ND
AUG 25 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
Interesting that this week - as central planners gather in Jackson Hole
- saw The Fed's Treasury bond
holdings rise for the first time since QE ended way back in late 2014...
Summary
- Federal Reserve holdings of Treasury's has risen for the first time since QE ended in 2014.
- Quantitative Tightening is over, but is outright QE back???
- Ongoing "direct monetization" continues, with un-matched declines in Excess Reserves versus Fed held Treasury's and MBS.
Interesting
that this week, for the first time since QE ended way back in late 2014,
Federal Reserve holdings of Treasury bonds rose (yellow columns,
below). The $8 billion increase is the first seen since QE ended almost 5
years ago and comes after QT (quantitative tightening) had been decelerating
since mid 2019. However, the outright increase in Treasury holdings is
still a bit of shocker. Can't say if this was a
one off... but this deserves a bit more attention.
See Chart:
So what
exactly was the Fed buying? Seven to ten year Treasury's! The chart below shows the
Fed's mid duration holdings (red line) and the weekly change in those holdings
(blue columns). The
purchasing this week was only bested by a single week in 2011...when the Fed
was feverishly running its QE program?!?
See Chart:
After a long period of selling/rolling off mid duration
Treasury's (red line below), late 2018 and early 2019 saw an end to the
selling...and now a
sudden burst of Federal Reserve purchasing coinciding with a sharp decline in
the 10 year yield (shaded blue area).
See Chart:
And the Feds long duration holdings versus the 30 year
Treasury yield. The current move down in the long
yield is exactly what was seen, in anticipation prior to QE1, QE2, and
QE3. Hmmm.
See Chart:
For
those curious what the correlation of Federal Reserve Treasury buying to equity
valuations has been...chart below is Fed Treasury holdings versus the Wilshire
5000 (representing all publicly traded US equities). When the Fed buys, stocks go up...when the Fed holds or
sells, stocks struggle (except for 2017, but that's another story).
See Chart:
….
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EASY TO UNDERTAND US ECON ISSUES
LA
ECON USA ES FACIL DE ENTENDERSE
Con
paciencia y saliva un elefante de comió una hormiga. Aqui es al revés.
Si
te quieres comer el elefante Econ-US,
don’t worry about the 1st chart.
Interesting truth at the end…& beautiful lessons at all
….
"...now, because the outcomes are already
bad, they’re wanting to drive interest rates even lower to deal with the
bad outcomes that these low interest rates have already caused..."
OPEN:
AT: https://nd-hugoadan.blogspot.com/
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More QEs & bailouts to the mafias of Wall Street? More food to rats won’t solve Ntg We all know
that Trump’ stupid diplomacy with China will have world effects. We have it
now…
A GLOBAL RECESSION, IS HIGH AND RISING,
said Morgan Stanley.
This past
week, media reports have indicated that China, Germany and the US could be
considering new fiscal stimulus measures. Don't hold your breath.
….
The only solution is to design a
post-neoliberal plan with no WS specul in it
….
While some fiscal stimulus is under way this year, we expect
limited further expansion next year (the cyclically adjusted G4 fiscal deficit
will rise to 1.5% of GDP in 2019 on our forecasts, from 1.2% in 2018, and will
rise marginally to 1.6% in 2020).
See Chart:
Cyclically Adjusted Primary Gov’t Budget Banalance (% of
GDP)
A SLOWDOWN IS SET IN
MOTION
Lingering trade-related uncertainty
has put the wheels of a global slowdown in motion. We expect global growth to slow further, to 2.8%Y in 4Q19, and
remain below 3%Y for the first half of 2020, as the slowdown is broadening out
to the non-manufacturing sector, labour markets and consumption. Continued trade tensions, combined with reactive monetary and
fiscal policy, mean that the risk of non-linear tightening in financial
conditions, triggering A GLOBAL RECESSION, IS HIGH AND
RISING.
….
SOURCE: https://www.zerohedge.com/news/2019-08-25/morgan-stanley-dont-hold-your-breath-fiscal-stimulus
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
“I have
second thoughts about everything.”
….
What about bringing home the guns you
sent to Taiwan and what about retracting from sanctions & blockage to Iran
& Ven…+ given nukes to RU neighbors .. IF the US don’t dismantle these
policies ..the conflict with China-RU & allies will continue & the
war at Econ-Geo-Pol level .. aggravated.
IF peace is an honest Trump’ intention, do it now and lead the agenda fo
dismantle nukes world-wide. Otherwise the Econ-crash will hit the Nation before
elections: bankruptcies will multiply, assault to stores too & the violent chaos you create will have
victims.. you won’t be re-elected .. the Nation in streets will force you to resign or be deposed. Is this part of your 2nd
thought? It must be, but I believe you’re unable to think .. you will
respond with more violence and that will be your end: You may be the 1st
Potus in jail.
====
Serious signs of internal division:
...the Pentagon keeps an
ace up its sleeve in case any state politicians get uppity. The
Pentagon will simply threaten to remove
millions of dollars worth of spending from any state which refuses
to immediately comply.
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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
The Sunday
session already had a flash crashy feel to it, when the first casualty as said
"feel" became reality was the Turkish Lira, which suddenly snapped,
plunging as much as 15%
….
Time to get out from Syria and/or
help to take out ISR too (the bad example)
====
Si todo lo
que hace en VEN lo hiciera aquí en el US.. el bufón Guaido ya estaría muerto.. Pero
es el US quien fabrica fuera del país estos sirvientes cretinos
As with most things about US foreign policy
today, the irony of
this situation is just too much to bear...
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SPUTNIK
and RT SHOWS
GEO-POL n
GEO-ECO ..Focus on neoliberal expansion via
wars & danger of WW3
- Hezbollah
Leader Denounces Israeli Drone Attack in Beirut, Vows to Confront Such
Incidents in Future
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
RT EN
ESPAÑOL
- "Ataque directo contra la soberanía": El Líbano confirma que dos drones israelíes se estrellaron en Beirut
- Brasil: Las llamas y el humo se propagan por la Amazonia (VIDEOS)
- VIDEO: El volcán mexicano Popocatépetl registra una explosión y expele una columna de ceniza de 1,5 kilómetros
- "EE.UU. busca nuevas alternativas para seguir conspirando contra el Gobierno de Venezuela"
- Keiser Report El 'Titanic' de la economía global está hundiéndose
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
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PRESS TV
Resume of Global News described by Iranian observers..
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