miércoles, 7 de agosto de 2019

ND AUG 6 19 SIT EC y POL



ND  AUG 6  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

The Fed may have launched its first easing cycle since 2007 and liquidity-sapping quantitative tightening may finally be over, but Powell may have a much bigger problem on his hands - one which has nothing to do with China, and everything to do with a dramatic drain of liquidity in the market over the next two months.

The Fed may have no choice but to resume Quantitative Easing and start expanding its balance sheet again - potentially as early as 4Q - in order ease funding pressures expected during the coming wave of Treasury supply.
See my extracts  at:
OR
Read the entire article at:
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World recession step up but data on US is very contradictory. See Tomorrow

Despite stocks still being down 5% from pre-Powell levels, today's dead-cat-bounce has prompted a resurgence of 'everything is awesome' with several speaking heads proclaiming "the resilience" of markets
It all began when China fixed the yuan a smidge stronger than expected...

China stocks managed a small bounce in the afternoon but it was not enough to recover from the US-driven catch down...
See Chart:

US Equities had their momentum ignited and despite a pull back into the EU close (and then reacceleration after), managed to squeeze hold gains with Nasdaq best...
See Chart:

NOTE - Dow futs plunged right after hours, erasing yesterday's late-day 200 point rampathon - before the currency manipulator calls.
Dow cash bounced off its 200DMA...

Credit spreads tightened very very modestly on the day...
See Chart:

Bonds and stocks decoupled during the US day session - both bid...
See Chart:
S&P vs, 10 Y Yield

Treasury yields rose on the day, with the short-end underperforming (2Y +4bps, 30Y +1bps)... but remain dramatically lower on the week...
See Chart:

The yield curve did not steepen, staying at its most inverted of the cycle...
See Chart:

Markets are pricing in 2.5 more rate-cuts in 2019 (completely ignoring Powell's insurance cut last week) - not at all what Jim Bullard was hinting at today...
See Chart:
FED rate vs. 2nd  and 3rd Cut

The Dollar Index found support at pre-Powell levels and rallied today...
See Chart:

Oil was worst as the dollar rallied but PMs managed gains...
See Chart:

Oil prices plummeted late on with WTI back below $54...
See Chart:

WTI closed in a bear market, down 21% from April highs...
See Chart:

And as for stocks, its time to party like its 1998...
See Chart:

And so to summarize:
China fixed the yuan slightly stronger than expected and US equity markets soared rather unbelievably... but Chinese stocks did not, Hong Kong stocks did not, European stocks did not, the dollar rallied, crude crashed, gold gained, bonds were bid even as stocks squeezed higher, and Jim Bullard poured cold water on hopes for ever more rate-cuts. So everything else in the world was saying this is not a reduction in rhetoric, but US mega-tech stocks "know better."
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NATION OF SHEEP, RULED BY WOLVES,  OWNED BY PIGS

The economic, social, political, and military distress pervading the world should be terrifying the average American, but most are blissfully ignorant of the coming anguish when the best laid plans of central bankers and corrupt politicians blow up once again...

Strauss & Howe provide four possible outcomes to our current Crisis:
  1. This Fourth Turning could mark the end of man. It could be an omnicidal Armageddon, destroying everything, leaving nothing. If mankind ever extinguishes itself, this will probably happen when its dominant civilization triggers a Fourth Turning that ends horribly. For this Fourth Turning to put an end to all this would require an extremely unlikely blend of social disaster, human malevolence, technological perfection and bad luck.
  2. The Fourth Turning could mark the end of modernity. The Western saecular rythm – which began in the mid-fifteenth century with the Renaissance – could come to an abrupt terminus. The seventh modern saeculum would be the last. This too could come from total war, terrible but not final. There could be a complete collapse of science, culture, politics, and society. Such a dire result would probably happen only when a dominant nation (like today’s America) lets a Fourth Turning ekpyrosis engulf the planet. But this outcome is well within the reach of foreseeable technology and malevolence.
  3. The Fourth Turning could spare modernity but mark the end of our nation. It could close the book on the political constitution, popular culture, and moral standing that the word America has come to signify. The nation has endured for three saecula; Rome lasted twelve, the Soviet Union only one. Fourth Turnings are critical thresholds for national survival. Each of the last three American Crises produced moments of extreme danger: In the Revolution, the very birth of the republic hung by a thread in more than one battle. In the Civil War, the union barely survived a four-year slaughter that in its own time was regarded as the most lethal war in history. In World War II, the nation destroyed an enemy of democracy that for a time was winning; had the enemy won, America might have itself been destroyed. In all likelihood, the next Crisis will present the nation with a threat and a consequence on a similar scale.
  4. Or the Fourth Turning could simply mark the end of the Millennial Saeculum. Mankind, modernity, and America would all persevere. Afterward, there would be a new mood, a new High, and a new saeculum. America would be reborn. But, reborn, it would not be the same.
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 The coming art refer to lower middle classes, not to financier in the production sector
While incomes have remained stagnant for two decades, the price of cars, colleges, houses and healthcare have all risen. Here's why
See Charts:
% change in debt since 2003 & types of non-housing debts
See More interesting charts at:
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Gold hit record highs in a number of currencies this week as trade war worries, geopolitical uncertainty drove investors to seek safe haven... following central banks buying a record amount of the precious metal in the first six months of the year...
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IF kripto currencies are legalized.. the price of gold felt down.. but if gold felt down is the USD who felt first. In either trump for the US is the adoption of gold to support our USD the best chance to survive. Fact: the world market is dumping USDs and it will continue to do so while the war-trade continue. The IMF has no chances to recycle USD any-longer.. as soon as VIX become more unstable the shortest the life of USD. The IMF will divorce US to really exist. The world market  already has the replacement for Ms Lagarde. Time B clickng
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RELATED:
The data is good, but xenophobia don’t.. Gold-price has own dynamic, no Chi in it.
China's last warning?
See Chart:
SEE more charts at
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SOURCE:  https://www.zerohedge.com/news/2019-08-06/treasury-yields-plunge-gold-jumps-ahead-yuan-fix
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 Here a FACT: WTI loses + wishful thinking: surplus in 2020 situation
“This could very well mean we as a market significantly overestimated demand growth for oil and we could easily be in a surplus situation in 2020.”
See Chart:

