miércoles, 20 de marzo de 2019

ND MAR 19 19 SIT EC y POL



ND MAR 19  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

Current US Economic Situation:
But, but, but... it's the day before an FOMC meeting - we were promised equity market gains... China & Europe economies went up
After yesterday's meltup in China, stocks flatlined on Tuesday..
See Chart:

Europe was up across the board on better ZEW data...
See Chart:

US equities all started off excitedly anticipating the pre-Fed drift higher, but US-China trade-talk headlines casting doubt on the deal prompted weakness and stocks never really recovered - despite trying...NOTE - look at the blue line (S&P) which was ramped in the last few seconds to close 0.001% higher

Trannies were really ugly today - worst day since Jan 22nd
The Dow gave up 26,000...
See Chart:

"Most Shorted" stocks faded in three down legs - mirroring yesterday's 3 up-legs...
See Chart:

FANG stocks tumbled after reports of the big tech companies being called to Washington over censorship...
See Chart:

VIX and stocks have decoupled in the last two days...
See Chart:

US Treasury yields were very marginally higher on the day - roller-coastering intraday...
See Chart:

The dollar index (DXY) extended its recent run lower...NOTE - dollar is down 7 of last 8 days - after rising 7 straight days...
See Chart:

Finally, we note another disturbing divergence - between 'median' stocks and the major indices...saying this rally is bullshit.
See Chart

As Sven Henrich notes, this is a similar set-up we saw during the all time highs in September all the while $SPX has formed a massive bearish wedge.
We wish Jay Powell the best of luck tomorrow - with the market already pricing in 16bps of rate-cuts for 2019, he has his work cut out to come across dovish enough...
See Chart:

And in case you were expecting a big day tomorrow, here is the reaction function for the last few FOMC meetings...
See Chart:
[[ Apparently : the total Ec debacle will come only in Dec.. after elections.. Apparently: si las condiciones exteriores ayudan a Trump.. querran hacer eso China y RU.. ah ah They may say: Nuclear dIsmantle first. ]]
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After a surprise crude draw last week, expectations were for a build but API reported a surprise 2.133mm crude draw (and draws across all products and at Cushing).
Oil's gains were capped today as China trade talk headlines spoiled the party.
China has been the real driver behind oil demand globally for the last decade and if that is turned off, it is going to make people very nervous,” said Michael Lynch, president of Strategic Energy & Economic Research in Winchester, Massachusetts.
API
  • Crude -2.133mm (+1.75mm exp)
  • Cushing -317k
  • Gasoline -2.794mm
  • Distillates -1.607mm
After a surprise crude draw last week, expectations were for a build but API reported a surprise 2.133mm crude draw (and draws across all products and at Cushing).
See Chart:

WTI faded back after attempting to tag $60 intraday ahead of the API print, kneejerked down to $59 the figure, before bouncing higher after the
See Chart:
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“Slowing international macroeconomic conditions and weaker global trade growth trends continue, as seen in the year-over-year decline in our FedEx Express international revenue.”
This was all taken badly by investors who shaved 4% off the stock after-hours...
See Chart:
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CHECK:  Sponsored Business Content:
Elizabeth. Warren: Ardent US Capitalist Should Embrace “Socialism”
Financial Times
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

America's aristocracy is not formalized, and that's the secret of its success.
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"families that have a crisis of just $400 in a month may experience a setback that may be difficult even impossible to recover from."
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"I worry about America..."
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One record breaking disaster after another has been hitting America in recent months...
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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

