ND MAY 5 19 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social
+ Capit-compet in Eco
I noticed that I'am been blocked and some file erased from publication. That is fascism
ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
Steven
Mnuchin better have the PPT on speed dial tonight...
For now it is looking like it's the latter, with futures
tumbling and the Emini down a whopping 55 points on
Sunday night, shaping up as the third
biggest intraday drop of the year so far.
See Chart:
But Nasdaq is worst for now (down
over 2%) as Dow is down 500 points.
See Chart:
Treasury futures are dramatically
bid (implying a 7.5bps drop in 10Y yields).
WSJ
reported that China is considering canceling trade talks with the U.S.
After Trump's sudden, unexplained threats, adding that:
- Trump’s Tweets Threatening New Tariffs Surprised Chinese Officials
- Decision Weighs on Whether Vice Premier Liu He Goes to Washington as Planned
- Canceling Talks Conform to China’s Strategy Not to Negotiate Under Threat
And while the WSJ was somewhat tentative in its reporting,
reporter Edwards Lawrence was far more convinced that it's pretty much game
over: "Chinese Vice Premier Liu He has cancelled his trip to Washington
this week for trade talks following a tweet by President Donald Trump
threatening more tariffs because the talks have moved too slowly. "
Tough timing." Tough indeed, and here are some other
"tough" observations:
- There is a very large Asset Mgr ‘net long’ in US Eq Futs, as they currently hold a total $123B net long notional position across US Equities Futures (SPX, NDX, Russell)—with $62.4B / half of the overall position bought YTD alone
- As half of this position then is deeply ‘in the money,’ it would make sense that an extreme ‘risk-negative’ reaction to this news by the market tonight / tomorrow could elicit AM profit-taking to monetize some of this performance YTD
See Chart:
Finally, with the Emini back under
2,900 all eyes are now back on 2,890 - that's both where dealer gamma turns
negative again, selling begets more selling...
See Chart:
….
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There
appears to be some confusion over the issue.
See Chart:
….
SOURCE: https://www.zerohedge.com/news/2019-05-05/vix-about-explode-higher-thanks-record-short-squeeze
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Futures
markets have just opened and Dow
Futures are down 500 points... after Trump's
China Trade deal threats.
See Chart:
….
SOURCE: https://www.zerohedge.com/news/2019-05-05/yuan-tumbles-fx-markets-adjust-trump-trade-threats
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
You might be wondering why the
Trump Administration is calling for rate cuts and money printing with
all the good news about the economy. Economist John Williams of ShadowStats.com
knows why...
====
“In the
next recession, US rates will fall 100bps quickly. Then go to zero. And after
that, we’ll just have to see what direction we go,” he said, “But that’s
probably to MMT.”
====
====
"Do Democrats want a bipartisan deal-maker promising a return to
normalcy, or a partisan warrior?"
====
Well that didn't work out
as planned...
====
"So many lies, so little time" is a phrase that comes to mind
when I think of the 40 years I’ve spent
up close and personal with the U.S. military, half on active duty as an
Air Force officer...
====
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 post WWII
institutional order and political elite are old... And the old institutional order is failing..."
====
For 10 months,
China has been paying Tariffs to the USA of 25% on 50 Billion Dollars of High
Tech, and 10% on 200 Billion Dollars of other goods. These payments are
partially responsible for our great economic results. The 10% will go up to 25%
on Friday
====
"a clear and unmistakable
message to the Iranian regime..."
====
"We, the High Representative of the European Union... take note with regret and concern of the decision
by the United States not to extend waivers with regards to trade in oil
with Iran."
====
Mogherini
pledged to “respond
appropriately and in full solidarity with Cyprus.”
====
Russia’s second largest natural gas producer, independent player Novatek, has
signed up key participation from two
state-owned Chinese oil majors in its massive Arctic LNG 2 project...
====
"Considering the current situation in the country, we have reviewed
the visas system and took a decision to tighten
visa restrictions for religious teachers..."
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
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