martes, 20 de agosto de 2019

ND AUG 19 19 SIT EC y POL



ND  AUG 19  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

IS buy-back-theater (like apple) a sign of US Econ strong? Are Econ squeezes –never restored previous high- a sign of strength? FACT:We’re deep in the path to recession!

BUT
A weekend of jawboning from Kudlow and Navarro and overnight headlines (BUT NO ACTUAL, REAL NEWS) suggesting Germany may go fiscally irresponsible (and China rate reform will save the world), sparked the biggest two-day short-squeeze in US stocks since the start of the year.  See the last chart (red line) on stocks

See Most Shorted stocks  chart:


FANG Stocks were unable to recover all the losses...
See Chart:


Google celebrates its 15th anniversary with high IPO
And AAPL ramped higher again (maybe Trump's dinner with Tim Cook prompted more irrational buybacks)?
See Chart:


VIX slipped lower today, and the VIX term structure shifted out of inversion...
See Chart:
Vix Term Structure (VIX 2M – 8M)


Stocks and bonds are not in agreement that everything is awesome...
See Chart:
Nasdaq vs. 30Y Yield


UST 2s10s started top flatten again...
See Chart:


Before we leave bondland, it's worth noting that the odds of a 50bps cut in September have plunged as stocks bounced...
See Chart:
FED Sept Rate-Cuts Odds   alguito: barely  (25bps up vs. 50bps down)


The dollar rallied for the 5th straight day, almost get its top rate
See Bloomberg dollar Index


Oil soared on the day (growth stimulus hopes), as gold went down
See Chart:


WTI ramped back in the same way as stocks - erasing last week's plunge...
See Chart:


Finally, somewhat quietly, the U.S. government’s $45 billion auction of three-month bills on Monday attracted the weakest demand since December 2008, with just 2.51 bids submitted for every security on offer.
See Chart:
Weakest bid to cover ratio for the 3-Months US bill sale since 2008


And fun-durr-mentals are driving stocks?...NOT!
See Chart:

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It's expected to be formally announced in a month or so.

If accurate, the WSJ report would represent one of the most significant escalations in the push to break up the big tech companies yet. The news hit the Nasdaq, but in the context of the past week, the move wasn't particularly significant.

See Chart:
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HICKMAN UNCOVER TRUMP’ MYTH ‘THE ECONOMY IS STRONG’

THE US ECONOMY IS IN THE PATH TO RECESSION
Hugo Adan  08/19/19
Here only extracts.  Read the full article :

WRITTEN BY ERIC HICKMAN, president of Kessler Investment Advisors

Published by Tyler Durden at:
TO READ MY SUMMARY OPEN:
At:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"Our government isn’t there to protect us, save us or dispense any justice. Instead, it seemingly exists to protect, serve and encourage the elite criminal rings operating around us in plain sight,..."
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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

Does the kuku investor from US with money from??? wants to buy N- Australia too?

"Given the stresses of preparing for a possible conflict with China..."
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War against China?. Does the House & Senate approve this stupid suicide? Or  is it one more diarrhea-bla-bla from the king of our neo-nazi Empire?.
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Coming to US & the west soon...
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Do we plan to teach them better lesson  of insurrection Agst China?  And then pack them back to China. Is this a formal recognition that NED (Nat Endow for Dem) is a bunch of CIA idiots that doesn’t know how to do their job.. Do we  believe that Chinese CIAs will do it better?.. That is “unfear” .. we have to recognize 1 merit to our Cias: distort of alter-press –messages .. it’s Ok, barely
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“It’s $8 billion. It’s a lot of money. That’s a lot of jobs. And we know they’re going to use these F-16s responsibly,” Trump said.
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He is right.. BUT when Taiwan join mainland China, they root. It’s going on.. Meanwhile, Potus’ dream of getting trade-deals with China evaporates. We lost .. we are condemned to fail with China as enemy. Better respect them.
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NASA has begun preparations...              
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It is time to realize that our threats look like toilet-paper already used

State Department official warns Greece against “providing material support to a US-designated foreign terrorist organization”
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FACT: Those who oppose Imperial terror have support F Law, reason & people
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"The death of all these bees is a sign that WE'RE BEING POISONED." 
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US’ FASCISM don’t want to burn books now.. they want to burn their thinkers now

In the past, torching texts was a tactic used by conquerors to wipe the slate of history clean... Then there are those who have burned books to silence opposing views.
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It is Fascism that is going to be burned by the new socialist movement.
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Entre gitanos no se sacan la suerte .. se eliminan entre ellos, si antes no se van

Beijing has a new plan that will boost the regional tech hub into a "top cosmopolis" by mid-century.
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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

PAL: Qué será lo próximo en Siria?  Muhammad Hussein
US:  Romper cadenas  David Brooks
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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

- American Capitalism Is Based on Plunder  By Paul Craig Roberts
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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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