sábado, 18 de mayo de 2019

ND MAY 17 19 SIT EC y POL



ND MAY 17 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


Quite a week...
China was ugly overnight after defending any dip all week - have to make sure the stock market does not reflect weakness after the trade deal fell apart!!
But Europe soared this week as US delayed auto tariffs.
China remains the best performer YTD, barely...
See Chart:

The late-day headlines from CNBC that "trade talks have stalled" - merely repeating what was said overnight numerous times - triggered the algos to dump after early gains (thanks to op-ex gamma hedging and US-Canada tariff headlines)...Small Caps were the week's biggest laggard...
See Chart:

The Dow is down four weeks in a row - something it has not done since May 2016!!
The midweek ramp was all one big short-squeeze and the machines ran out of ammo today...
See Chart:
MOST SHORTED STOCKS

Another failed IPO today...
See Chart:

Trade deal hope was dashed this week...
See Chart:

The ratio between Morgan Stanley's China Trade Sensitive Basket and the S&P 500 has dropped to the lowest since U.S. President Trump and Chinese President Xi announced a truce at the G-20 meeting in Argentina in December.
Credit ended the week wider (despite ripping back midweek from Monday's gap wider)...VIX was around unch...
See Chart:

Stocks and bonds decoupled this week (as stocks short-squeezed higher midweek)...
See Chart:
S&P  vs. 30Y Yield

Treasury yields were bid on the week and accelerated lower in the last hour as repeated headlines of trade talks being stalled sparked more bond buying...
See Chart:

10Y Yields fell back close to YTD lows this week
See Chart:

Notably crude and inflation break-evens decoupled late in the week...
See Chart:

The yield curve closed the week just above inversion...
See Chart:

But before we leave bond-land, both US and Europe priced in more dovishness from their respective central banks this week (41bps of cuts in 2019 for the Fed and 35bps of cuts for the ECB)...
See Chart:

The Dollar Index rose on the week - its best week in over 2 months...
See Chart:
Sera cierto que podemos comprar mas con el mismo dollar? Who is gona believe it?
Is it true that today we can buy more with the same dollar?  I don’t think so..
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In so many ways, what we are witnessing in 2019 is quitereminiscent of what we witnessed as the last recession was beginning...


Global economic activity has already been slowing down dramatically, and the U.S. trade war with China is just going to make things worse.  In so many ways, what we are witnessing in 2019 is quite reminiscent of what we witnessed as the last recession was beginning.  Global exports are absolutely plummeting, auto sales are way down all over the globe, debt delinquencies are way up, and retailers are closing stores at a record pace.  Even if the U.S. and China were getting along, things would be rough for the global economy in the months ahead, but a full-blown trade war between the two largest economies on the entire planet has the potential to be absolutely disastrous.  We are truly in uncharted waters, and many believe that events are going to start accelerating very rapidly now.

The following are 15 numbers that show how the global economy is currently performing…

#1 Global exports are absolutely crashing and have now fallen to the lowest level since 2009.
#2 U.S. auto dealers are dealing with a backlog of 4.2 million unsold vehicles.
#3 Auto sales in Europe have fallen for seven months in a row.
#4 Chinese auto sales fell a whopping 16.6 percent in the month of April.
#5 Overall, Chinese auto sales have now fallen for 11 months in a row.  That is a new all-time record.
#6 U.S. auto loan delinquencies have reached the highest level since the last recession.
#7 U.S. credit card delinquencies have hit the highest level in eight years.
#8 In April, U.S. manufacturing activity unexpectedly declined 0.5 percent.
#9 Thanks to the trade war, the price of soybeans just dropped to the lowest level since 2008.
#10 Party City just announced that it will be closing 45 stores.
#11 Fred’s just announced that they will be closing 104 more stores.
#12 In April, U.S. retail sales declined for the second time in three months.
#13 According to the Atlanta Fed’s latest forecast, U.S. GDP growth is expected to fall to just 1.2 percent in the second quarter of 2019.
#14 According to a new study just released by the Urban Institute40 percent of all Americans “sometimes struggle to afford housing, utilities, food or health care”.
#15 Overall, 59 percent of all Americans are currently living paycheck to paycheck according to a survey that was just conducted by Charles Schwab.

Leaders from both the U.S. and China are trying to act tough and say the right things, but everyone knows that this trade war is going to hurt both countries.

