ND MAY 3 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
The Fed's
tweak to the funding markets failed to take back control...
See Chart:
And so, a
'murder' of Fed Speakers were unleashed today and they managed to inch the
market's rate expectations in a dovish direction, but on the week, thanks to
Powell's "transitory"
See Chart:
The key message was obvious: Animal House
- All Is Well!
For The
Dow, this is the same panic-bid we saw last Friday... Dow down for 2nd week in a row - first time since Dec 2018
See Chart:
VIX has now risen for 3 straight weeks (albeit marginally) -
the longest streak since Oct 2018
See Chart:
Treasuries were bid today, shifting
the long-end yields back to unchanged on the week, while the short-end remain
notably higher in yield...
See Chart:
The yield curve flattened
dramatically on the week (after a brief spike initially on the Fed
statement)...This was the biggest
weekly flattening in 5 months
See Chart:
Roller-coaster week for the dollar
surging back to unchanged on the week after The Fed, then tumbling today after
payrolls...
See Chart:
DXY Dollar Index
Strong bounce back day for
commodities today was unable to get them green on the week but gold
outperformed as copper lagged...
See Chart:
WTI fell for the 2nd week in a row -
the biggest 2-week drop since 2018...hugging the 200DMA...
See Chart:
Finally, as BofA notes, ISM's
collapse (which everyone seemed to ignore this week) is a major warning signal
for US EPS growth...
See Chart:
Which is already lagging the
market's enthusiasm for free money...
See Chart:
….
SOURCE: https://www.zerohedge.com/news/2019-05-03/buffett-buys-bezos-dow-dumps-longest-streak-2018
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"The very same people that
claimed to be expert risk managers, who almost blew up the world in 2008, are
back with the very same products..."
….
--.
CDS HAS 2 MININGS: 1-Colateralized
Debt obligation (such a mortgages &
auto-loans) that may be subdivided into various tranches
(representing different levels of risk). These securities were born in
the 1980s, but became famous (or, infamous) during the
housing bust of 2007.. 2- Credit
Default Swaps (CDOs).
Como
cualquier collateral o grarantia privada de pago, se uso los CDO para hacer
negocio con las deudas del sector inmobiliario
desde el 2002. Los CDO pusieron en la bolsa de valores los morgages de
casas CON DEUDA, se empaqueto esas deudas en grupos y se las vendió a los inversionistas.
Se creó un boom que estallo en el 2008. Fue el fraude mas grande esa
crisis.
We are talking about the 1st meaning: Colateralized
Debt obligation. It involves the pooling of debt to reduce risk and raise
returns. To investopedia a collateralized debt obligation) is a structured
financial product that pools together cash flow-generating assets and
repackages this asset pool into discrete tranches that
can be sold to investors. A collateralized debt obligation is named
for the pooled assets — such as mortgages, bonds and loans — that were essentially debt obligations that serve as collateral for
the CDO.
BREAKING DOWN Collateralized Debt
Obligation - CDO
Collateralized debt obligations are created by as many as
five parties:
- Securities firms, who approve the selection of collateral, structure the notes into tranches and sell them to investors;
- CDO managers, who select the collateral and often manage the CDO portfolios;
- Rating agencies, who assess the CDOs and assign them credit ratings;
- Financial guarantors, who promise to reimburse investors for any losses on the CDO tranches in exchange for premium payments; and
- Investors such as pension funds and hedge funds.
….
….
Aqui SIGUE EL ARTICULO: CDOs That Nearly Destroyed The Global Economy
Are Back,
Though the CDO market remains
smaller than its rival CLO market, it grew last year for the first time since
the financial crisis.
See Chart:
In case you weren't trading securities during the Bush era,
or were simply too young to remember the financial crisis and the esoteric credit products that contributed to the
near-collapse of the global financial system, here's
a quick explainer:
See Graph
Synthetic CDO
As buyers scramble for yield as
credit spreads collapse, one can't help but wonder...have we reached the point
where savvy investors are willing to 'short everything they touch'?
….
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"...it's getting worse!"
See Chart:
Is
Larry Kudlow right? Is The Fed preparing to
cut rates, despite Powell's dismissal of directional bias? The market still
thinks so...
See Chart:
….
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In the end, it all comes back
to debt, and the propensity of EMs to issue debt denominated in currency
other than the one they print...
See Chart:
US Dollar Index Compared to MSCI EM
vs S&P 500
….
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
"We
discussed Trade, Venezuela, Ukraine, North Korea, Nuclear Arms Control and even
the “Russian Hoax.” Very productive
talk!"
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The
healthcare system in the United States is deeply broken, and it is causing massive financial pain for
millions of American families.
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If we are to make rational policy
in this area, we need to confront this
government-sponsored “child abuse,” rather than letting a rhetorical cheat “insure” that it is
overlooked...
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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
China,
Turkey, and India silent as the US ban has begun.
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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
Cuba : "Cuba no claudicará jamás"
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RT EN
ESPAÑOL
- EE.UU.: Un avión con 136 pasajeros a bordo se sale de la pista y acaba en un río en Florida (FOTOS)
- Corea del Norte lanza proyectiles de corto alcance al mar del Japón
- Putin y Trump han discutido la situación en Venezuela y Corea del Norte en conversación telefónica
- Cómo la peste porcina de China pone en vilo los mercados globales
- Trump contradice a sus asesores sobre la supuesta interferencia rusa durante la intentona golpista en Venezuela
- Perú: Descubren la tumba de un metalúrgico que vivió hace 1.200 años
- El supervolcán de Yellowstone, ¿a punto de erupción?: 63 recientes temblores hacen recelar a los científicos
- La cooperación entre China y Rusia pone en guardia a Reino Unido
- "El constante fracaso de la oposición venezolana se debe al antimperialismo del Ejército"
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
-Venezuela – Another Failed Coup Attempt –
What’s Next? By Peter Koenig
- US Corporate Media Are All-In On Venezuela
Regime Change By Brett
Wilkins
- Barr Launches Wide-Ranging Probe Into 2016
FBI Spying By Tyler Durden
- Barr Launches Wide-Ranging Probe Into 2016
FBI Spying By Tyler Durden
- Big corporations pay no income tax, unlike
you By Pete Dolack
- Big corporations pay no income tax, unlike
you By Pete Dolack
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
-“Psychopath
Capitalism”: US Economic Terrorism and Genocide Against the People of Venezuela By Carla Stea
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DEMOCRACY NOW
Amy Goodman’ team
- We Can’t
Back People Who Hate Our Kids: Kentucky & Minnesota Teachers of Year
Boycott Trump Meeting
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PRESS TV
Resume of Global News described by Iranian observers..
- 'North Korea fires barrage of missiles toward Sea of Japan'
- Iran urges Bahrain to ‘know its place’ before making threats
- US will move F-35 work out of Turkey: Pentagon
- Gunshots ring out on Colombia-Venezuela border bridge
- US imposes sanctions on Iran enriched uranium exports
- Trump, Putin discuss possible new nuclear accord
- ‘Syria will not allow Turkey to conquer its soil’
- Who’s John Bolton?
- Far-right EU politicians expect wall between Hungary and Serbia
- Diplomatic row grows in Spain over Lopez refuge grant
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