miércoles, 6 de noviembre de 2019

ND NOV 6 19 SIT EC y POL



ND  NOV 6 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 odds of a US-China trade deal slipped lower today (though remain high) after reports that the signing may be delayed...
See Chart:
Market-Implied  Odds of a  US-China Trade Deal Is it truth  that US pigs went to heaven

But, don't stop believing it will happen...
See Chart:
BLOCKED

The Dow and S&P trod water near record highs but Small Caps underperformed (Trannies were bid into the last few minutes)...
See Chart:

US banks continue to tick higher with the steepening yield curve...
See Chart:

But, bank stocks have decoupled from credit in the last week...
See Chart:
US BANK Stocks   vs.  US Bank Credit

Treasury yields fell on the day 
See Chart:

The Dollar managed to end higher on the day  though small move
See Chart:

Finally, you have to laugh...
See Chart:
Mind the gap-Equity flows & performance  have decoupled YTD

And stocks are soaring as The Fed's balance sheet rises for the 9th week in a row - adding $260bn, the biggest such surge since May 2009...
See Chart:
FED Balance Sheet
IT'S NOT QE THOUGH!!!
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Simply put, betting on past winners being future winners (and past losers being future losers) has collapsed in the last two months...

In fact, it appears, October was just too much to handle after September's chaos as investors capitulated, withdrawing almost $1.6 billion from momentum-focused ETFs in October, the most for any month on record, according to Bloomberg Intelligence data going back to 2012.
See Chart:
Momentum ETF Flows
….
SOURCE:  https://www.zerohedge.com/markets/panicking-momentum-investors-capitulate-record-outflow-scramble
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IRONY :

"We’re dealing with almost a currency issue, longer term, in terms of what is the value of currency when those liabilities..."
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


“You live in the United States, you think you have rights - and apparently you don’t,”
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"Non-partisan" indeed.
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The Fed claims inflation in the US is nowhere to be found. Anyone - that would be virtually all Americans - who spent money on healthcare in the past decade laughs at such idiocy.
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The real waste of money is Govt expending in arms: PENTA, Military Indust  Complex ++
The number of California retirees collecting a public pension of $100,000 or more hit an all-time high of 79,235 last year, up 85 percent since 2013...
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Trump  broke the Deal with RU .. plus nuke –circle on RU with Poland, Romania & Ukr?

"The US will be to blame for the collapse of the last limits on the biggest nuclear arsenals on earth."
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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



The Art of the Deal is alive and well in how China is acquiring foreign pig products
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The great economic decoupling has started, this is something that we've warned about since the trade war began.
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US accused of "throwing a wet blanket over the spark of the DPRK-U.S. dialogue" as well as "stoking the atmosphere of confrontation on the Korean peninsula"...
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Killing business? It is easier to kill pigs from d 1 %  of US Tax evaders & bailout profiteer
At one time, the elite at least attempted to conceal their boundless enthusiasm for population control from the general public, but now they aren’t even trying to hide it anymore...
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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

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ALAI ORG

Cuba-US   Trump por 187   Atilio Boron
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- Why is Latin America Burning?  By César Chelala
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Saad Hafiz  The Forever Wars 
Eric Draitser   SEEDS
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DEMOCRACY NOW
Amy Goodman’  team

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