lunes, 9 de diciembre de 2019

ND DEC 9 19 SIT EC y POL



ND  DEC 9 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

 It appears Friday's "goldilocks" jobs data has not cheered the bond and FX traders as much as the equity algos after all...
See Chart:
DOW vs  30Y Yield  USD

Maybe - bearing in mind last December - it's time to leave 'the game' for now...
Listen Video:

US markets were also all lower today with no trade-hype headlines to save the day - Nasdaq (AAPL) was the laggard as Small Caps managed to relatively outperform...
See Chart:

Very weak close for stocks.
The S&P found support at VWAP overnight but the opening ramp was quickly faded as Europe closed and really never recovered...
See Chart:

VIX was significantly higher today, topping 15.50
See Chart:

Small moves today but cyclicals underperformed...
See Chart:

The yield curve has continued to flatten since the payrolls print...
See Chart:
UST 2Y 30 Y SPREAD

The B-dollar fell for the 6th day in the last 7 - erasing much of Friday's jobs spike..
See Chart:

Finally, it appears Elizabeth Warren's Tax-the-Everything-&-Everyone Plan jumped the shark as she is now in 4th place (in betting markets) with Biden re-accelerating..
See cooked Chart:

And while the volume of negative-yielding bonds in the world has fallen, gold has held its value as bitcoin has slipped lower..
See Chart:

And 2019 is 2013... .for now...
See Chart:
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Once upon a time, it was considered blasphemy by the very serious people, that central banks are directly targeting - and seeking to boost - stock prices. How the times have changed...
To put this in context, this reading is in the first percentile of the past 7 years, a time when QE and financial repression has been very active...
See Charts:
From a long time perspective its’ even more extraordinary
See more charts at:
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"Every transaction in the market requires both a buyer and a sellerwith the only differentiating factor being at what PRICE the transaction occurs. Since this is required for there to be equilibrium in the markets,there can be no 'sidelines'... "
With cash levels at the lowest level since 1997, and equity allocations near the highest levels since 1999 and 2007, it suggests investors are now functionally “all in.” 
See Chart:
See more charts at
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Besides free QEs, Bailouts the billionaires  also got free taxes. On top: insulting E W
"Absurd framing, deceitful description, idiotic conclusion."
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...a giant self-reacharound?
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The system is not stable, and it probably is insolvent... They blew the system back in 2007. They gave up on the domestic economy to save the banking system..."
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What happens next? 
See Charts
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

"High demand for secured (repo) funding from non-financial institutions, such as hedge funds heavily engaged in leveraging up relative value trades."
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Amazon accused Trump of exerting “improper pressure” on the Pentagon and launching "repeated public and behind-the-scenes attacks” on the contract and the company to steer the JEDI contract away from Amazon.
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'Serious performance failures' in surveillance of Trump aide...
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...the problem is that this PC Nazism is not just limited to academia.Eventually, these daddy-issue cadres are going to get out into the world andcontaminate all of our institutions even worse than they are contaminated now...
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"The FBI launched an intrusive investigation of a U.S. presidential campaign on the thinnest of suspicions..."
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Nothing to see here...
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Long before her recent testimony to the House Judiciary Committee Karlan, said that then-President-elect Donald Trump has an “across-the-board combination of ignorance, indifference and defiance” of the constitution...
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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

WW3 IS AT PORTAS:
"What I want to do is reallocate forces." 
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See Picture:
The Pentagon's realignment of the enemy has unleashed an economic war on Russia and China. Washington is sanctioning Russia, while on another front, launched a trade war with China to halt its economic and military ascension
These economic wars between the US and China and Russia have also kicked off a technology war that has morphed into an artificial intelligence arms race, which is setting the stage for heightened geopolitical uncertainties through the 2020s as the world inches closer to a shooting war
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Julian Assange is not in a German prison, true, but Angela Merkel is still the uncrowned queen of Europe, and if she would visit Julian in his Belmarsh torture chamber it would make a huge difference.
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Fierce reaction after a 'confused' NATO eyes China & the Middle Eastalongside Russia.
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Los Rusos no le temen a NATO.. es NATO quien teme a RU y hay razón para ello
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"This highlights the malign influence of Russian mercenaries acting to influence the outcome of the civil war in Libya..."
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Ni los deportes se salvan de la RU-phobia  de los ‘USANOs’
The world's leading anti-doping authority handed down a four-year ban on Monday...
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"If you are a patriot you will close this case..."
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As “Normandy Four” summit kicks off, a return to Maidan unrest of 2014?
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The danger for the cartel is that if the cuts work too well – if they raise prices too high – U.S. shale could bounce back, potentially increasing the pace of drilling and threatening another wave of supply...
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We have produced a map showing all dry bulk, general cargo, and other dry vessels carrying agriculture products...
See interesting Charts at:
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Israeli defense minister claims Iran fast establishing "a ring of fire around our country"...
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Whistleblower' and informant testimony confirms another "Pentagon Papers" mass deception..
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Boosting "competition" among other state-run entities...
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"This open-secret system of “Affluence and Influence” is how the intelligence apparatus gains such power."
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"The goal is to bring Taiwanese talent to the mainland and hollow out Taiwan." 
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

-T committed many crimes but not well summarized: US House Dems Yet to Present Any Evidence That Trump Committed Crime 
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION
Francia  El malestar social coagula  Léon Cremieux
Econ:  De recesiones y monopolios  Albert Recio Andre
Opin:  Guerra y paz, el gasto militar siempre mata  Armando B. Ginés
Rusia: Su papel constructivo en Libia y Siria  Pablo Jofré Leal
España  Proceso Constituyente  Por la República  Víctor Arrogante
Cuba  Imaginar otra Cuba  Ramón García
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ALAI NET
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

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COUNTER PUNCH
Analysis on US Politics & Geopolitics

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DEMOCRACY NOW
Amy Goodman’  team

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PRESS TV
Middle East n world news

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