ND OCT 30
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
All over
the country, economic activity is slowing down, and this is hitting many small businesses particularly
hard...
There should no longer be any
doubt that the U.S. economy is slowing down, but most Americans still don’t realize what is happening
because the major news networks are completely focused on the
endless impeachment drama that
is currently playing out in Washington. And without a doubt that is
important, because it threatens to literally rip our entire nation in two.
Not since the last recession have we seen numbers
this bad. The “mini-boom” that we witnessed for several years has now
turned into a “bust”, and very tough times are ahead.
The following are 14 signs that
the U.S. economy is steadily weakening…
#3 Defaults on “subprime” auto loans are happening at the
fastest pace that we have seen since
2008.
#4 The percentage of “subprime” auto loans that are
at least 60 days delinquent is now
higher than it was at any point during the last recession.
#6 Destination
Maternity has announced that they will be closing 183
stores as the worst year for store closings in U.S. history just
continues to get worse.
#11 The bad news just keeps rolling in for the real estate
industry. Last month, existing home sales in the United States
declined by
another 2.2 percent.
#13 According to one recent report, 44
percent of all Americans don’t make enough
money to cover their monthly expenses.
#14 A recent survey found that more than two-thirds
of all U.S. households “are
preparing for a possible recession”.
All over the country, economic activity is slowing
down, and this is hitting many small businesses particularly hard.
Continue reading at:
SOURCE: https://www.zerohedge.com/economics/boom-turns-bust-here-are-14-signs-us-economy-steadily-weakening
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After
Fed Chair Powell commented that "serious" inflation is required to
push them to raise rates, bonds and stocks rallied along with gold as the
dollar dumped...
See Chart:
Basically
promising that "everything is awesome" and it it's not, we'll
cut/ease and make it awesome again
The
yield curve flattened significantly, somewhat signaling a policy error...
See Chart:
Trannies
were ugly on the day (and Small Caps opened weak), but The Fed rescued most
majors from red on the week...
See Chart:
The
odds of a trade deal slipped lower...
See Chart:
Bank
stocks started to outperform on the goldilocks comments, catching down to the
yield curve...
See Chart:
Treasury
yields were lower on the day (and all back lower on the week)...
See Chart:
With
the long-end notably outperforming...
See Chart:
UST 30Y
Spread
The
dollar down or reversed on Powell's inflation comments...
See Chart:
Finally,
we note that December is now pricing in just a 23% chance of a rate-cut, and
76% odds of no change...
See Chart:
Odds of
Dec rate Cut
Which
arguably leaves stocks pricing in far more easing that Fed Funds...
See Chart:
….
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EL FINAL DE LA BANKA AMERICANA: estafas +
estafas
"...nothing will change even if the Supplemental Leverage Ratio
(SLR) does get changed..."
See Chart:
JP Morgan’s CEO Jamie Dimon has been running around
Washington claiming that mid-September’s repo rumble was the result of the
post-crisis regulatory environment. He
now says that his bank had the spare cash and was willing to cash in on double
digit repo rates but it was government rules which prevented that from
happening. It’s unclear (but we can, and I will, guess) why he didn’t make the
same claim and warn everyone on Friday, September 13, before the seasonal low
point in liquidity that everyone knew was there.
You probably won’t be surprised to learn that this
isn’t the first time Wall Street has complained about these very same
regulations. They’ve been against them from the very beginning. What’s
different now is that they have a very public event about which nobody has any
real answers to rally support. It all sounds pretty plausible (it always sounds plausible,
yet never explains most of the facts).
Suddenly, Treasury Secretary Mnuchin seems to be
siding with the banks.
Having spoken directly with Mr. Dimon recently, Secretary Mnuchin today
says:
The banks have raised an issue around
intra-day liquidity, and that is something that makes sense for regulators to
look at.
That issue they’ve raised
is something called the Supplemental Leverage Ratio, or SLR. It was created and applied to Global Systemically
Important Bank organizations, or G-SIB. The FDIC, in particular, had pushed for
the SLR because quite rightly the agency wasn’t very thrilled about the
prospects for having to absorb potential deposit liabilities of huge banks
sporting enormous leverage getting shut out of wholesale funding markets.
The Global Financial Crisis of 2008 demonstrated
conclusively this wasn’t a trivial possibility.
To sum up: Wall
Street has hated almost every single post-crisis regulation that has been
implemented, though in some cases they’ve been right to do so. However, there is absolutely no
reason to believe that the e-SLR or G-SIB rules had anything to do with the
repo market outbreak in September 2019.
There was no opportunity, therefore, to pin the regulation on something
bad.
The
only thing that changed, in its aftermath, was that the public for once had no
choice but to look at the repo market and the funding environment. With
attention now fixed and no plausible answers being offered, all of a sudden
it’s now evidence against a regulation banks have been actively opposing for
years.
Shocking,
I know.
See Chart:
As is the fact that May 29, 2018, had more to do with
these repo market woes than anything about the SLR and the like. If that particular constraint was such a major issue
in September, why wasn’t it in May 29 the prior year when the Treasury market
began to
embarrass Mr. Dimon and his prediction of 4% and even 5%
10-year UST yields? Repo rates were elevated at that time, too.
