ND
MAR 1 19
SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social
+ Capit-compet in Eco
ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
Are you not entertained? .. Enjoy this: billionaires are going
to heaven; the rest to hell:
Another week of global bond yields, earnings expectations,
and macro-economic data signaling shit is hitting the
fan as stocks push higher and higher on surging central bank balance sheets and
global money supply...
At what point does Jay Powell look himself in the mirror and
realize what a farce his entire life's work has become.
Mixed bag in US markets this week no
matter how many dead cat bounces hit. Nasdaq outperformed dramatically,
Trannies worst, Dow clung to unchanged and S&P was all about 2800...
See Chart:
The Dow desperately tried to close
above 26032 (but failed), ending its weekly win streak at 9.
Nasdaq is up 10 weeks in a row...
the longest win streak since 1999 (when it rose 11 weeks in a row to Dec 1999)...
See Chart:
Tesla tumbled as Musk's mysterious
announcement disappointed...
See Chart:
Grocers also got hit as AMZN
announced plans to roll out its own foodseller...
Ugly day for mall operators as
retailers in the last 48 hours announce plans to cull over 300 stores
See Chart:
Treasury yields soared this week...the worst week for 10Y Yields (up over 10bps) in 4 months (midterms)
With 10Y Yields well and truly
breaking out of their descending triangle...extending the yields rise today
despite terrible macro data…
See Chart:
With inflation breakevens soaring alongside WTI (until
today)...
And all the while, markets remain
priced for rate-cuts in 2019!!
See Chart:
Rate Hikes vs Rate Cuts
The Dollar had a solid week
(continuing its week on, week off pattern this year)...soaring higher this
afternoon despite terrible macro data today
See Chart:
Bloomberg Dollar Index
The surging dollar spoiled the party
in EM also
See Chart:
The soaring dollar took the shine
off commodities today with PMs suffering most...
See Chart:
Gold an Silver tumbled
and gold relative to silver hit its
highest since the start of the year back above the important 85x ratio...
See Chart:
Finally, which one of these four charts makes you
laugh the most?
Stocks decoupled from Earnings
expectations...
See Chart 1:
Stocks decoupled from Macro data..
See Chart 2:
Global Stocks decoupled from global
bonds...
See Chart 3
Global Stocks perfectly coupled with
Global Money Supply (and Global Central Bank balance sheets)...
See Chart 4
At what
point does Jay Powell look himself in the mirror and realize what a farce his
entire life's work has become.
…
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Even if the Fed hadn't institutionalized perverse incentives to borrow
and speculate in asset bubbles, the economy would still be generating far
fewer winners than losers.
While conventional economics focuses on how much the pie is
expanding (GDP is higher, yea!), the real action is in how
the pie is sliced up and distributed.
The
central bank shenanigans that exacerbated this remarkably unequal distribution
were sold as promoting "the wealth effect": as assets bubbled higher, the lucky recipients
of this unearned wealth would feel richer and would then start borrowing and
spending freely, propping up a sickly economy which was no longer expanding
organically.
But since
only the top 5% of households own enough assets to matter, this amounted to a
stealth "trickle down" policy in
which the top slice of asset owners would be so enriched they would spend more,
and this spending would trickle down to the bottom 95%.
As this chart shows, the spending of
the top 5% has far outpaced the spending of the bottom 95%, but as the chart of
labor's share of the economy reveals, very little has trickled down.
See Chart 1:
and Chart 2:
See more factors..
As a result of these
factors--the neofeudal economy and an over-abundance of normal capital and
labor--only the top 5% of wage-earners have enjoyed
real increases in earned income.
See Chart:
The ever-widening wage gap
There are no easy
answers to these structural realities. It's
difficult to wean an economy that's dependent on assets bubbles off of asset
bubbles, and it's difficult to reverse demographic and technological changes.
Our goal should be to eliminate the
privileges embedded in neofeudal structures and create structures which open
opportunities to get ahead for everyone rather than for just a select few.
I describe such a system in my book A
Radically Beneficial World. Doing more of the what's failed is not going to
change the structure whose only possible output is more failure.
