ND OCT 3
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
This is the worst start
to Q3 in US equity markets since 2008...
See Chart:
Dow Q3
Performance
It
seems THE
STOCK MARKET IS PLAYING CHICKEN WITH THE FED - sell off to
force dovish bias that The Fed would be loathe to disappoint BUT rally back to
front-run The Fed's dovish bias and you remove The Fed's need to be dovish...
See Chart:
Dow
Futures
Source:
Bloomberg
NOTE - the moment the market
priced in another 25bps of cuts, stocks soared back.
"the hard part about
playing chicken is knowing when to flinch."
China remains closed for Golden
Week.
European stocks were lower
(with FTSE worst) but chopped around on US ISM before the EU Close (Germany
closed today
US
markets were just comical - crashing on the dismal ISM data, then
exploding higher (on no news) as the funds market priced in more rate-cuts -
Nasdaq ended up over 1%!!! (after being down 1% in the morning)
On the
week, all US majors remain red, with Trannies the biggest laggards...
See Charts:
And while today's big drop was
bid (as we noted above on the back of market pricing in more easing), Gold
remains the biggest winner since ISM Manufacturing
tumbled...Gold
is up 3%, S&P is down 3%
See Chart:
"Most
Shorted" Stocks soared on yet another short-squeeze...
See Chart:
1987 again?
See Chart:
S&P
Index Oct 3 2019 vs. S&P Index 1987
Treasury
yields all tumbled today but the short-end dropped dramatically (2Y -10bps, 30Y
-5bps)
See Chart:
Bloomberg
Dollar fell out of bed on the ISM miss and never filled gap (into the red for
the week)...
See Chart:
With
China on holiday all week, offshore yuan is strengthening...
See Chart:
Gold futures tested up to
$1525, legging higher on the ISM Services data
And WTI
Futures traded briefly with a $50 handle intraday.
See Chart:
Finally, we will take a brief victory lap as we
warned the end of the surge in US macro data would come after the government
fiscal year spendfest ended... and indeed, since
the end of September, data has collapsed...
See Chart:
Use it
vs Lose it
While
top-down is not pretty, bottom-up is getting ugly too...
See Chart:
And just in case you weren't
nervous about tomorrow's payrolls data... ISM Employment data suggests, you should be!
See Chart:
ISM JOBS
vs. US Emploees on non-farm
payrole total: 49.82
….
Officially recession is a
decline of GDP production for 2 consecutive quarters.. IF you check GDP in the last 3 months
you will see that pumping of USD from thin air (QEs + Bail outs +
buying-selling same staff by same Comp & bankers since
2010) got the fake miracle of getting inside the border of 49-50%
zig-zag of GPP. I don’t see real growth of GDP. We are
inflating this fake miracle at the cost of our future: huge debt is that
take out IMF from business. We have now huge Economic Blocs totally independent
from IMF. ARG & VEN are the ones in
south America, Peru is next. In Asia, Afr & middle east there ’re more. The
chances of creating one single currency from a basket of major currencies for
banking & trade world wide are remote. IF happens it won’t include USA (unless they are ready to covert USD into gold = paying the dept). Officially we are not in recession but in fact we are in it.
Que el borracho se drogue mas with same alcohol won’t make him a sober person. Que duerma y despierte
sober no lo convierte en NO alcoholico. His DNA blood is trash. The
oficial reports on US GDP growth are
trash too.
….
….
RELATED 1:
QE BY ANY
OTHER NAME
...the Fed
measures to calm funding markets, although superficially effective, may not address a bigger underlying set of
issues that could reappear.
….
RELATED 2. DOUBLE TOP?
...tick,
tock!
----
----
Since ISM
manufacturing disappointed, The Dow has plummeted 1300 points to its lowest
since August...
See Chart:
See more charts at:
….
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----
"... inflows of new business have almost stalled... firms
report a net drop in headcounts for the first time since
2010...weakest back-to-back expansions of business activity since 2009..."
See Chart:
See more interesting charts at:
….
SOURCE: https://www.zerohedge.com/economics/ism-services-catches-manufacturings-cold-tumbles-weakest-2016
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----
"...at some point, you have
to pay the piper."
As Peter Schiff put it in his
podcast, if
the first trading day of the fourth quarter was a sign of things to come, bulls
on Wall Street are in for a rough end to the year. In fact, Peter said the party
is over and you don’t want to be the last one to leave.
LISTEN
VIDEO:
US manufacturing dove to a
10-year low. The ISM index of national factory activity dropped 1.3 points to
47.8 in September. That was the lowest number since June 2009 – as the US
economy was emerging from the Great Recession. A reading below 50 signals
manufacturing is contracting. The weak September number follows on the heels of
a 49.1 print in August. Analysts had expected a bounce-back to 50.
Yet Donald Trump
wants us to believe we have the greatest economy ever. How do we have the greatest economy ever
when we have one of the worst manufacturing economies ever? Especially when it was manufacturing that was
supposed to ‘Make America Great Again.'”
See Chart:
This was
a great party while the party lasted but the party is now over.”
Where did all of this
malinvestment come from?
Artificially
low interest rates, cheap money sloshing around causing non-economically viable
businesses to exist and to thrive.”
As Peter said, at some point, you have to pay the piper.
….
