ND MAR 15 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
[[
This is the best historic view on US Economy ]]
U.S. total cross-border
investment outflows rose to $143.7b in January, on top of December's outflow,
this is the biggest 2-month
outflow since Feb 2009...
U.S. total
cross-border investment outflows rose to $143.7b in January, that is the biggest net monthly outflow since Sept 2016...
See Chart:
US
Treasury International Capital. Net Monthly Flows
This
is the largest two-month Net TIC
outflows since February 2009
See Chart:
And
the largest 12-month average sales since June 2016...
See Chart:
The
breakdown of the outflows show that US Stocks were heavily sold...
See Chart:
IN
FACT, FOREIGNERS DUMPED THE MOST US STOCKS SINCE SEPT 2015...
See Chart:
…
See
more charts: check foreign buyers : JAP, China, Saudis
So,
January's stock market surge was all domestic
flow driven.
…
SOURCE: https://www.zerohedge.com/news/2019-03-15/foreigners-dumped-most-us-investments-decade-january
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Current
US Econ situation: the collapse is close,, Trump re-elec : in severe danger … La tonada latina vuelve: mambru se va a la Guerra.. tururun tururun tonton.. mambrú se va a guerra y ya no volverá.. ah ah.. y ya no volverá.
10Y Treasury yields lowest close since Jan 2018 and
stocks ever-bid...
See Chart:
...despite sliding EPS expectations and macro data...
See Chart:
Chinese markets closed green once again as two
Friday pumps rescued them from the red - a terrifying thought after last week's
loss.
While Europeans got the higher stocks this week
In the US the Nasdaq Composite was best week since November,
but the late-day weakness (as quad-witch bias fades) took the shine off of
things...
See Chart:
NOTE: the opening panic-buying almost every day this week.
The week's biggest gains were thanks to a huuge
short-squeeze but the last two days suggest they have run out of ammo once
again...
See Chart:
Most shorter stocks
FANG Stocks had their best week in 2 months but
began to lose momo into the end of the week...
See Chart: Fang Stocks
VIX collapsed to a 12 handle today and credit
spreads continued to compress...
See Chart:
Treasury yields fell across the curve on the week
but 30Y underperformed, scarping along at unchanged...
See Chart:
10Y Yields saw the lowest weekly close since Jan
2018..
See Chart:
OJO: The short-end of the yield curve has now
been inverted all year, reaching its record inversion this week...
See Chart:
Market expectations are now for a 16bps rate CUT in
2019, the most dovish since the early Jan crash...
See Chart:
This week was the dollar's worst week of the year
(since early December)
See Chart:
Despite the dollar dump, only WTI managed solid
gains as Copper (China) and PMs basically brokeven...
See Chart:
And finally, pigs got slaughtered this week but Lean
Hog futures enjoyed theirgreatest weekly gain on record...
Bloomberg explains that as nasty hemorrhagic
virus in pigs might be throwing a lifeline to meat producers who
have been badly hurt by the U.S.-China trade spat. As the highly-contagious
African swine fever devastates Asian herds,Chinese hog inventories are
tumbling, and buyers are turning to the U.S.
But all eyes will be on next week as the Quad Witch
drift disappears...
See Chart: SPX Index
….
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Earlier this week, Xtract
Research described the debt package behind the LBO of Power Solutions as having
the worst-ever covenants "by a large margin." That did not prevent
the loans and bonds to be more than 3x oversubscribed.
Just how
much investor appetite is there for bonds? So much, that even in a week that
saw the second
biggest equity inflow on record (after a 13 week drought) buying of bonds continued for a 10th consecutive week, rising
to $7.01bn from $2.74bn the week prior.
See Charts:
This flood
into fixed income continues despite repeated warnings about the dangers of the
corporate debt bubble from such investing icons as DoubleLine'sJeff
Gundlach and Marathon's Bruce
Richards, not to mention the
IMF and BIS,
who have been focusing on the growing risk of mass
downgrades in the $3 trillion BBB-space, which could translate into a tsunami
of fallen angels during the next recession.
See Charts:
All this
takes place in a time when BBG's Sebastian Boyd reports, junk, leveraged loans
and CLOs have all come roaring back this year after an awful fourth quarter.
And while flows have been more than supportive (unlike equities, at least until
this week), supply just isn't there.
See Chart:
Credit Market
on Fire
"It's
a borrower's market, and that means there's an
increased risk of deals getting financed when they would've struggled a few
years ago."
…
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...we
know from past cycles that
in the early stages of recession many market participants - and, crucially,
central banks - mistakenly view a
stall in rate rises or actual rate cuts as stimulatory.
