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
https://www.zerohedge.com/s3/files/inline-images/2019-10-11_11-42-55.jpg?itok=Vo18M-aD Sen Warren is going up & Biden
Down
It could never happen again, right?
See Chart:
SPX Index DOWN
….
----
----
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.
….
----
----
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
….
----
----
(Spoiler Alert: NO...)
====
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?
====
The market
gods are satisfied...
====
One of the biggest scandals of the Obama administration is seriously endangering U.S. national security...
====
"The
market feels like it did before the financial crisis hit in 2008, when
consumers were over-extended with debt."
====
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.
====
"Every buyer's name will be publicly available under the state's
Freedom of Information Law."
====
"As I’ve averred before, don’t be surprised if the 2020 election doesn’t even happen. The
institutional damage may be too deep..."
====
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:
----
---
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
….
[[ China: IF Trump behave
with decency & respect.. we will sign it ]]
----
----
"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
====
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"...
====
"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"
====
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...
----
----
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
-Turkey Vows Retaliation For Possible US
Economic Sanctions Retarded n nice False Fla
-Pompeo:
Iranian Regime Must Change Its Behavior or 'Watch Its Economy Collapse' Otro pedo (threat) de Pompeo..
hediondo como siempre
-Trump
Says Saudis to Pay for Deployment of Additional US Troops cuanto
recibira T
----
----
NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
ALAI ORG
====
RT EN ESPAÑOL
- VIDEO: Cinco episodios que evidencian un uso excesivo de la fuerza por parte de la Policía de Ecuador
- El "extremadamente potente" tifón Hagibis azota Japón
- Trump: EE.UU. alcanzó una "sustancial primera fase" de un acuerdo comercial con China
- Pentágono: Tropas estadounidenses fueron atacadas con artillería desde posiciones turcas
- Movimiento indígena le responde a Moreno: "el diálogo que propone se sustenta en una de las peores masacres"
- ¿Qué es la 'muerte cruzada' que algunos plantean como solución en Ecuador?
- El Pentágono advierte a Turquía: "Nos reservamos el derecho a la defensa propia" Es fácil fingir agresión, no importa de quien vino, probarla es lo dificil
- Pinturas de Alexéi Leónov: el cosmos a través de los ojos del primer hombre en salir al espacio abierto
- Familiares de miembros del EI intentan escapar de una prisión kurda aprovechando el caos provocado por los bombardeos turcos
- Macri formaliza la ruptura con el gobierno de Maduro y da representación plena a la 'enviada' de Guaidó Los espanta-pájaros aman a las mujeres?
- Un documental para no caer (de nuevo) en la trampa del FMI
- US: Juez paraliza disposición de Trump para endurecer permisos a migrantes
- "Trump quiere escenificar que la guerra comercial con China termine con una victoria"
- Documentales China a toda máquina
- El Zoom Kurdos: ¿abandonados a su suerte?
----
----
INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
-Bloodied clothes and body bags: Kurds mourn
dead in By Martin Chulov
-Trump Is History and So Is the USA By Paul Craig Roberts
-America 2019: Even the Wealthy Are Poorer in
Everything That Matters
By Charles Hugh Smith
By Charles Hugh Smith
----
----
COUNTER PUNCH
Analysis on US Politics & Geopolitics
Anthony DiMaggio Fake
News in Trump’s America
Andrew Levine Trump’s End
Days
Sam Pizzigati Inequality
is Literally Killing Us
Roger Harris Why
Trump is Facing Impeachment
----
----
GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
-The
Psychotic Logic of the New US-Russia Arms Race: One Step Closer to Nuclear
Confrontation By Padraig McGrath
-Tulsi
Gabbard: “The DNC and Corporate Media Are Rigging the Election Again” By Rep Tulsi Gabbard
and Prof Michel
Chossudovsky,
----
----
DEMOCRACY NOW
Amy Goodman’ team
-The
Stanford Sexual Assault Case Made Her “Emily Doe.” In New Memoir, Chanel Miller
Tells Her Story
----
----
PRESS TV
Resume of Global News described by Iranian observers..
- Daesh inmates flee Syria jail amid Turkey incursion
- Brexit may lead to revival of British colonialism
- 'US campaign to bring Iran to its knees has failed'
- US acting Homeland Security Secretary resigns
- Trump announces partial China trade deal
- Iran ‘open’ to Saudi talks as Khan heads to Tehran, Riyadh
- Erdogan vows Turkey will not stop Syria offensive
- Top aide to US Secretary of State Pompeo resigns
- Haitians intensify protests in push for president's ouster
- ----
- PROGRAMS
- Brexit uncertainty
- Iran proposes regional solution to Persian Gulf crises
----
===
No hay comentarios:
Publicar un comentario