ND FEB 14 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 algos were in charge today as headline
after headline spooked stocks and sparked buying panics.
And before we get to US markets, let's
just ponder this shits how...
See Chart:
US Macro Surprise Index
And GDP expectations are cratering...
See Chart:
US Futures show
the day's chaos - standard overnight drift higher
(positive China trade data which is only good due to new year timing), then a
punch in the face by US retail sales, followed by headlines on China trade
being "deadlocked", stocks puked into the open only to be rescued by
Larry Kudlow proclaiming everything is awesome. Stocks were steady then knee jerked
up on headlines from McConnell that Trump will sign
border deal but were unsure as Trump is said to use emergency powers to fund
his wall...and then we dumped into the close...
See Chart:
Small Caps, Trannies and Nasdaq
outperformed...
See Chart:
Treasury yields tumbled after the retail
sales collapse...also perhaps helped by the fact that the IG calendar slowed...
See Chart:
The dollar swung like a penny stocks today
on the back of weak data and trade headlines...
See Chart:
Gold pushed up to its strongest relative
to silver since late December...
See Chart:
Gold / silver
Gold / silver
Finally we ask "did stocks just ring the bell?"
See Chart:
BMO's Brad Wishak points out that the largest stock market in the world is
suggesting perhaps so, as we again stall out on a test of the 200 day
moving-average (as we did in Nov and Dec as well). The NYSE ($30 trillion market cap) continues to be
my most reliable guidepost despite getting
little attention from the mainstream overall. DING DING.
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"Normalizing interest
rates when you’ve created an abnormal amount of debt is
impossible...this is the beginning of the end."
The economic guru says that the
Federal Reserve has made the decision to halt interest rate hikes in order to
attempt to save the failing stock market – the key indicator: how
“healthy” the economy is at current. According
to Seeking Alpha, the markets responded to the Fed’s decision
in a positive manner, leading many to think we are “out of the woods” and no
longer in danger of a recession.
However, Peter traces the moves of the Federal
Reserve all the way back to the first rate hike of December 2015 and shows how the central bank has put the United States on a
path toward a financial
crisis that will be bigger than 2008. Peter insists he’s been right
about what would happen all along, it’s just taken us a little longer to get to
the actual financial disaster than he expected.
Listen video: THE BEGINNING
OF THE END FROM Peter Schiff:
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"I feel
bad for all the local restaurants, all
the local mom-and-pop shops who were counting on this..."
Read This:
In a symbolic gesture that basically sums up the
local business community's reaction to the news, one broker described how one
of their employees pulled down a sign proclaiming "this business supports
Amazon" after the company released its statement. One
broker said he felt bad for all the local businesses who had been counting on
Amazon.
The sign displayed in
the storefront of a Douglas Elliman brokerage in Long Island City summed up the
real estate industry’s attitude toward the controversial deal. "This
business supports Amazon," it read. Someone inside pulled the sign down
after the company released a statement Thursday that it was pulling out.
"I was sitting down, so I had nowhere to fall," said Adrian Lupo, manager of Nest Seekers International next door
on Vernon Boulevard. "We thought they were playing poker to get more
concessions, but in the end it was not the case."
Without the boost from
Amazon that could have transformed Long Island City into a 24/7 district,
Benaim said he thinks it’ll remain just a place for Manhattan commuters to
sleep.
"It’s still going to be a bedroom community, and I feel bad for all
the local restaurants, all the local mom-and-pop shops who were counting on
this," he said. "They needed this."
Meanwhile, many doubt that AOC
and ‘her cronies’ ?? will manage to
produce any economic growth to speak of - and certainly not enough to offset the loss of Amazon.
[[ Notice that to E-Warren the neo-nazi oligarchy in
power denied her ethnic extraction.. Now they are denying to AOC her working class extraction.. you’ll see it below:
NY city ]]
Amazon’s
withdrawal "sends a terrible signal to the marketplace about the ability
for companies to expand in New York," said Seth Pinsky, an executive vice
president at RXR Realty. "The
people who are younger and don’t remember the fact that New York was not always
thriving, I think don’t understand that as bad as the problems of growth are,
the problems of decline are even worse."
Jason Haber, a broker
with Warburg Realty Partnership Ltd., said at least 10 clients have already
called to discuss what Amazon’s absence from Long Island City means for them.
He said he hopes none of them back out of deals over the news, but "real estate is an emotional
thing."
"We
literally just threw the baby out with the bath water, Haber said. "You want the Rockefellers, the
Carnegies, the Bezos coming to our shores and that economic growth that comes
with them. We’re not setting up New York for success in the 21st Century. What
happened today is a real tragedy."
Another academic explained: Amazon's
decision to pull out of NYC at the first sign of serious resistance was
probably due to the fact that most big tech companies are used to operating in
smaller cities or suburban towns in the Bay Area that are more willing to do
their bidding. When Seattle adopted a new corporate tax on Amazon, the
company simply flexed its political muscles, threatened to abandon its projects
in the city - or perhaps even more its headquarters - and the city backed down.
