martes, 27 de agosto de 2019

ND AUG 27 19 SIT EC y POL



ND  AUG 27   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 equity markets were pumped once again overnight, dumped from the open, then managed a low vol melt-up back to unchanged for Nasdaq, S&P, and Dow; but Trannies and Small Caps were major underperformers...
See Chart:

Philip Morris and Altria announced merger talks, spiking the latter initially but it didn't end well...
See Chart:

Stocks rallied into the US open on the heels of an oddly uniform plunge in VIX, but once cash markets opened, VIX popped and stocks dropped...
See Chart:

Treasury yields tumbled today led by the long-end (2Y -2bps, 30Y -7bps)...
See Chart:

30Y Yields fell back below 2.00%, closing at a new record low...
See Chart:

The yield curve collapsed today.
3m10Y crashed to a new cycle low...
See Chart:
UST 3m10Y Spread

We now have had three months of a 3-mo/10-yr yield curve inversion. The track record this has had in predicting recessions: 100%.

The Dollar Index ended practically unchanged after ramping from the US cash equity open following overnight weakness..
See Chart:
Bloomberg Dollar Index

Silver dramatically outperformed gold once again (silver surging from 27-year lows relative to gold)
See Chart:

Bonds & Bullion have been August's big winners so far with stocks suffering...
See Chart:

Finally, the odds of a US-China trade deal have collapsed back to cycle lows today, not helped by the comments from Global Times...
See Chart:
Market= Implied  US-China Trade Deals Odds

The S&P 500 is 4.5% from its all-time record high... and investors are suffering from "Extreme Fear"...
See  Charts:
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"Affordability" based on declining interest rates is an illusion... People shy away from buying homes for one primary reason: sticker shock...
See Chart:
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"China's economy is increasingly driven internally, it's more and more difficult for the US to press China to make concessions."
US equity markets just legged lower, erasing more of the happy-talk gains from yesterday following a tweet from Global Times Editor Hu Xijin that appears to signal no great desire to move towards a trade deal any times soon:
" China on Tuesday issued 20 directives to boost consumption, in an effort to further tap domestic market, not putting so much emphasis on trade talks. China's economy is increasingly driven internally, it's more and more difficult for the US to press China to make concessions."

Dow is tumbling...

Treasury yields also accelerated lower...
See Chart:
We're gonna need another imaginary phone call to save this one!
Yeat sure.. Peoples call to Trump asking immediate RESIGNATION
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Well that de-escalated quickly...
See Chart:
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...taking a “nothing can go wrong” approach to Argentina was perhaps somewhat cavalier.

Despite huge intraday swings, stocks have been range-bound for a month as Treasury yields tumble and the yield curve inversions extend to 12-year lows.
See Chart:

But, despite the relatively tranquile range of stocks, former fund manager and FX trader Richard Breslow notes that traders are having a devil of a time dealing with intraday volatility.
See Chart:
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We see increasing evidence that monetary policy easing in this environment supports asset prices more than the real economy. This increases risks for asset prices bubbles, with the eventual adjustment leading to a worse economy-the Greenspan mistake.
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Is China really going to sign up willingly to a new US order that doesn’t allow for Made in China 2025 or the South China Sea, or regional primacy? Clearly not.
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"The escalating trade dispute is likely to weigh not only on the global economy and thus on oil demand, but also on US oil exports directly...After all, China has been one of the largest importers of US crude oil in recent months.”
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...the Shanghai government advised shoppers to visit the store during "off-peak" hours and to"consume in a rational manner."
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...the extent of the fallout as the war continues is only becoming evident now, as some companies find it hard to secure the funding for their ambitious LNG projects.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


Will impose an immediate moratorium on federal approval of mergers of major media companies.
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"There’s even an argument that the election itself falls within the Fed’s purview."
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"I know where you live ... I know where you work."  Hollywood Hit
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As for America, have we ceded to Netanyahu something no nation should ever cede to another, even an ally: the right to take our country into a war of their choosing but not of ours?
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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
REEBELION
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ALAI ORG

Trade-war: guerra comercial y perspect para el 2019  Oscar y Arturo
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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

-Israel attacked Lebanon and Syria: So what?  By Andre Vltchek  El aliado del monstruo fascista la pagara y caro.
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Mike Miller  From Protest to Power
MB & ND: Are Sanders- Warren Throwing a Lifeline to Military-Industrial Complex?     They didn’t present any evidence that E-Warren had nexus with M-I-C. That is very irresponsible. In Sanders’ state there is a base of MIC, but not evid-of B-Sand nexus
Ted Rall: Freedom of the Press? Not in the U.S.  Yes there is but is stronger freed t lie
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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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