ND MAY 1 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
“It’s just not a great starting
point to already have negative interest rates.... It’s getting more and more difficult for policy makers to
respond to headwinds.”
See Chart:
$ Amount of Global debt with Negative Yiels
….
Source: https://www.zerohedge.com/news/2019-05-01/negative-yielding-bond-are-back-and-why-thats-bad-thing
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"some asset prices are elevated but not
extremely so."
See Chart:
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The hawkish tilt was very evident in the market's implied rate-change
pricing...
See Chart:
Market implied 2019 FED rate change
VIX and Stocks continue to decouple...
See Chart:
The dollar followed a similar path,
dropping initially and then spiking on "transitory"...
See Chart:
Finally, with today's ugliness in
ISM, 'soft' survey data has fallen below its 'hard' data...
See Chart:
Soft data vs hard data
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SOURCE: https://www.zerohedge.com/news/2019-05-01/stocks-bonds-bullion-slide-transitory-fed-tilts-hawkish
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the entire
industry is on the verge of collapse
The Commerce Department on Monday provided new details of
the intensifying pressure on farmers hit by the trade war. The report cited a huge decline in farm proprietors’ income
in March.
See Chart:
Rural Squeezed
"Bankruptcies in three regions covering major farm
states last year rose to the highest level in at least 10 years. The Seventh
Circuit Court of Appeals, which includes Illinois, Indiana and Wisconsin, had
double the bankruptcies in 2018 compared with 2008. In the Eighth Circuit,
which includes states from North Dakota to Arkansas, bankruptcies swelled 96%. The 10th Circuit, which covers Kansas and other states, last
year had 59% more bankruptcies than a decade earlier."
See Chart:
Well before the trade war started, farmers have been
battling deflation for 96 months, with Thomson Reuters/CoreCommodity CRB Index
dropping around 30% since the April 2011 high. This
drop in price has crushed rural America for years, which means fixed capital
investments by farmers have suffered.
See Chart:
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And now the
question is how quickly will EFF rebound back to 2.45% even with IOER at 2.35%,
confirming that with every passing day the Fed is increasingly losing control
of overnight funding rates...
One week
ago, when discussing how the Fed had lost control of rates specifically
highlighting the recent spike in the Effective Fed Funds rate above the IOER,
i.e., the traditional ceiling in the Fed Funds
corridor, which today hit an all time high of 5bps...
See Chart:
FED Funds IOER
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The
"Ponzi Finance" phase of the US "Minsky Moment" cycle
begins some time in 2024. It's all downhill from there.
That chart is troubling because while in 2019 and 2020
surging US interest expense is roughly matched by the other deficit components
in the US budget, these gradually taper off by 2024, and in fact in 2025 become
a source of budget surplus (we won't be holding our breath). But what is the
real red flag is that starting in 2024, when the primary deficit drops to zero
according to the latest projections, all US debt issuance will be used to fund
the US net interest expense, which depending on the prevailing
interest rate between now and then will be anywhere between $700 billion and
$1.2 trillion or more.
See Chart:
https://www.zerohedge.com/s3/files/inline-images/OMB%20borrowing%20projections%201.jpg?itok=7CXtUOzD
See More Charts
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SOURCE:
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
...inflation could revive and
"spin out of control" if the tenets of modern monetary
theory are embraced.
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We live at a time when literally
everything in our society seems to be coming apart. And unless a
miracle happens, things are going to
get much, much worse in the months and years ahead...
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"AKA
Cobra Commander"
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...something changed
around the year 2001...The
hyper-politicization of academia shows few signs of dissipating anytime
soon, although it appears to be taking a toll on the most severely afflicted
disciplines.
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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
Despite
lack of media coverage, Yemen war will soon reach Syria levels of casualties...
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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
ECUA Petrobras, Odebrecht, OXY Recordando un billar a tres bandas
Chile
Mujeres: Con nuestra fuerza frenaremos refor
de la derecha y emp
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ALAI ORG
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RT EN
ESPAÑOL
- Trump, sobre la oposición venezolana: "Podríamos ayudarlos un poco o quizás mucho"
- Condenan a Julian Assange a más de 11 meses de prisión por violar las condiciones de su libertad bajo fianza
- Hito arqueológico: Identifican un antepasado humano de hace 160.000 años hallado en el Tíbet
- Israel bombardea instalaciones de Hamás en Gaza
- Un tribunal niega un recurso de Maduro para impedir que Guaidó represente a Venezuela en EE.UU.
- El Gobierno de España le admitió a Pablo Iglesias que fue un error reconocer a Guaidó
- Estudio alerta que la barrera de hielo más grande del mundo se derrite diez veces más rápido de lo esperado
- El Zoom España: Freno a la derecha
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
-As Ven Coup Fizzles, Pompeo Threatens US
Attack By R Paul and D McAdams
-War with Ven Is Unnecessary, Illegal, and Wrong By Daniel Larison
-How the Pentagon Took Ownership of Donald
Trump By William J. Astore
-Evidence of Intent by the Presidt to Support
Wahabbism By Phil Butler
-Sri Lanka – Candidate for a New NATO Base? By Peter Koenig
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
Dave Lindorff It
Looks Like Another Failed US Coup in Venezuela
Daniel Falcone What
Happened to the New and Improved Bernie Sanders?
Manuel E. Yepe Who
Will Be the War Candidate in 2020?
Dean Baker The
Trade Games Are Back
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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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