ND
MAR 3 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
Why
investors like Morgan do love Trump?:
{{ to
end.?. Not now said Morgan in his last statement .. but after the 2nd
term ]]
There is a material disconnect between Fed pricing and the S&P
500: not only are markets pricing no hikes in the next 12 months, they are
pricing a cut in the next 2 years. This seems inconsistent with the bullish
message from risky assets.
See
Chart:
With
the latest positive report out of the US-China trade rumor-mill set to push
futures solidly higher once they reopen on Sunday night, coupled with a breakout in 10Y yields from the recent
descending triangle..
See
Chart:
UST
10 Y Yield
...
as a result of growing speculation that the global macroeconomic headwinds have
finally troughed following a handful of strong econ data releases including a
higher than expected US Q4 GDP print and a strong rebound in China's Caixin
PMI, largely thanks to a gargantuan
credit injection by China's central bank, which has helped stabilize
Chinese assets...
[[ In other words Chi don’t need the US as we need them ]]
See Chart
China
assets have start to stabilize YTD
…and sparking a global reflationary impulse, the Fed may soon
be trapped once again, as it was
two months ago, only for the opposite reasons.
And
as reflation rears its ugly head, denting the Fed's plans to keep rate hikes on
"pause" indefinitely and perhaps scuttling plans to prematurely end
the Fed's balance
sheet runoff, traders may find out that just as
markets did an overnight U-turn as "bad news was good news",
for the past two months as the "Goldilocks
trade" made a return appearance, suddenly "good news may be
bad news" as the Fed finds itself behind the curve once more, as the big market bears end up mauling Goldilocks.
That's
the point made by Goldman's Christian Mueller-Glissman, who warns in a late
Friday note he expects the "Goldilocks rally"
to fade and bond yields to increase (even more) from here. His argument
is simple: there is now
a material disconnect between Fed pricing and the S&P 500. As he notes in the chart below -
one which we have shown repeatedly in the past, not
only are markets pricing no hikes in the next 12 months, but they are pricing a
cut in the next 2 years.
See
Chart:
S&P
500 has rallied sharply, with markets pricing an increasingly dovish Fed
To
Goldman, this seems inconsistent with the bullish message from risky assets and
from the recent reflationary impulse and macro-economic trough. .. In short: a pick-up in US inflation could drive concerns
over the Fed resuming its hiking cycles, or drive a rebuild of term premia.
See
Chart
US
Financial Conditions have eased materially YTD
For
Trump the only thing that matters is what happens to stocks - and the economy -
ahead of the 2020 election. Should he win, an outcome
that would be made more likely by another push higher in stocks, it would
largely insulate Trump from any possible impeachment proceedings until 2024;
should stocks then crash during Trump's second term, well... he'll cross
that bridge when he has to.
…
[[ No
daubt .. The HI FURER.. tiene quien lo ame y le escriba ‘love story-tells’ ]]
…
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The risks to our view are that labour market tightness leads to
stronger wage growth, forcing DM central banks to tighten sooner than we expect
…
[[ Otherwise
.. pray God for China to accept a fear trade deal..]]
…
RELATED:
It
appears the goldfish-memory-like
algos are unaware that the same headlines
have spiked futures numerous times in the last week or two...
…
[[ If
Trump still interesting in promoting WWW3 .. any trade deal will be killed by
war. No point in making-deal Better wait
until Trump is out of power. If China
don’t sign a deal with him .. it will help to take him out ]]
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Farm debt has been rising more rapidly over the last five years,
increasing by 30% since 2013"
See Charts:
Farmers in Distress
…
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US DOMESTIC POLITICS
Seudo
democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge
cambio
Election time: no racism anymore.. Trump is now ‘pro-latinos” .. can
you believed? This ‘generostiy’ look like
solidarity with VEN.. They rejected.. These latinos should demand ‘blue card”
for permanent residence instead.. They
pay taxes.. Why not?
Nearly 2/3 of
the immigrants are from El Salvador.
…
[[ Time ago.. Los latinos de
Pittsburgh también pagabamos impuestos y durante las elecciones el senador
Specter necesitaba casi mil votos para su re-elección y nosotros necesitábamos
el “in-state tuition para nuestros hijos”. Le conseguimos más de mil votos –no
nos interesó si era Demo o Rep, para nos eran papas del mimo costal. Specter
gano las Elec y nosotros el ‘in-St-tuit’ ]]
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“We may want more money for border security, but Congress didn’t
authorize it. If we take away those checks and balances, it’s a dangerous
thing."
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Indeed, the cynicism on the street should have every mainstream media purveyor in a state of
absolute panic....
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"You would bring
about mass death"
…
[[Are you among them?.. If not you’ll be the old-ugly flower in that Garden ]]
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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
'THANK
YOU, VLADIMIR': MODI UNVEILS FACTORY THAT WILL BUILD 750,000 KALASHNIKOVS FOR
INDIAN MILITARY
As the latest India-Pakistan conflict heats up, Moscow has
apparently picked a side..
…
[[ Vladimir APOYA a ambos IND y PAK y esta mediado la paz
entre ellos ]]
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SPUTNIK and RT SHOWS
GEO-POL
n GEO-ECO ..Focus on neoliberal
expansion via wars & danger of WW3
Guaido
will be welcome to a jail in VEN, is the LAW. He may get the status of polit
prisoner to run for election if he insist on it. He won’t be the 1st
prisoner who win election in Latin America.. Maduro will be obliged to act
democratically, peacefully and according
to Law.. otherwise he or his party will lose the next election.
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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
VIENTO SUR
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a Evelyne Huber "Sin los trabajadores no
tendríamos democracia"
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RT EN
ESPAÑOL
Cualquier
amen a las Leyes de VEN recib mas fuert y sign respuesta
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PRESS TV
Resume
of Global News described by Iranian observers..
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'US
uses banned weapons in all its wars of aggression
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