ND
NOV 15 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
`But fear not: stocks will never drop because NOT QE.
Following a burst of poor US economic data, including
today's disappointing retail sales and dismal industrial production, the US economic surprise index has slipped back into the
negative after peaking in late September.
SEE chart:
This slowdown in high frequency
economic indicators has not been lost on strategists, and in just the past
week, tracking estimates for Q4 GDP have tumbled by over 0.4% in just the past
week, with both the Atlanta Fed and New York Fed now expecting a sub-0.40% GDP
print in the current quarter.
See Table:
So what does matter,
if it's not the market, or earnings which as we pointed out previously are not
only negative for Q3 but also just turned negative for the 4th quarter according
to consensus sellside estimates, suggesting a technical
earnings recession awaits?
See Chart:
S&P 500 Earnings Growth Rate:
See more charts at:
----
----
Short squeeze after short squeeze
were ignited this week on the heels of various "trade deal is close"
bullshit headlines...
See Chart:
“Most Shorted”
Stocks vs. Russell 2000
The S&P is now at its most
overbought since late April...
See Chart:
See Chart:
VIX continued its collapse this week...
See Chart:
..crashing to an 11 handle...
See Chart:
...and sending the term structure to
its steepest since just before the VIXmageddon as VIX imploded...
See Chart:
But that doesn't stop the world and
their pet rabbit shorting vol - to yet another new record short (5th week in a
row)...
See Chart:
Credit markets continue to decouple
from stocks...
See Chart:
Especially in CLO-BBB land...
See Chart:
Treasury yields all tumbled on the
week with the short-end underperforming...
See Chart:
The Dollar ended the week lower
(with the last two days saw the biggest drop in a month)
See Chart:
Notably, precious metals
“rallied” this week amid the biggest
outflows since Dec 2016...
See Chart:
In case you wondered why stocks just
keep rising despite dismal earnings and deteriorating macro data...
See Chart:
GLOBAL STOCKS vs,
GLOBAL MACRO
It's simple - the Fed is expanding
its balance sheet at the fastest pace since the very peak of QE3 money-printing...
See Chart:
FED Balance Sheet vs. 11 Wk RoC
….
SOURCE: https://www.zerohedge.com/markets/stocks-soar-record-highs-bond-yields-plunge-economic-data-dumps
----
----
OFICIAL LIE?:
We, for
one, can't wait to find out just what "collecting pennies in front of a steamroller" trade will be
wiped out during the next epic VIX squeeze.
See Chart:
VIX
Non- Commercial Net Specs
….
SOURCE: hedge.com/markets/vix-futures-hit-new-record-short-massive-short-squeeze-coming
----
----
US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
The neo-liberal Govt is the source of all current evils.
Impeach= transitional solution
“No matter how paranoid or conspiracy-minded you are, what the government is actually doing is worse
than you imagine...”
====
If the American people are paying attention, the Democrats are in trouble...
====
...the hostility of the so-called
"deep state" directed at the president... in turn, has led many
Americans to realize that America's powerful, un-elected secret police agencies
serve an agenda all their own...
====
Middle classes depend on property taxes, don’t raise them to alleviate
deflation. In the neoliberal system inflation & deflation works hand on
hand, so neolib is d problem
Falling rents could be their own undoing...
====
Police is necessary
but new principles are urgent.. starting with Human Rights
Citizens are wary of police cars in their
rear-view mirrors because politicians and judges made average Americans
legally inferior to anyone with a badge and a gun...
….
Sooner than later guns will depower them .. check international news
====
WE ARE ALL IN A
COFFIN WITH THIS GOVT
"I sold all my belongings and I moved
here to be in this pod... I'm finding comfort in being
uncomfortable,"
====
Eugenics and population control are long
time hobbies of the elites... and now they have found a new scientific
front for their eugenics obsession: Climate science.
….
THE SAME happens with NATIONALISTS.. we do it with high
patriotism
====
CLAPPING for WW3
...a "catastrophic
outcome" is "inevitable" unless two sides sort out
their differences.
….
This warmonger didn’t notice that this time China is well armed
====
State’s diplomatic lifers are old hands at
coups. Now
they’re at it at home, right here in the USA...
====
Every place I go.. it turned bad… Who said that?.. I
don’t think is Mr POTUS
"Everywhere
Marie Yovanovitch went turned bad."
----
Regarding freedoms: Your Freedom to
Kill is not welcome anywhere
====
Yovanovitch
testified in private on Oct. 11 that she felt she was recalled following a
"concerted campaign" by President Trump and Rudy Giuliani.
