ND APR 24 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
Earnings
(dramatically weaker), macro (two-year lows), funding markets (IOER), bonds
(yields tumbling), and FX (chaos) - but stocks are at record highs - so
everything is awesome, right?
Trannies
and Small Caps managed gains today (another short-squeeze) as The Dow, S&P,
and Nasdaq trod water...
See Chart:
Nasdaq 100's first losing day in 8 days.
Volume
remains dismal...
See Chart:
SPY (S&P
500 ETF)
Real divorce
Today is the 78th trading day
of the year, SPY volume has exceeded
100MM only 10 days so far, 13% of all days. Through 78 trading days in 2018, SPY volume exceeded 100MM 39 times,
50% of all days.
And as
the S&P hovers at its record highs, it seems not many of its components are
playing along...
See Chart:
SPX
INDEX
In
fact:
Just learned that the SPX is at all-time highs but
only 13 stocks in the index are at all-time highs
And
breadth remains notably weak in this last panic-bid...
See Chart:
% od
S&P> 50 DMA
As big
tech valuations soared to near record highs, decoupling from the broader market..
See Charts:
A lot of which is thanks to the
surge in Semis... as their earnings expectations have
collapsed...
See Chart:
Philadelphia Stock
Exchange Semiconductor Index
Don't forget: "Semis don't sell other
semis" as the algos refuse to
acknowledge TXN's warnings and bid SOX to a new record high.
Stocks
and bonds decoupled dramatically today...
See Chart:
S&P
vs 30Y Yield
With
the entire curve now lower on the week, led by the short-end...
See Chart:
With
30Y Yield tumbling to 10-day lows after tagging 2.999% yesterday...
See Chart:
UST 30
Y Yield
The
yield curve has hit a critical resistance level once again...
See Chart:
UST 2s
10s
The
Dollar Index extended gains today, pushing DXY to its strongest since May 2017...
After hovering around 97.00,
DXY has burst higher in the last 5 days...
See
Chart:
DXY Dollar Index
https://www.zerohedge.com/s3/files/inline-images/bfm5382.jpg?itok=u5Ib7PSH
Emerging
Market FX plunged to its weakest since the start of the year...
See Chart: EM FX
Led by Argentina, South Africa,
Turkey, and - rather shockingly - Aussie Dollar...
See
Table:
Best vs. Worse Spot Returns (%)
Despite
the dollar surge, gold also rallied on the day...
See Chart:
Finally, we note that as stocks hit a record high, positioning in
risk-off assets (TSYs, Gold, and VIX) has not bought into the rally...
See Chart:
S&P
vs RISK-OFF Positioning –TSY , VIX, GOLD
Trade
accordingly
…
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Is the housing market really this sensitive to mortgage rates?
Overall,
mortgage applications tumbled 7.3% last week and are down over 15% in the last
three weeks - the worst drop since January 2016...
See Chart:
But the real pain is in refis - which
crashed 11% in the last week (after falling 8.2% and 11.4% in the prior two
weeks) as mortgage rates ticked up...
See Chart:
Mortgage rates are up just
10bps from 3 weeks ago.
Is the housing market really this sensitive to
mortgage rates? If so, Jay Powell is
in an even more serious box here than even he knows.
….
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
"I used to love the city and be
proud of the city. Now I'm not anymore. It's dirty, and it's ugly."
====
There was no energy collapse in 2000, and there’s no sign of one coming...environmentalists did not change their
desired policies though. They simply modified their rationale for the
same thing to almost exactly the opposite justification...
====
...according to a great many politicians,
lobbyists, and activists, it's very important to know this
information. But what exactly
must be known depends on one's political agenda...
====
Instead of blaming Trump... understand what you are signing. No one is putting a gun to the heads of Americans and forcing
them to sign up for an adjustable interest rate, 40-year mortgage with no down
payment...
[ Recession
is a global phenomena .. the impact of our Rec could affect the rest and even
though he won’t be responsible .. But for inefficiency.. perhaps: 1- his policy
Ec only benefit the billionaires.. 2- Is
He lying about debt & other Econ situation.. A person said there are
evidence of intentional manipulation of data to save his political re-election,
is that true? If so, he will be in
trouble . The N.1 real reason for impeachment so far is his military policy in
favor of WW3.]
====
The Fed has no choice: either it
inflates away the debt, or it's game over for the status quo anyway.
====
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
EU reacts to Trump's embrace
of Libya's Haftar with "disbelief and fear."
====
...and just like that, the green-shoots died.
See Chart:
South Korea GDP Q o Q
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Don’t
believe that Russiagate has concluded.
Indeed, it may have only just begun...
…
[ This seems to be False flack .. Could be or
not? ]
====
SPUTNIK
and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
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NOTICIAS
IN SPANISH
Lat Am search f alternatives to
neo-fascist regimes & terrorist imperial chaos
REBELION
====
ALAI ORG
====
RT EN ESPAÑOL
- EN VIVO: Arranca la histórica cumbre entre Kim Jong-un y Vladímir Putin en el Lejano Oriente ruso
- México confirma el incidente entre militares locales y de EE.UU. en la frontera
- Canciller iraní: "Si EE.UU. entra en el estrecho de Ormuz debe hablar con la Guardia Revolucionaria"
- ¿Cómo se cumple el acuerdo de 'Precios Esenciales' que anunció el Gobierno de Argentina?
- El 'ejército' de Facebook contra las noticias falsas: Quién lo financia y por qué
- Activistas US se mantendrán hasta el último momento en la Embajada de Venezuela en Washington, ante la llegada de personal de Guaidó
- La Armada de EE.UU. advierte a Irán que respondería "a cualquier agresión" en el estrecho de Ormuz
- Putin : interacción entre Rusia y China cobra importancia mientras Occidente reclama el liderazgo mundial
- El dólar vuelve a subir en Argentina y alcanza los 44,92 pesos
- Huawei ayudará a construir la red 5G en el Reino Unido
- El Zoom AMLO: El cambio difícil
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COUNTER
PUNCH
Analysis on US Politics &
Geopolitics
Lawrence
Davidson A
Decisive Struggle For Our Future
Binoy
Kampmark Failed
States and Militias: General Haftar Moves on Tripoli
Thomas
Knapp The Mueller Report is Clintonesque
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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
- Bernie
Sanders Spurs Debate on Prisoner Voting Rights, But the Idea Is “Not as Radical
as It Seems”
- Joseph
Stiglitz: Elizabeth Warren & Bernie Sanders Want to Make the Economy Work
for All Americans
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PRESS
TV
Resume of Global News described
by Iranian observers..
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