US stirring the conflict India-Pakistan & wanted China be involved
“If maritime India-Pakistan hostilities ever did break out, China would almost definitely be in the mix.” 
[[ Of course China will be involved.. but NOT IN FAVOR OF WAR BUT PEACE & nuke dismantle ]]
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...the reports are “factually incorrect.” 
[[ Nice but .. one General doesn’t decide US geo-politics.. unless he is support ]]
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Grab your popcorn...
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The change in total global exports has now gone negative...
See Chart:
Change in Total Exports
SOURCE:  https://www.zerohedge.com/news/2019-03-19/death-globalization-accelerates-global-trade-declines
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The equity market is too big to fail without causing substantial damage to the economy that would be far greater than what happened after the tech bubble burst in 2000
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It sure seems like a dystopian night mare is approaching...
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One of history’s hard lessons is thatcollapsing financial systems beget authoritarian politics...
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While US Administrations engaged in “regime change” have generally tried to mask their real intentions, this US-backed coup is remarkable for how honest its backers are being...
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With American help and support...
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The Supreme Court ruled in favor of the Trump administration Tuesday, allowing federal officials to detain and deport illegal immigrants after they have served their time in the U.S. for other crimes.
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He intends to designate Brazil as a non-NATO ally, even "possibly" "maybe" a NATO ally.  ​​​
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"We are in a crisis moment in the recycling movement right now" 
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

[[ This is a death collision: the buried vs. the unburied ..yet ]]
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[[ Yes, it is:  Trump tried to convince Bolsonaro to be member of NATO : FAILED ]]
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[[ Good : she is not in the RATS club. Now her focus is assembling Socialist Front ]]
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[[ VEN is Trump’ DEATH TRAP: more than 20 Mill latinos won’t vote Trump ]]
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US to Designate Brazil as Major Non-NATO Ally  Bolson rejected NATO’ trap
[[ Ridículo pero cierto: Trump se auto-otorga premio Consuelo: o de enganche]]
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[[ A trump y su pelele Guaido les salió el tiro por la culata: es 1 patada al culo ]]
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[ The way to cut it is: no donations to war vet. Exception: donate to Vet for Peace ]]
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[[ Refrigerate  2-3 bananas & give the rotten heart to a mouse for a month: see effec]]
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[[ la barbarie nazi –the holocaust- is stack & revert in their “black-box” or memory ]]
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[[ We need more mass Mov against Trump intervention in Venezuela ]]
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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
VEN       Realidad de la calle  vs espectáculo mediático  Paul Cochrane
                ¿Quién tiene el poder en Ven? : lectura marxista NC y MR
Opin      Identidad, caos y revol en el Pto Rico de hoy   R Rodríguez
                Las debilidades del sistema   Carolina Vásquez
                La tarea de ser libre  Agustín Vega
Ecua       Ecuador y el FMI: empiezan los problemas   Paz-y- Cepeda
MEX      El mayor logro de López Obrador  Miguel Ángel Ferrer
               Océanos saludables para sociedades prósperas  Tharanga Y
Pater       El privilegio de ser padre hoy  Sem Campón
FEM       El trabajo decente para mujeres latinas   Mariela Jara
               Utópicas y rebeldes  Jesús Valencia
               El feminismo avanza  Antonio Antón  España
              Los rostros de izq que enfrentan ola conserv  Victor F
USA       US publica informe de DH, ¡tomen sus recaudos!  María Ramos
              La aduana, el mercado y el “pensamien-mágico”  Pedro M
              Política cultur USA: ¿“La mano invisib del merc”?  A August
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ALAI ORG
              Notas para debatir lo que acontece en Ven   J P Stedile  
                [ Canto de sirena: eso no se borra con decret de Gob alguno ]
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RT EN ESPAÑOL
---[[ Se prepara la respuesta  argelina en Francia si el US  ataca a Ven. Tit for Tat ]]
--- [[ Ese arresto si es típico de la corrupción fascista que hoy vemos en Trump. NO  VOTAR .. La abstención es la solución, más aun si no se permite la 3ra opción, lo que supone declarar obsoleto el corrupto sistema duo-polico actual: only Dems & Reps, partidos pagados por la rancia oligarquía financiera. Basta de farsa dem. Viva la Rev ]]
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

Paul Craig Roberts    The Difficulty of Writing for Americans
Scott Poynting   ‘Terrorism has No Religion’  in particular but belongs to all of them
Robert Fisk   Algeria is a Necrocracy
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

John Steppling   Day of Wrath
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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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