====
...possible that the hard times that started in 2008 drove a lot of
people, who were already
psychologically unstable, into full-fledged psychosis... On the largest scale, I blame it on
government action.
====
Incredible! China is
not been blamed.. in the title at least
Temporarily sustained by the equity in their
real estate, farmers are running out of time for Trump to get a trade
deal done...
====
Neoliberal system is death.. and the only plans for post neo-lib is SOCIALISM
"the biggest recession risk is disorderly rise in credit spreads
& corporate deleveraging."
---
DEPT IS THE BIGGEST BUSINESS OF US IMPERIALISM & ITS BANKS & BIG
CORP
ZERO SOVEREING DEBT FOR
DEVELOPING COUNTRIES IS THE SOLUTION.
….
There are three certainties in life: death, taxes and that global debt will keep rising in perpetuity.
Addressing the third, yesterday the Institute of
International Finance reported that
global debt has now hit $250 trillion and is expected
to hit a record $255 trillion at the end of 2019, up $12 trillion from $243
trillion at the end of 2018, and nearly $32,500 for each of the 7.7 billion
people on planet.
See Chart1:
The total debt breakdown as of Dec. 31 is as follows:
- Household debt: $47.9 trillion
- Non-financial corporate: $75.7 trillion
- Government: $70 trillion
- Financial corporate: $61.7 trillion
$70 trillion of Gvt expending How much on weapons & wars: is
indecent, immoral, illegal & STUPID
See Chart:
GLOBAL DEBT IN
TRILLIONS USD
Bank of America's Michael Hartnett on Friday calculated that
since the collapse of Lehman, government debt has increased by $30tn,
corporates debt by $25tn, household by $9tn, and financial debt by $2tn; And with central banks expected to support government debt,
BofA warns that "the biggest recession risk is disorderly rise in credit
spreads & corporate deleveraging."
See Chart:
Biggest Recession is Corporate
deleveraging
WHO IS BORROWING?
See Chart:
Not surprisingly, in developed countries it was governments
that account for the bulk of borrowings.
As it does every quarter, the IIF report warned about the
limits and risks of debt-fueled economic growth, a warning that has not only
been widely ignored by virtually every politician (now that even the Tea Party
has thrown in the towel), but a warning which is
clearly being ignored by the US where the CBO projects debt to grow
exponentially until something finally breaks.
See Chart:
Federal Debt Held by the Public
More analysis in the latest Global Debt Monitor: https://www.iif.com/Publications/ID/3653/Global-Debt-Monitor--November-2019 …
See Chart:
Emerging Market Debt:
$71, 4 trillion
Chart blocked , but you can see at:
….
SOURCE: https://www.zerohedge.com/economics/global-debt-end-2019-record-high-255-trillion-330-global-gdp
----
----
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
“American billionaire Jeffrey Epstein was killed because he knew a lot of vital secrets connected with
very important people in the British and American regimes...”
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
- US is Set to Prolong Temporary Licenses for
Huawei Users nationalism vs.globalism
- A
Pro-US Regime or Civil War? Argentinian Analysts Outline Possible Scenarios for
Bolivian Crisis No respect to Nat sovereignty is
usual.. This time won’t work. IF happens, there won’t be respect for US
embassies allover Latin American countries.
----
----
NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
REBELION
====
ALAI NET ORG
====
RT EN ESPAÑOL
- https://actualidad.rt.com/actualidad/333852-indigena-denuncia-cobertura-de-medios-nacionales-bolivia
----
----
INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
-Israel’s relentless violence on Gaza met by
global silence By The Gray
Zone
- Palestinians Have a Legal Right to Armed
Struggle By Stanley L Cohen
- Bolivia Does Not Exist By Vijay Prashad
- What the coup against Evo means to indigen
people like me By Nick Estes
- Trump And Zelensky Want Peace With Russia.
The Fascists Oppose That.
By Moon Of Alabama. Trump se miente a si mismo y se desmiente luego
By Moon Of Alabama. Trump se miente a si mismo y se desmiente luego
- Ukraine For Dummies Must
Read - By Ray McGovern
- Democrats Have the Country on a Slippery
Slope By Paul Craig Roberts
- As the deep state attacks Trump to rave media
reviews, don't forget its dark side
By James Bovard [Trump+Deep State against US Nation.Their contradict are fake]
By James Bovard [Trump+Deep State against US Nation.Their contradict are fake]
- Military Veterans Have Become America’s
Walking Wounded By JW.
Whitehead
----
----
THE REST FOR TOMORROW
HERE THE SYNTHESIS FROM IRAN
PRESS TV
….
….
….
….
….
….
….
....
….
….
No hay comentarios:
Publicar un comentario