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----
"We are starting to see the
forward estimates come down now for the mid caps and small caps which have been
leading the S&P 500 lower in this earnings recession."
See Chart:
See
more interesting charts at:
….
SOURCE: https://www.zerohedge.com/markets/watch-out-below-why-earnings-expectations-are-about-plunge
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
GOOD
NEWS:
"[Campaign] operations are continuing as usual and he
will be at the debate."
….
The
DEBATE is scheduled to take place on
Oct. 15 in Ohio. No se lo pierda.
….
====
“Donald Trump’s supporters are racist“, or “uneducated”, or “unenlightened”, or
(fill_In_The_Blank)... This hate-filled sentiment is clear within
the latest corrupt and targeted impeachment attack against the office of the
President...
The
awakened American middle-class insurgency, led by Donald Trump, is an
existential threat to the professional political class and every entity who
lives in/around the professional political class. Their entire political
apparatus is threatened by our insurgency. The political industry, all of
corrupt governance, is threatened by our support through Donald Trump.
Donald Trump is an existential threat to the existence of a corrupt DC
system we have exposed to his disinfecting sunlight. Donald Trump is the
existential threat to every entity who benefits from that corrupt and vile
system.
Who fuels that furnace?
…..US !
…
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The White House is preparing for a
court fight and arguing to the public that its resistance to Congress' requests
is justified.
====
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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
There is
a strong current of change affecting
the international political arena. It is the beginning of a revolution brought
on by the transition from a
unipolar to multipolar world order...
====
The
combination of the three obstacles listed above constitutes a grave problem with no easy fix...
====
"Even a limited military
conflict could evolve into a
nuclear war..."
….
El military Pakistani que reproduce esta alarma guerrerista es al
parecer un infiltrado de la CIA que recibió entrenamiento de agencias del US.
Pakistan y la India son los que menos quieren una guerra como la que promueve
el US. Solo hay que sacar a ese militar
Pakistani y el agua de la PAZ
vuelve a correr.
====
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
====
ALAI ORG
Ya tuvimos AS Const en 1979: La
lidero VR Haya de la Torre y la traiciono el aprista Alan Garcia. Tenemos Constitución y hay que empezar por
re-instalarla. Si algo hay que cambiar, para eso seria la Nueva AS-Const. Hay 2
estudios comparat de las Const del 79 y la actual dada el 93 por Fujimori luego
del asalto a la democracia el 92. Ambos estudios concluyeron que la mejor
Constit fue la de 1979. Quedo claro desde entonces que quienes crearon esas
constituciones fueron los 1ros en violarla. De lo que se trata ahora es de
crear un Frente Rev de Izquierdas que 1ro derrote a las mafias del APRA y el
Fujimorismo y que avance a la creación de una alianza Latina anti-imperialista que cree nueva moneda, que decrete la deuda zero en US dólares
y plantee la inmediata nacionalización del oro peruano. Tenemos que volver al
proyecto que traiciono Garcia de unir los paises del pacifico y atlántico del
sur latino con via ferrea y carretera. Esto si nos debe preocupar hoy. El oro
peruano y el petróleo VEN serviria para crear una nueva moneda en el sur y unir
a los pueblos latinos. China podría implementar este proyecto. A esto debemos
apuntar y la constitución del 79 miro el panorama desde esa perspectiva
futurista. Hay que re-instalar la Constitucion del 79. Pero ojo, la Ley mayor
es solo un medio, un instrumento para el cambio de la historia. La Ley Constit
no cambia la historia, quienes la cambian son los poderes políticos que usan
ese instrumento. Hay que unir al labor, a las clases medias y al empresario de
sectores productivos (no especuladores) en un solo frente anti-imperialista. Esto
nos debe preocupar hoy. Por que? Porque es el imperialismo el obstáculo mayor al desarrollo de nuestros pueblos. Volveré
sobre esto.
----
Continuemos con ALAI ORG..
Ya comente este art en mi reporte de ayer y lo
dicho arriba lo complementa
Ecuador: Golazo económico! Pedro
Pierre
====
RT EN ESPAÑOL
- ¿Cómo afectan a Ecuador las medidas y reformas económicas anunciadas por Lenín Moreno?
- VIDEOS: Fuertes disturbios en Ecuador durante las manifestaciones contra el 'paquetazo' de Lenín Moreno
- Oscar López Rivera a Correa: "Ni en Puerto Rico ni en ninguna colonia existe la democracia"
- Lula da Silva habla en exclusiva con RT
- El presidente de Perú nombra nuevo Gabinete en medio de una profunda crisis política
- Transportistas paralizan actividades en todo Ecuador por el aumento de hasta 123 % en los combustibles
- Comunicación apocalíptica: cómo la nueva derecha crea fieles en las redes
- El inicio del 'impeachment' contra Trump, ¿por qué ahora y no antes? E G
- Keiser Report El "apartheid de las tasas de interés" que obliga a vivir "en un bantustán" si no eres el privilegiado
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COUNTER
PUNCH
Analysis on US Politics &
Geopolitics
Joan
Roelofs Military
Keynesianism Marches On
Binoy
Kampmark Dangerous
Detention: Julian Assange in Belmarsh Prison
Charles
Davis ‘It’s
Gotta Be Bernie
Don
Fitz Green
Party Debates Green New Deal
Sam
Pizzigati Exploring
Limits on Wealth
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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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