ND
AUG 1 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
Carnage born: THE TITANIC IS SINKING
Is President Trump calling Fed Chair Powell's bluff over an
"extended easing cycle." Trump quickly realized after yesterday's
Powell performance that he just needs to destabilize
China for The Fed to keep cutting (or cut rate quicker).
Trump's action sent September rate-cut expectations to 95% (from
61%)...
See Chart:
Sept ember Rate Cut Odds
And the market's expectation has
shifted dramatically dovish from 1.5 rate-cuts in 2019 to 2 rate-cuts..
See Chart:
Dismal ISM and
Construction Spending data sparked a rally in bonds and stocks this morning (because
bad news is good news as it forces Powell's hand to tilt more dovish),
but then Trump surprised with new
broad tariffs on China imports and that sent stocks, yuan, oil prices, and bond
yields crashing.
US equities are all down hard...
Trannies are the weakest with the rest of the majors down around 2% post-Powell
and Trump...
See Chart:
Dow
futures swung 600 points from high to low...
See Chart:
As expected, cyclical stocks were
hammered on the trade headlines...
See Chart:
VIX surged intraday to 19.00 - its
highest since the start of June...
See Chart:
Credit markets shit the bed today...
Bond bears were battered (short-end
outperformed the long-end - 2Y down 17bps, 30Y down 10bps).
SEE Chart:
The yield curve (3m10Y) collapsed...
See Chart:
The dollar dumped on dismal data
(more easing) and then again on Trump tariffs...
See Chart:
DXY Dollar Index
WTI plunged and gold surged as
Trump's tariff headlines hit...
See Chart:
Oil prices utterly collapsed - with
WTI crashing 8% - the biggest drop since Feb 2015...
See Chart:
Finally, as Nomura's Charlie McElligott noted earlier...
"I wonder how many times the Fed knew
they were embarking on a massive easing cycle when they made their first cut.
My guess is not many."
Not many indeed.
And as a reminder, Gluskin Sheff's David Rosenberg reminds
us that:
"Only one other time has the market
declined the day of the first rate cut -- in October 1987. Thanks for the
walk-back, Jay!"
See Chart:
….
SOURCE: https://www.zerohedge.com/news/2019-08-01/stocks-bond-yields-collapse-trump-calls-powells-bluff
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"... on September 1st, putting a small additional Tariff of 10% on the remaining 300
Billion Dollars of goods and products coming from China into our
Country "
Just as investors thought it was safe to buy-the f**king-dip
after Powell's plunge, President Trump steals the jam out of their donut by announcing
new China tariffs...
And just
like that - gains were gone...
See Chart:
And 10Y
Treasury yields crash to 1.89% - the lowest since 2016..
See Chart:
And the
jaws of death widen...
See Chart:
As 10Y
yields have now dropped below Trump Election lows..
See Chart:
Two Y
Yield are free Falling
See Chart:
And yuan plunged
Erasing
all the trade-truce gains...
See Chart:
On the
bright side - we are sure this will give Powell more room to cut more.
….
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While there are many in the media touting “the strongest economy ever” since Trump
took office, a quick look at a chart should quickly put that claim to rest...
See Chart:
Average
Economic growth by Cycle
https://www.zerohedge.com/s3/files/inline-images/GDP-Growth-Cycle-President-072619.png?itok=HLpRgTGJ
Economic growth is
more than just a reported number. The economy has been “in motion” following
the last recession due to massive liquidity injections, zero interest rates,
and a contraction in the labor force. Much like a “snowball rolling
downhill,” the continuation of economic momentum should have been of
little surprise.
As an
example, we can look at full-time employment (as a percentage of
16-54 which removes the “retiring baby boomer” argument) by
President. The rise in full-time employment has been on a steady trend higher
following the financial crisis as the economic and financial systems repaired
themselves.
See Chart:
See more
interesting charts at
….
SOURCE: https://www.zerohedge.com/news/2019-08-01/strongest-economy-ever-just-ignore-negative-revisions
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With apologies to Sheryl Crow and none to the Fed, what a
mess! The Fed will be dragged into a full-blown rate-cutting cycle - once it’s too late to prevent a US
recession in 2020.
====
"We suspect it would likely require steady growth numbers, a
sizeable move up in inflation to a level close to target, and a significant
reduction in trade tensions."
====
US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
"Whoever controls the narrative controls the world. Whoever disrupts that narrative control is
doing the real work..."
====
Even the
ones which are proven correct?
====
"He’s claimed some of
Mr. Wallace’s specific phrases as his own - most notably the call
for 'law and order..."
====
“The media are not here to
provide information... so that you can make intelligent decisions. No,
that’s not what the media are. The media
are corporate tools..”
====
"There is one person that
would crush Trump - and she hasn’t announced yet. And her last
name rhymes with Obama. In fact, it is Obama - Michelle Obama..."
