viernes, 27 de septiembre de 2019

ND SEP 27 19 SIT EC y POL



ND  SEP 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

Americans may not be getting richer but at least fewer are forced to resort to begging.
           In other words, median household income in the US is unchanged since 1989!
See Chart:

See more interesting charts at:
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THE UGLY TRUTH:
President Trump started the week with a well-timed "sooner than you think" comment on the proximity of a China trade deal, then continued to lambast China in his UN speech, raises prospect of more Huawei sanctions, and floats the idea of capital controls on China inflows. All of which prompted a response from China's Wang, warning that "China does not cower to threats." A few well-timed Fed headlines (mainly Bullard's uber-dovish job interview comments) and selectively picking US data to meet the narrative helped stocks; but in the end it was an ugly week for US, China, and European stocks...
See Chart:
Comparing Germany with China vs. US  on current economics

However: Market-implied trade deal odds slipped this week...
See Chart:
Odds of trade deal with China :  down

US stocks tumbled on the week with Small Caps leading the plunge (worst week for Russell 2000 since May)...
See Chart:
Read line: US?

All the major indices tested or broke below key technical levels...Nasdaq below 50, 100DMA; Russell 2000 below 200DMA; S&P testing 50DMA...
See Charts:

FANG Stocks were battered this week, back to their lowest since January...
See Chart:

Quant funds oscillated flows all week - Momo was down, up, down, up, and down...
See Chart:

This week's move should not be a total surprise as it was the downside pin from options gamma...
See Chart:

VIX surged almost 3 vols this week - the most in 2 months -back above 18
See Chart:

Treasury yields ended a volatile week LOWER...
See Chart: 

UST 10Y Yields fell back below 1.70%...
See Chart:

The week did see take-up for The Fed's liquidity spigot drop, but we still have the actual month-end day (Monday) to go...
See Chart:
NYFED O/N  Repo Operations:  Submitted vs. Acepted

Before we leave bondland, here's WeWork's 2025 bond collapsing to record lows (and thus record high yields at 11% - quite a cost of funds!!)
See Chart:
WeWork 2025  Bond Price

The DXY Dollar Index up it roared higher this week...
See Chart:

Finally, we wonder if the ascent of Warren in the prediction markets is starting to affect stocks...
See Chart:

GLOBAL ECONOMICS SURPRISE INDEX:
For now it seems like the Q3 surge in global economic data has ended abruptly (biggest weekly drop since June)...
See Chart: 
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RELATED:

One professor said the mortgage market's exposure to natural disasters could be massive - possibly even as large as the losses from the subprime crisis.
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EL capital productivo es sacrificado en el neo-liberalism: NO el capital especulativo

Brace yourself, because this stat is about to be utilized by Democrats in every debate and speech between now and November 2020...
Premiums rose 5% to $20,576 for the employer-provided plans in 2019. On average, 71% of that cost is borne by the businesses while the rest is paid by the employee.
But why is this number such a milestone? As economist Drew Altman told WSJ"It's the cost of buying an economy car, but buying it every year."
Though employers still bear a larger percentage of the overall cost of health-insurance plans, costs for families rose even more swiftly than costs for employers this past year, with an 8% jump (to $6,015 a year). Singletons fared slightly better: Premiums for the individual plans increased by just 4% (to $7,188).
See Chart:
Health Check

Though Democratic Socialists like to complain about the immense profits that the health-care industry is raking in, the biggest driver of these higher insurance costs is simply the rising price that insurers and employers pay for health care.
"The vast majority of this can be explained by prices," particularly for hospital care, said Niall Brennan, chief executive. Consolidation by hospital systems has in many cases given them a larger share of their local markets, which "enables them to engage in pretty unconstrained pricing behavior," he said.
A report published earlier this year from the Health Care Cost Institute found that between 2013 and 2017, average health care prices increased 17.1%, while health-care utilization declined 0.2%.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


An 'attempt to defraud the American public'
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By making Ukraine the focus of the impeachment drive in the House, Pelosi has also assured that the questionable conduct of Biden and son Hunter Biden will be front and center for the next four months before Iowa votes.
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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


Regardless of corruption in Ukraine, it was still smart to withhold funds until after the leaders spoke, because it made Trump the only person Zelensky needs to satisfy. That’s what we want from our presidents...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

- Julian Assange's Health Deteriorating Amid Isolation in UK Jail  UN should give him the NOBEL Prize of Peace and demand his Immediate liberation
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION
LULA:   El preso del Sur global  Rafael Poch
Día Mundial del Turismo: El turismo no es tan alegre como parece FB
Rev permanente del sentido  André Breton  FBA Domínguez
Cuba: Lo que merece ser defendido  Yassel A. Padrón
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ALAI ORG

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RT EN ESPAÑOL

·         "Saque lápiz y papel": Venezuela dicta a Duque las coordenadas de "campamentos de terroristas" en Colombia (VIDEO)

·         Delcy Rodríguez en la ONU: "EE.UU. ejerce un nuevo tipo de terrorismo que usa bancos en vez de bombas" (VIDEO)

·         Rusia ante la ONU: "Es difícil para Occidente aceptar que su dominio en los asuntos mundiales se está desvaneciendo"

·         Vizcarra planteará cuestión de confianza al Congreso de Perú para cambiar reglas de elección del Tribunal Constitucional

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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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