ND APR 17 19
SIT EC y POL
ND denounce Global-neoliberal debacle y
propone State-Social + Capit-compet in Eco
Read my reaction to:
Trump idiotic policy of fostering production of
weapons & war abroad is putting at risk the life of American Nation &
the life of the whole humanity. WW3 is his aim. We must depose him.. doesn’t matter top-down or
bottom-up Rev. Forget election: that is a real trap for “continuity”. What
matter is Peace & dismantle of nukes and genocidal wars. Is the time to
take streets & force his impeachment & Peace. QUE SE VAYAN TODOS! All his Gvt team must be
ended
….
A nice
elaboration of this thought is here:
At:
…
ZERO HEDGE ECONOMICS
Neoliberal globalization is over.
Financiers know it, they documented with graphics
[ Trump’ team
can say: Mission Accomplished ]]
The US economic data : dumping
near two-year lows...
See Chart:
Bonds & Commodities seem in
agreement on the state of play...
See Chart:
But stocks disagree...
See Chart:
S&P vs. UST 10Y Yield
And
Nasdaq 100 hits a new record high as earnings tumble...
See Chart:
Nasdaq
100 vs.
Nasdaq 100 Forward EPS Consensus
Mission Accomplished indeed.
While Trannies were best, Small
Caps stumbled today as The Dow, S&P, and Nasdaq traded in an extremely
narrow range...
See Chart:
Healthcare stocks were hammered
for the second day - the biggest 2-day drop since mid-December's crash began -
erasing the YTD gains...
See Chart:
S&P 500 Healthcare
FANG Stocks were weaker today
See Chart:
VIX Flash-crashed before the
cash market open and pushed above 13.00 intraday...
See Chart:
Treasury yields were
practically unchanged on the day, despite some intraday swings...
See Chart:
30Y Yields briefly pushed above
3.00% but could not hold it...
See Chart:
97.00 remains the magic number
for DXY Dollar Index...
See Chart:
WTI rolled over today but
copper gained as PMs limped lower...
See Chart:
Despite a crude draw and
production cut, WTI fell back below $64...
See Chart:
Finally, don't forget, that WHICH CAN'T LAST FOREVER, WON'T!
See Chart:
S&P Net Dept Per Share vs. US
Credit Risk (OAS)
Because it's not different this
time...
See Chart:
UST 2s10s (Inv)
"You have meddled with the primary forces of
nature, Mr Beale, and I won't have it! Is that clear?"
….
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'worst economic data in the world'
Despite all the talk of a great US
economy ready for rebirth now that The Fed has taken its foot off the neck of
expansion, US macro-economic data has collapsed (absolutely and relative to expectations)
in recent weeks to its lowest since July 2017 - taking
on the ugly title of 'worst
economic data in the world'...
See these charts:
1-'worst economic data in the world'
2- US Empire State Survey: Manufacturing Business Conditions
3- US Empire State Survey: Six Months outlook
business Condit
4- Industrial Production: 1 Month and 1 Year %change
5- Manufacturing Production: 1 Month and 1 Year
%change
6- Capacity Utilization
7- Bloomberg Industrial Surprise Index US
8- Even as stocks near record highs.
…
OPEN SOURCE:
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The outlook among Beige
Book contacts in reporting Districts is for "slight-to-modest" growth
in the months ahead, suggesting that this time it is the top end of the range
that has come down from its traditional
"modest-to-moderate" baseline.
See Chart:
In line with this observation, a Reuters diffusion index courtesy of
Jeoff Hall, found that the root of the word "strong" appeared 54
times in today's Beige Book, up from 37 in the March 6 version but down from 58 in the January 16 version. Incidence of
"weak" was unchanged at 34 in both versions.
