martes, 7 de mayo de 2019

ND MAY 6 19 SIT EC y POL



ND MAY 6 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


"... at the end of the quarter, some contacts noted the potential for excessive risk-taking, owing in part to a more accommodative monetary policy stance than had been previously anticipated..."

See Chart:
Business and Household-Sector Credit to-GDP-Ratios
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With less than 100 words and just two tweets, President Trump kicked out one of the most important legs of the delusional stool that has lifted the US stock market by the most in 32 years since the start of the year... and everything was going so well before that

It was an ugly start last night for US stocks as Dow futures crashed 500 points and Nasdaq down over 2.3%... but by the close of the cash markets, it was barely a fleshwound...

See Chart

VIX was clubbed like a baby seal...
See Chart:

The DXY Dollar Index ended the day marginally higher after a major roundtrip reversing at the US cash equity market open...
See Chart:

And finally, while we have noted numerous times (too numerous to count) the decoupling between stock prices and any top-down or bottom-up fun-durr-mentals this year...
See Chart:

Schwab's Jeff Kleintop has some bad news for all...
See Chart:
Blocked  or damaged , try this:

If doesn’t wk ..Go to the source below
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Such a sharp decline in loan demand is not what one would expect in what the the US government would represent is a rapidly growing economy that is growing at a 3%+ annualized rate.

See Chart:
C&I Loan Demand
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If cargo movement really is the “heartbeat of the economy,” like Cass says, the economy should probably consult a cardiologist. This problem may get worse before it gets better.

Cargo Volumes Decline
The March NFIB Small Business Optimism Index showed a drop in the number of business owners who viewed inventories as too low, as well as reduced expansion plans. That may explain some of this decline.
Then there’s the latest Producer Price Index data. Here’s the PPI sub-index of trucking costs:

See Chart:
PPI General Freeight- Long Distance Truckloads

Economic Heartbeat
If cargo movement really is the “heartbeat of the economy,” like Cass says, the economy should probably consult a cardiologist. This problem may get worse before it gets better.
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Short 1% democrats... long rate vol.

Gundlach also had some choice words for the "1/1024th" candidate, Elizabeth Warren, saying "it's like being trapped with a mother-in-law from hell. Who wants four years of this? Who wants even four hours of this?"
Gundlach also touched on a familiar topic from his latest DoubleLine presentation, namely the surging US debt interest, and echoed what we said last week, warning that he is "concerned" about the future direction of interest rates (as were we back in March).

See Chart
FED Govt Expenditure : Interest Payments  ($BN)

But the real red flag was that starting in 2024, when the primary deficit drops to zero according to the latest projections, all US debt issuance would 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:
OMB Projection  of Borrowing from the Public

Of course, if rate vol doubles, central banks will be scrambling to mute it as the cascading effect would promptly lead to tremors across all other asset classes, from equities to FX, so in effect Gundlach is urging investors to fight the Fed (and other central banks, who are now all in on vol suppression).
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



"The feeling of hopelessness gets you into a place where you feel like you can't recover." 
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...biggest challenge our generation faces isn’t related to geopolitical games of global empire, but whether or not we can ensure modern technology enhances freedom and decentralizes power, rather than enslave us...
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In recent years, corporations have privatized almost every part of the public prison system. Now, PE firms are swooping in, seeking lavish returns for investors...
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“We felt we were on track to get somewhere. Over the course of last week we have seen an erosion of commitments by China,”
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Barr says he's on it...
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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



"The US warships’ actions have violated China’s sovereignty and disturbed the peace, security and order of the region. The Chinese side is strongly dissatisfied and firmly opposed to that."
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"Whatever emerges won’t be a trade deal. It will be a temporary truce in a years-long economic and strategic war with China." 
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Al-Qaedia affiliate launches 36 rockets at Khmeimim airbase on Monday, according to the Kremlin. 
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The eagle has conveniently forgotten that the original, Ancient Silk Road linked the dragon with the Roman empire for centuries – with no interlopers outside of Eurasia...
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It boasts of wrecking the nation’s economy, destabilizing its military, and puppeteering its political opposition.
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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
VEN: De furibundos y simulacros  Reinaldo Iturriza
Mex: Periodismo independ?  Un mundo raro  Mario Galeano
ECOL: Paradigma del cuidado frente a extractivismo  José María Agüera
 ARG: Cinco siglos con la misma política  Darío Aranda
ECON: Corrupción en Miami con Odebrecht?  Hedelberto López
Opin: Qué clase de progreso deseamos?  Jaime Richart
Spain: Podemos como alternativa de gobierno  Alonso Gallardo
Boliv: El mito de la alternancia    Carla Espósito   

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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

- Creeping Toward Tyranny    By Chris Hedges
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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..


PROGRAMS
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