….
Michelle no tiene vela en este entierro.. haria lo mismo que
hizo Hillary : forrarse de dinero, con corrupción
al por mayor + alianza con el terror Saudi. Obama fue un arquitecto del
neoliberalismo actual, ese pasado fue y es una condena para el US y lo sería
peor hoy. Regresar a ese pasado es solo ficción.
A mi ver, las parejas electorales ya están formadas:
1-E-Warren
y Tulsi Gabbard, una aporta experiencia
y razón y Tulsi la espada militar capaz de partir en dos a los REPs.
2- La pareja J-Biden y K-Harris, son harina del mismo
costal y si no se soplan el polvo entre ellos, son pareja de gran fuerza Elect.
Si Michelle-OB entra al ruedo, entraría
también
AOC y con ella nacería la 3ra pareja -quien compensaría con su juventud lo que necesita Sanders para ser real fórmula
electoral.
Michelle-OB no tiene pareja,
a menos que crea que Democracia y Monarquia
son los mismo pues son los millonarios
los que si eligen al Presid Entonces se justificaría su idea de hacer pareja
electoral con su príncipe OB ya sepultado y podrido pero posible de ser resucitado gracias al poder divino como
se creía en el siglo XIV y XV. Solo entonces Michelle y OB serian 4ta Opc
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“All told, we are barreling
toward a future where every ritual of public life carries implicit consent to be surveilled,”
====
IRONI TIME:
Have we finally hit peak
Trump Derangement Syndrome?
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Trump se va a cagar de risa.. This form of killing him is 100%
Saudi terrorism
====
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
SIGNS OF PSYCHOPATHIC PARANOIA IN
OUR GVT
"...this could be the start
of those countries’ attack on the dollar..
====
Fears growing that
the mainland's Orwellian surveillance system and facial recognition
software is being used in crackdown.
….
US pierde tiempo
dando juguetes electrónicos de los rebeldes de Hong Kong. Si China decide
invadir Hong Kong eso acabaría con la rebeldía en un dia.
====
Prime
Minister Shinzo Abe has formalized Japan's
decision to remove South Korea from its "white
list" of 27 countries with preferential trade status, a move that
further fuels bilateral tensions.
====
US
considering a quarantine or blockade of
Venezuela...
….
VEN need also the support of RU
missiles in case US attempt to bombed
====
Trump= ZERO diplomacy = inefficient President
Trump ruled
out giving Beijing advance notice of his intent to slap a new 10% tariff on
$300 billion in Chinese goods in an Oval Office meeting before he announced the
duties.
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
-US Set to Formally Withdraw From INF Missile
Treaty With Russia T no sabe que quier
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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
====
RT EN ESPAÑOL
- Moscú: "Con respecto al Tratado INF, no permitiremos que nadie nos hable con el lenguaje de la fuerza"
- EE.UU. impondrá aranceles adicionales del 10% sobre los productos chinos por 300.000 millones de dólares
- VIDEO: El Ejército chino difunde una advertencia con imágenes de soldados con equipos antidisturbios en medio de las protestas en Hong Kong
- Reportan que EE.UU. se prepara para retirar miles de soldados de Afganistán como parte de un acuerdo con los talibanes
- Trump: " US liberará a 2.500 combatientes del Estado Islámico si Europa no los recibe"
- Inducen al coma a una mujer y le amputan brazos y piernas por culpa de una infección causada por la lamedura de su perro
- Rusia propone a EE.UU. y la OTAN declarar una moratoria sobre el despliegue de misiles de corto y medio alcance
- Descubren la 1ra supertierra cercana a la humanidad que podría albergar vida
- Rusia: Generan lluvias artificiales para extinguir los incendios forestales en Siberia
- Keiser Report "El Brexit duro perjudicará la productividad británica y devaluará la libra"
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
-No, Israel Did Not Attack Iranian Targets In
Iraq By Moon Of Alabama
-The U.S. is in Debt to Central America By César Chelala
-America’s Collapse: An Economy Based on
Plunder By Paul Craig Roberts
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
-Sasan F– Kourosh Z US
Sanctions are Affecting All Aspects of Human Life in Iran
J.P. Linstroth Celebrating
Terrorism?
Jerome Irwin Water
Not Oil: Battle Cry Of The Blue Planet
Wim Laven We Fall,
Divided
Andrés Castro Should
I Speak of Distant Oppression?
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
-Germany
Rejects US Anti-Iran Maritime Coalition. Will Other EU Member States “Follow
Suit”? By Stephen Lendman,
-When
Corporations Ransack Countries: A Primer on Investor-state Dispute Settlement By Red Carpet Courts,
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DEMOCRACY NOW
Amy Goodman’ team
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PRESS TV
Resume of Global News described by Iranian observers..
'US
to hit $300bn worth of Chinese goods with 10% tariff: Trump
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