ND
JAN 30 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
Market Machines desperately keep trying to ignite momentum. In
the immortal words of one veteran trader looking on as the so-called market
exploded back to unchanged after WHO did what everyone
had feared and declared this a GLOBAL PANDEMIC "THIS
ENTIRE MARKET IS A F**KING JOKE!" :
- 0640ET *WHO: PERSON-TO-PERSON VIRUS SPREAD IN JAPAN, VIETNAM, GERMANY
- 1240ET *CDC CONFIRMS FIRST PERSON-TO-PERSON U.S. CORONAVIRUS INFECTION
- 1440ET *CORONAVIRUS IS INTERNATIONAL HEALTH EMERGENCY: WORLD HEALTH ORG
So panic-buy?
See Chart:
The message from the rest of the world:
China continue to be closed, but A50
futures tumbled back to recent lows today - lowest close since June...
European stocks all slumped today...
In the US : The Dow, S&P, and
Nasdaq all managed to surge into positive territory - after the worst possible
set of news headlines...
See Chart:
Well engineered short squeeze to
keep The Dow (most shorted stocks) green
in 2020...
See Chart:
For some reason, cyclicals were
suddenly panic-bid on the bad news (corona virus?)...
See Chart:
Trannies and Small Caps are notably
in the red year-to-date and The Dow is clinging to UNCH before the WHO Doublespeak
sparked a rebound...
See Chart:
Bonds and stocks are ridiculously
decoupled...
See Chart:
Nasdaq vs
Stocks (3Y Yield)
Treasury yields extended their
decline on the week before a ridiculous spike after the WHO news.
See Chart:
30Y tested down to a 1 handle...
(and 10Y below 1.55%)
See Chart:
And perhaps most notably, the yield
curve has re-inverted with 3m10Y now at -3bps...
See Chart:
Before we leave rates-land, we also
note that the market is panic-pricing in almost 2 rate-cuts now for 2020
See Chart:
Market-Implied # of rate cuts by end 2020
The B-dollar trod water for a =4th
day, roundtripping overnight strength with selling in the EU/US day...
See Chart:
YUAN ended weaker but no thanks to panic-bid after WHO...
after WHO it came up
See Chart:
Commodities chopped around like
everything else...
See Chart:
Regarding US: As Bloomberg noted, copper's slump may be an indication that we’re due for a bigger pullback
in the U.S stock market. The
metal, which is viewed as an indicator of Chinese economic health, has fallen
for 11 straight sessions. It’s now at its lowest level since September, when trade tensions with China
dominated headlines and the S&P 500 slid more than 3% in three weeks.
Now, it’s
the coronavirus that’s prompting concerns about the Chinese economy. With
the country hitting pause on production, construction, and other economic
activity, industrial demand concerns are pushing copper lower. And since American and Chinese
manufacturing are highly correlated, this slowdown could translate over to U.S.
equities.
See Chart:
In other words: the
worse debacle is coming.
WTI traded down to a $51 handle to a
critical support level...
See Chart:
Finally (always some
stupidity) some
have wondered IF THE SURGE in Bernie Sanders has also weighed on stock
market sentiment..
See Chart:
It could be the other way around:
Sanders surge will affect negative only to billonaire’s speculators inside the
neo-liberal market.
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RELATED:
The
coronavirus outbreak should be treated for what it is: a potential
harbinger of human and economic calamity.
See Chart:
Of course this will affect the US
Economy: they are interconnected.
….
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The Federal
Reserve's motto: "making the rich richer, and the poor poorer for
over a century."
See Chart:
The top 1% holds 56% of all household equities (Corp,
non Corp & Mutual Funds)
See more interesting charts at:
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The largest boat with billionaires that get out from the
Titanic is still alive:
And just
like that, Amazon has recovered its rightful place among the other $1+ trillion
market cap FANG companies.
