ND APR 28 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
"the liquidity conditions in the US banking
system are perhaps close to decade lows."
See Chart:
Discount
Window Borrowing
…
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US large cap bank stocks are up 22% year to date,
but the long-term growth outlook is challenged.
See Chart:
US
Banks Undervalued relative to Net Income
….
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"GET REAL!"
MUST READ
The prevailing fantasy: We can keep this up forever because the Fed has our
back
and a China trade deal will solve all
problems...
Let’s get
real: The liquidity machine can hide reality only for so long and that is:
Things keep slowing down. Cycles don’t turn on a dime, they take time and that
is what we are seeing unfold and the signs are plentiful. From Japanese
industrial production going negative the past
3 months to home sales in the Hamptons slowing to the slowest level in 7 years.
I’m using these couple rather random examples to illustrate a point: The
slowdown is as broad as it global:
See
Charts:
Getting
worse: Global Trade Volumes are falling at a fastest pace
Private
Sector Slowdown
See Chart:
Business investment also slowed, to 2.7% from 5.4%.
Investments in structures, such as factories, offices, stores and oil wells, fell for the third straight quarter.
Investments in equipment — computers, airplanes and machinery — barely grew,
rising 0.2%.:
A GDP print
so outsized to reality it made made a mockery of the NY Fed GDP model:
See
Chart:
Not sustainable and not reflective of the true state of the economy. Yet
we still see earnings beats from lowered expectations, but
earnings will also have to catch up with the slowing reality:
See Chart:
The prevailing fantasy: We can keep this up forever because the Fed has our back and
a China trade deal will solve all problems:
See Charts:
In process forcing capitulation in equity shorts:
See Chart
Right at the moment of historic low volatility
across asset all classes:
See Chart:
…while believing volatility will never be great
again:
See Chart:
Get real.
This is a dangerous combination that sets up for
another volatility event to emerge.
…
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Accounting for US$20tn of
central bank liquidity is by no means easy, but we have a hunch about where an
outsized re-allocation of capital might have landed.
See Chart:
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Unleashing another deflationary race to the bottom,
Amazon is undercutting market prices by 26% to 33%.
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...this whole charade
proves to me that a crash is already underway – as the Fed inadvertently
admitted we’re on the cusp of big problems...
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Circuses are not enough;
the mob wants more bread. And after having cheated them out of trillions, Luce
thinks we should at least toss them a few crumbs...
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At a time when the appeal
of and demands for a new “democratic” socialism seem to have caught the
imagination of many, there is one already-existing socialist institution in
America with few opponents: the Federal Reserve System.
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
"It upsets the people in the newsroom to talk
that way, but the ads were the most important editorial content from the
standpoint of the reader."
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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 possible wholesale downgrade of the IG universe
to BB or lower would result in disorderly unwind of positions of the IG money
managers which would be capable of raising volatility significantly...
See Chart:
….
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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
RT EN
ESPAÑOL
- Trump: "EE.UU. ya manda a inmigrantes ilegales a ciudades santuario y me siento orgulloso de que esta idea trastornada sea mía"
- Arreaza denuncia un nuevo "falso positivo" planificado por Duque
- ¿Seguridad o violación de la privacidad? La controversia por las nuevas cámaras que custodian a los habitantes de Buenos Aires
- Xi Jinping: "Debemos asegurarnos de que el mundo no descienda a la caótica guerra de Westeros de 'Juego de tronos'"
- Trump: "Llamé al rey saudita y le dije 'Nos rompemos el trasero defendiéndote, rey, y tienes mucho dinero'" Upps perdió la virginidad
- El secretario del Tesoro de EE.UU. afirma que las negociaciones comerciales con China están en sus "vueltas finales"
- Keiser Report "El dinero gratis con un interés del 0% provoca desigualdad"
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GLOBAL
RESEARCH
Geopolitics
& Econ-Pol crisis that leads to more business-wars from US-NATO allies
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PRESS
TV
Resume of
Global News described by Iranian observers..
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