Economic numbers from both nations have been troubling lately, and one expert that was just interviewed by CNBC says that “it could get a lot worse”

In the short-term, it would greatly help if the U.S. and China could find a way to agree to a trade deal.  Unfortunately, the events of the past 48 hours have made that a lot less likely.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

"My Campaign for President was conclusively spied on. Nothing like this has ever happened in American Politics. TREASON means long jail sentences, and this was TREASON!" - Donald Trump
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"Some of the explanations of what occurred do not hang together
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"Florida counties do not have the resources to accommodate an influx of illegal immigrants." 
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Agriculture automation has thepotential to reshape the farming industry in the 2020s and beyond.
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“You can sway a thousand men by appealing to their prejudicesquicker than you can convince one man by logic.” - Robert A. Heinlein
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"I’m sure the Taliban would like whatever cash we’re willing to give them, but it’s not like they aren’t able to continue funding their fighting." 
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“I guarantee you they are picking them up in truckloads and driving them north with nothing stopping them in our county.”
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"Farmers are losing their farms every day. The suicide rate among farmers is at an all-time high." 
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Normalizing and institutionalizing fraud undermines the foundations of the economy and the financial system...
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It’s not progress; it’s regression..
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Newsom calls it a "direct assault on California
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[[ THIS COULD BE THE 1ST STATE TO GET TOTAL AUTONOMY FROM THE FED TO START A SOCIALIST PROJECT. ]]
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A nearby air monitor detected enriched uranium and neptunium-237

[[ OHIO COULD BE THE NEXT STATE FOR SOCIALIST  AUTONOMY.. they should start  by promoting  a huge social Mov against WW3.. the reason for nuke contamination ]]
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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

“asymmetric measures with plausible deniability”
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Don’t want to invade Syria? Get ready to be denounced as an Assadist. Feel ambivalent about regime change in Venezuela? You must love Putin and Maduro.
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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

COL: La economía colombiana a la deriva  Camila A Galindo et al
Opin: Por el derecho a ver un elefan de verdad  Adrià C No le gusta Trump?
ECOL: desafío climático  ONU sermonea a Estados miembros  S Ferrari
ALC: Perú   Cayara, 31 años y en el peso de la memoria Gustavo Espinoza

El deporte no acepta ni debe aceptar el código ético de nadie. Si viene el Barza en buena hora y mejor si paga el ingreso  de Palestinos al Estadio. Eso si ayudaría a  relajar las tensiones de la guerra interna.  Y  si el Gob no acepta  el pedido, el Barza tiene el derecho a no venir a ISR. Eso es humanismo ético.  Si queremos discutir ética, revisemos a KANT: la ética es 1ro una opción individual; del individuo como ser social. En “Imperativo Categórico” Kant  indico: ‘obra de tal modo que la humanidad tanto en tu propia persona como en la de cualquier otro individuo sea considerado  siempre como un FIN y jamás como un Medio.  Hay que indicar además que Kant formulo por 1ra vez la idea básica del SOCIALISMO: la idea de “SOLIDARIDAD” entre pueblo y pueblo, se entendió. Y eso tambien depend del individuo que sale a la calle a reclamarlo. Aquí son las mujeres y los jóvenes quienes lideran esta lucha. Eso es ética.    

Mnd: Los orígenes del marxismo chino  Nicolás Torino
UE: Elecciones al Parlamento Europeo  Alejandro Teitelbaum
Spain:  Nosotras, las huelguistas de la limpieza   Transi Campos
 Con o sin Guaidó, Trump insiste en derrocar a Maduro, para salvar su “honor” de ser ‘el que manda’. Esto es cierto, por tanto NO tiene sentido negociar con Guaido -a quien Maduro le perdono la condena de cárcel. Eso le trajo una falsa victoria a Maduro (el mundo está con él ). Pero esa es una V relativa y hueca. 

Para asegurar que el imperio no bombardee VEN se necesita que RU y China  le den los códigos para el manejo de misiles nucleares si ya están dentro. Entonces el imperio tendría que retirarse como ocurrió en Cuba.

Y si ocurre el bombardeo es porque el US lo tuvo y tiene ya calculado el WW3. De ser así, RU tendría que responder de inmediato y barrer los puntos clave de la OTAN incluido el US. 

Desmantelar el stock nuclear del mundo es la unica via de PAZ HOY. A esto debe apuntar la negociación US-RU y China. Todo lo demás es canto de sirena: mero bla bla.  
Hugo Adan Mayo 17-19
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Cuba: Aprendizajes para vivir sin violencia  Lirians Gordillo Piña 

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ALAI ORG


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RT EN ESPAÑOL

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

- Who Wants This War with Iran?   By Patrick J. Buchanan 
- The Pompeo- Bolton Tag Team from Hell   By Renee Parsons 
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Christopher Brauchli   The Pompeo Smirk
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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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