viernes, 8 de marzo de 2019

ND MAR 7 19 SIT EC y POL



ND MAR 7  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


Can you remember the last time the stock market dropped on the day a central bank went full dovetard?
All the world Ec is tumbling.. even China’s .. a little bit.  Europe’ fall is the worse
US markets were not mixed at all - they were down... again... with Small Caps the big laggards...
See Chart:


The S&P 500 broke below, bounced, then retested its 200DMA...
See Chart:


Notably, breadth is starting to roll over, with the number of overbought stocks tumbling...
See Chart:


The big banks had another ugly session...
See Chart: 
https://www.zerohedge.com/s3/files/inline-images/2019-03-07_12-55-56.jpg?itok=L6jyKPec


VIX also bounced up towards 18 (one-month highs)...
See Chart:


Treasury yields tumbled once again today with the belly of the curve down over 6bps
See Chart:


5Y Yields plunged to their lowest in a month after tagging the pre-FOMC levels...
See Chart:


The Euro weakness sparked a confirmed USD above 97.00 for the DXY...
See Chart


Notably, amid all the turmoil in currencies - Yuan in gold terms (or vice versa) was extremely stable...
See Chart:
Gold in Yuan


Finally, it can't be this easy, right?  [[ You are NOT there.. but you are going to hell ]]
See Chart:
2019 S&P  vs.  1937 S&P
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The retail apocalypse is now in full swing... 

Dollar Tree reported a $2.3 billion loss, which has propelled the company to announce store closures and renovations.  Dollar Tree plans to close 390 Family Dollar stores this year while renovating 1,000 other locations.

 “We are confident we are taking the appropriate steps to reposition our Family Dollar brand for increasing profitability as business initiatives gain traction in the back half of fiscal 2019,” CEO Gary Philbin said in announcing the results according to CNBC.
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by Tyler Durden  Thu, 03/07/2019

Is this really the "greatest economy ever"? 

Credit Card debt  closed 2018 at a new record high
See Chart:


There are approximately 480 million credit cards in US circulation, that is 1.47 credit cards per citizen, and up more than 100 million since the 2008 financial crisis.
See Chart:
Credit card debt by age group


More troubling is that according to the Fed, 37 million Americans had a 90-day delinquent strike added to their credit report last quarter, an increase of two million from the fourth quarter of 2017. These 37 million delinquent accounts held roughly $68 billion in debt.
See Chart:
Not Shortage of Credit


While President Trump continues to promote the "greatest economy ever" on Twitter, 1Q19 GDP expectations have crashed, a troubling sign that consumers have topped out.

Last week, Goldman published its 1Q19 GDP tracking estimate at a paltry +0.9%. This forecast, as Goldman's chief economist Jan Hatzius said, "reflects an expected drag from inventories, sequentially slower consumption growth, a decline in residential investment, and a four-tenths drag from the government shutdown."

Goldman wasn't the only one echoing low-growth forecasts for 1Q19, but also the NY Fed's GDP Nowcast, which showed growth crumbled from 1.22% (and 2.17% as recently as a month ago), to a stunning 0.88%, as a result of the collapse in Personal Consumption, Housing Starts, Wholesale Inventories, and others.
See Chart:


The most shocking: Atlanta Fed's 1Q19 GDP nowcast - recently tumbled to just 0.5%. And while it is possible that consumers hit their maximum threshold of borrowing ahead of the holiday spending season, the growing refusal to service their credit card debts is an ominous sign of a nearing recession.
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After January’s blockbuster report, analysts forecast Friday's headline nonfarm payrolls will drop to a far more muted pace of 180k with the February jobs drop due to more seasonal temperatures weighing on weather-sensitive industries

Here are they key qualitative considerations headed into tomorrow's jobs print, via Goldman:
Arguing for a weaker report:

  • Winter weather. Mild winter weather likely boosted job growth in December and January by 100k or more cumulatively, and the unwind of these effects is likely to weigh on job growth in February and early spring. Furthermore, survey-week snowfall swung above average in February, with a 1-inch seasonally adjusted rise vs. January (population-weighted basis, see left panel of Exhibit 1). The February seasonal factors have also evolved unfavorably in recent years (see right panel) - note the possibility that the seasonal adjustment software is fitting to the unusually mild weather of recent Februaries. If so, the seasonal factors could amplify the impact of snowy weather in tomorrow’s report. Goldman's February payroll growth estimate embeds a -40k weather effect, but there is risk of a considerably larger drag.
See Chart:
Read more at:
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With the "pied-à-terre tax", New York has taken a page right out of the Vancouver playbook and is now considering a tax on wealthy non-residents who own luxury city apartments.
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For the first time in over 100 years, GM won't be assembling automobiles in Ohio. The cruze plant is move to Mex.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