Life after
death for asset inflation: this is what happens when “speculative fever”
remains high even after monetary inflation has paused. This may well have been the situation in global
markets during 2019 so far. But history and principle suggest that life after
death in this monetary sense is short.
Readers may find it odd to be talking about a pause
in monetary inflation at a time when the Fed has cancelled programmed rate
rises and the ECB has embarked (March 7) on yet further “radical” policy moves. Moreover, the
“core” US inflation rate (as measured by PCE) is still at virtually 2 per cent
year-on-year.
Yet we know from past cycles that in the early
stages of recession many market participants — and, crucially, central banks —
mistakenly view a stall in rate rises or actual rate cuts as stimulatory. Later with the
benefit of hindsight these policy moves turn out to be insufficient to prevent
a tightening of monetary conditions already in process but unrecognized.
Under a fiat money regime, monetary tightening can
occur in the transition of a business cycle into recession, despite the
opposite intention of the central bank policy-makers, due to endogenous
factors such as an undetected increase in demand for money or a fall in the underlying
“money multipliers.” Quite possibly, what the markets first celebrated as a
seeming Fed put eventually turns out to be a sick joke.
In the late stage of a business cycle expansion an
upward drift of prices can form under the hypothesized sound money conditions
and this may be happening in the present even as monetary inflation has waned.
In sum, a late cycle rise of prices could be a
false positive test of monetary inflation.
In the US, the lack of obvious non-sustainability in a broad spending aggregate
does not mean there is no recession danger — just the searchers for this must
dig deeper. In particular, the overall
mal-investment might be even greater than usual but concentrated in a few
sectors where the speculative narratives have been intense — whether Silicon
Valley or shale oil and gas. Mal-investment only shows up in many cases once
the asset inflation and cycle expansion have come to an end.
Fearing the Long Term
A plausible part-answer is that everyone and
their dog know what the Federal Reserve and other central banks have been up to
and all along have feared the eventual crash and great recession. Hence there has been a tendency for business
owners to eschew long-gestation investments and focus on generating high
returns via financial engineering instead (camouflaged leverage, momentum
trading, carry trades).
Whatever the causes for subdued business capital investment overall in
this cycle and more broadly for “real economic moderation” there is every
reason to expect the real economic moderation which has coexisted with a wild
monetary environment to end in immoderation. The
illusion of economic moderation has fanned the carry trade into high yield
credit and more broadly equity market valuations – and so the fall will be all
the greater.
….
Read the full article at:
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US DOMESTIC POLITICS
Seudo democ
duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
The
Senate voted this week to cease US support for the Yemen war, but Pompeo says
Congress must stand by Saudi Arabia.
….
[[ Los pedos de Pom-pedo son tan hediondos como los de su jefe Trump ]]
====
The goal of the DOJ was to
"make sure they hear no evil, see no evil -- they had no interest in pursuing the truth."
…
[It doesn’t
matter.. la pedophile & greatest buyer of election is out of the race]
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Hysterias don’t last forever, but the economic depression ahead will last a long, long time, and
the nation will have to find some way to adjust to a lower standard of
living...
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"We are in the midst of
a very, very dangerous time..."
We are in the midst of a very, very dangerous time. Anyone who still believes in the power of the vote to
reconcile our differences has not been paying attention. The time for campaigning things away has come and gone and there will
never- until this conflict settles matters in flesh and blood- be a coming
together of one side with the other. It is purposeless at this point to reason
with one another, sides have been clearly drawn and like a family dispute,
everyone knows where everyone else stands on the matter.
What most
of us do not consider, however, is that all of this, every epic meltdown and scandalous exposure is
all a part and parcel of a perfectly natural cycle that has been going on for
as long as mankind has existed. It’s what we do. Maybe, if
we begin to look at it from that perspective instead of taking it personally,
we’ll be able to keep the wheels from falling off of our personal lives, even
if everyone else loses theirs.
1) Conflict is why we’re successful as a
species. Human beings
are soft. We aren’t fast, we’ve got no armor, spines, poison or spray to defend
ourselves from attack, our hearing and sense of smell is marginal at best and
we’ve got neither fangs nor claws. It takes us more than a decade from our
birth to be even nominally able to defend ourselves and when it gets dark our
eyesight leaves us virtually blind. And yet we’re still here, more than that
we’ve become the dominant species on the planet.
Long
periods of peace for collectives are like long periods of indolence for
individuals.
It weakens us
and leads to corruption of our spirit as human beings. If
there’s no conflict, we create it. Never has it been more clear than in
our modern era. Things are going so well that people are ready to engage in a
revolution if people fail to use the preferred pronoun. This conflict isn’t something we can avoid, and it is, in fact, something we
actually need.
