viernes, 12 de abril de 2019

ND APR 12 19 SIT EC y POL



ND APR 12 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


by Tyler Durden  Fri, 04/12/2019 
Just keep repeating: "the market is not the economy"...

See Chart:
World Stocks vs. World Economics Data :Surprise Index

Except that is the exact opposite of what former Fed Chair Alan Greenspantold the world this morning, explaining that much of the improvement has come from a rise in stock market prices:

He sees a “stock market aura” in the economy.
A rise of 10 percent in the S&P 500 corresponds to a 1 percent real GDP increase, he said. The S&P 500 has risen nearly 16 percent in 2019 and is on track for its best performance in history should current trends hold.

So who is right - Greenspan or the asset-gatherers and commission-takers?
US futures show the moment that China credit and trade data hit, sending stocks soaring...

See Chart:

On the week, Trannies were the big winners as Small Caps clung to gains and The Dow scrambled today to get back to breakeven on the week...(despite utter desperation in the algos, The Dow ended the week red)
Notable decoupling between the market and "most shorted" stocks the last two days - do not see this very often at all...

See Chart:
Russell 2000 vs. “Most Shorter” Stocks

DISney lifted The Dow dramatically and sent NFLX lower...
See Chart:

Chevron tumbled as it bid for Anadarko
See Chart

And then there was JPM - which surged on record results and Dimon's bullish remarks - compared to Wells which was ugly...
See Chart:

Treasury yields were all notably higher on the week, led by the belly up 7-8bps...
See Chart:

10Y Yields rose back above 2.50%, back up to the March FOMC levels...
See Chart:

THE MARKET HAS ERASED ALMOST ALL OF THE EXTRA DOVISHNESS PRICED IN since the March FOMC meeting...

SEE Chart:
FOMC vs. Market-Implied 2029  Fed Rate Change

The Dollar Index (DXY) ended the week lower, back below the Maginot Line of 97.00
See Chart:

Despite the USD weakness, PMs were weaker (with silver slammed) as copper and crude gained...
See Chart:

Commodities and rates are aligned in their view of reflation (nothing much)...
See Charft:

Because, remember, fun-durr-mentals don't matter!!! Only global money supply does...
See Chart:
Never Forget... they're still out there...
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Don't forget, The Fed knows best...
Remember what you're told by The Fed - 2% inflation per annum is 'stable prices'...

READ THIS:
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Don’t underestimate the negative impact of declining tax refunds on households...

Recent headlines touting a budding rebound in U.S. car sales should not be celebrated.

Even after accounting for seasonal factors such as which period had more selling days, the data paint a bleak picture of consumer spending, which isn’t likely to get any better given the trends we are seeing this tax season. Internal Revenue Service data show tax refunds are down 4.1 percent over 2018, and the strategists at UBS AG estimate refunds will be $25 billion lower than they’d initially estimated this year.

Although the Tax Cuts and Jobs Act enacted in late 2017 increased take-home pay somewhat last year, millions of households nevertheless treat tax refund season as a built-in component of their annual budget

It’s no exaggeration to say that there are few risks to the global economy more daunting than a persistent slowdown in U.S. consumer spending. At 17 percent, U.S. consumption’s contribution to global gross domestic product eclipses that of the 16 percent attributable to the entire Chinese economy, according to Deutsche Bank AG.

Add it all up and the celebration of last week’s auto sales should be short-lived. Auto factory workers are already working 2.5 percent fewer hours than they were at this point last year, a trend that’s accelerated to an annualized pace of 14.3 percent in the last three months. When cutting hours doesn’t do the trick, layoffs kick in. According to Challenger, Gray and Christmas, auto layoffs are third only to the beleaguered retail sector and industrials this year.

See Chart:
Negative Trends

The only production that looks to be increasing is that of pink slips [ recession] in a sector that’s led growth in the current recovery, a development that will weigh further on U.S. spending even as consumption’s contribution to GDP has slipped to a year low. It’s likely the world economy is woefully unprepared.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


Burying the cadaver of a famous pedophile: Mrs H.Clinton
More shocking revelations about the conviction and punishment of "Lolita Express" billionaire Jeffrey Epstein are coming to light.
[[ This was the best from “el panteonero” Trump .. Ella merece ser cremada ]]
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"three in four trustees (74%) areconcerned or very concernedabout the future of higher education in the U.S."
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The global middle-class isgrowing smaller and smaller sized, and millennials are being squeezed out...
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The simple point, dear readers, is that markets can be built on intellectual foundations of sand. It might be a while before everyone realizes that and prices adjust violently, but we get there in the end.
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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


"a prosecution of Assange formerely publishing classified material would fail"

The first question is whether a legal theory based on such inchoate facts will be sufficient for an extradition request to be granted. Even if it is, a grant of extradition could be appealed through several layers of courts, which would take a long time. 

The second question is what would happen to Assange while these appeals proceeded. If he were locked up, he might well waive extradition in the hope of winning his case in the United States.

The third question is whether American prosecutors might amend the indictment to make it legally and factually stronger and, if they did so, whether they would take such action before or after he was extradited.

The last question is whether Manning will testify against Assange. It is not clear whether prosecutors really need her testimony or whether they can make the case based on emails and other documents, but her testimony surely would be helpful if she were to corroborate or expand on the paper trail.
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The WikiLeaks founder will betried in a real court for one thing, but for something else in the court of public opinion...
Here’s the Washington Post on the subject of prosecuting Assange:
“A conviction would also cause collateral damage to American media freedoms. It is difficult to distinguish Assange or WikiLeaks from The Washington Post.”
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The entire global status quo is on the cusp of the S-Curve decline phase...

See Diagram:
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The implosion of Sudan or adestabilized Horn of Africa is adoomsday scenario for most...
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"You can’t earn Chinese money and then politically make irresponsible comments about China and become unfriendly. I'm afraid … this is something the Chinese government can’t tolerate."
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The company advertised their pyramid-shaped wares — priced between 5,000 and 100,000 yuan ($740 and $14,900) — as having “healing” and “energy-absorbing” properties,
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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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SHOWS RT
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION
               Patria o colonia  Mirta Ventura
ECON    De la contracción a la recesión?  Eduardo Lucita
COL       A Briceño le llegó el Estado, pero no la paz  Bibiana Ramírez
               Anatomía de órganos elector en América Latina  Amílcar Salas
ECOL     Amianto en el metro de Barcelona  Paco Puche               
               Cambio climático y la corriente de El Niño  Carlos Pérez
               El mundo al derecho o al revés?  Adolfo Condarco
Mex        López Obrador, el profeta de la paz y del amor  Carlos de Urabá
              Comunidad civilizada (creencias, ofensas y razón)   J M Agüera
Cuba      Otros cuadros de la violencia de género  István Ojeda Bello
               La Revolución como entelequia  Mario Valdés Navia
COL       La extrema derecha tira piedra   Editorial
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ALAI ORG
                    Exigimos la libertad inmediata del periodista J A  FCINA
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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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COUNTER PUNCH
Analysis on US Politics & Geopolitics

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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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