ND
DEC 22 19 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social
+ Capit-compet in Eco
"Emerging
and developing economies already are more vulnerable on a variety of fronts
than they were ahead of the last crisis"
…..
OPEN
THESE CHARTS:
-Global debt on track
to surpass $233 trillion in 2019
-Biggest
recession risk is corporate deliveraging
-“Japanification” of Europe
-The
FED Fund rates are close to “….’neutral’ ..”
-How FED tightening cycles end [don’t opened: you can
get Heart Attack]
-Global
debt in trillions USD [ 2 chart in case you survive the above H-A]
-Who is borrowing? [You
knew it: Emerging markets. Will the pay? No way]
-CONCLUSION:
"Emerging and developing economies
already are more vulnerable on a variety of fronts than they were ahead of the
last crisis,"
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ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
"The
Fed will expand its balance sheet through April/May. After that, markets may
once again have to confront a world with limited trade progress and no further
Fed support."
See Chart:
FED Balance Sheet and 3m10Y UST Spread
CTA’s Net position in
UST Future (TY) as estimated by Nomura
See Chart:
China's credit impulse is all that matters for the world
originated on this blog), peak
periods for the reflation trade have historically tended to be preceded by the
proactive expansion of credit by China's policy authorities (and vice versa). One can think of the performance of long-term holdings in
terms of the 24-month Sharpe ratio (risk-adjusted return) for the performance
of value over growth (buying value and selling growth) in global equities (MSCI
ACWI).
See Chart:
see more charts at:
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"In
the last 30 years, there are not many that look like 2019."
Another way to look back at 2019, is that it was "a year in three acts", or as
Sheets puts it, there really were three distinct phases. Considering global
equities:
- 1. Act I: A powerful rally from depressed valuations and sentiment, as the Federal Reserve made a dramatic reversal to its policy guidance (January 1 – April 30)
- 2. Act II: A volatile period of no gains for five months, as the market worried about a lack of trade progress and continued weakness in global data (May 1 – September 30)
- 3. Act III: A "year end" rally driven by hope that at least ‘phase one’ of the US-China trade deal could be completed, and balance sheet expansion from both the Fed and ECB
Charted, these acts look as follows:
See Chart:
2019’s performance was really a
split in three distinct phases
See More interesting charts at
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
…..
Que acepten que el socialism crece.. es síntoma de derrota inevitable
See Chart at:
====
In the late
1990s, policymakers made a “huge” policy mistake as they left easy money in
place far too long resulting in finance racing far ahead of the economy as
equity prices and corporate debt soared to record levels while operating
profits were declining. The end result was the dot com bubble.
====
The fact: so
many people are willing to risk having their savings consumed if the market breaks hard and falls away shows
how complacent we have become...
====
Of course, if the Fed fails to “extinguish” whatever “blaze” they are currently battling, then we will begin to have a
very different conversation about risk, positioning, and liquidity...
====
"Leave
no vacancy behind"
….
Then: we cannot believe he is an
idiot.. He just represent his social class
====
"... Trump has not lost his base. They’ve gotten bigger, and angrier, and whiter,
and madder."
====
"We never stood a goddamn
chance. None of us did. The deck was stacked against us long before
we got here..."
We all slid out of the womb an itty bitty helpless information sponge
into a world full of mentally ill giants who couldn’t wait to fill our tiny
skulls with all of their inner demons. And now everything, understandably, is
fucked.
That’s
basically our whole entire situation in a nutshell. You can add on
as many extra details as you like — plutocracy, corruption, mass media
propaganda, billionaire wine cave fundraisers, whatever — but ultimately our
plight is due to the fact that every single human showed up on this planet
completely helpless and knowing nothing, forced to trust crazy giants to give
them the grand introductory tour.
Those
clever humans used this newfound ability to place themselves in charge, and to
make a bunch of rules to be passed down from generation to generation
proclaiming that the less powerful humans must submit to the more powerful
humans. Over the generations these rules became more and more numerous and
complex, weaving in moralism, codes of filial piety, and insane, power-serving
religions glorifying meekness, obedience and poverty.
That is your legacy.
That is everyone’s legacy. Countless generations of
cumulative madness, washed into the present moment on a current of eons of
exploitation and senseless cruelty stretching all the way back to the dawn of
our species on this planet.
“You’re an adult now. You’re in charge. See if you can figure out how to
run this place better than we did.” We never stood a goddamn chance. None of us did. The deck was
stacked against us long before we got here.
This is ultimately
the answer to every question about why things are fucked right now. Because every adult on this planet started off tiny, helpless,
impressionable, and surrounded by gargantuan madmen, and it made it almost
impossible to be sane. That’s why.
And that’s what I’m
pointing to here: it’s important to get clear on just how far back the crazy
goes and how fundamentally interwoven it is with the situation in which we now
find ourselves.
Can all humans
become deeply sane and untainted by their ancient heritage of madness? It would
take a miracle. A whole lot of miracles. Billions, to be precise.
But then, I believe in miracles.
….
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Scapegoat
secured...
====
"There's
a lot of Benjamins all over the world"
====
This silent majority has a very good memory, and they know very well who
Nancy Pelosi is... Trump energizes
his base, and the DNC suppresses and disappoints theirs. That’s
where the election will be won or lost.
====
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
WW3 started in the middle east & US has to take out
troops asap from Siria
2020 could
once again witness the US and Russia on the brink of war in Syria.
====
Lies are intended to secure
public support for policy and defeat opposition at home...
====
====
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
VIENTO SUR
FEM:
Prólogo a “Revolucionarias. Mujeres entre el feminismo y el socialismo”: Sobre la construcción de genealogías que
movilicen Julia Cámara
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
-Fake
U.S. History: “American Exceptionalism” Creates Stupidity and Dangerous
Imperialism By S. Brian Willson
-Health
and Environmental Dangers of 5G Technology. A Lethal Multi-Trillion Dollar
Operation By Claire Edwards
and Philip A Farruggio
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