ND DEC 5 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
Here only few charts:
The
constant hubbub behind every tiny dip in stocks is simple... a trade deal is close,
so remain calm... is the official story
Notably,
despite various "trade deal close", no short-squeeze was ignited...
See Chart:
Most-Shorted
stocks
Treasury
yields were almost uniformly 2bps or so higher on the day (belly slightly
underperformed +3bps). Only 2Y Yields remain lower on the week..
See Chart:
The
B-dollar fell for its 5th straight day to its lowest in a month...
Dollar
and Stocks decoupled the last two days...
See Chart:
And
then there's this...
Where is the stock market
according to voters: decreasing: so far 18%
Does this image implies that only 40% agree with T
policies & vote him? SO: resing
See
Image:
….
SOURCE:
https://www.zerohedge.com/markets/dollar-dives-5th-straight-day-trade-talk-fails-juice-stocks
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RISK of COLLAPSE: DONDE ESTAMOS y
ADONDE VAMOS
By JP
Morgam
IF big
Corp & Bamkers said it, it means that is time to pay attention to middle
clases to deflect a chaotic transition or REV in the post-neoliberal agenda. Hugo
Adan
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RELATED:
"It may only be a matter of a
few days before I start saying I’m going to be net short of stocks."
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RELATED:
1 more
"Effectively the story was
talking about itself in the third person when it was the story. Which is very
Bloomberg at the moment, isn’t it?"
====
RELATED
3: SE DIVIDIERON?
"THEY'RE
TRUE 21ST CENTURY CRIMINALS" - FEDS INDICT 'EVIL CORP' HACKERS FOR $100
MILLION CRIME SPREE
"I’d put them in the top tier..."
====
RELATED
4: INVESTORS ARE QUITING
...growth
is weakening, the Fed is cutting rates, the trade wars are not over (despite
happy talk) and political tensions are rising.
====
The financial struggles of the U.S.
shale industry are becoming
increasingly hard to ignore, but drillers in Appalachia are in
particularly bad shape.
See Chart:
Appalachian
Gas Drillers Struggle in WS
….
IT WILL BE DIFFICULT for
the next Presid to solve this problem
….
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Powell's reaction function is once
again data-dependent, which is why tomorrow's payrolls report might actually
matter to markets.
Here is a summary of the key
expectations, courtesy of RanSquawk
- Non-farm Payrolls: Exp. 180k, Prev. 128k.
- Private Payrolls: Exp. 175k, Prev. 131k.
- Manufacturing Payrolls: Exp. 38k, Prev. -36k.
- Government Payrolls: Prev. -3k.
- Avg. Earnings M/M: Exp. 0.3%, Prev. 0.2%.
- Avg. Earnings Y/Y: Exp. 3.0%, Prev. 3.0%.
- Avg. Work Week Hours: Exp. 34.4hrs, Prev. 34.4hrs.
- Unemployment Rate: Exp. 3.6%, Prev. 3.6%. (FOMC currently projects 3.7% at end-2019, and 4.2% in the long run).
- U6 Unemployment Rate: Prev. 7.0%.
- Labour Force Participation: Exp. 63.3%, Prev. 63.3%.
TREND RATES:
The street looks for 180k
nonfarm payrolls to be added to the US economy in November, slightly above
recent trend rates (3-month average 176k, 6-month average 156k, 12-month
average 174k). While the jobless rate is seen remaining at 3.6%, analysts note
that the differential between jobs 'plentiful' and jobs 'hard-to-get' in the CB
consumer confidence data narrowed from 35.1 to 32.1, leaving some risk of a
rise in the unemployment rate. Consumers are seemingly optimistic on wage growth,
with the latest confidence data showing the
anticipation of an improvement in future wages rising slightly in the month
(from 21.4 to 21.8), while those expecting a decrease declined slightly (6.9 to
6.2).
ADP:
According to the ADP's measure
of payrolls, 67k jobs were added to the US economy in November - short of the
145k consensus, and missing even the most pessimistic forecast (range was
between 120-188k); Capital Economics says the data presents downside risks to
its 170k forecast, though does note that the official payrolls data will be
boosted by an approximately 50k rise in auto sector employment after GM workers
returned from strike -- the ADP's data did not include this effect. "This report adds to signs that the labour market is
still losing momentum, suggesting that income growth and thus real consumption
growth will slow a little further in the near term," Capital Economics
writes, "but it would take a much sharper downturn in employment growth to
raise recession fears and prompt the Fed into additional rate cuts."
See Chart:
ISM:
The ISM manufacturing survey
saw the employment subindex fall by 1.1 points in the month, taking it to 46.6
points, with the contraction extending to four months. ISM said that three of
the six big industry sectors expanded employment, and three contracted during
the period, an improvement from the previous month, and also said that labour
force-reduction concerns remained generally constant. (NOTE:
ISM says that an employment sub-index above 50.8, over time,
is generally consistent with an increase in the BLS data on manufacturing
employment (you have to go back to the July data for the latest print above
that level). The employment sub index within the non-manufacturing ISM told a
better story, rising 1.8 points in November to 55.5, with respondents stating
"we are in a workforce crisis, unable to attract and/or retain
workers" and "hiring more personnel to support operations.
