miércoles, 13 de marzo de 2019

ND MAR 13 19 SIT EC y POL



ND MAR 13  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?  Get it now:
Seriously... China stocks plunge, US earnings tumbling, US macro data disappointment, Brexit uncertainty, bond yields plunge and still US stocks surge (we'll explain why below)...
Chinese markets collapsed overnight with ChiNext plunging over 6% from Monday's highs...
See Chart:

While China tumbled, European markets rallied with DAX outperforming on some positive economic data...
See Chart:

US equity markets surged once again (fading only on Boeing headlines and Trump China trade deal, then rebounding after UK voted against a no-deal brexit)...
See Chart:

Futures show another buying panic at the cash open
See Chart:

Boeing was ugly as Trump grounded their 737 Max planes...
See Chart:

Wondering WTF is going on? It's simple, as Charlie McElligott, managing director for cross-asset macro strategy at Nomura, wrote in a Tuesday note to clients:
The impending expiration of options contracts is fueling the purchase of those stocks as owning options becomes ever riskier as the expiration day approaches, a process called “rolling out.”
Options-related buying “is syncing up with corporate buyback flows, which typically run at a massive pace this week as well, ahead of going into a ‘blackout’ by next week,” McElligot wrote, referring to a period of when companies and corporate insiders are prohibited from repurchasing their own shares in the month before the release of their quarterly results.
This demand double-whammy” are the “two largest catalystsfor the stock market’s upswing this week, he added.
Which is perhaps what bonds are worried about...
See Chart:

With stocks surging on their own on the heels of the biggest short-squeeze since the start of January..
See Chart:

VIX and Credit collapsed further today...
See Chart:

Despite equity gains once again, bond yields were unchanged, dramatically diverging..
See Chart:

30Y Yields hovered around the 3.00% level
And the dollar index - DXY - tumbled for the 4th day in a row, well and truly breaking the 97.00 level...
See  Chart:

The drop in the dollar sparked more gains in commodities...
See Chart:

Finally, something had to be done...
But, as we noted above, the week after quad USUALLY DOES NOT END WELL.
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The facade is slowly but surely melting away, not just in economics, but everywhere...
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"Nothing lasts forever..."
See Chart: 
IF BLOCKED
Go to the source to see it:
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The promises cannot be met, and so society decays into warring elites and competing constituencies...             
The promises cannot be met, and so society decays into warring elites and competing constituencies.
The entire global status quo is in the stagnation phase, and the promises that cannot be met are looming large. And so the politically expedient ruling elites turn to debt and financial trickery to stave off the reckoning. This works for a few years but it guarantees the coming collapse.
See Chart:
The Lifecycle of States and Empires: Expansion & Collapse
Read the full article at:
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Risks are rising as stocks reach relatively high levels...”
After a quiet January, Chinese small caps (ChiNext) soared a stunning 46% since the start of February...
See Chart:

However, Wednesday’s 4.5% drop in the ChiNext index following a 7.2% rally in the preceding two days confirms the massive rise in volatility that Chinese markets have seen a very different relationship to US markets (which tend to see vol collapse as stocks surge).
As Bloomberg details, average intraday swings this month are now the widest since early 2016.
See Chart:

The index has swung at least 2% for nine straight days, as some have argued the desperation of China's "National Team" rescuing investors day after day amid the US-China trade negotiations - thus weaponizing their stock market.
See Chart:

So, the question for investors is simple - is the 6% tumble in the last two days enough to spook the maniacal momentum-chasers out of the market as they are finally forced to reduce exposure in the face of spiking risk?
See Chart:
Some insiders are taking no chances - a growing number of companies have announced plans to trim holdings this week, including investor favorite Wangsu Science & Technology Co.
“Risks are rising as stocks reach relatively high levels,”said Ken Chen, a Shanghai-based analyst with KGI Securities Co.
Upward momentum has weakened and investors are less willing to go long than before. Some retail investors are running for the exit as more listed firms are announcing shareholders’ plans to cut stakes.”
Or is it the dip that you buy - on margin - because Xi told you to? It seems The National Team have stepped away - for now.
Source:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


The Fed has a long history of talking out of both sides of their mouths...
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The company is "cooperating with investigators" 
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Intended to be open, free, and decentralized,it's now dominated by a handful of companies that control what we see and what we can say...
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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 industry is plagued with excess tonnage and collapsing freight rates
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The CIA is conspiring with ISIS commanders in northeastern Syria supplying them with fake documents and then transferring them to Iraq, according to reports in Turkish pro-government media.
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BREAKING: President Trump says Boeing 737 Max 8 and 9 planes will be grounded, after two deadly crashes within six months http://cbsnews.com/live
"Planes that are in the air will be grounded...upon landing at the destination...All airlines are agreeing with this."
Update (2:50 pm ET)Boeing has issued a statement supporting President Trump's decision to ground all 737 Max planes:  Boeing has determined -- out of an abundance of caution and in order to reassure the flying public of the aircraft’s safety -- to recommend to the FAA the temporary suspension of operations of the entire global fleet of 371 737 MAX aircraft.
This has sent Boeing shares down to the post-crash lows...
See Chart:

Ethiopian Airlines spokesman said flight recorders from the jet will be sent to a European country for analysis because Ethiopia lacks the technology to examine them.
Spokesman Germout Freitag said Wednesday that he doesn't know where the black boxes will be sent next.
Liberty Blitzkrieg's Mike Krieger summed up this fiasco best:
The black box response from Ethiopia says so much about where the world stands today. Nobody trusts the U.S. anymore, and for good reason. We are very clearly in the twilight moment of U.S. empire.http://fortune.com/2019/03/13/ethiopian-air-crash-black-boxes/ … 
Bloomberg's Michael McDonough provides the best illustration of how this has affected worldwide air travel:
See Map:
Flights  Before vs After
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

That makes an ally of terrorists countries and terrorist org like al nustra-Isis etc
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That makes US the most dangerous terrorist empire in all history
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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
ALC        Frei Betto:  “El socialismo es el nombre político del amor”  J Larraín
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Alter      Elección por sorteo como alternativa a partidos  Èric Lluent
                Se le puede agregar el modelo “jurors”  par juicios en Corte Penal
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ALAI ORG
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UE          Chalecos amarillos   Alejandro Teitelbaum
                La mayor derrota de May   Isaac Bigio  
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Opin      Los intelectuales    Marcelo Colussi  
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                Criterios de política solidaria con Venezuela   Olmedo Beluche   
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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

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Is a War With Iran on the Horizon?   By Bob Dreyfuss 
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More Power to You Miss Omar   By Eric Margolis 
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No, Dual Loyalty Isn't Okay   By Philip Giraldi
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Open Letter To ICH Readers   By John Pilger, Paul Craig Roberts, Pepe Escobar, Peter Koenig & Finian Cunningham
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

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Mumia Abu-Jamal   Cops and Fascists: KKKolleagues? 
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Kevin Zeese - Margaret Flowers   US Must Respect Iran
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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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