ND NOV 1 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
Thanks
to a melt-up today, US equities (apart from Trannies) ended the week higher...
See Chart:
And the
headlines seemed perfectly times to rejuvenate a stalled short-squeeze...
See Chart:
“Most
Shorter” Stocks
So what did we learn on Friday?
The ISM
survey continued to point toward a manufacturing contraction, but there are at
least a few pockets of hope from new orders and
(believe it or not) exports. And the vice chairman of the Fed gave a nod
that an easing bias remains in place by suggesting that economic risks remain
skewed to the downside.
This isn’t
a Goldilocks economy by any stretch, because the caution in the business sector
remains very real. Then again, perhaps it
doesn’t need to be for risky assets to rally if familiar FOMO themes start
coming into play.
And the equity gains happened as US
macro data disappointed notably...
See Chart:
US MACRO Surprise Index
However, since Powell's dovish
promise on raising rates without major inflation, gold is the leader...
See Chart:
US equities bucked the trend of
weaker economic data and declining earnings expectations thanks to one simple
thing - liquidity...
See Chart:
Dow Jones US is down
See Chart:
As the odds of US-China trade deal
surged back today after TSY, USTR, MOFCOM, and Kudlow comments...
Treasury yields ended the week lower
(down between 6 and 8bps)...
See Chart:
UST 30Y Yields fell notably on the
week (first drop in yields for 4 weeks)...
See Chart:
UST 3m!0Y yield curve steepened
(today's surge drove the week's performance) BRINGING THE MARKET CLOSER TO
RECESSION...
See Chart:
Bond vol collapsed this week... (this
is the biggest 2-week drop in bond vol since Summer 2013's temper tantrum
reaction)
See Chart:
The Dollar dumped lower on the
week (lowest weekly close since July)...
See Chart:
Finally, we note that Elizabeth
Warren is sliding in the money-odds (not polls) and Hillary is rising...
See Chart:
But, US long-term profits growth
forecasts have collapsed...
See Chart:
US Long term profit growth forecast
have tumbled
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Under the last two US presidents, total US debt has increased by 115%, to a
record $23 trillion.
See Chart:
US
Total Fed Debt Since Trump Election
See More charts at
….
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"...the
overall picture therefore remained one of only very modest growth and guarded optimism..."
See Chart:
….
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"...and
when the markets figure this out,
the bottom is going to drop out of the dollar. Gold is going to absolutely go through the roof..."
====
...the
U.S. economy is seriously
deteriorating, and things are only going to get worse in the months
ahead...
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WARNING: This note contains content more positive
than the past 10 months and may not be suitable for readers who are expecting a
perma bear...
====
So much for expectations of the worst payrolls print in half
a year.
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
"Warren’s
estimate for the cost of Medicare for all relies on an aggressive set of
assumptions..."
====
Without a
single Republican vote, the Democratic leader has passed a resolution endorsing
her impeachment inquest...allowing it to proceed in an even more public
fashion.
====
FED
HAS SHOVEL, DIGS BIGGER HOLE MUST
READ
The Fed
made a fatal mistake...
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"These are people who are doing their duty or responding to a higher call.”
====
"Strategists predicting the
impact of a presidential election are worse
than the pollsters."
====
"Bang
the drum; fight the good fight; and for
however long you can stay in the race, force the other Democratic presidential
contenders to engage with foreign policy, with tough questions of war
and peace that the party has ignored
for so long..."
====
So far,
President Trump has shined when it
comes to economic issues, according to most public opinion polling.
====
'Horse-trading'
is not an impeachable offense...
====
Until the GOP-controlled Senate gets to play, that is
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“My service to the country will not be as a candidate or as the nominee...”
====
Establishment attacks on Trump and Gabbard serve to clarify
who has actually been assets for unfriendly governments, and it’s not
Trump or Gabbard...
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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
Iraqi PM
Abdel Abdul Mahdi is barely clinging to
power after the most destabilizing protests since the fall of Saddam
Hussein...
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“He looked
at me and said, ‘If we thought that was a problem, we would be, but basically it’s all Google, Google Maps.’ He
said, ‘It’s so accurate,'”
====
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:
====
RT EN ESPAÑOL
- Assad: "Ha sido un truco y Al Baghdadi reaparecerá con un nombre diferente"
- Periodista estadounidense sobre el asedio de EE.UU. a Venezuela: "Intentaron robar un país y tratan de robar mi libertad"
- Cancillería rusa: "Putin no se ve a sí mismo en Oriente Medio como un domador de víboras"
- Avanza el proceso de 'impeachment' contra Trump: esto es lo que puede pasar a partir de ahora (INFOGRAFÍA)
- Argentina y México, la alianza que ilusiona al progresismo latin-Amer
- La deuda US supera los 23 billones de dólares por primera vez en la hist
- UK suspende el 'fracking' con carácter inmediato por temor a terremotos
- US abre investigación de seguridad nacional sobre el gigante chino TikTok
- Bra informa que un petrolero con bandera griega es el "principal sospechoso" de los derrames en su costa
- China afirma haber alcanzado un principio de consenso con EE.UU.
- OMC autoriza a China a imponer sanciones compensatorias contra EE.UU. valoradas en 3.579 millones de dólares
- Documentales Los chamanes de Buriatia
- El Zoom Trump: juicio y circo
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INFORMATION
CLEARING HOUSE
Deep on the US political
crisis: neofascism & internal conflicts that favor WW3
-Russia Says U.S. Will Steals $30 Million of
Syrian Oil Every Month Under Trump's 'Criminal' Plan By David Brennan
-President Assad: Trump "is the best
American President" Full
transcript
-Trump-Ukraine Whistleblower Suddenly Won't
Testify By Tyler Durden
-First Lose All the Moderates By Andrew Levine
-First They Came For Max Blumenthal By Ray McGovern
-Beware the Growing Evil in Our Midst By John W. Whitehead
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COUNTER
PUNCH
Analysis on US Politics &
Geopolitics
Paul
Street The
Capitalist War on the Last American Commons
Gloria
Oladipo Don’t
Call the Police, Call Your Neighbors!
Michael
Welton Two
Theories of Democracy
Jesse
Jackson Trump
Isn’t the Only One Who Doesn’t Understand Lynching
Jim
Hightower Trump
to Small Farmers: Get Lost
Kollibri
Sonnenblume The
Arrest of Max Blumenthal
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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
-Five
Indigenous Leaders Massacred in Colombia; New Wave of Violence Feared as 2,500
Troops Deployed
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