hard evidence said Trump never fought Daesh .. he instead armed & train them
RELATED 2
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos


REBELION

Yemen   El lugar donde nadie escucha tus gritos   Jeffrey St. Clair
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                La educación popular en clave de debate  Claudia Karol
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OPIN     La amenaza del FBI    Agustín Moreno
                Así se inventó la “misión imposible” de los Reyes Mag Nazanín Armanian
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FEM       El machismo "mágico"   Los Reyes Magos  Miguel Lorente
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ECON    El cerco económico de Washington a Nicaragua  Hedelberto López
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ALC        Nuestra América amenazada  Cristóbal León Campos
                Interamericanismo: la integración desintegradora  Felix Caballero
                Perú   Una victoria guerrera   Gustavo Espinoza
                Argentina   Del valor de la Inocencia  Leandro Andrini
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BRA        Olavo de Carvalho: El teórico de la conspiración detrás de Bolsonaro
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Mund    Migrar no es un crimen   Joanne Liu
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MEX       Prueba de fuego para el zapatismo chiapaneco    Fdo Dorado
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Ecuad    La etnoeducac como mecanismo descolonizador  Ibsen Hernández
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Cuba      Cuba en la encrucijada económica, otra vez   Patricia Grogg
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COL        Las "heridas abiertas" de Colombia  Fernán Medrano
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Chile     Sebastián Piñera : el vendedor de humos  Rafael Luis Gumucio
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ALAI NET

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                Entrará Brasil en la OTAN?   Germán Gorraiz López  
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                La cara oculta de Venezuela   Manuel Cabieses
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Hond     Golpe elect  y crisis política en Honduras  Carmen V y Esteban G
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


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The Latest Job Report Is Another Fiction   By Paul Craig Roberts
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The Election Circus Begins    By Chris Hedges
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COUNTER PUNCH
Analysis on US Politics & Geopolitics


David Nibert - Taylor Ford  It’s Too Late for Trump’s Wall
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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
Amy Goodman team

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


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