viernes, 2 de agosto de 2019

ND AUG 2 19 SIT EC y POL



ND  AUG 2  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

La debacle Econ continua agrabandose

Tariffs, Turmoil, & Tantrums...
Since Powell dropped the "mid-cycle adjustment" mic, Bonds and Bullion have been bid, the dollar is practically unchanged and stocks have plunged (hurt more by Trump Tariffs)...
See Chart:

Broadly, this was the worst 3-day drop for US stocks since Christmas Eve and worst week of 2019... Stocks were  - as always - bid in the last hour... until Trump said "he could raise China tariffs to a much higher degree." Nasdaq was the week's biggest loser (and Dow lost the least of the majors)
See Chart:

The S&P closed below its Sept 2018 and May 2019 highs...
See Chart:

US equities plunged to critical technical levels:
  • S&P 500 tested its 50DMA (2927) and 100DMA (2900)
  • Nasdaq tested its 50DMA (7971) and 100DMA (7927)
  • Dow broke below its 50DMA (26472) and tested its 100DMA (26276)
  • Trannies broke below the 50DMA (10358) and 100DMA (10478) and tested its 200DMA (10281)
  • Small Caps broke below the 50DMA (1540) and 100DMA (1551) and tested its 200DMA (1520)
See Charts:

FANG Stocks were down every day this week (2nd worst week of the year)...
See Chart:

Cyclical stocks tumbled, their worst week of the year, dramatically underperforming defensives...
See Chart:

Bank stocks were battered, tracking the collapse of the curve...
See Chart:

Despite this week's carnage, bonds and stocks remain dramatically decoupled...
See Chart:

Credit spreads blew wider on the week...
See Chart:
It was a bloodbath for bond bears this week (down 12-20bps across the curve with the long-end outperforming)...
See Chart:

10Y Yield crashed to its lowest yield since before Trump's election...This was the biggest 10Y Yield drop in a week since Dec 2014.
See Chart:

30Y Yields are back at their lowest since Oct 2016...
See Chart:

And finally, before we leave bond-land, longer-term inflation expectations have fallen the most in the past two days since 2016, based on 5-year 5-year forward breakeven rates... a total policy-failure
See Chart:

Amid all the chaos, the dollar index ended the week only marginally higher after a huge round trip the last few days
See Chart:
DXY Dollar Index

...After a false breakout to the highest since May 2017)...
See Chart:

Emerging Market FX has really collapsed the last few days (Turkey surprisingly outperformed)...
See Chart & list:

The biggest 3-day drop since Aug 2018 to its lowest since May...
See Chart:

Finally, you are here...
See Chart:

IS Different, because it's way more ridiculous (negative-yielding debt tops $14 trillion!!)
See Chart:
….
And gold and crypto appear to be where investors are going to hide from this policy-maker pandemonium!!
----
----


While the highest income Americans became more confident in July, middle-income Americans' confidence tumbled to 5-month lows...

See Chart:
….
----
----

US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


Yet, the elephant in the room remains the inflation cycle downturn that leaves the Fed with little choice but to cut rates
====


"...if US wants to fight on trade, we will fight."
====


"I’m willing to take whatever heat there is," Pelosi said.
====


Billionaire financier George Soros is launching a super PAC ahead of the 2020 election and, at $5.1 million, he has already made the single biggest contribution so far this election cycle compared to any other megadonor.
====


"Should more cities continue on this path to negative home price growth, the potential for a negative wealth effect and downward pressure on forward consumption..." 
====


"The FBI assesses anti-government, identity-based, and fringe political conspiracy theories very likely motivate some domestic extremists, wholly or in part, to commit criminal and sometimes violent activity..."
====


No more 'snot-nosed punk'..
====


Gabbard is now getting the Ron Paul treatment. It will only intensify from here...being smeared as viciously and baselessly as she is by both the left and the right is all the proof you need that she is 1) the real deal and 2) they are scared of her.
====


But still – there is hope. IF the Neocons don’t blow up the planet, and IF mankind is given enough time to study its history and understand where it took the wrong turn, then maybe, just maybe, there is hope...
====


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 United States plans to test a new missile in coming weeks that would have been prohibited under the landmark, 32-year-old arms control treaty that the U.S. and Russia ripped up on Friday.
====


Hong Kong protests are "really turning out to be chaotic and violent and we should no longer allow them to continue this reprehensible behavior."
====


Trump's comments were made during an impromptu press gaggle before he departed for New Jersey.
====


...these crypto and digital currencies are ushering in a new era of competitive economic sovereignty, and with it, the decline of the hegemony of nation states.
====


"They’re used to American leaders buckling under this false concept of engagement."
====


“If it does happen, Hong Kong as we know it will be over
====


SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

----
----

NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

RT EN ESPAÑOL 

----
----

INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- The Western Alliance Is Falling Apart  By Peter Koenig Wrong: read above
- What Am I Fighting For  By Andre Vltchek 
----
----


COUNTER PUNCH
Analysis on US Politics & Geopolitics


----
----

GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

Puro bla-bla: Se necesita Org brigadas militares para golpear el Imp en todo Lat-Am
----
----


DEMOCRACY NOW
Amy Goodman’  team

----
----

PRESS TV
Resume of Global News described by Iranian observers..

====
North Korea fires more projectiles  Just useless fireworks
----
===

No hay comentarios:

Publicar un comentario