viernes, 23 de agosto de 2019

ND AUG 23 19 SIT EC y POL



ND  AUG 23   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

EL TITANIC SE HUNDE y no hubo botes para el pueblo.. los billonarios se los llevaron. Y si recurrimos al WW3 tampoco habrán BUNKERS para el pueblo. El WW3 será un suicidio como Nación y a la vez grave delito contra humanidad entera: genocidio mundial. Se querrá acusar a China pero eso es absolutamente falso. Fue la incapacidad de Trump para negociar diplomatic.. Recuerdan como se originó todo? En vísperas del dialogo con China, Trump recurrió al chantaje militar: envió misiles Taiwan. Eso no fue  diplomacia, fue estupidez.  Y si se ataca China, RU + anti NATO allies responderán. Eso tengámoslo seguro. Del crash Econ tampoco tiene la culpa Powell. Our Econ system is obsolete & our polit regime -full of war mongers-  es totalmente inefficient. Si no los cambiamos –con golpe de Estado lead by Supreme Cout- lo que viene es …...Dilo tu.
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Jerome Powell's Jackson Hole speech was supposed to be the most important even of an otherwise sleepy, August day, after which traders could quietly exit for the rest of the day and commence drinking. It did not quite work out that way.

Not only did Powell's speech barely make the top 3 most important events, but Friday ended up being an exercise in surreal market news flow, and one of the biggest drops of 2019 to boot.

Powell's Jackson Hole speech was a big dud, and did not reveal anything new (as even Trump figured out when he blasted the Fed chief slamming "As usual, the Fed did NOTHING!" and asking "who is our bigger enemy, Jay Powell or Chairman Xi?"), 

China shocked the market by unveiling that it would retaliate by slapping 10% tariffs on another $75BN in US imports, which sent stocks sharply lower at first. Then, Powell's remarks managed to somewhat stabilize sentiment, and the S&P almost regained all losses... before all hell broke loose and in a vicious tirade, Trump first slammed Powell, effectively calling him an enemy of the state", and then warned he would retaliate to China soon, while ordering US companies (can a US president dictate to companies what they can and can not do?) to find an "alternative" to China.

The result was a violent slam lower in risk assets, with the S&P tumbling over 70 points, the Dow plunging over 500 point, its 3rd such drop in the month of August, which has emerged as the worst month for stocks since December 2018...
See Chart:


.. and the VIX soaring, just as dealers had exited their "negative gamma" hedges, forcing them all to load up on VIX futures all over again.
See Chart:


Every SECTOR was lower on massive volume and wide breadth.
See Chart:
SECTORS


That said, not all hope was lost because a margin-call induced puke in the last 30 minutes of trading found support at the critical level of 2,834 below which the market simply will not allowed to pass... for now.
See Chart:


Not surprisingly, as risk tumbled, safe havens, soared, and as the 10Y yield tumbled...
See Chart:


Amid this wholesale panic out of safe havens, there were two surprises. Not the surge in GOLD, which exploded higher hitting a six and a half year high of $1,530...
See Chart:


.. what was big surprise was THE PLUNGE IN THE DOLLAR - as traders feared that Trump would announce an outright currency market intervention to devalue the greenback - however as the yuan plunged too...
See Chart:


.. and even without an official statement from Trump - we are still waiting for the mystery afternoon announcement - the dollar index suffered its biggest one day drop in over a month.
See Chart:


There was not respite in commodities either, with oil tumbling after China announced it would apply tariffs on US oil imports, prompting traders to fear a drop in imminent collapse in global oil demand by the world's largest oil importer.
See Chart:


What is most scary is that the day is not yet over, and we are now waiting with bated breath for the president to deliver on his promise of unveiling some other mystery response to China which he had not shared even with the Fed. As such, we expect that the reason for the violent flush in the last 30 minutes of trading had to do with traders wishing to be flat over a weekend, where any surreal development is now clearly possible.
Stay tuned.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



"In the longer term, we need to change the game. When change comes, it shouldn’t be to swap one currency hegemon for another."

Goldman banker and current (outgoing) BOE governor, Mark Carneywho in his lunchtime address laid out a shocking, radical proposal - perhaps the most stunning thing to ever be unveiled at Jackson Hole - urging to replace the US Dollar with a "Libra-like" reserve currency in a dramatic revamp of the global monetary, financial and economic order.

While it was unclear if Carney was focusing on Libra as the new reserve currency, or simply was hoping to find something against which the dollar could be devalued, the proposal was clearly shocking as it suggests that the central bank quiet acceptance of crypto-currencies (especially in Japan) has been what many have speculated all along: a "currency" against which fiat money can be devalued in hopes of sparking fiat hyperinflation that inflates away record amounts of fiat debt.

Carney's proposal comes just a few months before he's due to step down from his position leading the Bank of England.

Speaking to fellow policy makers and academics at Jackson Hole, Wyoming, he said that in the short term central  bankers must deal with the situation as it isBut he also warned that “blithe acceptance of the status quo is misguided,” and dramatic steps will ultimately be needed. It's what he said next that was stunning:

"In the longer term, we need to change the game," Carney said. "When change comes, it shouldn’t be to swap one currency hegemon for another."

Which means that the only practical alternative is a central bank endorsed cryptocurrency, or - wait for it - gold.

In light of this shocking capitulation by a member of the central bank establishment, we leave you with some levity, as the alternative is simply dire, and what happens next as the fiat world unwinds - or devalues against some non-fiat construct - will be very unpleasant for all those who are unprepared and had believed that central bankers actually know what they are doing.
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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

El pirataje ilegal está cerca a su final. Muchos sabemos cuál es y que el US va pagar
Starting on October 1st, the 250 BILLION DOLLARS of goods and products from China, currently being taxed at 25%, will be taxed at 30%.  Additionally, the remaining 300 BILLION DOLLARS of goods and products from China, that was being taxed from September 1st at 10%, will now be taxed at 15%.

RELATED:
The farm crisis is spreading. 
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"This is the most appalling kowtow to Peking..."

"The third quarter could be even worse..."
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We're sure all of the Instagram influencers posting about the wildfires in the Amazon will soon post about these other fires, too...right?
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


-China Imposes New Tariffs Starting September 1  Tit for Tat : una por otra
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

ALAI ORG

América Latina Ya sumamos   surysurtv.net
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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


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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Andrew Levine  Recession Now, Please
Evaggelos Vallianatos  Is Environmental Protection Possible? 
Josue De Luna Navarro  What It’s Like to Grow Up Hunted 
Rev. William Alberts  Beware of the Gun-Lover-in-Chief 
John W. Whitehead  American Apocalypse
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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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