viernes, 5 de abril de 2019

ND APR 4 19 SIT EC y POL



ND APR 4 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

US Economic situation today:

Headlines from The FT that a trade-deal is nearing its "endgame" over-ruled all fun-durr-mentals on the day.
See Chart:

Probably nothing... China had excited open thanks to the trade headlines...
See Chart:

Boeing bounced over 3% today (accounting for half of the Dow's gains), despite being blamed for the Ethiopian Airlines crash, thanks to the trade hope overnight
See Chart:

Here's how Bloomberg sees this farce:
"Hopes that the drawn-out China trade negotiations are entering the home stretch are helping Boeing Co. shares shrug off the latest developments emanating from the Ethiopia crash that, while concerning, may only serve to provide incremental new information."
...even as...
"Grounding of the 737 Max will slow deliveries, prompting inventories to rise, and may curb $3.2 billion in free cash flow this yearLawsuits and reimbursements, which could add up to $1.9 billion for a hypothetical six-month delivery pause, could become potential calls on Boeing’s $8.6 billion of cash." -- Matthew Geudtner, BI Credit Analyst
VIX and stocks remain decoupled...
See Chart:

And before we leave equity-land, we note that Growth stocks have reversed all their losses relative to Value...what happens next?
See Chart:

Treasury yields slipped modestly lower on the day with the long-end outperforming..
See Chart:

The Dollar index rebounded after yesterday's weakness...
See Chart:

Cable rolled over on no real headlines aside from nothing positive today...
See Chart:

Some serious swings in commodity land today as PMs ended higher but WTI lower (for once)...
See Chart:

WTI found support at $62 again...
See Chart:

We'll give the last word to Gluskin Sheff's David Rosenberg, who once again points out the hyporcrisy of the cognitively dissonant...
See Chart:
Yield Curve: 10 Year T-Note Yield Less 3 Months T-Bill Yield
You have to admit, it’s pretty funny that when the yield curve hit its maximum steepness back in 2010, signaling a long runway for the economic cycle, nobody seemed to have too much trouble with it as a leading indicator. It’s only an irrelevant indicator when it flattens.  Yath sure
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If you still think that the economy is in “good shape”, read on...
The economic numbers just continue to get worse and worse, and at this point it has become exceedingly clear that an economic slowdown is happening.
If you still think that the economy is in “good shape”, please read over the following list very carefully.
The following are 14 very alarming numbers that reveal the true state of the economy…
#1 Continuing jobless claims are rising at the fastest pace in 10 years.
#2 U.S. businesses are adding jobs at the slowest pace in 18 months.
#3 General Motors, Ford, Nissan and Fiat Chrysler all reported sales declines of at least 5 percent on a year over year basis in March.
#4 Tesla vehicle deliveries were down a whopping 31 percent during the first quarter of 2019.
#5 U.S. consumer confidence fell more than 7 points in March.
#6 Manhattan real estate sales have now fallen for six straight quarters.  That is the longest losing streak in 30 years.
#7 London real estate sales just dropped by the most we have seen in 10 years.
#8 The owner of Kay, Zales and Jared jewelers just announced that they will be closing 150 stores.
#9 Retail layoffs are 92 percent higher than they were at this time last year.
#10 U.S. freight shipment volume has fallen for three months in a row.
#11 The inventory to sales ratio in the United States has risen sharply for five months in a row.
#12 At this point, almost half of all renters in America spend more than 30 percent of their incomes on rent.
#13 The real median net income for Minnesota farmers was only $26,055 in 2018, and that was before many of them were absolutely devastated by the recent flooding.
#14 Overall, U.S. economic numbers are off to their worst start for a year since 2008.
We didn’t see economic numbers like this last year.
Our economy is built on a foundation of sand.  Ironically, we have borrowed our way into “prosperity”.
The other day, I wrote an article about our $22 trillion national debt.  It is the biggest single debt in the history of the world, and we continue to add to it at a rate that is absolutely insane.  In fact, our 234 billion dollar deficit in February broke the all-time record for a single month.  If we continue to do this, there is no way that our story ends well.
BUT that 22 trillion dollar debt is only a fraction of our overall debt.
When you add up all forms of debt in the United States, it comes to a grand total omore than 72 trillion dollarsAnd that doesn’t even include a single dollar of our unfunded liabilities on the federal, state and local level.
When Ronald Reagan took office, the total amount of debt in the U.S. was less than 5 trillion dollars.
When historians look back on this time in history, they will not be surprised that our society ultimately collapsed.  What will surprise them is that it took so long for it to do so.
And at the rate that our economy is currently slowing down, America may become an economic horror show a lot sooner than many people had anticipated.
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Ray Dalio has skipped Bernie Sanders and AOC and gone full Vladimir Lenin....
According to Dalio, the flaws in the American capitalist system are breeding such horrific inequality between the wealthy and the poor that at some point in the not-too-distant future, the only sensible recourse for the unwashed masses will be a bloody revolution.
All of these sources of inequality, Dalio argues, represent an "existential threat" to the American economy, that will only be exacerbated by falling competitiveness relative to other nations and the "high risk of bad conflict."
"Disparity in wealth, especially when accompanied by disparity in values, leads to increasing conflict and, in the government, that manifests itself in the form of populism of the left and populism of the right and often in revolutions of one sort or another," Dalio writes.
Here are some highlights from the essay, courtesy of Bloomberg:
  • Wages for most Americans have been stagnant for decades, those who grow up in the middle class increasingly earn less than their parents and the income gap between the richest and poorest is as wide as ever.
  • Wealth increasingly determines the quality of education kids receive and systemic failings at schools in poor neighborhoods are "the equivalent of child abuse."
  • Americans who earn less being in worse health and dying earlier has direct consequences for the economy.
Conveniently absolving himself and his fellow billionaires of any blame for this sad state of affairs, Dalio claimed that the cause of this sad state of affairs was simply a poorly designed system that can, with a little effort, be corrected.
"These unacceptable outcomes aren’t due to either a) evil rich people doing bad things to poor people or b) lazy poor people and bureaucratic inefficiencies, as much as they are due to how the capitalist system is now working," Dalio said.
Then again, with his more than $15 billion net worth amassed from running the world's largest and arguably most successful hedge fund, if Dalio thinks a radical redistribution of wealth will save our society, and he really wants to win over the hearts and minds, he could start with leading by example.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

