martes, 24 de septiembre de 2019

ND SEP 24 19 SIT EC y POL



ND  SEP 24  19  SIT EC y POL 
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco



"Sanders’s plan to tax accumulated wealth, not just income, is particularly aggressive in how it would erode the fortunes of billionaires." 
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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics



TSY Secretary Mnuchin spoke on Fox Business and broke old news about China talks, ended up rather ugly as the triple whammy of consumer confidence crumbling, Trump talking down China in his UN speech, and battling impeachment headlines sparked risk-off moves in stocks and a bid for bonds and gold.

What the algos saw...
SEE Chart:
Dow Futures continue contract


Small Caps and Nasdaq were the day's worst performers...
See Chart:


"Most Shorted" stocks were hammered from the open and basically never looked back...
See Chart:


Treasury yields plunged today (down 8-10bps across the curve) - biggest yield drop in a month...
See Chart:


UST 30Y Yields are now down 6 of the last 7 days, testing back towards 2.00%...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfmE8AC.jpg?itok=XsScf-mV


The yield curve collapsed today...
See Chart:


The Dollar plunged today back into the range...
See Chart:


WTI tumbled further today on Saudi production headlines
And Gold jumped back up above $1540...

Finally, it looks like we're gonna need some more liquidity to keep this potemkin stock market alive...
See Chart:
S&P 500  Index  vs.  Proxy Global Money supply US


Because fun-durr-mentals won't do it...
See Chart:
Beast EPS  -4. 41vs.  Last Price  18.33
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Family offices around the world are stockpiling cash ahead of a market meltdown. 
We have described, in the last several days, a fascinating trend that is developing: the dash for cash ahead of the next market crash.

The Bank for International Settlements (BIS) warned over the weekend about an imminent financial crisis, while it was reported on Monday that billionaire hedge fund manager Paul Singer is building cash to take advantage of opportunities after the next crisis. On Tuesday morning, we noted how 200 institutions that manage a combined $4.1 trillion in assets, are becoming increasingly bearish ahead of 2020. Now Bloomberg is reporting that family offices around the world are stockpiling cash ahead of a market meltdown.

Most offices had 5.4% returns over the 12 months before taking the survey, with disappointing returns in developed markets (2.1%) and significant returns in Asia-Pacific and emerging markets regions (6.2%). North America yielded 5.9% returns, and Europe was 4.3%. 

And we wonder why family offices around the world are building cash? Maybe because the twilight period of global equities is coming to an end, and a growth scare could be imminent (remember fall of 2018?). 

See  Chart:
MSCI WORLD STOCKS  vs  JPM MFG  PMI

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Economists are already predicting “the world’s lowest growth in a decade”, but it is beginning to look like what we will be facing will be much worse than that...


Economists are already predicting “the world’s lowest growth in a decade”, but it is beginning to look like what we will be facing will be much worse than that. 

In recent days, numbers have been coming in from all over the planet that are absolutely abysmal.  The “global economic slowdown” is rapidly transitioning into a new global economic crisis, and central banks seem powerless to stop what is happening.  They have already pushed interest rates to the floor (actually below the floor in many cases), and over the past decade they have absolutely flooded the global economy with new money.  But despite all of this unprecedented intervention, economic conditions are deteriorating at a pace that is breathtaking.

Of course the U.S. economy has been slowing down for quite some time now, and if you doubt this, I encourage you to read this list of 28 alarming facts about our economy that I posted earlier this month.

We haven’t seen economic conditions like this in the United States since the depths of the Great Recession, and many believe that what is coming will be far worse than the last time around.

If things really start to deteriorate in the months ahead, we could be in the midst of a horrible economic downturn by the time the U.S. presidential election rolls around.
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LET’S CHECK BRIEFLY LY THE 28 FACTS ON US ECONOMY
28 Signs Of Economic Doom As The Pivotal Month Of September Begins

