lunes, 30 de diciembre de 2019

ND DEC 30 19 SIT EC y POL



ND  DEC 30 19  SIT EC y POL 
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco


...countries to increasingly impose nationalist economic policies.
 "End Of Globalization"  because countries are imposing nationalist economic policies.

The transhumanist pursuit of “immortality” will also come to the fore in the next decade, as will a new tech arms race between the U.S. and China, dubbed the “Splinternet.”

China will eventually win the race, allowing Beijing “to reach national superiority in technology over the long term vis-a-vis Quantum Computing, Big Data, 5G, Artificial Intelligence, Electric Vehicles, Robotics, and Cybersecurity.”
….
====
====


ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics


Stock and bond prices were both down today - adding up to the worst combined day since 12/2
See Chart:
Bond + Stock Return (%)

US Major equity indices were all lower on the day, despite a valiant attempt at a bounce...
See Chart:

US Majors also broke the December uptrend line today...
See Chart

And Nasdaq fell (for the 2nd day) back below the key 9,000 level...
See Chart:

FANG stocks have erased last week's gains (biggest daily drop in six weeks)...
See Chart:
FANG Stocks

Shorts were squeezed as Europe closed, and managed to lift Small Caps to green, but could not hold it...
See Chart:
Most shorted stocks

VIX and stocks continued to decouple...
See Chart:
S&P vs. VIX

Credit and equity protection majorly decoupled...
See Chart:

Bond yields (up) and stocks (down) recoupled today after the decoupling from 12/20...
See Chart:
S&P 500 VS 30Y YIELD

The 30Y Yield ramped (illquidly) above last week's highs before tumbling back...
See Chart:
UST 30 Y Yield

The yield curve (2s10s) pushed to its steepest since Oct 2018...
See Chart:
UST 2s 10s Spread

The B-Dollar accelerated lower again today with a small rebound after Europe closed...
See Chart:

The B-Dollar Index  hit 6-month lows...
See Chart:

Finally, Ed Yardeni's Fundamental Stock Market Indicator is signaling the S&P is 20% rich to reality...
See Chart:
….
----
----

“Favorable conditions are expected throughout 2020,” though supplies still aren’t sufficient to meet healthy demand,

 THE pending home sales index slipped to 4-month lows
See Chart:
….
----
----

2020 will very much be a battle of control. Bears may be fighting the Fed, but the Fed is fighting the bond market. And nothing is bigger than the bond market...

Central banks came, saw, and saved everything again and set the global economy back on a path of reflation or so go many market narratives being sold to the public these days following the furious Q4 market rally to new highs.

Remember where we are in the cycle:
See Chart:
….
----
----


After 11 years of "the Fed is the market" expansion, the Fed has now reduced its bloated balance sheet by 6.7%. This is normal, right?
See Chart:
….
----
----


Another 'win' for Trump?           
----
Sure: SO: Make America great again & impeach Trump for crimes Agst humanit
====


Global stocks and US equity futures slipped modestly in thin overnight trading on the second to last day of what may be the best year for stocks in 22 years, with broad if shallow losses in Asia and Europe.
----
----

US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

"....the free-floating fear that we’ve run out the clock on our current way of life, that the systems we depend on for our high standard of living have entered the failure zone..."
====

When they attack E Warren means a-that they afraid of her; &  b- that she is right
Elizabeth Warren wants to steer the US to the Left, radical Left...
====


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


International organizationsstarting with the UN itself, appear less relevant than ever... and classical media have also lost much of their power and relevance...
====


"There is a discussion on whether to invest the fund’s money in gold and precious metals. There are a lot of supporters and opponents" - Russian foreign ministry.
====

Iran's proxies in Iraq simultaneously vow: “We have no choice but confrontation.”
====

In a volatile year for commodities and energy, S&P Global Platts’ explores many of the biggest themes and trends through infographics...
See MAP:

How to replace Iranian oil?
After US sanctions on Iran tightened with the non-renewal of waivers for oil importers, there were still plenty of options on the table to replace specific Iranian crude grades.
See Chart:
Race start to replace Iran Oil grades as US waivers end

Middle East oil supply vulnerability
The succession of attacks on Middle Eastern oil infrastructure had a short-lived effect on crude oil prices, but was a reminder of how exposed a large portion of the world’s supply really is.
See Chart:
Attacks lay bare Saudi oil vulnerability

Lithium supply in the age of EVs
Amid tumbling prices, can lithium supply keep up with demand going into the next decade? S&P Global Platts looked at global production hotspots and market fundamentals.  [[ This explain Bolivian cup d’état ]]
See MAPS
….
See more charts at:
----
----

WW3 ALREADY STARTS.. as US planned: they attack.  Nobody knows RU-Ch  response
A lot of people seem to have forgotten that we were literally on the brink of war with Iran earlier this year...
====
Iran and its allies condemned the attacks as "terrorism"...
====
"Washington has sent an invitation and Beijing has accepted it."
====

...anticipate that Western hegemony is replaced by national imperialisms.
….
NAZI STYLE
====


SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

----
----

NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION

Cultura:  Yawar Mallku y la censura etnocida  Miguel Pinto
Europa  La agonia de Venecia  Renán Vega
Economia:  Grace Blakeley Socializar el sector financiero? Daniel Koop
Altern:  Con razón y sin razón pero en democracia  José María Agüera
ALC:  América en rebelión  César Zelada
COL:  Además de sordo, sin ojos  Himelda Ascanio
COL: Sin capacidad de asombro ante las masacres  Fdo Alexis Jiménez
MX: Impuestos y despidos   Año nuevo en Yucatán  Cristóbal León
España  La base del progreso Progresis, femin, ecologis y de izq  A Antón
====
RT EN ESPAÑOL

-Rusia y Ucrania llegan a un acuerdo sobre el tránsito de gas para evitar la interrupción de los suministros a Europa  https://actualidad.rt.com/actualidad/338352-rusia-ucrania-firmar-paquete-documentos-transito-gas
-España expulsa a 3 diplomáticos bolivianos en reciprocidad por la salida de sus funcionarios en La Paz https://actualidad.rt.com/actualidad/338325-espana-expulsa-tres-diplomaticos-bolivianos
-Amigo de Assange: "Julian me llamó y contó cómo está muriendo lentamente en Belmarsh, donde es mantenido a menudo sedado"  https://actualidad.rt.com/actualidad/338331-amigo-assange-julian-contar-morir-prision
-Mazda afirma que las baterías de largo alcance de los autos eléctricos son más perjudiciales para el planeta que los vehículos diesel   https://actualidad.rt.com/actualidad/338324-mazda-baterias-largo-alcance-autos-electricos-mas-perjudicial-diesel
----
----


INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

----
----


COUNTER PUNCH
Analysis on US Politics & Geopolitics

----
----

GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

----
----

DEMOCRACY NOW
Amy Goodman’  team

----
----

PRESS TV
Middle East n world news

----
====

No hay comentarios:

Publicar un comentario