jueves, 21 de febrero de 2019

ND FEB 21 19 SIT EC y POL



ND FEB 21 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



For the first time since 2015, less than 5 million annualized existing homes sold to start 2019.
See Chart:
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It could have been worse: at least the US isn't Europe or Japan, both of which are now contracting.
See Chart:
SOURCE: 
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Just in case US stocks needed some more shitty data to surge on, they got it this morning with first the Durable Goods print disappointing across the board and then the Philly Fed tumbled the most in almost 8 years.
See Chart:
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Things are not looking good for corporate spending and US GDP.
See Chart:
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After a seemingly endless series of trading days in which the market would spike higher as either the US or China would release some "trade deal optimism", today was a stark disappointment for the bulls because while the latest round of trade talks started in DC between the US and Chinese delegations, there were no "optimistic" leaks or Trump tweets. Instead, overnight in a surprising twist, reports hit that China had "indefinitely" banned Australian coal imports, a report which send AUD traders in for a rollercoaster of a day, stopping out both longs and short, with the currency first jumping on good economic data, then sliding on a bank's forecast for an RBA rate cut, then tumbling on the China export halt, and sliding for the rest of the day
See Chart:


... and while the US manufacturing PMI remained above 50, it printed at a fresh 17 month low today, sparking more fears about a manufacturing contraction.
See Chart:


The fears only rose after the Philadelphia Fed tumbled by the most since the August 2011 US sovereign rating downgrade...  ... ominously led by the biggest drop in the New Orders index since the Lehman bankruptcy.
See Chart:


There was more bad economic news out of the US which saw core capex in the form of Capital Goods Orders non-def ex. Air unexpectedly declining for a third consecutive month, the longest stretch in the red since late 2015.
See Chart:
Capital Good Orders Non-Defense ex- Air-m/m


Meanwhile, the latest existing housing data also confirmed that the US economy is broadly slowing, with the first sub-5 million (annualized) housing print since 2015 as increasingly more potential homebuyers find themselves priced out of the market.
See Chart:


And with no "trade optimism" to fall back on, bad news was for once bad news, which meant that stocks sold off for much of the day, and after rising briefly into the green in the morning session, drifted lower in a subdued manner, with today's best and worst sectors a mirror image of yesterday, as homebuilders were in the green while energy and tech in the red
See Chart:


About precious metals which had posted impressive gains in recent days, it tumbled today, with gold tumbling 1.1%, its biggest drop since early November.
See Chart:

So with earnings season almost done and no economic news tomorrow, can traders relax for a bit? Hardly: expect headlines from the ongoing US China trade talks to start leaking over the next few hours, while tomorrow's barrage of Fed speakers virtually assures that the market will be talked higher come hell or high water:
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Capitalism is the worst economic system... except for all the rest.
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"In 2007, 1-year vol traded at very low levels despite recession risk having increased rapidly in 2006."
See Chart:
SEE other interesting charts:
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"We are now seeing a typical bear market rally, and the next downward leg is likely to be just as abrupt as the first one."

Everything is overbought
That hasn’t happened since at least the year 2000, according to data compiled by Bloomberg.
See Chart:
The everything Rally

Because whatever the cause behind this buying euphoria - one made even more bizarre since both retail and institutional investors have been mostly selling for the duration of this rally - one hedge fund warns that the euphoria might be the last gasp in the 9-week old rally.

"In our view, September of 2018 marked the peak of the economic cycle with U.S. stocks at record valuations across eight fundamental measures," Crescat Capital's Tavi Costa told Bloomberg. "We are now seeing a typical bear market rally, and the next downward leg is likely to be just as abrupt as the first one."

The only question is what will be the catalyst for the next abrupt move lower.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



Elections provide the bread-and-circuses staged-drama that is passed off as democracy.
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Give them bread & circuses and they will never revolt. It could be diff today: It’s coming a Rev with bread and democ circus, a Socialist REV top-down & bottom up
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Democrats are expected to bring a motion to end Trump's national emergency to the floor in the coming days...
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"You might find yourself charged with a crime you never committed..."
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IF less pollution is the aim in car’s competeti.. then Ford should step aside of  VW

"In September, a handful of employees raised a concern through our Speak Up employee reporting channel regarding the analytical modeling that is part of our U.S. fuel economy and emissions compliance process."
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The vote is a tactic to divide Democrats and get 2020 contenders on the record with their support or opposition.
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[[  A Dios lo que es de Dios y al Diablo lo que le pertenece ]]
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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



"If the aid gets in, Maduro is shown to have lost control of the situation" vows opposition leaders.
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Threatens escalation should US intermediate range missiles move to Europe. 
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The F-35 game of chicken continues.
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Is this a concession to Huawei?
[[ It could be a concession to Deep-State-CIA: Either you make peace with China  or we take you out from power.. alive or death.  Don’t  pretend to be superman with us.. So, Basta de twiterio stupido! …  Why I say so?  Read the next article below]]
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RELATED:

The offer includes soybeans, corn and wheat...
           
            [[ In short: we depend on them.. They do not depend on us ]]
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The agreements could cover agriculture, non-tariff barriers, services, technology transfer and IP...
[[ Al parecer .. -la tacita llamada de atención de arriba-.. Dio resultado ]]
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"Significant risk of sanctions" 
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"If it's Taiwan today, people should ask who's next?"
Just make a deal with China. No pidas peras del olmo: US is not in posit to def you
US está a punto de iniciar su retirada del supremacismo Imp.. EN BUENA HORA
O sale a las buenas como el UK o a las malas como los antiguos imperios.
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            Opium dream.. Part of  US pandemia: too much drugs here.
            The FACT: Syria never launch a missile to US.. VEN could & may result in WW3
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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

REBELION

            171 Aniv:  Manifiesto del Partido Comunista  VArrogante
            DDHH : un buen invento… ¿para distraer?  Marcelo Colussi
            El cinismo en la política  Jaime Richart
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              UE El ejemp Suecia: cómo aislar la ultrader  Patricia Simón
              Españ:  La monarquía al banquillo!  M. Esther del Alcázar
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USA     Los muros de la democracia estadounidense  Jorge Majfud
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            El apagón nuclear se retrasa
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Econ   
Trabajadores del clic: proletarios digitales  Joseph Confavreux
            ¿Paraísos? No, guaridas fiscales  Liliana Pineda
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FEM    Mercancía Ayer fue el voto, hoy es nuestro cuerpo Pilar Aguilar
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ARG    La sustentabilidad de las corporac  Vanessa Dourado y Braulio D
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Cuba   Reguetón y retraso mental  Ariel Díaz
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ALAI ORG

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RT EN ESPAÑOL

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PARA MAÑANA
INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3
COUNTER PUNCH
Analysis on US Politics & Geopolitics
GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies
DEMOCRACY NOW
Amy Goodman’s team


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


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