viernes, 22 de noviembre de 2019

ND NOV 22 19 SIT EC y POL



ND  NOV 22 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

In case you wondered why stocks fell this week - after six straight weeks higher in the face of disappointing economic data - it's simple... The Fed balance sheet unexpectedly contracted for the first time in weeks.
See Chart:

It's been a mad week
The market-implied odds of a US-China trade deal slipped back below 50% today...
See Chart:
Market-implied odds of a US-China slipped back below 50% today

After six straight weeks higher (7 for Nasdaq), US equity markets stunningly closed red for the week... DO NOT PANIC!
Trannies were the week's laggards with the rest of the US majors all down around 0.4% on the week...
See Chart:

Stocks were shockingly red this week despite an epic short-squeeze today...
See Chart:
“Most Shorted” Stocks

As Nomura's Charlie McElligott warned (and nailed perfectly), gamma around S&P 3,100 was all that mattered this week for price action...
See Chart:

Credit continues to decouple from stocks since the start of November...
See Chart:
S&P vs. HYG

30Y Yields have collapsed in the last two weeks, back down to key support once again...
See Chart:
UST 30Y Yield

Additionally, the 'breakout' of the year's down-trend channel in 10Y has failed to spark more selling (and it is hovering at the intersection of critical technical levels)...
See Chart:

The Treasury curve (3m10Y) has flattened a dramatic 20bps in the last two weeks (after 5 straight weeks of steepening), the biggest such flattening since May...
See Chart:
UST 3m10Y Spread

And the 2s10s curve has broken down from its uptrend channel...
See Chart:
UST 2Y10Y Spread

As BMO's rates-desk notes:
If the 2s/10s curve is unable to steepen above the YTD high of 30.8 bp or reinvert below the -6.6 bp low, this 37.4 bp zone will be the tightest annual rage in history. 

And Treasury 'VIX' is testing back to its lowest since May... ??
See Chart:
Treasury ‘VIX’

The dollar lurched higher today, pushing for recent highs...
See Chart:

Despite a rally in the dollar this week, commodities ended modestly positive (apart from gold's small drop)...
See Chart:

As the dollar rallied, offshore yuan faded this week...
See Chart:
Offshore Yuan  vs. CNY Fix

And finallyit's not the fun-durr-mentals...
See Chart:
Yardini Fundamental Stock Indication

SO… ...it's Fed liquidity, Stupid!
See Chart:
S&P500 index  vs. US City Economic Surprise

And don't forget, it has never cost more (1175 hours of 'average' work) to buy the stock market than it currently does...
See Chart:
# of hours worked to ‘Buy’ the DOW

Oh, and Mayor Pete is now beating Biden...
See Chart:
US Predict Dems nomination 2020: E Warren 25; Pete Buttigieg 23; Biden 21
….
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 US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

DEMOCRATIC CANDIDATES CLASH OVER MOST EFFECTIVE PLAN TO DESTROY ECONOMY  not only Dems , also REPs plan to destroy not only Econ but POL system
"Sanders is a clear favorite, but let's not count out Warren or Biden yet..."
….
X-Y DOESN’T COUNT IN POLITICS
WE MUST GREATE A 3RD OPTION
Hugo Adan  Nov 22-2019
Remember Pareto: the X and Y doesn’t count in politics: the ideal politics can not be measured  by usual variables. We don’t need  usual variables in politics, we need a  Constant not variables, we can create an ideal middle point.
Let’s do it now, our nation is at risk, we need urgently an elected middle force.
No nos queda otra que negociar con Trump a Deal to incorporate the “3rd Option”.
Meaning:
GIVE  to the candidate who get the 3rd # of votes at State & National level (House & Senate) a 20% in the distribution of power (doesn’t matter the # of votes  he/she  gets in elections).
SO, the winner of coming election is the one who  gets 50%  of power to assure gobernability The 2nd party most voted  get 30%  and the 3rd  party gets 20%.  It doesn’t matter how many people  comes to the ballot box, and in fact doesn’t matter either the # of voters from total electorate. The position (fisrt, second & third) counts.
Critical point: CREATE THE 3RD OPTION. We must depart from the duopoly system (Dems & Reps) but declared obsolete now on because is dangerous for the existence  of our Fed-Nation. In 2020 the 3rd option will benefit to both parties (Dems & Reps).  The conservative Trump-party can have a  3rd option in his favor if a liberal Republican run  for elections. In the case of Dems, Sanders (with either Gabbard or AOC) could be the winner & E Warren could be the 3rd option: she is not socialist, she support some Trump policies instead (case Ven, Bolivia & other at international level)  & support some Sanders’ view too.  
WHY A 3RD OPTION?  1st- We need a force in the middle of 2 conflictive parties to avoid the lethal confrontation (national violent chaos) in the aftermath of national election 2020. The 3ed option will deflate the confrontation like a Judge in a Court. The case is that we need a mediator  against the violent chaos  that the by-partisan system will bring. 
2nd- We owed to 3rd parties a compensation for the an-ethical behavior we show against them. We use them as ribbon &  adornment for our fake democracy and that is not right.  (the case of Green Party was the last abuse & fraud we committed against them).
This time we can give the 3er option a 20% of power to compensate our fault and later on -in next election- the 3rd option will get the power that the ballot-box give to them. We need this compensation to 3rd parties now to avoid the violent crash and possible civil-war after this election.
IF Trump or Sander win, there won’t be chances for dictatorship. Everything  can be negotiate with a 3rd party. I do assume that E Warren can get the 3r option for DEMS. I take her a neutral person between Dems & Reps. She favor either one: Trump & Sanders policies = she will be a good mediator.

AGAIN: Remember Pareto: the X and Y doesn’t count in politics: the ideal politics can not be measured  by usual variables. We don’t need  usual variables in politics, we need a  Constant not variables, we can create the ideal middle point.
Let’s do it now, our nation is at risk, we need urgently an elected middle force.
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"There's no smoking gun..."
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Schiff isn't going to like this...
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We're starting to think they don't like the guy...
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Where China and Russia are currently leading a new paradigm of cooperation and development, it is too easily forgotten that America itself had once embodied this anti-colonial spirit under the foreign policy vision of John F. Kennedy.
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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

Comes just as ousted president Evo Morales says US-aligned countries engineered his downfall over Bolivia’s huge reserves of lithium.
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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
BOL:  A Dios rogando y con el mazo dando  Nicolás Iglesias
ALC: El régimen Ortega Murillo y los militares  Oscar-René Vargas 
España:  Una Andalucía viva  Isidoro Moreno
US:  La familia entrampada  Robin Kaiser-
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ALAI NET  ORG
Blocked
RT EN ESPAÑOL
- Ataque con un camión bomba contra estación de la Policía Nacional en Colombia deja al menos 3 muertos y varios heridos https://actualidad.rt.com/actualidad/334627-video-coche-bomba-explota-colombia
- Comisión de Constitución presentará el sábado un proyecto de ley para convocar elecciones en Bolivia https://actualidad.rt.com/actualidad/334619-comision-constitucion-presentara-sabado-proyecto
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- The Most Important topic on earth: World Peace.  By Pres J F. K
- The Day John Kennedy Died  By E Curtin  CIA murder JKK
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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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PRESS TV
Middle East n world news

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