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
….
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"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.
….
SOURCE: https://www.zerohedge.com/markets/unprecedented-divergence-has-opened-between-stocks-and-earnings
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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.
….
SOURCE: https://www.zerohedge.com/personal-finance/its-time-pay-attention-commercial-industrial-loans
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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 reality. And 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.
….
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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
….
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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
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
-JCPOA 'Unlikely' to Be Saved, Middle East
Tensions Jeopardize Any New Nuclear Agreement US-UK-ISR-SAUDIS ++ HAVE NUKEs .. will
they disarm?
- ‘Truth as They Knew It’: Fate of Ukrainian
Plane Initially Known Only to ‘Very Small Circle’ in Iran
- Canadian
Advocacy Groups Urge Ottawa to Designate IRGC as Terrorist Entity Peru advocacy
group designate CANADA as terrorist
country when steeling gold from Peru
-Jackie
Speier: Trump responsible for Ukrainina plane crash in Iran: https://mixi.media/newdata/news?ad=7843373&bl=92159&ct=adpreview&st=37&ab=jsapi&bvuuid=ccadb693-45e8-42aa-ba42-f2ff355445cb&ag=25&ev=H4sIAAAAAAAAAOPiWXvnHvPaL_eY1529wwwAhg3VTA4AAAA&rnd=991012
- Tehran
Plans to Take Trump to International Court for Soleimani’s Assassination –
Iran’s Top Judge
- Erdogan
Upbeat About Moscow Talks on Libya, Says Peaceful Settlement Agreement to ‘Be
Signed Soon’
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
REBELION
Argentina : SU
“DEUDA” Juan Guahán
Medio Oriente: Otra vez tambores de guerra Eduardo Lucita
====
ALAI NET
ORG
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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
Irán advierte a Londres que evite cometer
"nuevos errores" https://actualidad.rt.com/actualidad/339782-iran-advertir-londres-evitar-cometer-nuevos-errores-embajador
Científicos crean los primeros "robots
vivientes" a partir de células animales https://actualidad.rt.com/actualidad/339792-cientificos-crear-primeros-robots-vivientes-celulas-animales
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INFORMATION
CLEARING HOUSE
Deep on the
US political crisis: neofascism & internal conflicts that favor WW3
-Trump is 'selling troops' : Saudi Arabia has
paid $1billion to have U.S. soldiers protecting the kingdom By Ariel Zilber
- Iraq warned to keep US troops or risk
financial blow-WSJ By Al
Jazeera
- 10 Ways Trump’s Actions Against Iran Hurt
Americans By M B and N J S D
- “Iran Must Begin Acting Like A Normal
Nation,” By Caitlin
Johnstone
- The West Is Run by Barbarians By Peter Koenig
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COUNTER
PUNCH
Analysis
on US Politics & Geopolitics
Sheldon Richman Trump’s
Escalation Imperils Innocents
Ramzy Baroud How
to Combat Israel’s Misuse of “Antisemitism”
Harry Blain The
Useless War Powers Act
Sean Reynolds Being
History with Iran
Nicole Braun We
Need a New Deal for Housing
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
- The
Deep State “Entrapment of President Trump”: Competing Factions within the
Military intelligence Complex By Junaid S. Ahmad,
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DEMOCRACY NOW
Amy Goodman’ team
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ASIAN NEWS
PRESS TV
- Trump attacks Bernie Sanders after he surges in polls
- Report: Damage from Iran strikes 'much greater' than US admits
- Iran estimates downed plane to cost $100-150 mln in damages
- Israeli rabbi arrested for holding women as slaves
- Johnson meets Varadkar in Belfast
- Iran condemns UK’s positions over cmdr.’s assassination
- ‘US military deployment in Bahrain illegitimate, unwelcome’
- Myanmar sends Rohingya captured at sea to Rakhine camps
- Soleimani should have been killed 20 years ago: Trump
- Rouhani hopes for boosting ties with Oman under new sultan
- 17 candidates to compete for each seat at Iran’s parliament
- Leader orders more aid to Iran flood-hit areas
- Syria opens corridors for civilians to leave Aleppo, Idlib areas
- ‘No security in West Asia as long as US terrorist forces stay’
- Expulsion from region, best revenge for US crimes: Iran VP
- Trump authorized Soleimani's assassination in June: Report
- ‘Iran missile strikes shattered US invincibility myth’
- Iraq warns of 'collapse' if US blocks access to oil money
- Nancy Pelosi: Trump is ‘impeached for life’
- Angry Pakistani protesters vow to drive US forces out
- Trump tweets in Farsi to support the 'brave Iranian terrorist nation'!
- US rebuffs Iraq's call to withdraw troops from Arab country
- IRGC: Iran missile attack sought to damage US war machine
- Video : 'Russia can pressure EU to initiate INSTEX'
- PROGRAMS
- France in the Sahel
- Kenya's leading economy
- US-Iran tensions fallout
- US endless wars
- UK defense challenges
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