miércoles, 31 de julio de 2019

ND JUL 31 19 SIT EC y POL



ND  JUL 31  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


Stocks down and dollar up - Trump won't be happy!!
See Chart:
See more charts at
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Reactions from financial speculators
1-

"If stocks plunge here, Trump will slam Powell for not hiking 25 bps..."
The yield curve flattening dramatically...
See Chart:
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2-

You've got some 'splaining to do...
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3-
Update (1645ET): Well that didn't take long. We noted previously that Trump demanded a rate-cut - gets one but the dollar soars and stocks tank - who will be blamed for that?
And now the President has responded by slamming Powell who "let us down", telling his followers that the market wanted to hear that "this wasthe beginning of a lengthy and aggressive rate-cutting cycle which would keep pace with China, The European Union and other countries around the world."

US stocks were all positive on the month with Small Caps worst and Nasdaq best (even with today's ugliness)...
See Chart:

This is the 10th time out of 12 press conferences that Powell has done that stocks have tanked - not great!!
See Chart:

Thanks to today's turmoil in the bond market, 30Y Yields ended the month lower and the short-end higher in yields..
See Chart:

The yield curve (3m10Y) very briefly un-inverted but tumbled on the day - staying back inverted...
See Chart:

And the 2s30s curve crashed most since Brexit (June 2016)...

The dollar surged 2.5% in July - its biggest monthly gain since Nov 2016 (Trump election)
See Chart:
DXY Dollar Index

Commodities were broadly lower today as the dollar spiked but Silver massively outperformed for the month...
See Chart:

Finally... Trump demanded a rate-cut - gets one but the dollar soars and stocks tank - who will be blamed for that?
And what happens next?
See Chart:
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4-  Quick answer to ENOUGH IS ENOUGH

"It's never enough..."
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5-

"while don’t fight the Fed is a famous refrain but nearly 50% of the time they’ve been powerless to stop negative economic and market momentum in a growth slowdown."
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6-

"he is not giving the market what it wants"
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The speculators got only part of what they deserve
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It’s been a long, steep fall from grace for America’s former preeminent industrial concern.
This morning, General Electric reported second quarter results, including $28.8 billion in revenues and 17 cents in earnings per share, down 4% and 6% year-over-year but north of the expected $28.7 billion and 12 cents, respectively. CEO Larry Culp termed the updated outlook “a sign of progress, a sign of stability here.” But those figures were aided by a lower than expected tax rate, and the aviation division saw orders fall 10% from a year ago thanks in part to the Boeing 737 Max saga.
Since November 2007, GE shares are down 75%, compared to a 93% rise in the S&P 500 over that period.
See Chart:
See More chart
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The "Ponzi Finance" phase of the US "Minsky Moment" cycle begins some time in 2024. It's all downhill from there.
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The corporate world has a new king of cash...
See Chart:
Net Cash & Investmt Ex Total Debt ($Bll)  Apple vs. Google

Finally, we note that the rise of Google’s parent to the top of the corporate liquidity rankings puts its corporate wealth and power on conspicuous display at a politically sensitive moment. After being hit with €8.2bn in antitrust fines to the EU in the past two years, it now faces intense scrutiny in Washington... and after last night's debate, we suspect these tech cash-piles will quickly get 'taxed' away under a Democrat.
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SOURCE: https://www.zerohedge.com/news/2019-07-31/google-cash-pile-hits-record-high-overtakes-apple
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


Smells like socialism. 
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"There are so many unanswered questions about what happened in Cambridge..."
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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


Tailored as a warning to Taiwan secessionists.
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"Mike Pompeo thinks that the recent violence in Hong Kong is reasonable because everyone knows that this is the work of the U.S."
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Much of "Operation Crossfire Hurricane" occurred on UK soil...
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“This is why Venezuela became a threat to the USA... The USA does not want people to realize that another world is possible with justice and love.
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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
México  4T: la espada y la cruz  Ricardo Orozco
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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

-The Coming Savings Meltdown  By Michael Hudson
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

- J W. Whitehead  Monsters With Human Faces 
- Michael Welton  Darkness Bringing Us Down
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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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