jueves, 11 de julio de 2019

ND JUL 11 19 SIT EC y POL



ND  JUL  11  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


Payrolls, Powell, and Panic at the Auction have sparked the biggest bond bloodbath since Trump was elected in Nov 2016...
See Chart:
Trump Election vs. 5 days Change in 30Y Treasury Rates (bps)


And as bond yields exploded higher, something odd happened... stocks dumped too...
See Chart:

Suggesting Risk-Parity funds forced to delever/rebalance as the bond legs blow up.
30Y Yields exploded to 6-week highs...
See Chart:

The Dow managed to hold gains (thanks to United Health jumping on Trump's backdown) and S&P limped back into the green but Nasdag ended red. Small Caps were worst on the day with Trannies best...
See Chart:

Trump tweeted about China disappointment and sparked selling.
Trannies and Small Caps remain red on the week.
SEE Chart:

Dow topped 27k for the first time
And President Trump loved it...
See Data:

Defensive stocks were pummeled (interestingly catching down to unch for the week with Cyclicals)...
See Chart:

Bonds weren't the only bloodbath of the day; Bed, Bath, & Beyond was battered...
See Chart:

Banks and the yield curve...
See Chart:

Treasury yields exploded higher on the day with the long-end dramatically underperforming...
See Chart:

The dollar ended marginally lower after scrambling up to unch after a weak overnight session..
See Chart:
Powell… Bloomberg Dollar Index  and payrolls

Finally, we note the following from Strategas:
"nearly all of the incremental news on China since the G-20 has been negative. There is no trade meeting set; China is questioning what the US said was agreed to .. The China hardliners seem to be taking over and trying to wait Trump out past the 2020 election."

And this tweet from China's current twitter mouthpiece:
"Congrats to American investors. But watch your President and don’t let him trigger recession with the trade war."

As we have noted numerous times, it's not the economy, or trade, or earnings, or sentiment... it's central bank liquidity, stupid!
See Chart:
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2Q earnings season could be pretty ugly...
See Chart:
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SEE more interesting charts at:
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Following the disastrous massive tail in the 30Y Treasury bond auction, yields have exploded higher, but instead of reflexively rallying on the bond losses, stocks are sliding as we suspect Risk-Parity strategies are forced to rebalance in a hurry.
As bond yields and stocks recouple...
See Chart:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

Trade war?  We lost it .. Trump’ policy is not policy.. it’s cretinism  
Any new sanctions would almost certainly kill any hope for a trade deal.
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The chaos people like:  doesn’t matter if Trump is behind
No word if Ben Bernanke was the driver...
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The transition from USD  to new USD-based on gold is the problem: how to benefit Nat

We wonder how long it will take for the Trump advisors who wrote the actual tweet, to figure out that if Trump wants a new Plaza Accord, he should be praising, not slamming both cryptocurrencies.
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Millennials should move out of CA to East Coast

Called PodShare, it's a byproduct of the housing bubble and out of control rents offers bunk beds for $1200 per month.
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ISR must stop their stupidities on IRAN .. it creates an easy target instead of fear
Israeli officials described it as a "game changer"
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Just put in jail Epstein and Hillary.. and problem solve
We imagine a deep cleaning was in order... 
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La vieja bruja está en la luna.. como siempre

"But I'm not going to be discussing it any further...I said what I'm going to say."
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Stocks are on a tear. Celebrating rate cuts. With the rate cuts comes a recession. No recession? No more rate cuts... It's been one hell of a party.
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Tengo una espina en el trasero .. que no me molesta al sentarme: es en la lengua no T
"Trump will instruct the US Treasury (via the NY Fed) to intervene directly and unilaterally to drive the dollar lower... much lower."
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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


“If the bond market is really telling us something, at what point will the equity market wake up?
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

-‘Extremely Dangerous Action’: Pyongyang Fires Off Lethal Threats Over Seoul’s F-35 Jet Pick-Up  I don’t think they did it. I guess it was done for the one who want to sell more
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION

Mund desarme nuclear: El discreto entierro del INF  Rafael Poch
Opin:  La izquierda absorbida  Ángel Cappa
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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

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COUNTER PUNCH
Analysis on US Politics & Geopolitics

-George Wuerthner  The Problem With Fuel Breaks
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

George Wuerthner   The Problem With Fuel Breaks
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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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