sábado, 17 de agosto de 2019

ND AUG 16 19 SIT EC y POL



ND  AUG 16  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


US equities staged a valiant recovery after the midweek collapse - following President Trump's call to the big bank CEOs...Trannies were the laggards as Nasdaq outperformed but all major US indices ended red on the week...
See Chart:

Stocks and bonds decoupled as the former rallied back from near disaster and the latter ignored the propaganda...
See Chart:

A big week for bonds with 30Y Yields cratering over 25bps - the biggest weekly drop since June 2012...
See Chart:

30Y yields fell to a record low, below 2.00%. And have collapsed 60bps in 3 weeks - the biggest crash in yields since August 2011's Black Monday following the US debt downgrade...
See Chart:

The dollar rallied on the week but remains below the post-Powell spike...
See Chart:
Bloomberg Dollar Index

FInally  "Have you ever seen people running into a burning building for safety? You have now."
See Chart:

Almost $17 trillion of negative-yielding debt globally!
And a Hindenburg Omen hit stocks this week...
See Chart:
Hindenburg Omen
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Cuando las empresas grandes caen por 2 quarters –consecutiv.. eso es Indic de Reces

Cass suggests 1-2 quarters of lead time. Historically, lead time is zero on a quarterly manufacturing basis...
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Muchas otras empresas ocultan la caída para evitar el pánico.. pero el dolor del zapato roto por el comercio con China lo sufrimos todos. No culpemos a China: es la diplomacia estúpida de Trump  lo que causo el problema  y lo continúa  haciéndolo. Trump  tuvo la insensatez –por decir lo menos- de sentenciar un Pueblo Americano: “A Uds no les queda otra que votar por mí” Ridículo, pero cierto.  
Por eso creo que la 1ra opción electoral del pueblo es la ABSTENCION, solo que ayer la ABST fue espontanea, esta vez viene unida al clamor de los pueblos oprimidos y excluidos del BASTA YA!: no queremos más el “PRIVATE GREED” de las empresas que se enriquecieron  con el modelo neoliberal. Queremos que se respete el “PUBLIC NEED”: los interés de toda la Nación, empezando por NUESTRO DERECHO A LA VIDA amenazada hoy por los que lucran fabricando armas y guerras. Eso solo nos lleva al WW3, lo que no tendrá  ganadores, solo perdedores: la destrucción y muerte de casi toda la humanidad  -dicen los analistas- unos por nuke-explosión y otros x polución N
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"The path laid by interest rates 18 months prior to today shows that there is now tightening in the pipeline, and it’s more likely we experience multiple contraction than expansion in the months ahead."
See Chart:
Risk on v. Risk off v. Risk Aversion
See More Charts
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Distracted by Hong Kong social unrest and focused on yield curve inversions and negative yields worldwide, it is not surprising the 'average joe' investor is missing the real forest fire for the trees...

With almost $17 trillion in global debt now yielding below zero...
See Chart:

nd more than half of the world's sovereign yield curves inverted...
See Chart:
% of yield curves inverted  (entire universe) 

It is easy to be worried about the state of the global economy (and theoretically therefore the state of global financial markets), but, as Bloomberg's Cormac Mullen notes, the biggest alarm bell for investors this week wasn’t the inverted U.S. yield curve  the market dislocation in Argentina was a clear signal to get out of illiquid securities soon or face exaggerated losses at the next significant meltdown.
President Mauricio Macri’s stunning rout in primary elections led to fears of another sovereign default. Argentina’s stock market plunged nearly 40%, the peso slid 15% and bonds slumped in a 4-sigma event -- statistical speak for just 0.006% likely to happen.
The point isn’t to highlight the potential risk should a populist end up in the Casa Rosada, it’s to flag what can happen when event risks meet illiquid markets.
Just look at the reaction the Argentine currency. The gap between bid and offer prices surged to over 7 pesos per dollar on Monday.
See Chart:
Dysfunctional

