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:
….
SOURCE: https://www.zerohedge.com/news/2019-07-11/disastrous-bond-auction-sparks-rate-rout-selloff-stocks
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2Q earnings season could be pretty
ugly...
See Chart:
….
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:
….
SOURCE: https://www.zerohedge.com/news/2019-07-11/stocks-stumble-red-after-disastrous-30y-bond-auction
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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
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ALAI ORG
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RT EN
ESPAÑOL
- Cómo hace Pekín para ganar la "guerra silenciosa" para dominar el mar de la China Meridional
- La Policía de Gibraltar detiene al capitán del buque cisterna iraní
- Las tumbas abiertas por el Vaticano en busca de la niña Orlandi están vacías
- ¿Por qué la ciudad colombiana de Cúcuta es tan peligrosa para las mujeres venezolanas?
- Una minera de Grupo México derrama 3.000 litros de ácido sulfúrico en el Mar de Cortés
- El Bank of America advierte sobre una "recesión técnica" en México
- La actual burbuja económica de US "es peor que antes del desplome de 2008"
- Reactor a 4.000 metros: Rusia y Bolivia están terminando la construcción de un centro de investigación nuclear
- Cómo identificar el nuevo virus informático Agent Smith que ha infectado 25 millones de dispositivos Android?
- US reconoce que los misiles norcoreanos pueden alcanzar toda su zona continental
- Keiser Report "EE.UU. utiliza la deuda como forma de expandir su imperio"
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
-Lies About Iran Killing US Troops in Iraq Are
a Ploy to Justify War By Gareth Porter
-The Many Lies That Iran Hawks Tell By Daniel Larison
-Opposing War Is The Best Approach To
Revolution By Caitlin
Johnstone
-Holy War? Pompeo Preaches to Pro-Israel
Christian By Barbara Boland
What the Right Gets Wrong About Socialism By Erlend Kvitrud
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
-Roy Eidelson -Give
Peace a Chance: Don’t Believe the War Profiteers
-William Astore The
Riptide of American Militarism
-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..
- US won’t sanction Iran's foreign minister: Sources
- ‘Trump’s foreign policy is cynical, hypocritical’
- Sudan general says coup attempt foiled
- ‘US officials push for sanctions on China over Iran’
- 'US on deliberate course to exacerbate tensions'
- ‘Trump has very long history of being white supremacist’
- Farmers take to streets to protest EU-Mercosur trade deal
- ‘IAEA Board of Governors meeting proved US isolation’
- EU may add Saudi Arabia to money laundering grey list
- 100s of Syrian refugees return home from Lebanon
- Hezbollah: New sanctions widen US assault on Lebanon
- PROGRAMS
- U.S. political isolation
- US IAEA meeting on Iran backfires
- Jordan departure from traditional allies
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