It would appear trade uncertainty is trumping (pun intended) supply fears.
See Chart
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 Kiwi example: What if other big Corp felt down. Money goes to big markets, so…

The New Zealand Dollar is tumbling following a surprise 50bps rate-cut by RBNZ (economists had forecast 25bps) to 1.00%, citing downside risks on inflation and jobs.
Kiwi has plunged...
See Chart:

And 10Y Kiwi note yields plunged 17bps to a record low 1.128%! 
Sound familiar!: See Chart:

They also secured themselves a weaker currency even if the Fed finds itself pushed toward further rate cuts.
Additionally, this brings RBNZ's policy rate in line with RBA's rate...
See Chart:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

The past.. the answer?... no entirely  right.. but it is a factor to consider..sword is differ

Our data show that mass shooters have much in common. Instead of simply rehearsing for the inevitable, we need to use that data to drive effective prevention strategies...
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RELATED
Here a more accurate approach:
Let’s use statistics and psychological profiles, not inflamed rhetoric, to craft meaningful violence-control legislation...
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In AOC case.. it is socialism what you don’t accept.. The 70Bill financing Elect make diff
"Clearly not wise..."
[ Clearly you don’t know nothing about dialectic-logic! ]
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In politics it’s ‘social justice’ message from socialist what makes the differenc. The rich defend their class: Do you know how much Trump & fam expend in last elections? Do you know how much the whole ‘financier’ expend in Elect? Do you know how much they have now? Social justice in Polit is big busi for th
Ben Garrison can give you an image
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... you don’t even have to be a dissident to get flagged by the government for surveillance, censorship and detention... All you really need to be is a citizen of the American police state.
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With this logic you conclude that police is being used like toilet paper. No fair
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The other side of anti-FEM: to coward attack to boyfriend. We ashame of what happ..
Her campaign paid the mystery man's firm more than a quarter of a million dollars, FEC records show.
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It was enough the US shameless we suffer when we attack Ilham Omar. Basta!
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"A combined GateHouse-Gannett entity would own one in every six newspapers in the nation and control over 100 local news operations."
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No queda otra que pegarse al internet y attack if this freedom is attack
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Japan, Western Europe, and North America are regions where the smartphone bust is increasing. 
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Si la oferta crece, los precios caen, peor si la gente no tiene + money to buy. Rise the mínimum wage to $15 USD is the best solution to this problem.
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Don’t assault a Bank if no sure they have $650 Th in cash, better be assaut by LB advis
Former Lehman Brothers LB executive reveals one of Wall Street’s best kept secrets. A proven system for turning $500into $650,000 (or more)—without touching the stock market. In fact, this system is responsible for the most profitable investment of all time!
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If you want to be assaulted by LB you lose $500, is your money. Give a gift t LB
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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

Nasty US propaganda in favor of WW3.. worse even when plagued with xenophobia
When will Americans start to wake up and realize what is happening?
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We never got bombed & we did bomb Hiroshima & Nagazaki. We were not prosecuted  for this huge terrorist act and we want to do it again. But RU-Chi and other nations are armed too and are ready to hit our land if one nuke missile rich them. We are all be incinerated in WW3 just because-T wanted. So wake up: if this propagan continue we can sue Trump for crime Agst Peace + +
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Lies can bring comfort to liars.. but it doesn’t mean is REAL.. I do read China news

Ironically China has been key to thwarting Trump's desire to take Iran's crude exports down to zero.
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NO irony in oil-Busin. FACT: China has more inter in common w-Iran than US
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The big dream is India to be next pawn of US.. keep dreaming, but it won’t happens
New Delhi has found itself caught in the middle of Washington and Beijing's war over the future of 5G
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You wrong:  Beijin don’t use US policies.. they use the opposite. Think about
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Look around and you’ll see the level of chaos is rising rapidly but it all has one through-line. The post-WWII established order is, bluntly, freaking out about their inability to control the narratives and maintain control.
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Don’t forget: we’re in the last stage of empire rule: nasty collapse so far. With china there is not win-win game, it’s the opposite lose-lose game & the one who lose more is the one who has less support from mid-financiers & people. And don’t forget Iran: there can start the whole US-NATO collapse startng UK.
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 Quien cria fuegos.. muere quemado.. quien está cerca se quema también. Evitalo!
"take extreme precautions or postpone their travels in the face of the proliferation of acts of violence and hate crimes."
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It is good to be invaded? That logic doesn’t in Mex, They’re nationalist as we are
...Mexicans are safer in El Paso than they are at home.
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Hist-teach: Mex are safer is US don’t invade them. Next is attack to US inside
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

- Japan Needs to Balance its Alliance with the US amid China's Rise.  It is easier for JA-China to get along and not with Hiroshima-Nagazaki terrorists
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION
ECOL: El debate sobre "resilvestrar"  Elisa Oteros Rozas
ECOL: Cuál es la mayor amenaza climática?  Paola Rosa-Aquino
BRA:  Rumbo a un estado policíaco?  Luis Leiria
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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

- Tulsi Gabbard: R.I.P.  By Paul Craig Roberts
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FOR TOMORROW :

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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