….
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"We have never seen a
bad streak like this before in modern American history..."
Virtually every
piece of hard economic data is telling us that the U.S.
economy is slowing down dramatically.
See Chart:
US Macro Surprise Index
The following are 18 really big
numbers that show that the U.S. economy is starting to fall apart very rapidly…
#7 Tesla is also closing all
of their physical sales locations and will now only sell vehicles
online.
#8 PepsiCo has started laying off workers and has
committed to “millions
of dollars in severance pay”.
#12 In January, sales of existing homes fell 8.9
percent from a year earlier. That was
the third month in a row that we have seen a decline of at least 8
percent. This is an absolutely catastrophic trend for the real estate
industry.
#15 In December, home sales in Sacramento County
fell a whopping 22.5
percent compared to a year earlier.
#16 Pending home sales in the United States have now fallen
on a year over year basis for
13 months in a row.
#17 More than 166 billion dollars in student loan
debt is now “seriously
delinquent”. That is an all-time record.
#18 More
than 7 million Americans are behind on their
auto loan payments. That is also a new all-time record, and it is far
higher than anything that we witnessed during the last recession.
We have
never seen a bad streak like this before in modern American history. The following comes from CNS
News…
But
prior to the current 13-year period when real GDP has failed to grow by 3.0
percent in any year, there has been no stretch (in the years since 1930) when
the United States went as long as five straight years with real GDP failing to
grow by at least 3 percent.
The “Everything
Bubble” is bursting, the “Perfect Storm” is coming, and all of our lives will
never be the same again.
America is
about to experience the consequences of decades of exceedingly foolish
decisions, and the pain will be extreme. But difficult times also offer
an opportunity for dramatic change, and that is something that we will need to
embrace.
…
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None of the
10 largest multinational companies have issued a single bond since late 2017
after repatriating hundreds of billions in dollars to US soil. Previously, they
accounts for 10% of total IG issuance...
See Chart:
Still not debt issuance from large US Multinationals
….
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
Besides terrorism imperial in alliance with ISIS: naked piracy, saqueo de oro ajeno
As the remaining pockets of ISIS
fighters faced imminent defeat in northeast Syria, the United States allegedly
gave them an offer they couldn’t refuse: give us your
massive caches of gold - or die.
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“Give me money to use a machine learning
technique to manage your money, even if the
machine learning technique doesn’t work, because it’s very profitable for
me to take 2 percent of your fund every year...”
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Walmart is
America's single largest private employer, and the company is doing everything
in its power not to be that for much longer.
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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
The issue
is SOVEREIGNTY, PEACE AND LIFE.. this is not a match
"The most remarkable facet of the standoff ishow little effect all the AngloZionist
propaganda has had inside Venezuela...Outside Venezuela this first confrontation has also been a
defeat for the Empire. "
…
[[
The UD is set to lose this confrontation.. that will go beyond VEN ]]
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The US is not in position to ask nothing to China until
Trump is changed. T is not reliab
Sunday
night's future open could prove quite volatile.
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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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SHOWS RT
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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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El Zoom Desnuclearización: punto muerto
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
“Is Neoliberalism Killing Russia?” By P Craig Roberts and MHudson
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Trump Sabotage N-Korea Summit to Appease the
Hawks By Mike Whitney
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Kashmir, Korea, Venezuela, Iran: hot, cold,
hybrid war By Pepe Escobar
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Washin’s interest : destabilizing China & RU’s plans for
econ integration of Eurasia
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RussiaGate as Organized Distraction By Oliver Boyd-Barrett
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Dollar Hegemony, Again By Michael Doliner
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Propaganda and Pedophile Priests By Jerry Kroth
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COUNTER PUNCH
Analysis
on US Politics & Geopolitics
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Ken Silverstein Caracas
Chronicles, Part I of an Ongoing Series
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Alfred W. McCoy How
Climate Change Could End Wash’s Global Dominion
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Robert Fantina The
Circus that Never Leaves Town
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Ron Jacobs Anarchy in
the USA
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
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PRESS TV
Resume of Global News described by Iranian observers..
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