ND
NOV 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
The Dow outperformed (for
idiosyncratic reasons) as the rest of the US market failed to regain green
after weakness overnight...
See Chart:
The SMART Money is not buying this
latest melt-up...
See Chart:
SMART Money flow indicator vs. Dow
The stock market's belief in a US-China
trade deal remains elevated BUT has faded after last week's exuberance...
See Chart:
Doe Jones: With bonds closed, momo
was free to do its thing and rallied notably diverging from bond ETFs...
See Chart:
VIX opened with a 13 handle but was
quickly pushed back to a 12 handle (though higher on the day)...
See Chart:
The bond market was closed today for
Veterans Day but Treasury Futures chopped around (higher in price, lower in
yield), implying around a 1-2bps compression in rates...
See Chart:
10Y Yield vs. UST Futs
The Dollar ended the day lower,
driven by cable gains more than anything else...
See Chart:
The Chilean Peso plummeted back to
record lows amid its constitutional crisis (coup)..
See Chart:
USD CLP (INV)
Gold was battered further today,
despite dollar's weakness... God gift to plutocrats
See Chart:
To its lowest in over 3 months and
below key technical levels (futures bounced off $1450 intraday)...
See Chart:
Finally, for those buying stocks based on a rosy rebound in
economic conditions and earnings, think again - it's all priced in!!
Bottom-Up..
See Chart:
And Top-Down...
See Chart:
Trade accordingly… if you can
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"...the Fed can only keep interest rates, which are the price of
money, artificially low for so
long without serious economic
consequences..."
When the
New York Federal Reserve began pumping billions of dollars a day into the
repurchasing (repo) markets (the market banks use to make short-term loans to
each other) in September, they said this would only be necessary for a few
weeks. Yet, last
Wednesday, almost two months after the Fed’s initial intervention, the New York
Federal Reserve pumped 62.5 billion dollars into the repo market.
See Chart:
The New York Fed continues these emergency interventions to
ensure “cash shortages” among banks don’t ever again
cause interest rates for overnight loans to rise to over 10 percent, well above
the Fed’s target rate.
The
Federal Reserve’s bailout operations have increased its balance sheet by over
200 billion dollars since September. Investment
advisor Michael Pento describes the Fed’s recent actions as Quantitative Easing
(QE) “on steroids.”
One cause of the repo market’s sudden cash shortage was the large amount of debt instruments issued by
the Treasury Department in late summer and early fall.
Even
though the federal deficit is already over one trillion dollars (and growing),
President Trump and Congress have no interest in cutting spending, especially
in an election year.
Joseph Zidle, a strategist with the Blackstone investment
firm, has called the government — or “sovereign” — debt
bubble the “mother of all bubbles.” When the sovereign debt bubble inevitably busts, it will cause a meltdown bigger than the 2008 crash.
US
consumer debt — which includes credit cards, student loans, auto loans, and
mortgages — now totals over 14 trillion dollars. This massive government
and private debts put tremendous pressure on the Federal Reserve to keep
interest rates low or even to “experiment” with negative rates. But, the Fed
can only keep interest rates, which are the price of money, artificially low
for so long without serious economic consequences.
According to Michael Pento, the Fed is panicking in an effort to prevent
economic trouble much worse than occurred in 2008.
“It’s not
just QE,” says Pento, “it’s QE on steroids because everybody knows that this QE
is permanent just like any banana republic would do, or has done in the past.”
The only way to
avoid this is for those of us who know the truth to
spread the message of, and grow the movement for, peace, free markets, limited
government, and sound money.
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VIX short positioning has taken on record
proportions,
exceeding even the previous record short right at the January 2018 highs right before holders of the doomed XIV
product got massacred...
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Since June, households have built more cash
than credit, a.k.a.
de-levered...
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Here’s a little secret. It’s a
complete fallacy...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/Growth-of-Savings-Chart-To-Ignore.png?itok=Km8JOl9s
See More charts
….
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As the Fed restarted "not QE" but did not go through the
façade of attempting to stock the new money away as "excess
reserves", this new money is
flowing straight into assets, like monetary heroine.
The chart below shows the Federal Reserve holdings of
Treasuries, a weekly change (black columns) and total holdings (red line)
during QE1, QE2, Operation Twist, QE3, QT, and "Not QE". Got it?!? This
current "Not QE" explosion in QE is like some kind of old time
vaudeville act (like the old Abbott and Costello bit, "who's on first,
what's on second, I don't know's on third").
See Chart:
But looking more widely, the chart below shows the total
Federal Reserve balance sheet (blue shaded area), bank excess reserves (red
line), and the delta between the Fed's balance sheet and excess reserves...also
known as direct monetization. As the Fed restarted "not QE" but did not
go through the façade of attempting to stock the new money away as "excess
reserves", this new money is
flowing straight into assets, like monetary heroine.
See Chart:
See more charts at
….
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"We recommend investors reduce
risk and stay with cleaner
portfolios and better managers."
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
"All over the nation, we are watching a tragedy play out in slow
motion... America’s heartland is being
gutted, and the “next recession” hasn’t even officially started
yet..."
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A Business DEAL? How
much it cost the assemble & disassemble of this circus?
"The House Speaker must sniff
the odor of failure in the wind..."
…..
A lesson to learn: we can’t trust Dems-Reps corruption deals.. worse if
there is some wars in between (case Ukraine) ..In this case they act as one
single party
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"We've got to change the
culture in our city where people are resolving issues with violent
means."
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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
Concerns
grow that Iran is turning its back on IAEA inspectors...
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...they're coming for your savings in order to “save” the economy...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
- Audios
Containing Details of Alleged Coup Plan & US Involvement Emerge Amid
Bolivian Crisis - Report
- Mexico Grants Evo Morales Political
Asylum - Foreign Minister Se salvó la embajada USA en Bolivia…
leí la amenaza de bombardearla si
asesinan a EVO o su VP. Crl-Bol
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist
imperial chaos
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REBELION
BRA: Qué va a hacer Lula en
libertad? Eric
Nepomuceno
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ALAI ORG
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RT en español
El resto de
arts no funciona para el copy & paste .
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
- Released Lula in for greatest fight of his
life By Pepe Escobar
- US hand in glove of terrorists
Al-Qaeda is a U.S. proxy against the Syrian government Watch Full Interview
Al-Qaeda is a U.S. proxy against the Syrian government Watch Full Interview
- Peak Hubris By Paul Edwards
- Death by Oligarchy By Chris Hedges
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
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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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