lunes, 28 de enero de 2019

ND JAN 27 19 SIT EC y POL



ND JAN 27 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


A decade of stimulus and convexity supply has acted as a powerful “drug” whose withdrawal requires extraordinarily fine tuning, in the same way an abrupt withdrawal of substance can be damaging or even lethal for the addicted subject.
See  Chart:
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"The Fed is implementing QT with a much higher policy rate, leading to higher demand for shorter-duration assets. As a result, portfolios are rebalancing away from riskier assets of longer duration, and this is now driving prices lower."
See Chart:
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"The required level of global chaos is getting close. We just need a dash of... China..."

Italy: let’s pretend its banking system has some insane amount of nonperforming loans. Maybe 18% of total loans – three times what would normally be considered extremely dangerous. We can’t even call that banking system a zombie. Instead let’s go with “persistent vegetative state.”
See Chart:

The required level of global chaos is getting close. We just need a dash of…China. Let’s pretend that it has quintupled its debt since 2008, in the course of which it recapitulated three generations of Western financial bubbles in one cycle, apparently without a sense of how those previous bubbles ended. And now it’s running out of new bubbles to inflate even as its growth slows to dangerously low levels.
See Chart:
China Total debt % of GDP

Just in case you missed the rhetorical device, none of the above is actually hypothetical. It’s all real, and heading this way fast.
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The coming week will not only be the heaviest in terms of number of S&P500 companies reporting Q4 earnings, it will also see the peak of the current buyback blackout window, after which JPM expects companies to repurchase as much as $800BN in 2019.
See Chart:
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SEE more charts at:
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The Fed is "at the mercy of the markets" and "that’s why we have re-instigated a risk position" across stocks in the U.S. and emerging markets.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"...the left hope that the problems due to the shutdown will convince people just how valuable the government is to each of us.. and move people toward their side of the political aisle..."
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"He [Trump] said, 'What do you think about using military force?'" 
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An aide to the speaker confirmed as much to CNN...
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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


There’s near universal consensus across the Global South, including key Eurasian latitudes, that in a new, emerging, extremely complex geopolitical matrix, globalization as we knew it is “no longer a universal good”...
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PBOC fixed the yuan dramatically stronger against the dollar overnight, sending offshore yuan surging to its strongest against the dollar in six months.
See Chart:
Yuan Per OZ of GOLD
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“We’re going to meet, we’re going to talk. If you can’t agree on that, you’re in bad shape..."
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“There are concerns that Mr. Maduro may seize the gold, which is owned by the state, and sell it for personal gain,”
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US has 30 days to negotiate for the creation of a "US interests office" in Caracas, says Maduro. 
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


See at the bottom my critique to this view in http://nd-hugoadan.blogspot.com/
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SHOWS RT
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

VIENTO SUR

Rosa roja, águila anticapitalista  Manuel Garí, Teresa Rodríguez
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Venezuela   ¿Qué se juega en la crisis?   Alejandro Kirk
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USA     El muro, Trump y el partido demócrata   Barry Sheppard
            Democ Socialists of Am: ¿Dónde estam? ¿Adónde vamos Dan La Botz

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RT EN ESPAÑOL

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COUNTER PUNCH
Analysis on US Politics & Geopolitics


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Brian Cloughley   Pompeo, Hypocrisy and War
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PRESS TV
Resume of Global News described by Iranian observers..


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