lunes, 13 de enero de 2020

ND JAN 13 20 SIT EC y POL



ND  JAN 13 20  SIT EC y POL 
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco

Don’t forget to READ ASIAN NEWS at the end
….

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


Dow futures spiked instantly, then fell back, then the machines lifted the market back to run those stops, and THEN THE MARKET FELL BACK... AGAIN...
See Chart:
China currency manipulation droped” is a STUPID TRAMP POLITIZACION OF ECON ISSUE. IF prices –currency manipul happens is because failed neoliberal policies based on fake USD & implemented via military force (blackmales & piracy) By US POL-regime

The tech sector is now trading at its most expensive to the broad market since the highs in 2007...
See Chart:

And then there's TSLA, which exploded higher today, "coincidentally" correlated with AAPL and the EXPANSION OF GLOBAL LIQUIDITY... THIS IS TRUE!
See Chart:

And then there's this masterpiece of analysis from Morgan Stanley: "OUR 'ANALYSIS' OF FED BALANCE SHEET EXPANSIONS SUGGESTS IT DOES BOOST ASSET PRICES."
See Chart:
BLOCKED by fascists who are afraid of truth. Si suben los precios, bajan las compras. Where is the general chart on this correlation?  Solo mencionan el caso TSLA

ON TSLA PRICES .. Seriously... this is just a joke!
See Chart:
TSLA price  vs TSLA 2020 EPS expansion

The decoupling between AAPL stock price and its implied vol is shocking...
See Chart:
AAPL Price  vs,  AAPL VIX (inv)

Most shorted stocks squeezed (once again) with "Most Shorted" stocks soaring back last Wednesday highs..
See Chart:

The B-Dollar was a smidge weaker on the day, but basically trod water...
See Chart:

And WTI tumbled to a $57 handle intraday...
See Chart:

And finally, tomorrow we see the start of the financial earnings reporting cycle. We thought these charts might provide some sense of the farce that this so-called 'market' has become...
See Charts with different sources on similar PRICES

Notice a pattern in these chart pricess? Fun-durr-mentals have not been mentioned.  The most important source  DON'T MATTER!!
SO: Nothing to do with China manipulation of prices. JUST US nasty manipulation
….
----
----


"An unprecedented divergence has opened up between the y/y change in the S&P 500 and earnings revisions breadth."
See Chart:
S&P 500 Earning Rev Breath (LS)  vs. S&P 500 Y/Y (RS)

But what if it's just sour grapes, and S&P earnings are indeed set to blast off? After all, as we showed yesterday, the market is already pricing in the biggest economic recovery (or at least ISM surge) since the financial crisis.
See Chart:
Equity Futures Positions has continue to climb

While economic data may have indeed bottomed, does that suggest a meteoric rise in S&P earnings to justify the unprecedented multiple expansion observed in the past year? The answer it appears, is probably not, and Wilson explains why below:
As we head into earnings season,negative revisions have abated which is natural at this time of the quarter. Exhibit 3 shows that revisions during each quarter last year got progressively worse which led to progressively smaller beats (Exhibit 4).
See Charts:
1:                                                                                                            2:
Earning Rev during each qtr last yeargot worse                        vs.  smaller beats  


So yes, some good news: after four quarters of declining earnings as the WSJ noted earlier today, earnings are finally bottoming out. Now if only that justified a 30% S&P surge in 2019. To that point, Wilson still thinks 2020 bottom up consensus EPS forecast for the S&P 500 of +9.5% growth is too high "and these numbers will come down." The question is how much down, and just how much pain will there be as the "Unprecedented Divergence" shown above finally closes.
….
----
----


This solid recession indicator is starting to concern me again...

See Chart:
Comercial & Indust Loans vs. Comercial -Banks % change from year ago

C&I loans, in a growing economy, are growing at a good clip because they’re directly tied to business activity, for a broad range of businesses. And  in the past, when loan demand declined significantly, a recession loomed. As for now, C&I loan balances have dropped 1.7% from the peak in August and are still up from a year ago, but barely, 0.6%. And if loan demand doesn’t bounce back soon and continues to head lower, it will be time to revive recession talk:
See Chart:
C-I Loans , All commercial Banks in billions of $

C&I loan balances were surging in 2018 and 2019, even as interest rates were rising. But balances began to decline only weeks after the first rate cut at the end of July. This is a close-up of C&I loan balances over the past two years:
See Chart:
C & I Loans , All Comercial Banks in Billions of $

The typical scenario would be something like in the prior two recessions where the business cycle does its thing, where a wave of business debt restructurings and bankruptcies reduce outstanding debts at the expense of investors and banks, and where businesses are hunkering down, and loan balances shrink because of declining demand, tightening credit standards, and debt restructurings.
The US economy is not there yet. C&I loans haven’t reached that stage yet, and might bounce back over the next few weeks or months. But if they continue to head south, the recession scenario is a big step closer.
….
----
----


Lost in all of the headlines about Iran and impeachment is the fact that theU.S. economic slowdown which began during the latter stages of last yearappears to be accelerating...


Lost in all of the headlines about Iran and impeachment is the fact that the U.S. economic slowdown which began during the latter stages of last year appears to be accelerating The final numbers which will tell us if we are officially in a recession at this moment won’t be released until months from now, but for millions upon millions of Americans it definitely feels like one has already started.  Yes, the stock market has been soaring, but at this point the stock market has become completely divorced from economic realityAnd as you will see later in this article, stock prices are now the most overvalued that they have ever been in all of American history.

