ND SEP
4 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 market held the overnight
gains as a procession of Fed Speakers all toed the
narrative line that rate-cuts are coming and The Fed needs to watch the world
when it decides on policy...
Williams (Dovish): "Ready to act as
appropriate", July cut was right move, economy mixed (admitted consumer
spending not a leading indicator), international news matters, low inflation
biggest problem.
Kaplan (Dovish):
"Monetary policy a potent
force", worried about yield curve inversion, economy mixed (factories weak
due to trade, consumer strong), watching for "psychological effects"
on consumers, "if you wait for consumer weakness, it might be too
late."
Kashkari (Dovish): Tariffs, "trade war are really concerning
business", job market not overheating, slower global growth will
impact US, most concerned about inverted yield curve. Fed's policy is
"moderately contractionary."
Bullard/Bowman (Looked Dovish):
Took part in "Fed Listens" conference but made no comment on policy
but then again when has Jim Bullard ever not been dovish.
Beige Book (Mixed):
Moderate expansion but trade fears are mounting, but optimism remains, despite
what Kashkari says:"although
concerns regarding tariffs and trade policy uncertainty continued, the majority
of businesses remained optimistic about the near-term outlook"
Evans (Dovish):
Trade policy increases
uncertainty and immigration restrictions lower trend growth to 1.5%, Auto
industry especially challenged
And the
market is now pricing in a stunning 124bps of cuts through the end of 2020...
See Chart:
With an
increasing number of traders betting on US rates going negative before the end
of 2021...
See Chart:
It is
clear that US equities are only supported by The Fed now as a trade deal is
almost entirely priced out...
See Chart:
DOW vs.
ODDS of a Trade Deal
Most
Shorted stocks massively squeezed at the open and ramped after Europe closed to
get back to unch on the week...
See Chart:
THE
YIELD CURVE REMAINS DRAMATICALLY INVERTED...
See Chart:
The
Bloomberg dollar index plunged today - 2nd biggest drop in 2019...
See Chart:
Yuan
surged for the second day, back up to last Friday's highs...
See Chart:
Finally, some fun charts for your
consideration.
CapEx is collapsing, Deutsche:
“We are getting more and more worried about the impact of the trade war on
capex spending”...
See Chart:
Capex
starting slowing down in 2018H2:
Manufacturers New Orders
Global
Manufacturing is a bloodbath...
Four Charts:
And, as
earnings expectations have collapsed this year, only global liquidity has saved
stocks (but even that is diverging now)...
See Chart:
And
doesn't look likely to improve anytime soon...
Two Charts:
….
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In coming quarters a policy mistake
(inflation targeting/MMT) and/or the start of policy impotence,
will likely cause a jump in interest rate volatility, end the
decade-long bullish combo of Minimum Rates-Maximum Profits, signal the Big Top
in asset prices.
SEE Chart:
Interest
Rates since 300BC
Demographics: US
labor force growth leads US inflation and set to remain very low in coming
years; in Japan/Russia/Southern Europe working population will contract by 20
million by 2025.
Meanwhile, Deflation has delivered a non-stop
liquidity bubble...
See Chart:
…extreme wealth inequality…
See Chart:
US assets prices & US labor force participation
rate since 1978
…and Wall St still "too big to fail"
See Chart:
….
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We hope Trump mute his tweets
& threats on China, otherwise the fall will be death
Futures soared after China announced
that top trade negotiators will travel to Washington in early October for talks
with U.S. counterparts, to resume negotiations to resolve their trade war
….
IF China didn’t make such agreement & is a nasty T-trick
we’ll pay its effects
====
With this “negotiation plan” we
won’t get nothing. Better to change Trump
"Let me tell you, if I wanted to
do nothing with China, my stock market, our stock market, would be 10,000
points higher than it is right now. But
somebody had to do this."
====
"It’s pointless following him too closely --
he might say something today and it will be a whole different story
tomorrow."
…
SO FAR not trust on
Trump and IT STAND TO REASON
====
US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
He has to save the bunkers below
Jerusalem where big printers of USD are located
Trump's other wall..
….
No es el amor al chancho sino a los
chicharrones
====
GM is expected to lead the
negotiations, which are being called "the most contentious in at least a
decade"...
….