#1 The U.S. and China just slapped painful new tariffs on one another, thus escalating the trade war to an entirely new level.
#2 JPMorgan Chase is projecting that the trade war will cost “the average U.S. household” $1,000 per year.
#3 Yield curve inversions have preceded every single U.S. recession since the 1950s, and the fact that it has happened again is one of the big reasons why Wall Street is freaking out so much lately.
#4 We just witnessed the largest decline in U.S. consumer sentiment in 7 years.
#5 Mortgage defaults are rising at the fastest pace that we have seen since the last financial crisis.
#6 Sales of luxury homes valued at $1.5 million or higher were down five percent during the second quarter of 2019.
#7 The U.S. manufacturing sector has contracted for the very first time since September 2009.
#8 The Cass Freight Index has been falling for a number of months.  According to CNBC, it fell “5.9% in July, following a 5.3% decline in June and a 6% drop in May.”
#9 Gross private domestic investment in the United States was down 5.5 percent during the second quarter of 2019.
#10 Crude oil processing at U.S. refiners has fallen by the most that we have seen since the last recession.
#11 The price of copper often gives us a clear indication of where the economy is heading, and it is now down 13 percent over the last six months.
#12 When it looks like an economic crisis is coming, investors often flock to precious metals.  So it is very interesting to note that the price of gold is up more than 20 percent since May.
#13 Women’s clothing retailer Forever 21 “is reportedly close to filing for bankruptcy protection”.
#14 We just learned that Sears and Kmart will close “nearly 100 additional stores” by the end of this year.
#15 Domestic shipments of RVs have fallen an astounding20 percent so far in 2019.
#16 The Labor Department has admitted that the U.S. economy actually has 501,000 less jobs than they previously thought.
#17 S&P 500 earnings per share estimates have been steadily falling all year long.
#18 Morgan Stanley says that the possibility that we will see a global recession “is high and rising”.
#19 Global trade fell 1.4 percent in June from a year earlier, and that was the biggest drop that we have seen since the last recession.
#20 The German economy contracted during the second quarter, and the German central bank “is predicting the third quarter will also post a decline”.
#21 According to CNBC, the S&P 500 “just sent a screaming sell signal” to U.S. investors.
#22 Masanari Takada is warning that we could soon see a “Lehman-like” plunge in the stock market.
#23 Corporate insiders are dumping stocks at a pace that we haven’t seen in more than a decade.
#24 Apple CEO Tim Cook has been dumping millions of dollars worth of Apple stock.
#25 Instead of pumping his company’s funds into the stock market, Warren Buffett has decided to hoard 122 billion dollars in cash.  This appears to be a clear indication that he believes that a crisis is coming.
#26 Investors are selling their shares in emerging markets funds at a pace that we have never seen before.
#27 The Economic Policy Uncertainty Index hit the highest level that we have ever seen in the month of June.
#28 Americans are searching Google for the term “recession” more frequently than we have seen at any time since 2009.
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WTI hovered around $57 ahead of the data, and extended the day's ugly losses after API reported the second weekly surprise build in a row...
See  Chart:
Crude oil  continuo contract
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


BRAVO TULSI!:  We’ve nothing to do with Dems subordinated to Reps’Trumpism

One political commentator warns: "They're doubling down on failure... a failure to bring Trump down with the failed Russiagate conspiracy theory."
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The ‘RU’gate is a theater for Trump & its allies inside Dems. The FACT is that both of them are anti-RU and want immediate war agaist RU-China allies. All Trump’ domestic & foreign policy (manufacturing weapons & wars abroad & wasting the Nation money to favor the voracious greed of big bankers & Corp plus the NATO  operatives worldwide are leading to WW3 Agst RU-Ch-allies.
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She is expected to make a statement at 5 pm ET...
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De la boca para afuera puede decir que ella está contra Trump porque todos lo están, para luego decir que la mayoría del senado no apoyo su propuesta. Acaso espera que alguien le crea ahora su farsa. Ella es otra de las pro-guerras y WW3  y apoya a  Trump en su guerrerismo stupido contra  RU-China-Iran,Ve
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The worst globalist & defender of neoliberal failure worldwide aparenta ser loopuesto

"Your policies are not just. Your policies are cruel and evil... You put your own false sense of virtue before the lives, well-being in [sic] countless innocent people..."
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Trump se puede auto-engañar cuando quiera -crea fantasías ridículas como eso del nobel de la paz- quizá aquí algun desinfo le crea, pero jamás lograra  engañar  el mundo entero. Lo que si puede ocurrir es su impeachement antes o inmediatamente después de las elecciones: carece del poder gobernability.
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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

La peor cobardía de Macron: atacar la persona, no su argumento y de que forma..

Apparently China didn't steal her childhood... 
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Atacar su ‘childhood’ fue lo mas indecente de la cobardía de Macrom. Los que algun dia tuvieron respeto  por este  imbécil, eso se borró, quedo atrás.
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EL US busca incendiar la pradera en cualquier lado (India hoy), sabe que viene L WW3

nuclear-armed state threatened another nuclear armed-state with nuclear war and no one's talking about it...
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Yo tengo admiración por este pueblo.. hoy siento pena que el US lo use así
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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

REBELION

US:  Trump resucita el TIAR  Carlos Fazio
FEM:  La envidia entre mujeres  Ilka Oliva Corado
ALC:  La ideología de la desigualdad  Juan J. Paz-y-Miño Cepeda
ARG:  El Estado benefactor, de empresarios amigos  Silvio Schachter 
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ALAI ORG

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RT EN ESPAÑOL

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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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