See Charts:
…
SOURCE: https://www.zerohedge.com/news/2019-04-17/beige-book-downgrades-us-economy-outlook-slight-modest
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"They are long
assets that outperform when growth and rates fall, like cash, EM and utilities,
while short assets that require higher growth and rates, such as equities, the
Eurozone and banks"
According to the latest monthly Fund Manager Survey conducted by Bank
of America which polled 239 investing professionals with an AUM of $664 billion
in the April 5-11 period, investors are now positioned for "secular stagnation"
- even as they dipped their toe into risky assets - "They are long assets
that outperform when growth and rates fall, like cash, EM and utilities, while
short assets that require higher growth and rates, such as equities, the
Eurozone and banks" said Michael Hartnett, chief investment
strategist and organizer of the monthly Fund Manager Survey.
See Chart:
FMS Investors positioned for Low growth and Low Rate: April 19 Global
FMS
Here are the notable highlights from the April edition of the FMS:
No recession now: 70% of investors surveyed expect a global recession to start in the second half of 2020 or later...
See Chart:
... but somewhat paradoxically, a whopping 86% believe yield curve
inversion does not signal an impending recession, which begs the question: if
everyone is discounting the yield curve as a signaling mechanism, why is
everyone so convinced that a recession is coming... and
tied to that, why is everyone so certain that a yield curve inversion does not
indicate a recession?
See Chart:
Does the inversion of the US Yield Curve signal a
global recession in 2019?
No growth... and yes to secular stagnation: 66%
expect "low growth, low inflation" backdrop, the
highest level since Oct'16; allocation to global bank stocks falls to lowest
level since Sep'16.
See Chart:
How do you see the global economy trend in the next
12 months?
See more charts at
…
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete;
it’s full of frauds & corruption. Urge cambio
"This is of great concern to producers out here
facing another year of tariffs."
====
With China reporting blowout economic data, many
expected the S&P500, just shy of its September highs, to rise above its all
time record some time today. It did not, and traders can blame the creeping
threat of socialism for today's market action.
====
"to
advance their own agenda..."
====
“The classified appendix raises significant issues associated with the
FBI’s failure to review certain highly classified information in
support of its Midyear investigation,”
====
Such
hell-holes is not because of socialists, as
assumed by the stupid idiot that wrote this article. On reverse: the socialists have the solution to rebuild these beautiful
States: the mixing of capital and labor. The proposal is to create autonomous power from the current centralized
neoliberal FED, a power based on the alliance of workers and productive financier
capital (excluding the billonaries who don’t care for our nation). The billionaires plan is
to expand their vicious gluttony over RU and China via WW3; that is a stupid
dream.. we will be hit by nuke missiles.. even their bunkers inside
& abroad will be destroyed.. the MAD (mutual assured destruction) will prevail. There wont be winners, only
destruction at world level. There is not future with the profiteers of neoliberal
imperialism. Trump’s team is lying to our nation with
his policy of massive production of weapons and wars abroad. His
sickness is irresponsible and lethal to our nation & the world. Instead of
the fake economy based on USD created from the thin air, and instead of the
voracious speculators for Wall Street we can rebuilt
our nation with NEW Deals like FDR used to overcome the recession of 1929-35.
We are already starting a new recession with our fake economy. With socialism the
workers will have the political power together with the productive investors
now asphyxiated by big monopolies and transnational corporations. Socialism is
that we need now, socialism is the proposal that most of the nation need it now, with the
exception of the billionaires that enjoy creating a phobia against socialists.
We will win, a new FED will emerge after cleaning the
swamp.. either by bottom up REV or Top-Down Rev. The military will come
with us, starting with the Veteran for Peace who already are allies to our National
demand. We will win.. we will start by taking streets demanding
Tramp impeachment and PEACE for democratic socialist rule with labor and
productive capital at the top.
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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
The
U.S. is in effect at war with Iran.
====
"Now
that the sugar rush, caused by the threatened tariffs on Chinese goods, has
passed..."
Weekly spot rates for 40' containers for
China to the U.S. West Coast plummeted 51% from its October 2018 high of 2852
to 1,267 by the end of March. In the last 14 days, the spot rate has rebounded
to 1,586.
See Chart:
Drewry noted that the timing of the spot
rate decline "could not have occurred at a more inopportune moment,"
given that shippers are in the process of trying to secure rate increases on
annual contract renewals that begin on May 1.