[[ NY City case: “That's not how things work
in New York City. Especially ‘not’ now that a certain
former bartender is representing New York's 14th Congressional district”
…
[[ Aja: class issue eh?.. A victory of
the working class recognized! Then, it is the way how thing work in NY
City ]]
….
[[ FACT Is: this was a victory of ex-‘bartenders’? Key Qt
now is: How working classes can do it
across the whole nation?.. I guess: via Socialists
fronts. So far: it was an excellent V. ]]
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"...The high mid-century
income tax schedule that Piketty is so fond of, traces its own origin
not to progressive wealth redistribution, but to another badly misguided attempt at revenue collection..."
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RELATED:
"...on net, nearly 138,000
more people left California than moved into it from elsewhere in the US.
Yet, California isn't the worst in this regard. Both Illinois and New York lost even more residents..."
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"Following the January rally, our S&P 500 price target
(3000) is no longer considered outlandish by most. Calls from various
strategists for a 1929-style recession, rolling bear market, or imminent retest
of lows are now getting quieter." - Marko Kolanovic
Marko's argument should be familiar to anyone who
read Charlie
McElligott's latest note, in which he explained why
with volatility tumbling...
See Chart:
... and with most active
investors not only painfully underinvested and selling stocks for much of the
past 6 weeks...
See Chart:
1920 Flows by
Asset class
... but force-squeezed on their shorts, coupled with
systematic funds such as risk parity and vol-targeting rushing back into
stocks, hot on the heels of CTAs who have recently gone 100% "max
long" again, the JPM strategist is confident that these investors will
become bulls mostly due to FOMO.
Here is Marko's summary:
important
groups of systematic and fundamental investors did not re-risk and missed a
significant portion of the rally. This includes volatility sensitive managers,
trend followers, and to a large extent hedge funds and retail.
"If volatility stays contained (and this is
favored by gamma positioning), re-risking should
continue" according to Kolanovic, who appears to gloss over the
fact that all of these underinvested investors would have been in the
market if only they had listened to him (suggesting that for some inexplicable reason the "viciously negative
news and social media cycle" has more influence on Wall Street's
professional money managers than one of the most respected quants in the
business).
But we digress, because now that the fiasco of Q4
2018 is in the rearview mirror, it's time to double
down for the JPM quant:
Following the
January rally, our S&P 500 price target (3000) is no longer considered
outlandish by most. Calls from various
strategists for a 1929-style recession, rolling bear market, or imminent retest
of lows are now getting quieter.
That said, perhaps as a result of some recent harsh
market lessons, Kolanovic did hedge his latest breakout of bullishness,
cautioning that "a negative outcome from the ongoing trade negotiations
with China" could promptly crush his thesis:
In addition
to various tail risks, by far the largest risk would be a failure in trade
negotiations with China. A decline in the President’s approval rating on the
back of the government shutdown and Q4 market selloff, may result in some market stability near term and may improve the
likelihood of a positive outcome from trade negotiations.
…
Continue reading at:
…
SOURCE
https://www.zerohedge.com/news/2019-02-14/kolanovic-sees-market-rally-lasting-another-three-months
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full
of frauds & corruption. Urge cambio
"Anything is possible."
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TRUMP
WILL DECLARE STATE OF NATIONAL EMERGENCY TO FUND BORDER WALL; PELOSI THREATENS
LEGAL CHALLENGE
“President
Trump will sign the government funding bill, and as he has stated before, he
will also take other executive action - including a national emergency - to
ensure we stop the national security and humanitarian crisis at the border”
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"They buckled because we
held firm on the values of New Yorkers - we told them that you cannot
come to New York City and declare that you will crush the rights of workers to organize..."
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“Medicare for All’s proponents say single-payer delivers high-quality,
free care to all. Britons idling on
wait lists, unable to secure the care they need, would surely beg to differ.”
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US-World ISSUES (Geo Econ, Geo Pol &
global Wars)
Global depression is on…China, RU, Iran search for
State socialis+K-, D rest in limbo
Putin and Erdogan to clash at Sochi summit, but there's one thing they
agree on...
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Two executives at the company caught smuggling weapons into
Venezuela last week have been tied to
an air cargo company that aided the CIA in the rendition of alleged terrorists
to “black site” centers for interrogation...
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China, Russia, Iran and Turkey – the four key vectors of ongoing
Eurasia integration – are investing in
bypassing the US dollar on trade by any mechanism necessary...
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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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ALAI ORG
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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
U.S. military intervention in Ven 'not an
option': lawmaker By P Z and
D Ch
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Starving Venezuela into Submission By Israel Shamir
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The Deep Hurt: Lessons From American Coups By Michael Welton
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
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Jesse Jackson AOC
is Under Fire Because She is Right
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
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We will see who is going to go away & Shut up
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DEMOCRACY NOW
Amy Goodman’s team
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PRESS TV
Resume of Global News described by Iranian
observers..
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