This Is Not ‘Old Fascism’.. This Is NEO-FASCISM

Any person who operates a vehicle in this State is deemed to have given consent to the use of an investigate technology device on the handheld wireless communications device when requested by a peace officer at the scene of a crash
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Prior to 1968, most adults in the United States could purchase a firearm without state interference... and as long as you hadn’t been convicted of a felony and you had the funds, there weren’t any questions asked... Things are different now.
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The decision is a slap in the face to Special Counsel Robert Mueller and the Russia probe...
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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


They're not even hiding it at this point.
[[ Para esto se eligió esta basurita?.. para crear unrest. Es esto ‘democ’? ]] 
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Follows last month's stated goal of "WAR WITH IRAN"...
[[ ISR espera la traición de RU a sus aliados.. aun asi Iran puede destruir Isr]]
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Los aliados del fascism se evaporan: caso Google

Google has been receiving "growing negative attention from the conservative media..."
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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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No pueden atacar sus principios y atacan la pers: “le dio plata ajena al enamorado”
Who attacked her?  The Federal Election Commission (FEC) a conservative non-profit ‘Coolidge Reagan Foundation’ involved on several election frauds of Dems & GOPs. This issue has no-base in ethics.. it is just pure neocon & neo-fascist politics lead by Trump.  
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Who is saying that stupid word? .. the self-assumed ‘Co founder’ of Greenpeace. His name is Patrick More (PM), an academic whore behind the money of brothers Koch  and the bless  of the neo-fascist Trump. What-ever  he said it won’t affect her reason & ethics of AOC  regarding climate-change.  It is well known the negative interaction between climate and chemical flows derived from combustion of fossil fuels. This is changing THE CLIMATE and affecting our respiration and the whole presence of life on earth.  AOC is the type of lady who put her finger on the nasty business of fossil fuels. Facts abound:  flows of nitrates, phosphates and carbon compounds sent to the atmosphere liberated methane (CH4)  and CO2 (carbon) and that is that warms the planet.  This plus other emissions  like sulfur dioxide and nitrogen oxides  cause ‘acid rain’. Industrial emissions deplete the ozone layer of our atmosphere and it also contribute to climate change. Not to mention the emissions derived from wars abroad –the loved death of Trump- the so called DU -depleted Uranium & other pollutions of war. They are being  studied, but not published yet. All these factors are affecting the global chemistry of climate. This is what AOC has put her finger on. It doesn’t matter what the academic whores like PM said on her. She has the reason and vitality to continue her work. We must respect and appreciate the work of Alexandria Ocasio-Cortez  (AOC).
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION

                Silvia Federici:  A propósito del sujeto patriarcal  Sandra Blasco
                Papel del ecofeminismo como fuerza transformad Día de la Mujer
                Huelga feminista 8M. nuevo momento para el FEM   Justa Montero
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                El capitalismo ha fracasado, ¿qué viene a continuación? John Bellamy
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Opin      Veneración de la teoría de la dependencia   Claudio Katz
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Mex       Raúl Zibechi  El mov zapatista y Chiapas, 25 años después  E Llopis
                Unas de cal y otras de arena (I)  Guillermo Almeyra
                "México es una fosa clandestina"
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Cult        Origen común del quechua y el turco?  Ileana Almeida
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COL        Los muertos que ahogó EPM   Bibiana Ramírez
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Ecolo     Del cuidado de las plantas al cuidado de los cuerpos  E Hobbelink          
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                Renta básica univerl: experim, debates, y volunt política?  Sarah B
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                El infierno libio   Higinio Polo
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Españ    Buena estrategia  Ramón Reig
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Cuba      Referendo constitucional  Poner letras a los números 
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BRA        Quién tiene miedo a Lula?   Emir Sader
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ALAI ORG

                    Día internacional de la mujer trabajadora Lucía Berbeo 
                    Repensar la educ para cambiar sistem patriar  Mariana Zegers
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Ecua       Alternativas y poder popular    Pedro Pierre  
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RT EN ESPAÑOL

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PARA MAÑANA   
INFORMATION CLEARING HOUSE
COUNTER PUNCH
GLOBAL RESEARCH
DEMOCRACY NOW
PRESS TV
….
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