See Chart:
Downside
risks to Employmwent
Arguing for a Weaker Report:
- Winter weather. Snowstorms during the survey period in Chicago and other parts of the Midwest may have weighed on November payroll growth. As shown in Exhibit 1, our population-weighted snowfall dataset was above average during the November survey week. While the impact is uncertain, we are assuming a weather impact of around -10k in tomorrow’s report.
See Chart:
- Holiday retail hiring. Thanksgiving was relatively late this year (November 28th n ) and this could reduce the number of holiday retail employees reflected in the November survey period. As shown in Exhibit 2, retail job growth tends to be weak in similar calendar configurations, decelerating relative to the 3-month average in each of the last four instances (though the magnitude of this drag may be waning over time).
See Chart:
Arguing for a Stronger Report:
End of GM Strike.
Labor market slack.
Employer surveys.
Census hiring.
….
Continue reading
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
Trump: believing or not PELOSI
is your partner: IF she needs money give it to her
"Don't mess with me when it comes to words like that."
…
No cantes
victoria:lo peor esta por venir sin Pelosi. Put on your
socks 1st
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Violent crime rate has decreased by 48.6 percent in tandem with ownership
rise...
….
Guns= armed violence=REV
if we don’t negotiate a post neoliberal agenda. This is why we depend on
middle-closes to deflect conflict with a middle lawyer
bedtween the super
rich (the 1%) vs. the rest of the
Nation. Read my report on “Middle Classes & Rev in
America”
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“It is the
responsibility of the patriot to protect his country from its government.”
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Superyacht dealers are also seeing a
slowdown in sales because the ultra-wealthy are spooked...
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The myth that police support gun
control legislation is one of the most
frequent crutches used by gun control groups to support disarming
Americans...
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Disarming
American is not constitutional. People has the right to resist it
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====
...it is
easy to imagine that the anti-Trump parties will use any return to power as an
opportunity to settle scores
against the hated rubes and "deplorables" who dared attempt to oppose
their betters...
….
SIMPLE ANSWER: By doing that FDR did: mixing capitalism with socialism. That is
taxing the rich (the 1%) and/or
expropriate their Banks. We need an agenda with the PUBLIC NEED as OBJECTIVE:
meaning: dismantle the corrosive and lethal
Private Greed. We need a socialist regimen working hand on hand with the
labor and seems they won’t accept this project.. we need to be ready for REV
{organize with working classes & product-investors): armed-brigades f REV.
That is why we refuse to be disarm= no future=suicide.
Disarm the rich, not us.
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They are already disarming us
mentally: we must refuse this one too
The trade war is not going to end anytime soon for
a very good reason: It serves the globalist agenda as a perfect distraction for the
collapse of the “Everything Bubble” and the launch of a “new world order”.
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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
Shameful policy: it foster quid
pro quo. They were involve in Sept 11
& terror in Syria
In fact,
they said to me, 'But nobody has ever asked us to do this.' I said, 'I know, king, but I'm asking.'"
….
This is why T must be
impeached: he is involved in crimes against humanity & war crimes. IF he
buy election.. he has not chances of gobernability, unless he implemnent a
fascist regime that will be rejected inside & outside. Just resing.
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"We fundamentally reject illegal migration. We
also reject allowing smuggling gangs to decide who will live in
Europe." - Czech Prime Minister Andrej
Babiš.
====
The silver lining won't last
forever: China's
EV market is in for a massive reality check.
See Chart:
Low
Power
Comment:
I usually don’t take for
granted what Amer said on China, but this one place a Qt for the future of
cars: What is coming after the polluters that are killing us?
====
RELATED:
Investors searching for "green
shoots" in the global manufacturing sector might not discover them in
Brazil.
====
GOOD NEWS:
"We're
not interested in triggering an arms race or deploying missiles where there are
none."
….
I’m skeptical: we
& RU live from the business of producing guns & promoting wars
(specially the US) .. Can we go beyond this stupid type of Economics??
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SPUTNIK
and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
-
Netizens Split as Melania Trump Does the
Honours Lighting 2019 National Christmas Tree No toquen ese fuego: quema. Respetos guardan respetos. Yo admiro
a Melania
- ‘Faux
Outrage’ After She Bashes Trump Impeachment Witness For Naming Her Son No metan a la
familia de Trump en el lio impeachment. Hacerlo es indecente e inmoral
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NOTICIAS IN SPANISH
Lat Am search f alternatives to
neo-fascist regimes & terrorist imperial chaos
REBELION
Chile: Un campo de pruebas de armas
israelíes Ramona Wadi
US: Alka Pradhan: “La política migrat de US tiene
raíces en Guantánamo”
Am
Lal: Qué puede pasar en América
Latina? Jorge
Gestoso
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ALAI NET ORG
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EL RESTO PARA MANIANA
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