lunes, 13 de mayo de 2019

ND MAY 13 19 SIT EC y POL



ND MAY 13 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




With MSCI World down another 2% today, adding to the losses from last week, trade turmoil has wiped around $3.5 trillion in  market cap (down $1 trillion today) from global stocks. Not a fleshwound...

US equities were ugly as China retaliation struck (what a shock)...erasing all the post "constructive"  bounce and then some
See Chart:

On the cash side, The Dow dropped over 700 at its worse but some jawboning from Mnuchin and Trump lifted stocks off their lows

All major US equity indices are back below key technical levels. This was the worst day for US stocks since Jan 2nd and is on the path to the worst May in 50 years
See Chart:


S&P ETF (SPY) has seen outflows every day this month (on pace for its worst month of outflows since March 2018 in the middle of 'volmageddon')...
See Chart:
SPY Fund Flows


FANG stocks were smashed lower today...
See Chart:

VIX and Credit spreads blew out wider today...
See Chart:

Treasury yields tumbled on the day...

Yield curve inverted
See Chart:

Big round trip in the dollar...
See Chart:

Oil prices initially popped on Iran tensions but faded as trade worries weighed...
See Chart:

Finally, all this happened as expectations for 2019 action by the Fed plunged to 41bps of rate-cuts!!
See Chart:
….
----
----
 

"Neither institutional nor retail investors are currently underinvested in equities. In fact we find that the opposite appears to be true."

What about Risk Parity funds? By looking at Risk Parity funds, JPM also finds that investor positions are above average, and that Risk Par funds "have likely raised their equity exposure this year to above the average over the past year as volatility collapsed (Figure 6). Admittedly their equity beta appears to be still some way from last September’s high."
See Chart:
….
----
----


Last week’s market volatility clearly pushed ETF investors to de-risk portfolios, but the flow data doesn’t suggest widespread panic just yet
See Chart:
SPY FUNDS FLOWS
----
----

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Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption.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



The mainstream media is no longer even attempting to portray objectivity, but simply “packaging anger” for the brainwashed American public...
====

First, there is the “Will they really?” issue of 25% higher prices for US mobile phones and laptops; Second, the hope that the end-June meeting between Trump and Xi at the Osaka G-20 will be a repeat Argentina.
====

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


“The US military forces’ deployment in the Persian Gulf is more of the nature of psychological warfare. They are not ready for a war, specially when Israel is within our range,”
====


The world appears to be tiring of globalization and hegemons, and that trend may doom the Belt & Road to irrelevancy.
====


Berlin, Paris and London assumed Tehran could not afford to leave the JCPOA even if it was not receiving any of the promised economic rewards. Now the EU3 are facing the hour of truth...
====


Trump warns against any provocation or Iran “will suffer greatly”
====

A month and a half before OPEC and its allies are set to sit down and discuss how to proceed with their production cut pact, Russia, is sending mixed signals on its willingness to continue taking part in the supply agreement.
====


SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

----
----

NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION

ONU: Derechos Campesinos desafíos y camino por recorrer Diego M
          Eso solo jode al consumidor US y se resta votos para el 2020
Ecua: Y el FMI: misma piedra, mismo tropiezo   Martín Pastor
----
ALAI ORG

----

RT EN ESPAÑOL

----
----

INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- USA - The World’s Dictatress  By Jacob G. Hornberger
- Trump Is Being Set-up for War with Iran  By Paul Craig Roberts
----
----


COUNTER PUNCH
Analysis on US Politics & Geopolitics

----
----


GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

----
----

DEMOCRACY NOW
Amy Goodman’  team

----
----


PRESS TV
Resume of Global News described by Iranian observers..

----
===

No hay comentarios:

Publicar un comentario