Here is a summary of the fourth quarter highlights:
- Q4 Net Sales $87.4B, above the consensus estimate of $86.17B, and above the high end of the company's own range of $80-$86.5BN
- Q4 EPS $6.47, smashing expectations of $4.11
- Q4 operating income $3.88 billion, up 2.5% y/y, and also smashing estimates of $2.75 billion
- Q4 AWS Net Sales $9.95B, also modestly beating expectations of $9.89B, and up 34% Y/Y, a modestly slowdown from 45% a year earlier
Despite the otherwise impressive outlook, taking the midline
of Amazon's Q1 revenue guidance of $71BN would indicate
another modest slowdown in total revenue, the lowest since March 2018.
See Chart:
Another potential blemish: after the company's profit margin
nearly doubled to an impressive 7.4% in Q1 2019, largely thanks to the increasing
contribution from AWS, in Q2, Q3 and then again in Q4,
profit slumped again, and the profit margin of 4.4% was the lowest going back
to Q1 2018.
See Chart:
Amazon Profit Margin
Meanwhile, even though AWS beat revenue expectations of
$9.89BN, reporting $9.95BN in sales, the growth rate
continues to decline, and in Q4 dropped to 34%, the lowest on record.
See Chart:
Amazon Web Services Growth
YoY
Online stores, seller services, Amazon Web Services,
subscription services (mostly Prime) and other (mostly advertising) all saw
gains.
None of the potential red flags mattered to investors
however, who focused on the solid beat and the impressive guidance, and pushed the stock as much as 15% higher, to a new all time
high above $2,100 and a market cap over $1 trillion.
See Chart:
….
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VIRUS IRONY?
So once again, bonds were right all along?
The Dow is down 200 points this morning, erasing all the mid-week gains... didn't we learn the lesson last week?
See Chart:
See more interesting charts on this matter at:
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….
IF DOW got a virus.. put it in special hospital .. It can infect & kill
the whole neo-liberal economy.
And put it together with other suspected of similar infection. Why? because loneliness
can cause depression & and dep can cause attempts of suicide. We need these relics of neoliberalism in museums, not incinerated.
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
IRONY ON TRUMP CRAZINES
...we need to keep a close
eye on such "experts," because they seek to use state power to control their enemies,
and that means conservatives and libertarians in particular.
….
This Irony doesn’t need special comment.. is ironic per-se.. by default
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The end of privacy as
we know it?
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"We
will follow the evidence wherever it leads, no matter how high. … The rule of law will prevail."
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...media
outlets pushing this agenda should be recognised as “fake
news and part of the media wing of the Democratic Party.”
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The temporary postponement
of the Ukrainian aid was practically irrelevant considering that
U.S. assistance efforts have long
fueled the poxes they promised to eradicate...
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"I
think this is an important question.One
that deserves to be asked."
====
There’s a very good reason that
Virginia wants to disarm civilians with
a rash of
new, unconstitutional laws...
….
That is illegal: unconstitutional. IF allow it means that State separatism is allow
====
The people who wrote that letter seem tobelieve ordinary people are too stupidto figure things out for
themselves...
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Stocks,
Bond Yields Tumble because neoliberal system is obsolete. It benefit
the rich
It would
appear that WHO has no choice but
to declare emergency now
….
That is a xenophobic Appch.. it is
like saying that US pork sent to Chine were infected with corona virus, as 1
person said. IF one US couple is infected
just create the anti-virus & put all people coming from China in
special hospitals or at least said to the Nation in which states they are &
how they’re treated.
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"But I
guess here we are..."
….
Hillary was and is above the Law.
She started in Libya when she made a deals with one Saudi yihadist group (the one who killed Pres. Gadafi brutally) while other yihadist group surrounded the US Emabssy in Bangazi.
They called Hillary to get military aid & it never arrived (4 US Embassy
staff were killed). Hillary was laughing and perhaps ultra happy with GOLD from
Libya that disappear. She was never investigated nor indicted from all of this.
US Pres. Obama helped her. Trump never order to reopen the case. Now is time to do it.
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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
...a clip out of Paris stokes Twitter coronavirus controversy...
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Palestinians
prepare UN draft resolution condemning what Abbas dubs “the opposite of
peace”.
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...radioactive brine may be
dramatically increasing the cancer risk for people who come in contact with it.
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"We
observed a greater number of men than women in the 99 cases of 2019-nCoV
infection. Mers-CoV and Sars-CoV have also been found to infect more males than
females..."