But before we get to that, let’s talk about what is happening in the real economy.
The following are 12 signs that the economy is seriously slowing down as 2020 begins…
#1 The U.S. Manufacturing Purchasing Managers Index has been in contraction for 5 months in a row, and it is now at the lowest level we have seen since June 2009.
#2 Last month, manufacturing employment fell at the fastest pace we have seen since August 2009.
#3 Last month, new manufacturing orders fell at the fastest pace we have seen since April 2009.
#4 Chicago PMI has been contracting for 4 months in a row.
#5 European manufacturing PMI declined again in December.
#6 Borden Dairy, one of the largest dairy companies in the entire world, declared bankruptcy just a few days ago.
#7 Earlier this month, the Baltic Dry Index had its worst day in 6 years.
#8 Overall, the decline in the Baltic Dry Index this month is the largest that we have seen since 2008.
#9 The auto recession just continues to get even worse.  Thanks to the substantial slowdown we witnessed during the second half of 2019, the total number of cars and trucks sold in the United States during all of 2019 was actually below the level that we witnessed back in 2000 when our population was significantly smaller.
#10 Used heavy duty truck prices have fallen “as much as 50%“.
#11 Macy’s just announced that they will be closing 28 stores.
#12 To start the year, AT&T is laying off thousands of workers, and according to Robert Reich those being laid off “will have to train their foreign replacements“.

The optimists are insisting that things will somehow turn out differently this time.
They assure us that everything is under control and that very bright days are ahead.
You can believe them if you want, but every indicator is pointing in the opposite direction.
….
----
----


European wind generation storms into 2020 and oil refiners in Asia and Europe feel the impact of US-Iran tensions...

1. European wind charge sweeps away nuclear concerns
See Chart:
EU5 WIND, SOLAR GENERATION

What’s happening?
What’s next?:
OPEN THE SOURCE BELOW

2. Asia looks to LatAm for heavy crude amid Iraqi supply risk
See Chart:
South korea seed Mexico as a reliable heavy crude supplier
What’s happening?
What’s next?:

3. S&P GSCI records strongest performance since 2007
See Chart:
Individual Commodity performance

4. Palladium keeps smashing records as regulators chase clean air
See Chart:
Palladium Price

5. Brent crude spike puts pressure on NWE refinery margins
See Chart:
Refining Margins in North West Europe
….
----
----


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

It is a wonder of these incendiary times that even as impeachment moves to its ripest phase, the acts of sedition that prompted it still go on behind the scenes with no intervention...
====
Shamelessness ..  neocons disputed when a how to kill Soleimani

Bolton's grand Iran war plans live on...
====

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


Will Bob Iger give Meghan a job?
====

The DEAL must be:  A- One single currency based on GOLD for Bank savings & World trade. B- Nuke dismantle at world level. C- Universal minimum salary . D- Common points on POST NEOLIBERAL AGENDA : Beyond IMPERIALISTIC  Rules.E- Nurenberg rule plus others of world concern (climate included & ZERO DEBT for emerging Nations) ++
….
US TO REMOVE CHINA "CURRENCY MANIPULATOR" DESIGNATION AHEAD OF TREADE DEAL; YUAN JUMPS  [ US lost ethical-moral authority to suggest anything on World Rel]
For anyone still seeking definitive confirmation that the Treasury's "Currency Manipulator" designation is nothing more than a political tool, here it is.
….
I don’t trust any-thing coming from current Trump’  imperialist-terrorist regime
----
----

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


- Canadian Advocacy Groups Urge Ottawa to Designate IRGC as Terrorist Entity  Peru advocacy group designate CANADA  as terrorist country when steeling gold from Peru
----
----


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

REBELION

Bolivia: Postales de la dictadura boliviana  Andrés Sal.lari
Econ:  Extorsiones contra la Unión Europea  Hedelberto López
Mentiras:  Morales Solá o la mentira como pasión  Atilio Boron
Econ:  Un fracaso consentido  Iñaki Moreno
Prostitución   Pasos hacia una política antisexista  Antonio Giménez
Guatemala   El peor gobierno de la historia  Ilka Oliva
US:  Tupac Shakur: pantera negra  Nicolás G. Recoaro
====

ALAI NET ORG

====

RT EN ESPAÑOL

U. retira a China de la lista de manipuladores de divisas  https://actualidad.rt.com/actualidad/339805-eeuu-retirar-china-lista-manipuladores
Estas son las predicciones del Banco Mundial para la economía global en 2020  https://actualidad.rt.com/actualidad/339771-predicciones-banco-mundial-economia-global-2020
Científicos crean los primeros "robots vivientes" a partir de células animales   https://actualidad.rt.com/actualidad/339792-cientificos-crear-primeros-robots-vivientes-celulas-animales 
----
----


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

- The West Is Run by Barbarians   By Peter Koenig
----
----


COUNTER PUNCH
Analysis on US Politics & Geopolitics

Sean Reynolds  Being History with Iran
----
----

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

----
----


DEMOCRACY NOW
Amy Goodman’  team

----
----


ASIAN NEWS
PRESS TV

====
====

No hay comentarios:

Publicar un comentario