They must create a big
united UNION too
====
He cannot lie to our Nation + Silence them = FASCISM = not vote him = time f REV
Missed by
those who view consumption as the driver of growth is that we all have theoretically infinite desires to
consume that are logically only limited by our individual ability to produce...
====
When “disinformation” is redefined to
include all potentially polarizing stories that don’t conform to the
establishment narrative, reality
is discarded as so much fake news and replaced with Pentagon-approved pablum...
====
...means
that a tremendous amount of pain
is ahead, and the American people are completely unprepared for that.
….
IF China don’t trust
Trump’words & we don’t trust him either: this is the time for him to resign,
OR for the Supreme Court to demand his
resignation and prepare a temp Gvt + immediate call for election with 3er
option included. It means that 35% of Poli Power go to 3rd mayor
voting party regardless the N. of votes obtained. That is the only way to go
beyond the obsolete duo-poly system we have and the best chance to assure
transition to Peace Developmt
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Schumer is predictably pissed...
…..
BOTH the military
budget and this one are waste of NATION’ money. The 1st is based on
misreading the Keynesian Economics : Gvt expensing should foster the growth of
GDP , not drained. And the 2nd is based on anti-latino racism full
of family & kids abuses.
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“It’s
okay to be happy, even celebrate, when bad ‘transphobic’ people die...”
====
IBD/TIPP
was considered one of the more accurate polls during the 2016 US
election...
….
Most people like E
Warren as Presid & Tulsi Gabbard as VP.
And of course we want Dem-Socialists as 3rd option party. It is
time to remove the wolves & Haines in power and install
the creativity & intelligence of FOXEs inside.
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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
...the
staggered 25-year deal could mark seismic
shift in the global hydrocarbons sector...
====
"The US and Russia have them. Every
developed nation has them."
----
We all don’t need nukes… should be his right
policy
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SPUTNIK
and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
-Still supporting Guaido? State
Department Says to Provide $120Mln in Humanitarian Aid to Address Venezuelan
Crisis
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NOTICIAS
IN SPANISH
Lat Am search f alternatives to
neo-fascist regimes & terrorist imperial chaos
REBELION
====
ALAI ORG
====
RT EN ESPAÑOL
- EE.UU. impone aranceles al acero estructural de China y México
- Maduro anuncia el despliegue de su sistema de defensa antiaérea en la frontera con Colombia
- VIDEO: Lo que quedó de Bahamas tras el paso del huracán Dorian
- La tormenta tropical Fernando toca tierra en México
- Guatemala declara 'estado de sitio' en varios municipios tras violenta emboscada a militares
- Lavrov: "Rusia y EE.UU. no pueden permitirse el lujo de perder el Tratado START III"
- US anuncia recompensa de 15 millones de dólares por socavar a la Guardia Revol de Irán What about 15 mil para socavar al Gbno de Trump? Es Justo?
- 'Fiebre verde': ¿por qué el dólar devino moneda decisiva para Argentina?
- El Zoom Conflicto rearmado con las FARC: la reconciliación en Colombia "hoy parece más lejos"
- Keiser Report Producir energía al precio de "la extinción humana” meta US
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INFORMATION CLEARING HOUSE
Deep on the US political
crisis: neofascism & internal conflicts that favor WW3
-
Israel's Many Wars By Philip Giraldi
-
Fire Did Not Cause 3rd Tower’s Collapse on
9/11, New Study Finds A&I
for Truth
-
NYT Moral Crusade Masquerading as Journalism By Chris Hedges
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COUNTER
PUNCH
Analysis on US Politics &
Geopolitics
Kani
Xulam When
Evil Devoured a Good Man
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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
- U.S.
Journalist & Activist Brandon Lee Shot in Philippines After Being Called
“Enemy of the State”
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PRESS
TV
Resume of Global News described
by Iranian observers..
- US military forces getting more obese: Study
- China, US to hold trade talks in early October
- Workers chain selves to Argentina Central Bank in protest
- ‘Nuclear-armed states can’t tell Turkey not to have nukes’
- EU’s anti-Russia sanctions destructive for bloc: Moscow
- North Korea tells UN to cut international aid staff: Report
- Venezuela's Maduro orders military alert against Colombia
- Trump pulls plug on energy-efficient bulb rules
- PROGRAMS
- Intl film festival (DOCUMENTARY BELOVED)
- India's divisive Kashmir move
- Hide and seek ISR WAR MACHINES
- Uk Prime Minister Johnon's major defeat
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