Nonfarm payrolls are expected to revert to a more trend-like pace in March, following the sub-par Feb data. The jobless rate is seen remaining at 3.8%. Wage growth is seen moderating a touch, though would still be consistent with the recent pick-up.
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Nobody trust official data on employment rate
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"I did not have $40,000 laying around. It would've destroyed us financially."
Cut the sending of planes for wars abroad
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...still no deal though!
IF we turn-off the machine of Econ growth… we will pay the consequences
US Futures spiked (along with Treasury yields)...
See Chart:
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“Retail is ground zero for seeing the shifts of change in our lives.”
MANY bankruptcies today  .. org your COOP .. cut useless expend .. and get ready to abandon the neoliberal system by taking your money out of the Bank and save it inside home.. at hidden place.. n get your gun ready too
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"There is no crisis concerning free speech on campuses in the United States... and it is almost certainly unconstitutional."
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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


Criminal case against CFO Meng Wanzhou based on FISA warrant...
[[ We hope this “Secret Court” authorize the impeachment & jail of Trump]]
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"We have a ways to go," Trump told reporters at a meeting with Chinese Vice Premier Liu He. "We are rounding the turn" the president said, adding that a "very monumental" trade deal may be announced "in four weeks."
[[ Who trust you.. you said 2050.. you should’ve said 4 YEARS.. at this time you may be already impeached and jailed.. even though China won’t trust you.. IF you want to be trusted.. start with a proposal to dismantle nukes.. asap ]]
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Just end corruption. Simple.
Corruption start with the IMF.. SO CUT THE PAYMENTS TO IMF
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Nothing lasts forever...
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WikiLeaks says the situation is urgent, citing two high-level officials...
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SEND HIM TO HIS COUNTRY.. you will gdt the benefit of trust & justice, you ned
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Time to rid of idiotic phobias..
Chinese nuclear bombers. Chinese hypersonic missiles. Chinese carrier killer missiles. Chinesecyberattacks. Chinese anti-satellite weaponry. Chinese militarization of the South China Sea. Chinese Huawei spying... 
China won’t attack US.. they will respond triple of course
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"Whenever he returns home at night, he demands sex." 
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All over the world, anything with pork in it is going to start costing a lot more...
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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
                Dodecálogo del éxito  Cual.. Donde? Titulo incompleto
                Otro anticapitalismo es posible  A Lorca Incorp Capit Prod: NEP Lenin
                Cooperativas  para transformar  Jesús Gellida
                Ent a Eder Robson:  Los guardianes de la Amazonía  Rafael Martos
Histo     Carta desde la cárcel de Birmingham  Martin Luther King
FEM       Ent a Ana Quirós: ”Mujeres: las más perseguidas en Nicaragua"  AM
                PAL: La mujer se niega a dejar morir las raíces agrícolas Leila E
                La fábrica de pobreza del macrismo: por estallar Claudio della Croce
Cuba      La tríada burocrática  Mario Valdés Navia
Mund    A la OTAN siempre la parará Moscú  Beatriz Navarro
Españ    Mejor sin plástico  Arantza del Rosal 
USA       Frontera: enfoque multilateral  Jorge Eduardo Navarrete
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ALAI ORG
                   Cuba, Chile, ahora tras el botín de Venezuela   Hervi Lara B.
VEN       Trump no puede con Maduro Angel Guerra  El lio es con RU-China 
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RT EN ESPAÑOL
La 1ra fue Indimedia: se creo para diseminar la cultura socialist de los Incas
Al parecer T no es solo megalómano, adolece también de paranoia squizoide
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

THIS ACCOUNT HAS BEEN SUSPENDED  By the FURER staff in power.. It’s freedom

COUNTER PUNCH
Analysis on US Politics & Geopolitics

Daniel Warner  Are Academics Academic? 
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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..

US revokes ICC prosecutor's visa over war this fascist regime is ridiculous

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