jueves, 25 de abril de 2019

ND APR 25 19 SIT EC y POL



ND APR 25 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


There's a lot going on beneath the surface of the major US equity indices.
WTI tumbled into settlement today...
See Chart:

Tesla stock caught down to its bond market reality..
See Chart:

The Dow was hit by MMM but then the machines took over the index and decoupled it...
See Chart:

AMZN tumbled into the close, red, ahead of earnings...
See Chart:

Treasury yields were modestly higher today (around 1bps across the curve) but all remain lower on the week...
See Chart:

Dollar Index ended practically unchanged - thanks to a big rollercoaster intraday. Is this week's charge over?
See  Chart:

PMs were flat today (after a pump and dump early on) but copper (early) and crude (late) tumbled...
See Chart

Finally, ahead of tomorrow's GDP print, we note that The Atlanta Fed GDPNOW model has soared to 2.789%...
See Chart:
GDP NOW  Is this true?

And the 'dumb money' is all-in...
See Chart:
Maximun Optimism  Is this true?
Dumb Money Confidence
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SOURCE:
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Are you ready to cough up $220,000 to pay your 'fair share'? 

According to a Federal Reserve chart that you can find right here, the total amount of debt in the U.S. financial system has now reached an astounding 72 trillion dollars.
See Chart:
All Sectors: Debt Securities & loans; Liability Level

So if you have a family of four, your share of all this debt is $880,000.
Just prior to the last financial crisis we surpassed the 54 trillion dollar mark, and so since that time we have added nearly 18 trillion dollars to our total.

And our financial engineers have definitely been successful in extending this Ponzi scheme for a lot longer than many of us had anticipated, but they can’t keep doing this indefinitely.

In the end, nobody can “fix” our system, because our debt-based financial system was fundamentally flawed when it was designed.  This is something that I have repeatedly pointed out, but unfortunately most Americans still don’t seem to understand this very basic concept.

And a “bubble economy” can seem fine as long as the bubble is inflating and economic activity seems to be humming along, but when things start to go bad they can go really, really bad very rapidly.

For decades we have been making exceedingly foolish decisions, and the consequences of those decisions are going to be exceedingly painful indeed.
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What investors should realize is that markets will be in a deep bear market, and recession, before QE would be restarted. However, that appears to be a point lost on market participants currently...

The profit/GDP ratio is still lower than it was in 2010-2011 despite the massive boost from tax cuts, $1 trillion in deficit spending, and a booming stock market. 
See Chart:

It isn’t just our technical gauge which suggests investors have returned to their bullish ways. The RIA PRO asset allocation composite suggests the same
See Chart:

The RIA economic composite index (a broad composite of hard, soft, and leading indicators and surveys) has turned lower. Historically, turns from high levels (dashed black line) tend to revert to the lower bound suggesting more economic weakness is likely in the quarters ahead.
See Chart:
See more Charts at:
SOURCE  https://www.zerohedge.com/news/2019-04-25/eternal-bullishness-willful-blindness
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"...the bubble popped simply because there was too much debt, too much leverage, too much euphoria ...we are seeing that now in stocks, housing and a lot of other assets around the world. The valuations just exceed what makes financial sense..."

Journalist and book author Charles Hugh Smith says the next market crash and recession will unfold like the bursting of the 2000 Dotcom bubble.

Smith explains, “The bubble popped or deflated not for any crisis, but simply because there was too much debt, too much leverage, too much euphoria and unrealistic valuations..."

Recently, President Trump and his economic advisors have been talking up rate cuts and money printing to help the economy. Are they seeing a slowdown coming? Smith, who has written 12 financial oriented books, says:

“I think they do, and I think that’s the only reasonable explanation for why they are talking about rate cuts when the employment is strong and the economy is looking good by many factors.
Why would they want cheaper money unless they see the slowdown in auto sales, and they see the slowdown in housing, and they see a slowdown with all the things where you have to borrow a lot of money to make it work.

Can team Trump keep the economy going until after the 2020 election? Smith says:

Inflation is roaring in assets. Housing is unaffordable in many areas, and the stock market is at nosebleed levels. So, it’s kind of hard to say we are going to get another two years of growth, but I don’t think anybody can say it can’t happen.

What we can say is debt levels are rising at a much faster rate than earned income. That’s where you are going to get a reset at some point. As costs go up and debt levels go up, then lowering interest rates gives you a little leeway, but only for a while.”

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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

"...members with access to Alexa users’ geographic coordinates can easily type them into third-party mapping software and find home residences..."
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Meanwhile, participation rates among working age Americans are dropping...
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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



Putin said "we are all pleased with the outcome" of the first talks between himself and North Korean leader Kim Jong Un.
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The underlying suspicion in Trump's veto decision is that this is not just about Yemen, but about a war (or multiple wars) yet to be initiated. There are at least three major options on the table right now...
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The summit between Putin and Kim is over, and their message was clear... US is welcome at the negotiating table but they are not necessary to resolving the situation. Russia, however, is...
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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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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION
                Reformismo electoralista: de tragedia a farsa  Alfredo Apilánez
Cult         libro para entender l ira de la clase trabajadora  Pere Rusiñol
COL       Notre Dame y la selva amazónica  Renán Vega
USA       ANTIBALAS   David Brooks
MOV      "Lo que hemos hecho solo es el principio"  Cristina Casero
Perú        suicidio de A García y sus implicanc políticas  César Zelada 
P Rico     El nombramiento de Elmer Román González  C R Alicea
ARG       libertad sindical violada por GOB macrista   Mario H
VEN       OEA nunca más  Anisio Pires
Españ     Laicismo: apagón político informativo  José Luis Iglesias
USA       Mumia Abu-Jamal cumple 65 años Eres ejemplo de firmeza
Cuba      La ley Helms-Burton arrecia el bloqueo  María Luisa Ramos
               La vivienda en Cuba espera soluciones
              El aborto no quirúrgico: otra alternativa  Laíz Concepción R
COL      En Tarazá se cansaron de promes del Estado Bibiana Ramírez
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ALAI ORG
                Que perdimos los venezolanos?   Jesús A. Rondón
                Diversidad sociocult: declive del sistema-mundo H Garcés   
                Prospectiva geopolítica a partir de abril-2019  WD  WF
                América y los sesenta años de la Revolución Cubana  RF
Mex       Feminicidio: 25 años de impunidad  Varios
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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

- The Struggle For Our Future  By Lawrence Davidson
-  Joe Biden Is a Fraud, Plain and Simple   By Norman Solomon 
- Is This Why We Raise Our Children?  Watch - -Warning -
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Jim Kavanagh  Avoiding Assange
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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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