sábado, 27 de julio de 2019

ND JUL 26 19 SIT EC y POL



ND  JUL  26  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


But the past decade has seen U.S. diplomacy become one-sided in turning the International Monetary Fund (IMF), World Bank, SWIFT bank-clearing system and world trade into an asymmetrically exploitative system...
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GDP beat, record high stocks, tumbling VIX... but corporate profits are weakest since 2011, global bond yields are at record lows, and delinquencies are on the rise... Still , forget all that, it's all Powell baby!!
The Nasdaq and S&P both reached new record highs as The Dow flatlined on the week...
See Chart:


Let's hope Powell delivers because global liquidity is starting to diverge again...
See Chart:


Alphabet's outsized gains led Nasdaq to new record highs
See Chart:


FANG stocks were up on the week, retracing about half of last week's NFLX losses...
See Chart:


BYND is insane!
Today's gains were dominated by defensives...
See Chart:


"Most Shorted" stocks ended the week unchanged...
See Chart:


Yields: Bonds and stocks continue to diverge ahead of next week's FOMC...
See Chart:


10Y Yields spiked up to pre-FOMC levels but twice tested 2.10% and faded...
See Chart:


Despite all the talk about weak DOLLAR policies and sources claiming WH discussions, the dollar spiked back to 6-week highs around the pre-FOMC levels...
See Chart:


Hedge funds have held a net-long position in Gold since April, and the options markets registered a bullish skew for 48 sessions -- the longest run since 2009.
See Chart:
Lon for Long


Corporate Profits: Finally, with stocks spiking to new record highs ahead of next week's FOMC meeting, we note that today's historical GDP data revisions indicate that revised numbers of corporate profits show that operating profits peaked in Q3 2014 and have been moving sideways ever since...dipping to the lowest since 2011.
See Chart:

Operating profits in the GDP accounts and S&P 500 operating profits over the long run track fairly close to one another, although there can be large differences in any given year... and they don't tend to end well.
Like in 2007...
See Chart:


And in 2000...
See Chart:
Allocate accordingly!
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"If the recession is when the mistakes of the boom are corrected, why should we postpone that day? Thesooner we correct these mistakes the better.”
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The global central bank experiment with renormalization is officially over.
See Chart:


US Inflation is Near 2%
See Chart:

READ more titles:
Germany move into contraction
Easier China Polixy
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Investors  out of USD in America:

"Taxpayers should take these letters very seriously..."

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"I think that China will probably say, 'let’s wait.' When I win, like almost immediately, they’re all going to sign deals."
IF implemented.. the best Trump policy so far
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The worst policy again:

"The proposed figures are higher than spending at the height of the Vietnam and Korean Wars."
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All human readers who work in finance and are reading this, some advice: start considering careers outside of finance.
See  Chart:
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According to GDP data released today Q2 corporate earning posted their largest annual decline in several years, and the revised data shows that there has been no growth in operating profits for the past 5 years!
See Chart:
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"Whoever can surprise well must conquer" – John Paul Jones
See Chart:


Unemployment and Central Banks stimulus/restrain
See Chart:


Is one big surprise more powerful than a series of small surprises?
There is much speculation that just meeting market expectations will be a disappointment to investors or mitigate the impact of easing.
See Chart:
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'beyond' belief...

See Chart:
see more charts at
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



The longer the signals in capital markets go haywire under the influence of “monetary stimulus,” the bigger is the cumulative economic cost...
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"...without the massive borrowing and printing of money and controlling of interest rates - we wouldn't be able to sustain a permanent state of war."
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From a vantage point in the not-too-distant future, we look back on 2019 as a year when, in retrospect, it was clear the United States had passed a point of no return...
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All we're doing is waiting for the fake "prosperity" to crumble, and the resulting loss of credibility and legitimacy will follow like night follows day.
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Illegal Political business in time of empire-collapse:

On the black market (and in the Internet’s infamous ‘dark web’), that sort of personal data can easily fetch more than ten times that amount...


As was adequately revealed by the Republicans who grilled Robert Mueller, the entire special counsel investigation (and it’s ensuing report) was a concerted effort to gaslight the American public via it’s bizarre, and even Orwellian, deceptions.
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The Billionaire monster:

Reader discretion is advised. This article contains information that may be upsetting for some people.
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"Wow! Big VICTORY on the Wall...Big WIN for Border Security and the Rule of Law!"
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"This is certainly mission creep."
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The Lone Star state is home to the vast majority of them...
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"they are actually bringing violent crime and even death to their residents..." 
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Speculators, politicians and the other rats pandemia: Case :CA

California is being hit by a “plague of rats”...things are already so bad that many are calling for Governor Newsom “to declare a public health emergency”
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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



...a larger glut is looming in 2020, with non-OPEC supply growth picking up the pace next year and demand growth seen faltering... As things stand now, OPEC may have to extend the cuts yet again...
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"We are good customers. But if our conflict continues, we will have to reconsider this issue."
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No end in China violence? The econ is the best in the world, their power is intact

“We have to continue to protest until our demands are met.”
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Some companies had already abandoned their plans for share repurchases after the plan was announced on July 5.
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"All bets are off in the geopolitical insanity stakes"... Donald Trump says he’s ‘okay either way’, whether there’s war with Iran; and Tehran seems to be okay with that too...
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Radicalization is now easy for the extremists, thanks to technology, the new weapon being brandished by Islamist terrorists in accordance with the mandate of the Muslim Brotherhood to "weaken the West from within".
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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

Opinión:  ¡Pa’lante, Puerto Rico, pa’lante!  Amy Goodman y Denis Moynihan
Cuba:  Te lo voy a repetir  Rachel D. Rojas
COL:  No hay democracia porque hay genocidio  Himelda Ascanio
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ALA ORG

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RT EN ESPAÑOL

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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Jason Hirthler   Vote Blue for Better Wage Slavery 
Patrick Howlett   Germany and France: Old Demons
Coco Das - Sarah Roark   The Empty Gaze of Mike Pence
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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..

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