2) Human beings manifest reality. Large numbers manifest it in a way
that is supernatural. The shared joy or bloodlust that takes place on the scale
of tens of thousands or even millions is an incomprehensible concept to the
individual.
The anger that
the current body politic feel for whatever bugbear they embrace is magnified,
an ever expanding, anger that becomes societal in it’s dimensions until it
cannot be contained any longer by the traditional methods of civility and
lawful order. What has happened isn’t anyone’s
particular fault, but we all played a role in creating it by buying a ticket to
the show. Every tweet, every vote led inexorably to this place and once the
collective golem has some life breathed into it, it takes on a form and life of
it’s own and it will use us for it’s own ends.
3) Cycles apply to everything. There is no living thing
under the Sun that can escape that reality. Some get the best part of run and some get the caboose end and you
get what you get and you don’t get upset. We just happen to live in the
eponymous Fourth Turning. Please keep your hands inside and enjoy the ride.
4) In our case the decade after decade of indulgent
behavior, increasingly deranged public mores and the atrophy of comfort have
turned us into a bloated and corpulent monstrosity in need of a intervention. America is the house that’s been left to
the teenagers for the weekend and the parents names are Menendez. This time
around the parents have gotten lazy and the kids have been deranged by too much
of everything and they both have had enough. There’s no telling which side
winds up victorious, but just about everyone on both sides of the divide are
ready to rumble.
5) It’s all good, man. While no one knows how things are going to work out in the end,
the odds are always in your favor. Civilizations rise and fall, states and
nations come into existence and vanish with hardly a trace, but we’re still
here. Just as humanity goes on when someone dies,
individual lives go on amidst the ruins of fallen empires. Chances are most
people will come out the other end, same as it ever was.
It’s always
wisest to prepare for every eventuality and even then there are no guarantees, but those who pay attention to the signs and stay above the fray
stand a much better chance of breaking on through to the other side, and if not us, hopefully our offspring. It’s a
bummer to have to watch the end of what was a pretty bad ass civilization come tumbling down because much feelings, but it
beats a super volcano or an asteroid strike, not to say that those are not a
possibility.
This is our time and this is our conflict and it will not be
denied. We all must accept the role
we’ve already played laying up piles of fagots at the base of the pyre and we must also live with the
consequences. When things go medieval it’s going to
require a different mindset than the one we brought with us from the 20th
century. Let’s hope we are all ready for whatever comes
our way.
….
Read the
full article at:
====
“We
had a doctor tell us that it’s 100
percent environmental, the kind of tumor that he has...”
====
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
"Japanese courts seem to
be more concerned with maintaining social harmony than defending an
individual's rights."
…
Do it to neo-nazi German.. not
to JAP people..Do they sterilized you in
H-N ??
====
Massive military
maneuvers will be used to secure the country's power grids and
water supply systems
====
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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Keiser Report Negative
rates are coming
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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
====
RT EN ESPAÑOL
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INFORMATION
CLEARING HOUSE
Deep on the
US political crisis: neofascism & internal conflicts that favor WW3
An Apology for a Different Plane Crash, 30
Years Later: By Medea
Benjamin
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Satire
BREAKING: Everyone Who Opposes War Is A Russian Antisemite By Caitlin Johnstone
BREAKING: Everyone Who Opposes War Is A Russian Antisemite By Caitlin Johnstone
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The Zionists’ Fight Extends Beyond Palestine By Miko Peled
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COUNTER
PUNCH
Analysis on
US Politics & Geopolitics
Jack
Rasmus Trump’s
$34 Trillion Deficit and Debt Bomb
Samantha
M. - Angelica Perkins Our Green
New Deal
Mel
Gurtov Trump’s
Nightmare Budget
Evaggelos
Vallianatos Riding
the Wild Bull of Nuclear Power
Dean
Baker In
Praise of Budget Deficits
Brian
Cloughley Trump’s
Foreign Policy is Based on Confront and Malevolence
John
W. Whitehead Pity
the Nation: War Spending is Bankrupting America
Christopher
Brauchli Banking,
Wells Fargo-Style
James
Munson Why
Are We Still Sycophants?
Alex
McDonald U.S.
Iran Policy: What is Great?
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GLOBAL
RESEARCH
Geopolitics
& Econ-Pol crisis that leads to more business-wars from US-NATO allies
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DEMOCRACY
NOW
Amy
Goodman’ team
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PRESS
TV
Resume of
Global News described by Iranian observers..
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