viernes, 11 de octubre de 2019

ND OCT 11 19 SIT EC y POL



ND  OCT 11  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



UPDATE: TRADE DEAL 'INCOMPLETE'

So... China trade deal done (ok, not really, but don't tell Trump or the market), Fed is printing again (but don't call it QE), an oil tanker is blown up in the MidEast and oil barely budges (nothing to worry about there either), Brexit Deal is increasingly likely (so leaving EU is a good thing now?)! Everything is awesome!

What Wall Of Worry? VIX tumbled to a 15 handle (but note the steepness of the vol term structure through the US primaries and blip around the election)...
See Chart:
S&P500 Vol Term Structure: expected up

But, will The Fed still cut rates?
*ROSENGREN: CUTTING NOW ENCOURAGES RISK-TAKING AT WRONG TIME (wait what?!)
See  Chart:
He trend is dowm

And if everything is so f**king awesome, why is The Fed opening its massive money spigot once again?
See Chart:
FED Balance Sheet

IGNORE THIS..
See Chart:
Wall Street  vs. Main Sreet

BECAUSE THIS...
See Chart:
S&P  Global Liquidity Proxi

Effects so far:
China stocks strengthened notably on the week as investors returned from Golden Week...  See Chart
European stocks also soared (with UK's FTSE 250 exploding 4.2% higher today, biggest jump since May 2010) ,,, See Chart

US equities soared again today on the trade deal hype, extending yesterday's gains...until the actual 'news' broke of the not-complete, could-still-fall-apart partial trade deal...  See Chart
Also erasing the October losses (nasdaq the big gainer) until the news hit and stocks faded..   See Chart

Futures show the chaos this week best...  See Chart:
with today's mini-flash-crashes and spikes...  See Chart:

30Y Yields dropped very briefly below 2.00% on Sunday night/Monday morning, then exploded higher from mid-week (biggest 3-day jump since Trump's election)... See Ch

The dollar dumped as trade hopes soared (and Brexit hopes)...
See Chart:
Bloomberg Dollar Index

The Turkish Lira was monkeyhammered this week as Erdogan moved back into Syria...
See Chart:

Finally, we wonder when this gets priced in..
See Chart:
Predict Market implied probability of winning 2020 Democratic Nomination

It could never happen again, right?
See Chart:
SPX Index DOWN
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What do these seemingly-unrelated pieces of modestly positive news have in common?

Stocks soared as investors focus on the above while ignoring the potentially much bigger deal of last night’s missile attack on an Iranian oil tanker.
See Chart:
Rumor vs News

But wait, there’s more. 
The Fed just promised to start buying Treasury bills at the rate of $60 billion a month and will keep it up through mid-2020. Just don’t call it QE – though in every mathematical way it is exactly QE.

What do these seemingly-unrelated pieces of modestly positive news have in common?
They all indicate that policy makers have gotten the markets’ message, which is that easy money is mandatory and anything that gets in its way will be met with a financial meltdown.

US government spending is rising twice as fast as tax revenues (7% versus 3.4% currently), which is another way of saying Washington is pumping hundreds of billions of new dollars into the economy each year.  US corporate and student debt are both breaking records with each new update. The list of late cycle credit excesses just keeps going.
See Chart:

The implication?
The current batch of tepidly positive announcements will not do the trick and will therefore be followed by ever bigger and better ones, until easy money, massive government deficits, and soaring private sector credit stop working.

Then the only news that will matter is the fact that “good” news no longer matters.
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Looking back at the years preceding the 2008 financial crisis, a critical warning sign was the surging gap between the growth in home prices and household income...

See Chart:
Growth in US Home Prices vs,  Household Income
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(Spoiler Alert: NO...)
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



So why won't Nancy hold a vote?
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The market gods are satisfied...
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One of the biggest scandals of the Obama administration is seriously endangering U.S. national security...
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"The market feels like it did before the financial crisis hit in 2008, when consumers were over-extended with debt."
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FALSE FLAG:

"...for certain there is more here than meets the eye to this, and in politics nothing is random, nothing is coincidental."
....
Fact: Trump & his partner in Turkey just liberate the terrorists jailed by Syria.
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"Every buyer's name will be publicly available under the state's Freedom of Information Law."
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"As I’ve averred before, don’t be surprised if the 2020 election doesn’t even happen. The institutional damage may be too deep..."
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A few modest changes back then might have avoided today’s challenge. But now, we are left with a crazy system that rewards earlier generations at the expense of later ones...
Nice Graphic: 
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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


LATEST:

FRAGILE...TENTATIVE AND SUBJECT TO CHANGE
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[[ China: IF Trump behave with decency & respect.. we will sign it ]]
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"5 ISIS detained militants fled Jirkin prison in Qamishli as a result of Turkish shelling" — SDF statement
….
It was planed so; now US, Turkey + ISIS terrorist will compete in killing-civilians
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ISIS Jail was bombed.. Is below art a confirmacion that ISIS is the US special force in Syria? OR is this a Turkish way of saying we need more accurate planes from the US...

Pentagon and Kurdish officials confirm artillery attack on US troops "apparently by mistake"...
….
NICE false flag… "apparently by mistake"...
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"We highly respect the vision of the Libra Association; however, eBay has made the decision to not move forward as a founding member. At this time, we are focused on rolling out eBay’s managed payments experience for our customers"
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Once we started down this path of sanctions, attacks on oil assets, and the like, it opened up the possibility of anyone with an axe to grind creating an incident for their purposes and blaming someone else for it...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

-Pompeo: Iranian Regime Must Change Its Behavior or 'Watch Its Economy Collapse'  Otro pedo (threat) de Pompeo.. hediondo como siempre
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

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


-Trump Is History and So Is the USA  By Paul Craig Roberts
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Anthony DiMaggio  Fake News in Trump’s America
Andrew Levine  Trump’s End Days
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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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