====
WHO: World Health Organization sided Agst China to break their economy
"For
all of these reasons, I am declaring a public health emergency of international
concern over the global outbreak of the novel coronavirus..."
….
TOO MUCH WRONG INFO ENLARGING THIS
ISSUE IN THE WEST-PRESS & TV
THE FACT: the worst global pandemic that put at risk the life of the
whole humanity is WW3 and that is a multi-billion-business of US evil Corp: MIC
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Racist ‘pandemia’ got the US SENATE:
Tom Cotton says China is
lying about the full extent of the outbreak...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
-Greatest news.. better than
impeachment: 'Poopetrator':
CCTV Camera Catches Man Who Defecated on Australia Law Firm's Doorstep
- US
State Department Issues 'Level 4' Travel Alert For China, Urging People to
Abstain From Visiting
- Disaster
Dividend
US
Commerce Secretary Wilbur Ross has proposed that the outbreak of the new
coronavirus will be great for the US economy
- Guaido’s
‘World Tour’ : ‘Admission of Defeat’ in Venezuela US and Canada will soon discard him and find a new
puppet for regime change.
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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 NET:
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RT EN
ESPAÑOL
OMS declara la emergencia internacional ante la
propagación del coronavirus https://actualidad.rt.com/actualidad/341518-oms-declarar-coronavirus-emergencia-internacional
Congreso de Chile aprueba la ley 'Gabriela', que
amplía el concepto de feminicidio https://actualidad.rt.com/actualidad/341569-congreso-chile-aprobar-ley-gabriela-feminicidio
China enviará aviones chárter para devolver al país
a residentes de Wuhan que están en el extranjero https://actualidad.rt.com/actualidad/341589-china-enviar-aviones-charter-regresar-residentes-wuhan
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
- Trump’s ‘deal of the century’ is so absurd
and banal. Impossible to take it seriously
By Robert Fisk
By Robert Fisk
- US Returns to Ashes of 1945 By Finian Cunningham
- Evangelicals Love Trump for Many Reasons, But
One of Them Is Especially Terrifying
By Stephanie Mencimer
By Stephanie Mencimer
- Endless War is a Disastrous (But Profitable)
Enterprise By L Wilkerson Col, USA (Ret)
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
-Jonathan Cook Trump’s
Deal of the Century Won’t Bring Peace
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
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DEMOCRACY NOW
Amy Goodman’ team
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ASIAN NEWS
Press TV
- 'Trump's Middle East plan aimed at eradicating Palestinians'
- Israeli forces attack Palestinian protesters in Ramallah
- 'Trump’s plan meant to legitimize Israeli apartheid in Palestine'
- WHO declares China virus outbreak an international emergency
- Al-Wefaq demands release of sick Bahrian prisoners
- ‘Those at top in US not charged with their crimes while in office’
- Britain to bow to US pressure ahead of Brexit
- What a mess NHS
- Yemen’s army steps up retaliatory attacks against Saudi Arabia
- ‘Liberating Jerusalem or al-Quds number one priority of Muslim world’
- Leader’s aide: Trump’s anti-Palestine scheme doomed to failure
- ‘Sanctioning AEOI chief worthless, shows US desperation’
- WHO declares China virus outbreak an international emergency
- Palestinians not to forgive those who accept US plan: Hamas
- ‘Trump plan meant to liquidate Palestinian cause’
- Syrian army forces seize new areas in southeastern Idlib
- Trump’s pro-Israel Mideast deal sparks shock and ire
- ‘Palestine feels free to breach Oslo accords, Abbas tells Netanyahu’
- Kushner ‘surprised almost to death’ Palestinians rejected his deal
- Balloons with possible explosives found in Dimona: Israeli nuke reactor
- ‘Work continues 24/7 to get Iranians out of virus-hit China city’
- Trump just wrong on US economy: Nobel laureate
- Sanders , others, censure Trump ‘peace plan’, warn against annexation
- Trump panics at Bolton’s possible testimony
- Trump's 'apartheid peace plan'
- PROGRAMS
- Battle for Idlib
- Record breaking bombs in Afganistan
- Insert coins to play
- Bahrain domestic workers
- US war in Afghanistan
- Slap of the Century
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