Dimon opposed the SLR (and LCR) when he fully
believed things were really good, and he opposes the SLR now that he’s not so
sure and he has something bad with which to blame. And he will oppose the SLR
tomorrow if things really do turn around, and especially if they don’t.
See Chart:
Money
Marked Equivalents
So, is it that Dimon had no idea what was really
going on during 2018 at his own bank, and has therefore come around to thinking
some version of the SLR is to blame for getting 2019 all wrong? Or,
is it because he had and has no real idea of the liquidity system that after
being caught totally off-guard by pretty much everything he is cynically
seeking to settle a longstanding score about the one thing he does know well?
See
Chart:
FED Reserve Balance Sheet
https://www.zerohedge.com/s3/files/inline-images/ABOOK-Oct-2019-Repo-bank-reserves.png?itok=LE513UMz
When
I came up with the zoo analogy to try to describe what’s going
on, I didn’t realize just how well it would fit the times. What’s worse, the financial media
will now be filled with stories about how it must be that Dimon is right! A
REAL ZOO.
See Chart:
The
real GDP Problem
Therefore, NOTHING WILL CHANGE EVEN IF THE SLR
DOES GET CHANGED.
….
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
Legalities don’t count..
POLITICS DO: once the nation read all
accusations: bye bye Tramp’ re-election . Trump’ know it, that is why he is preparing
WW3
"I have never in my life seen anything like what
happened..."
====
The last song of zombie Bolton.
Who want to lose time listening a failed warmonger ?
"I am not part of whatever drug deal Sondland and
Mulvaney are cooking up..."
====
"...Vindman isn't some kind of whistle-blowing
hero. He's just another mindless
cog in the wheel of Empire talking his own book and thereby abetting the political mob that is now
threatening the very constitution he was sworn to uphold."
SOURCE: https://www.zerohedge.com/political/yes-virginia-there-deep-state-and-its-feeding-anti-potus-mob
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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
RU said: everything is ready..
we will respond US attack.. if they
start of WW3
“For
the first time ever, a seaborne Bulava ballistic missile was test-fired
from the latest Project Borei-A
strategic missile-carrying submarine Knyaz Vladimir...”
….
Perhaps RU
submarines are surrounding US and key points of NATO. US did it with RU. IF
SO: MAD will prevail.. the
whole humanity will pay the costs of WW3.
US secession will be inevitable.. Different State-regions will break apart. Top
speculative investors wanted so. Trump is going to the trash of history.
====
SPUTNIK
and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
-Trump
Dodges Accountability in Iraq, Suggests Region Owes US ‘Billions’ Inhumane kill of millions in Iraq and Trump said they owe Billions. Is ‘our’ POTUS talking? Ugly smell
-Trump
National Security Council Aide to Resign From Post Ahead of Impeachment
Testimony Yo tambien
renuncio a escuhar ese canto de sirenas
-Mortar
Shells Strike Near US Embassy in Baghdad's Green Zone US
should get out
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NOTICIAS
IN SPANISH
Lat Am search f alternatives to
neo-fascist regimes & terrorist imperial chaos
REBELION
Fracasó el neoliberalismo, crisis política, violencia y el
despertar popular. Hernán Torreblanca Contreras. -La rebelión
estudiantil y el quiebre de los consensos
QT:
Cuando fracasara el fascismo US
que corta dia a dia fuentes Alt de INFO
REBELION BLOCKED
….
….
ALAI ORG
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RT EN ESPAÑOL
- Piñera anuncia que Chile no organizará la APEC ni la COP 25 por la crisis política
- Llega el voto sobre la resolución del 'impeachment' contra Trump: ¿Qué significa y qué pasos establece?
- La hipócrita cobertura de las protestas en Venezuela, Chile y Ecuador
- Médicos Sin Fronteras advierte que los migrantes en México son torturados con "descargas eléctricas en los genitales"
- Crisis económica, descontento social y corrupción: ¿el fin del neoliberalismo en América Latina?
- La Casa Blanca está a la "expectativa" de que el nuevo Gobierno argentino cumpla con el FMI
- Perú evaluará las condiciones ambientales del proyecto minero 'Tía María' antes de su construcción
- América Latina, en estado de excepción: ¿deben actuar los militares en asuntos internos?
- Bolsonaro: "La Amazonía no está en llamas, no hay manera de que se incendie"
- El Consejo de Minería de Perú confirma la licencia para la ejecución del proyecto 'Tía María'
- Bolivia anuncia que la auditoría al proceso electoral comienza el jueves y será vinculante
- La hipócrita cobertura de las protestas en Venezuela, Chile y Ecuador
- ¿Es la muerte de Al Baghdadi el fin del Estado Islámico?
- El Zoom Trump: crudas intenciones
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INFORMATION
CLEARING HOUSE
Deep on the US political
crisis: neofascism & internal conflicts that favor WW3
-Syria:
Constitutional Committee – A Sign of Hope for
Syrian People By P Koenig
-Syria:
An Imperfect Bit of Statecraft By Philip Giraldi
-Baghdadi Story Reveals Divided — and Broken By Matt Taibbi B-suicide?
-Four ominous reasons Trump will win in 2020 By Jerry Kroth
-Making American Schools Less Great Again By Belle Chesler
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COUNTER
PUNCH
Analysis on US Politics &
Geopolitics
George
Ochenski Trump’s
War on the Free Press Reeks of Dictatorship
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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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