viernes, 5 de julio de 2019

ND JUL 5 19 SIT EC y POL



ND  JUL  5 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

First the  ‘good’ news
Trade-Truce 'good' news was good  for stocks; 'bad' news in macro data this week and,  bad news for stocks (initially).
But only stocks rebounded from the hawkish-tilt from the payrolls print
See Chart:


On the week, Trannies barely managed to hold on to post-trade-truce gains, while Nasdaq surged followed by the S&P and Dow...
See Chart:


Treasury yields screamed higher today, erasing the week's bond price gains and erasing yield's drop since The FOMC for the short-end...


As good-ish jobs data ruined the Fed's 50bps rate-cut party, crashing the odds to just 2.5%!...
See Chart:
July Rate-Cuts Odds


And the yield curve collapsed, erasing the post-FOMC steepening...
See Chart:


The Dollar index had the best week since February, spiking today after the good payrolls data
As the dollar rallied, cryptos stumbled with Bitcoin and Ripple down 8% on the week (and Litecoin unch)...
See Chart:


Commodities were all lower on the week not helped by the dollar strength...
See Chart:


Ugly week for oil after OPEC's deal and the trade-truce...
See Chart:


Finally, we note the recent collapse in UK, China, and US macro data...
See Chart:


As bonds agree with the data, but stocks only know one thing
Until it all ends badly...
See Chart:
….
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Hard to say which factor will be the next catalyst. Maybe all or several at the same time? Decide for yourself.
I did add my comments

1. Unresolved political conflicts.  We –the US- create most current geo-pol conflicts
2. The most powerful countries in the world have been arming themselves for years. We also lead this race
3. non counted: it contain ideo-politicaL BIAS against Marxism.. I’m not M but respect
4. The people who have been a major force for the development of the modern world for 200 years, are shrinking  Anti-Latino biased too: excluded as positive Peace factor
5. Many countries are replenishing their gold reserves. . It’s good not be USD dependt
6. Cryptocurrencies are gaining in importance as safe havens for large corporations. Though Cryptos for developing countries  is positive factor: it help to avoid crisis
7. The mountain of debt is growing all over the world, the indebtedness of individual countries and their citizens has long since exceeded the criteria set by the IMF and other institutions. IMF support USD: it must be closed. Solut: zero sovereign debt
8. A prelude to recession is also the so-called yield curve, which shows the ratio between interest rates on bonds with short and long maturities. At present, the yield curve of US government bonds is inverted, i.e. short-term interest rates rise above long-term, which is considered by economic experts to be one of the safest indicators of future economic weakness.  See Chart:
The problem is the parasitarian Capitalism we have (WS speculators are feed with QEs and other free money from FED Banks). Solut: don’t feed private greed & transfer Banks to productive investors to serve the Public needs with State control by work-clas
9. While the stock markets are in euphoria, there are being published the worst indicators of economic activity for years (PMI). This is a fake euphoria manipulate by big Corp who control de media & TV. THE FACT: Saving and production have been sacrificed by neoliberal economics. The basic for Econ growth is savings.. but don’t happen in the US.. we waste money on militarism & wars: that drains the Econ & put our Nation and the world  at risk of WW3
10. The environment has long since reached the limits of its capacity. It is true but is wrong to use xenophobia on this issue. FACT: all military drills we foster worldwide are killing life in Oceans & global environment. It will be worse if we start war with Iran
11. The world’s water reserves are shrinking. It is also true,  but don’t forget that oil & gas exploration & drills on tectonic placas is destroying sources of water underground. The fact of having an economy oriented to private greed put at risk our water reserves
12. The ECB and the Central Bank of Japan have reached the limits of their stimuli. But not JA & EU banks have help to create all the damages of neo-liberal pandemia. Their collapse was expected and ours too. Mal de todos no debiera ser nuestro Consuelo.
13. It’s not about being clairvoyants. It’s about learning from history. History said that this system was born defective.. it was based on violence that created misery and  exclusion that killed  millions of death since the XV century.. Now is all and more evil and perverse and wants to create with WW3 the final holocaust of whole humanity. What to do? Put down the rulers of this system, starting in the US.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



22,900 refugees were resettled in the U.S. in 2018...Now a new bill is set to be introduced by the Democrats that will increase the number of refugees we take in each year to a whopping 100,000...
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We are living in precarious times... Despite what some “experts” would like you to believe, the US is on shaky financial ground. Several indicators suggest things are far worse than many think.
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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


The US$’s continuing position as the global reserve currency may be decided in how Washington deals with Tehran. War serves neither the dollar’s nor the Donald’s future longevity...
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Three Mile Island, Fukushima, Chernobyl. While nuclear accidents are extremely rare, they loom large in the public conscience, making nuclear energy a hard sell for many constituents, despite its numerous benefits.
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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

Ecol-S:  Ecosocialismo versus marxismo (II) Opinan M Lowy, M Fuentes y Turiel
Demo: Honduras la “democracia” de la pobreza   Hedelberto López
Involucion: De homo erectus a homo absortus  Renán Vega
Salvador:   “Nos oponemos al mal llamado desarrollo”  María F. Sánchez
IRAN:  Irán enfrenta un triple enemigo  Pablo Jofré Leal
Cuba   La (otra) política cultural  Giordan Rodríguez  
COL: "La tierra de Ituango está enferma"  Bibiana Ramírez
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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

- IMF & World Bank: Partners In Backwardness By Bonnie Faulkner y Michael Hudson
- U.S. Prisons are Concentration Camps  By Margaret Kimberley
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Paul Edwards  The Falsity of America
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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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