ND APR 9 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: current Economic situation:
Your
mission, should you wish to accept it, is to keep
global stock markets at record highs, and sentiment soaring, as the
global economy collapses beyond its debt-limit "event horizon"... The
other IMF is not so sure...
See Chart:
Tick, Tock …
For the second day in a row, sellers were
in charge at the open...but unlike yesterday, dip-buyers did not battle
back after The IMF slashed global growth outlooks...
See Chart:
As goes AAPL so goes the world...
See Chart:
After its longest win streak
since 2010, AAPL faded today - no real surprise...
See Chart:
Treasury yields fell on the
day, erasing yesterday's Aramaco-driven losses...
See Chart:
10Y fell back to 2.50%...
See Chart:
The dollar bounced off recent
swing lows today but ended the day weaker for the 2nd day...
See Chart:
WTI limped lower as PMs rallied
on the day...
See Chart:
Finally,
"Most Shorted" stocks have been hit hard the last two days...
See Chart:
Most Shorted
Stocks
(did the buyback blackout
curtain just come down?)
….
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It
all depends on whether they pull out all the stops to trigger a US stock market
sell-off with S&P500 at ~2,900, or they stop extending their current trades
targeting a US stock market correction and switch to chasing the upward
momentum...
Further to the ongoing divergence in the
market, which has seen institutional and retail
investors boycott the biggest market rally since 2009, with equity funds
suffering their biggest outflows since 2008...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/worst%20outflows%20since%202008_0.jpg?itok=gh-MsFWv
And here is the problem: as shown in the
chart below, having missed the move from 2,300 to 2,900
(plus or minus a few points), both the equity L/S and global macro crowd refuse
to be dragged into this rally, which they clearly refuse to believe. In fact,
their exposure is the lowest it has been in years, and instead of tracking the
market, they are tracking the Citi US econ surprise index, i.e., at least to
one group of traders, the market is not even the (Fed manipulated) market
anymore, it is the economy.
See Chart:
Major Short-term players’
Exposure the US Equity Market
Finally, where it
gets especially confusing is that while the US economy may indeed be bottoming,
as the Citi US econ surprise index has little additional room to drop from
here, the funds' decision whether to jump into the market will come
smack in the middle of the worst earnings season in 3 years...
See Chart:
Incidentally, last
year Morgan Stanley, while a sole voice of skepticism, was the most accurate
predictor of what happened in the market. If they are right this time,
we may have seen the highs for the year.
….
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Kuroda and his gang
(including Krugman) don’t understand bonds, therefore they keep dismissing the
pessimistic signal embedded within these persistently shrunken yields...
There is no longer any talk about an exit
from QQE, whichever index number it might be recorded under. Inflation was
supposed to have been near enough to 2% to make that possible. Instead, the CPI
in January and February 2019 (the latest data available) gained 0.2%
year-over-year in each. Right back near zero all over again.
If Kuroda (like any other Economist)
actually understood bonds, he’d have realized he never had a chance. Not only
would it have saved him fiscal year 135’s QQE embarrassment, it might have even
told him to do something else. As it is, the economy going the wrong way for a
fourth time in the last decade, JGB’s are betting the central bank will be
stung enough by this economic downturn for QE24 if not a new QE-type 11.
See Charts:
1- JAPAN See Chart
JGB Curve Spreads
2- Germany See Chart:
Germany 10-Year Bund
Yield
…
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete;
it’s full of frauds & corruption. Urge cambio
"The entire global financial system is Enron as far as I’m
concerned..."
====
"...if we don’t have the right to decide what happens to our hard-earned cash,
then we don’t have any rights at all...This is nothing less than
financial tyranny. "
If
you drive a car, I’ll tax the street,
If you try to sit, I’ll tax your seat.
If you get too cold I’ll tax the heat,
If you take a walk, I’ll tax your feet.
If you try to sit, I’ll tax your seat.
If you get too cold I’ll tax the heat,
If you take a walk, I’ll tax your feet.
Don’t
ask me what I want it for
If you don’t want to pay some more
‘Cause I’m the taxman, yeah, I’m the taxman…
And you’re working for no one but me.
— George Harrison, “Taxman”
If you don’t want to pay some more
‘Cause I’m the taxman, yeah, I’m the taxman…
And you’re working for no one but me.
— George Harrison, “Taxman”
Make no
mistake: this is fascism disguised as legislative expediency
====
What happens
if more than 5 congressman have that staff in the privacy of their house.. I guess they will call the “taxman” :
NAKED FASCIST
A malicious
payload
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"We
can’t let ourselves fall off the
cliff here."
====
“That’s
what government does – interferes in people’s lives... We had that
garden for 17 years... they have ruined our garden and my health.”
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“Yellowstone’s thermal areas are the surface expression of the deeper
magmatic system, and they are always changing,”
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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
IRGC's Soleimani = Abu Bakr al-Baghdadi
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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
ALAI ORG
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RT EN ESPAÑOL
- El Pentágono firma contratos por casi 1.000 millones de dólares para construir el muro fronterizo con México
- Sondeos a pie de urna: Estrecho margen de diferencia entre Netanyahu y Gantz en los comicios en Israel
- Hallan en Japón partes del caza F-35 desaparecido
- Estamos a punto de ver la primera fotografía de un agujero negro
- México: La violencia en el país costó 268.000 millones de dólares en un año
- US sancionará a Egipto si adquiere aviones Su-35 a Rusia
- Keiser Report
- " Gobierno USA no quiere pagar la sanidad de los estadounidenses"
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
Mike Mease Stop
Using Tax Dollars to Kill Bison
Cesar Chelala A Woman of
Valor
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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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