martes, 23 de julio de 2019

ND JUL 23 19 SIT EC y POL



ND  JUL  23  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


For the first time in 41 days, the US Treasury yield has un-inverted
US equities spiked on China trade headlines...
See Chart:


S&P spiked back above the 3,000 level...
See Chart:


While tech stocks are at record highs, tech credit risk is anything but...
See Chart:


Now where have we seen this before?
See Chart:
Last Price


Treasury yields rose modestly on the day with the long-end underperforming...
See Chart:


The yield curve (3m10Y) spiked almost 5bps today, surging back above 0 for the first time in 41 days...
See Chart:


This is the ominous trigger as only when the curve un-inverts does the recession begin...
See Chart:


The odds of a 50bps rate cut next week slipped to 17.5%...


The debt ceiling 'kink' in the Bill curve has been erased...
See Chart:


The Dollar rose for the 3rd day in a row - bouncing back from Fed's Williams lows - this is the biggest 3-day jump in the dollar in over 4 months...
See Chart:
Powell & Williams  vs. Bloomberg dollar Index


Finally, soft data collapsed to post-Trump lows (Richmond Fed plunged) as hope disappears...
See Chart:


And perhaps even more notably, as Bloomberg's Cameron Crise quantifies, as trade-war risk is priced out of markets (black line) so expectations for the need for a Fed rate cut should be reducing... but aren't...
See Chart:
Trade war risks preceded the Fixed Income Rally
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We believe the U.S. dollar could become vulnerable to a loss of value relative to a more diversified basket of currencies, including gold.

Almost eight year ago, we first presented a chart first created by JPMorgan's Michael Cembalest, which showed very simply and vividly that reserve currencies don't last forever, and that in the not too distant future, the US Dollar would also lose its status as the world's most important currency, since it is never different this time.
See Chart:


China regaining its status as a global superpower 
See Chart:


USD share of central bank reserves, %
See Chart:


We believe we are at an important juncture. On a real basis, the dollar stands currently more than 10% above its long-term average and on a nominal basis has actually been trending lower for 50 years (see chart below).
See Chart:


Given the persistent—and rising—deficits in the United States (in both fiscal and trade), we believe the U.S. dollar could become vulnerable to a loss of value relative to a more diversified basket of currencies, including gold
See Chart:
FX exposure
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SOURCE:
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"Without the discipline of meaningful market-based competition, digital platforms may act in ways that are not responsive to consumer demands"

According to WSJ sources, the review is geared toward examining the practices of online platforms that dominate internet search, social media and retail services; the report notes that the new antitrust inquiry is "the strongest signal yet of Attorney General William Barr’s deep interest in the tech sector, and it could ratchet up the already considerable regulatory pressures facing the top U.S. tech firms."
To be sure, the review, which is designed to go above and beyond recent plans for scrutinizing the tech sector that were crafted by the department and the Federal Trade Commission, has certainly spooked investors and the US mega tech names have promptly tumbled after hours, dragging the Nasdaq lower.
See Chart:
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More than 17 million Americans and 6% of Colorado's total population live within one mile of an active drilling rig...
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Increible:  la bonanza de los billonarios a costa de la salud de Mill de babies
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"Despite the compliance officers’ misgivings, the bank continued to do extensive business with Mr. Epstein"
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Deberian afectar banqueros y los clients.. inclyendo a las elites  del ….
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


Both major political parties are working together to destroy America’s financial future, and most Americans don’t seem to care...
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One more detail on the nasty “humanism” y  “racism” de Trump

Rep. Omar’s potential crimes far exceed perjurious statements made in a Minnesota court filing...
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Hay que encendcer en las calles el Mov port el impeachment a Trump
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"...a wildly invigorated ICE has become an American nightmare, nothing less than the main thrust of an attempt to institutionalize racism against a scapegoated minority..."
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President Trump has reportedly filed a personal lawsuit seeking to block the House Ways and Means Committee from obtaining his New York State tax returns.
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“OK either way”
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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


It is Trump who need these "Guarantees". Maduro has the support of his Nation

High admin official appeals to Maduro: “this should be your chance to turn the page, now, before it’s too late.”
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People are still suffering from [the earthquake and Fukushima nuclear meltdown of] 2011. The government needs to spend money to help those still suffering, not on the Olympics...
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"You didn’t hear ICE talking about it before the operation was taking place."
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Even if they arrest to 2,000.. the farmers in the need them & will fix the pass
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Did Putin hack The New York Times editorial board? 
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                RU don’t care about US policies.. they are ready to respond
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Immigration is not the real issue.. oil and WW3 are.. Immigration is charade for idiots

Americans' concern about immigration has reached a high point in Gallup's measurement of the issue, at least based on the percentage of U.S. adults who perceive the issue to be the most important problem facing the country.
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But is also a boomerang coming back to the head of T-chances of re-election
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It begins?...
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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

Opin: Caballos de Troya en América Latina  Hedelberto López
Argelia:  Bouira, el doble combate de las mujeres  Omar Arbane
ECOL :  Territorio rebelde  Rebecca Lossin
ECON:  El escaso futuro del trabajo  Josep Burgaya
Guatemala   Los colores del incordio  Carolina Vásquez
Uruguay:   La multiplicación literal frentista  Emilio Cafassi
Cuba:  Roberto   Alfredo Prieto
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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


-Israel's Agents of Influence  By P Giraldi Epstein : an agent of Mossad?
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Richard Ward  Free La Donalda!
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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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