It’s not only exotic assets at risk of a breakdown in liquidity - a spike in ultra-long Treasury futures triggered a circuit-breaker in thin trading Wednesday. The yen experienced a flash crash during Tokyo’s New Year holidays.
Warnings have grown louder in recent months about the risks fund managers are running by investing in difficult-to-trade assets -- what’s happening in Argentina is a reminder to heed them.
Conclusion:
There is no point denying we are faced with a looming liquidity mismatch problem,” said Pascal Blanque, who oversees more than 1.4 trillion euros ($1.6 trillion) as the CIO of Amundi SA, according to Bloomberg's Mark Gilbert who in a Bloomberg View piece writes that Blanque told him that the prospect of melting liquidity is one of "various things keeping me awake at night."
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

ES la recession lo que se está queriendo ocultar. Eso afecta a los especuladores del WS y fueron ellos los 1ros en dar  evidencias de recession. Si en eso hay “agenda política” no pasa de la mera presión a Trump para lograr mayores benefic a su “private greed”

Ultimately, when things start to really get bad it is inevitable that the mainstream media will place the blame directly at the feet of Trump...
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“Quien tiene el poder.. tiene la culpa”, es el ABC de la política. Por tanto el fracaso de la Economía USA se debe a Trump, y no a su ministro. Y quien quiera ciencia en materia de Economía que revise los 3 últimos artículos de MICHAEL HUDSON. Dos de ellos los republique en Nueva Democracia.
Y quien quiera versión rápida de los indicadores y con gráficos sobre el colapso económico que revise los “updates al articulo de Michael Snyder: “12 CHARTS THAT SHOW THE PERMANENT DAMAGE THAT HAS BEEN DONE TO THE US ECONOMY”, published by www.whashingtonblog.com since 2014.
En este art Snyder nos ofrece una lista de 10 recientes  arts  publicados por diferentes autores sobre el tema “recession”:
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Bear in mind – having cash is NOT a crime. But the cops seized every penny of it.
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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 supermassive black hole in the center of the Milky Way called Sagittarius A* has just started flashing 75 times brighter than it has ever been seen before...
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El pillaje USA precedería el WW3: Robo a mano armada al estilo hampon

Warrant addressed to all US law enforcement: the over 2 million barrels of oil aboard and $995,000 “are subject to forfeiture”...
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Ahora todo depende de la forma como RU y China defiendan a Irán. Si se cede en Irán el abuso continuara y será peor. El tanque con petróleo es el pretexto de US- NATO y una guerra la gana quien golpea objetivos Econ-Milit y Politicos del enemigo. A esto se tendría que apuntar en la guerra US-Nato vs. Iran-allies
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La “diplomacia” de Trump contra China: el chantaje nuclear, ya no sirve.
Republicans urged Congress to move quickly with the sale given China “seeks to extend its authoritarian reach” over the region.
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Al machista de la película le están cortando los huevos, desangra y cree vivir. Urge atención quirúrgica y el pueblo no se dará. Se oye el tic-tac de su muerte
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TIT for TAT.. el otro Tic-Tac de la muerte anunciada.. Los Ts llevan un nombre: Trump

US officials warned Asian ports to bar the Pacific Bravo from docking...
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Los Chinos van a seguir dando golpe por golpe y cada vez son más certeros. Es la difer entre jugar chess vs. poker. Uno es estrategia y el otro golpe a la deriva
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

Why UK care for other countries to de-nuke?. You just do it in your own country.. Why? because once US-NATO attack on Iran starts.. UK will be denuked by force besides being bombing on their banks in London. So, just do it to avoid be smashed.
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION
Opin: Desgracia, tragedia y clase  Belén Gopegui
Chile : En Memoria de S Allende Marta Harnecker presente!   Camila P
Opin: A 78 años del asesinato de Trotsky  Guillermo Almeyra
España: El nuevo turismo urbano  Emilio de la Peña
US: Los Estados Unidos al desnudo  Eduardo Montes de Oca
COL  -Matices distintos en un solo régimen  Carmen Tarazona
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ALAI ORG

US-VEN:   Eje continental   Antonio Maira   
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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

-US WARRANT ISSUED FOR SEIZURE OF IRANIAN OIL TANKER IN GIBRALTAR
By ICH And Agencies 
Robo a mano armada al estilo hampon
-A Night at The Madison Garden  Must watch 7 minute video
- Uncle Sam was Born Lethal  By Paul Street
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

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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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