"Earlier
in the year, it seemed the carriers might be able to secure some modest
increase in revenue from their BCO [beneficial cargo owner] contracts, but
those hopes now seem dashed," suggested
Drewry.
"The
only discussion point that remains is to what extent the shipping lines can secure
some agreement to a floating BAF [bunker adjustment factor] arrangement within
those contracts, so that when, towards the end of 2019, the carriers start
having to pay a premium for low-sulfur fuel oil, they can rely on some
mechanism to kick in to automatically recover some of those additional
costs," it added.
The "tariff hangover" comes at
a time when the International Monetary Fund (IMF) last week cut its global
economic growth forecasts for 2019.
"This
is a delicate moment for the global economy," IMF chief economist Gita Gopinath said in a recent news conference.
More or less, the synchronized global
slowdown has put developed and emerging economies into
its most vulnerable spot since the financial crisis.
….
SOURCE: https://www.zerohedge.com/news/2019-04-17/tariff-hangover-trade-volume-plunges-us-west-coast-ports
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Another sabotage?
"Everyone
in the market knows that Turkey doesn’t have enough foreign currency reserves
to mount a sustained and credible defence of the lira."
====
“Unfortunately,
the US sees 5G technology as a strategic weapon.”
====
The dancer: a heavy-ugly-obese man full
of money stolen abroad
….
….
....
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
====
SHOWS
RT:
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NOTICIAS IN SPANISH
Lat Am search f alternatives to
neo-fascist regimes & terrorist imperial chaos
REBELION
Españ Quién es el
"concebido no nacido"? Rafael Silva
Las encrucijadas de la economía
cubana Esteban Morales
====
ALAI ORAG
Cancelo via inter-oceanica pa unirBRA-Pe-Bol-Chi-Par
Fue un traidor a la Constit de Haya
de la Torre d 1979
Adopto la Constit
de Fujimori de 1993: otro asesino.
Fue servil al imperio USA en toda su
polit anti-latina
Muchos socialistas tuvimos que huir de su Gob fascist
====
RT EN ESPAÑOL
- Corea del Norte prueba una nueva arma guiada táctica
- VIDEO: EE.UU. muestra por primera vez el lanzamiento de su interceptor exo-atmosférico de misiles
- Documento: Trump podría desplegar miles de militares adicionales en la frontera con México
- Fallece el expresidente peruano Alan García tras dispararse en la cabeza cuando iba a ser detenido
- Maduro responde a Bolton: "Sus sanciones nos dan más fuerza"
- Bolton: Nuevas sanciones de EE.UU. contra Venezuela son " advertencia a todos los actores externos, incluido Rusia"
- Conmoción en Colombia por el asesinato de Samuelito, el hijo de 7 meses de un ex guerrillero de las FARC
- EE.UU. permitirá demandas contra empresas con negocios en Cuba
- Haftar: El hombre de Gadafi, de la CIA y del que depende Libia A Rodríguez
- OTAN, 70 años de impunidad al servicio del Capital Luis Gonzalo
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INFORMATION CLEARING HOUSE
Deep on the US political crisis:
neofascism & internal conflicts that favor WW3
-J Carter: 'China Has Not Wasted a Single
Penny on War' By David
Brennan
-Pompeo is “Setting the Stage for a War with
Iran” By Real News
-American Empire Is Very Much Over Already The Saker inter Dmitry Orlov
-Julian Assange’s Victory By Andre
Vltchek 10 Years ..
10 Mill Docts
-Washington’s Biggest Fairy Tale: “Truth Will
Out” By James Bovard
-VIPS Criticize Mueller Refusal To Interv Assange
By Vet Intell Profes for San-VIPS
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
-Jack Rasmus Trump
Whacks the Middle Class
-Tom Engelhardt How
the U.S. Military Feeds at the Terror Trough
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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
-ICC
Makes “Dangerous Decision” to Drop Probe into U.S. War Crimes in Afghanistan
After U.S. Pressure
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PRESS TV
Resume of Global News described by
Iranian observers..
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