jueves, 8 de agosto de 2019

ND AUG 8 19 SIT EC y POL



ND  AUG 8  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


ARE YOU NOT ENTERTAINED?!?!!  FACT: it is false that China is losing d trade-war

Another buyback-sponsored surge in stocks met with gains in bonds and bullion
Once again all eyes were on the yuan fix overnight which was set weaker than 7/USD for the first time since 2008, but was slightly stronger than expected (and thus interpreted as China seeking stability)...
See Chart:

Chinese stocks managed modest gains only again after the fix (and better than expected trade data), but remain well in the red for the week...
See Chart:

Dow futures have retraced Fib 61.8% of the post-Powell plunge...
See Chart:

BYND was battered back below its Secondary offering price
See Chart:

VIX dropped back to a 16 handle today..  Good!
See Chart:

Stocks and bond yields dramatically decoupled this afternoon...
See Chat:
Nasdaq vs. 10Y Yield

Treasury yields tumbled back lower in the afternoon... and are still dramatically lower on the week...
See Chart:

This was another large range day for bonds though (11bps in 30Y after the longest-duration auction ever)...
See Chart:
UST 30Y Yield vs. 30Y Auction

The Dollar Index ended the day lower, but remained in the narrow range of the week...
See Chart:

Gold managed gains as it surged back higher on the auction/Italian headlines...
See Chart:

Finaly and as a quick reminder, Gold remains the biggest winner since The FOMC meeting and stocks worst...
See Chart:

So on the week: Stocks are unchanged, TSY yields are down 14bps, Gold is up 3%, and the dollar is fractionally lower. One of these things is not like the other!!
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SOURCE:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"investors in US equities seem not to all be on the same page"
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"Central banks, led by the Fed, are destroying the global financial world order. Today’s $15 trillion of negatively yielding debt is lunacy." - Guy Haselmann
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La crisis engorda a los cerdos:

“On Monday when the market dropped, the Goldman Sachs buyback desk saw executions increase dramatically,”
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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


All the propaganda in favor of WW3 is idiotic

"Between 4.4 million and 11 million barrels of Iranian crude were discharged into China last month..."
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Iran has the same right we have to sell & buy whoever they want
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If it sounds to you like Red Flag laws are actually the imposition of 'pre-crime' policies, you’re right. If they sound unconstitutional to you, you’re also right...
Using guns is part of Amer-Culture + Constit-Law. It only became a problem during internal Econ & Polit crisis. Solve abysmal econ-inequalities is the 1st task to solve criminal uses of guns. Solve the geo-political evilness of promot-war abroad and making the manufacture of WMD plus nuke-balistic missiles the main source of revenues of our country and change this environment in favor of PEACE is the main factor to solve the misused guns by crazy Amer. We create this craziness & we can solve it without kill Cosnt-Laws & Am-cult. Just create special jails & keep them in solit-confindt until Psychologist say so.  If Trump wants them in death row, he may be next, his crimes W-w are worse. Cases in point: Syria, Yemen, Ven , latino-Migrants.. + & +    
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Pointing Govt inefficiency:
“We generally don’t stimulate the economy after ten good years. We usually accept that there will be an ebb and flow to the cycle and there might be justified recession.”
Many people take Fed actions at face value.
The answer, of course, is that the Fed anticipates economic weakness (or sees it taking place) andwants to ward it off. So the second-level thinker wonders how bad the outlook is, how much worse itmight have gotten without the rate cut, and whether the cut will be sufficient to avert a slowdown
ARTICLE BLOCKED: fascism in action
GO TO THE SOURCE:
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"With no end in sight, there are significant downside risks to our forecasts for U.S. and global growth,"

According to Fox Business, one of Wall Street's favorite indicators of a looming recession, the spread between the three-month and 10-year Treasury yields, just flashed its most serious warning about a coming downturn since 2007.
See Chart:

Meanwhile, the yield on the 30-year Treasury bond has almost never been lower - except in 2016, when the yield closed on 2.08% in July 2016.
"We have gone from some degree of uncertainty to bucket loads of uncertainty yet again," said Fraser Howie, who has two decades of experience in China’s financial markets and co-wrote the 2010 book "Red Capitalism."

See Chart:
UST 30Y Yield

Morgan Stanley economists predict that if the US puts ~25% tariffs on all Chinese imports for four to six months and the country hits back, a global economic contraction is likely within three quarters. The tensions also extend beyond the US and China to include Japan and South Korea as well as Britain’s future relationship with the European Union.

Even though the central banks are barely done cleaning up swinging back toward rescue mode, having cut rates a week ago for the first time since 2008, the Federal Reserve is on course to do so again next month and investors price in further action by year-end. This, despite Fed Chairman Jerome Powell’s signal that he’s undertaking more of a mid-cycle adjustment than a pronounced easing cycle, but we'll see how economists, were they up on top.
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War-trade worse & worse. In lose-lose game all depends who play chess vs.pocker

tit, meet tat...
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One truth can destroy Thousand-lies:  1+1= 11. The coordinated action of ‘parts’ is greater than it’s sum.  In systems theory this is called synergy-A. In Spanish: la alianza define la fuerza del  Mov y cambio.

Viral photo showed an alleged US "subversion expert" plotting with anti-Beijing activists at a Hong Kong hotel. 
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The "THUGGISH REGIME" is Trump’s for meddling nasty in foreign affairs
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China is playing chess ( a strategic game) they calculate 3Movs +3 Answ to hit with 7 move

"It’s only a question of time now, and I don’t think it’s going to be that much time, before gold starts making an all-time record high in terms of US dollars as well,"
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It was expected by China.. they piled gold & oil.. now they can hit the USD.  Where is this USD manufactured and how to destroyed? Easy to Know & hit
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Peter Schiff Chart:
USD ( against Global Fiat) vs. USD (against gold)

Peter went on to reiterate that the Fed is going to keep cutting rates, noting that Goldman Sachs has projected 75 basis points in cuts by the end of the year.

They’re looking for 75 basis points. We’re going to get 200 basis points. And the reason it’s 200 is because that’s how many we got. Because once they cut 200, now we’re at zero. And the fact of the matter is 200 basis points is not a lot of cutting when you’ve got a bubble this big, and when you’re going to try to reflate an even bigger bubble, you’re going to have to have a lot more ammunition than that, which is why the Fed is going to be going back to quantitative easing. But even that is not going to be enough because it’s going to produce an overdose.”
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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

ALAI ORG

Argentina  Un paso adelante  Atilio Boron  
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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

-NATO’s China Double-Think  By Finian Cunningham
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Fran Shor  White Terrorism
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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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