jueves, 16 de enero de 2020

ND JAN 15 20 SIT EC y POL



ND  JAN 15 20  SIT EC y POL 
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco

THE DEAL WITH CHINA IS CONDEMNED TO FAILURE BECAUSE:
1-
...there’s an awful lot of questions left unanswered and a lot that can go wrong. Just read the Chinese media and you will get the point...
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A development that definitely merits watching is the seeming failure of global bond markets to build on any momentum toward higher yields.  See Chart:  https://www.zerohedge.com/s3/files/inline-images/bfm8459.jpg?itok=qgIjbinP
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2-
US companies and Consumers plus Farmers & Manufactures are affected.  Check :
LOSER: AMERICAN COMPANIES AND CONSUMERS
LOSER: FARMERS AND MANUFACTURERS
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3-
Trump’ inefficiency to make Deals with China. Check this detail:
TRUMP ADMINISTRATION WANTS TO BLOCK MORE SALES TO HUAWEI said just after the Deal with China:  “The new rule will lower the threshold to 10% and significantly expand the list of foreign goods that can be blocked to Huawei”. 
Of course there will be a tit for tat coming from China. IN 2nd round , we’ll see it, IF happens. We hope Tramp is deposed & a fair deal US-China will be reach after Elect 2020.
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4-
Quick response from china:
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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics


SELL THE NEWS:
Una mentira más que importa, si en la vida nunca fue feliz. Solo los ricos lo fueron
Is the market about to hit a speedboat bump?
China was down overnight
European markets closed lower on the day

US markets slid notably after the US-China trade deal was signed, but the algos were determined to keep stocks green on the day...
See Chart:

US Market  "Off"-Target...
See Chart:

More bank earnings did nothing for WFC but JPM and C erased some of yesterday's gains...
See Chart:

Treasury yields were lower across the curve with the long-end outperforming (2Y -1bps, 30Y -4bps)...
See Chart:

30Y Yields closed at their lowest in over a month...
See Chart:

The B-Dollar drifted lower but still in a tight range...
See Chart:

Oil continued to sink (on IEA fears and major product inventory builds)
See Chart:

Finally, there's this...
See Chart:
Dow  vs. Dow Fwd EPS
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Otra mentira  + que importa. Pero esta nada que ver con China: pertenece al nos como cochinos

...our nation as a whole continues to swirl even further down the toiletwith each passing day.


The fabric of our society is rapidly deteriorating, and there is no future for us if we stay on this highly self-destructive path.
The choices that we make individually and collectively as a nation are life and death choices.

The following are 18 signs that the social decay in America is worse than it has ever been before…
#1 America has a very serious drinking problem.  According to new numbers that were just released, the average American consumes 500 alcoholic drinks a year.  That is the highest level in modern American history.
#2 The number of alcohol-related deaths in the United States has reached an all-time record high.  In fact, the number of alcohol-related deaths has actually doubled during the past 20 years.
#3 The number of Americans dying due to a drug overdose has reached an all-time record high.
#4 The number of Americans that are killing themselves has reached an all-time record high.
#5 The suicide rate for young people in the U.S. rose 56 percent in just one recent 10 year period.
#6 The suicide rate for the overall population increased by 41 percent between 1999 and 2016.
#7 The number of mass killings in the United States set a brand new record in 2019.
#8 A whopping 46 percent of all Americans have taken at least one legal pharmaceutical drug within the last 30 days.
#9 The anal cancer death rate in the United States has doubled over the last 15 years.
#10 The mouth cancer rate in the United States has reached an all-time record high.
#11 According to the CDC, there are 110 million STD infections in the United States at any given moment.
#12 Approximately 40 million people in the United States will visit a pornographic website on any given day.
#13 According to our own State Department, the United States is ranked #1 in the entire world in sex trafficking.
#14 Today, approximately 40 percent of all babies in America are born to unmarried women.
#15 Tucker Carlson says that downtown San Francisco is now filthier than downtown Mumbai, India.
#16 One poll discovered that the average American spends 86 hours a month on a cellphone.
#17 An organizer for Bernie Sanders was recently caught on camera saying that U.S. cities will “burn” if President Trump wins again in November.  Sadly, he is probably right.
#18 In one recent year, 17 million more American adults were diagnosed as having “a major depressive disorder”.  It is critical to understand that is not the total of all Americans that have been diagnosed with “a major depressive disorder”.  Rather, that is just the number that were added to the overall total in one year.

Recently, I had someone try to tell me that America has not fallen to the level of Sodom and Gomorrah quite yet.
Really?
Sadly, there are a whole lot more people like him out there.

The good news is that the broken pieces of any of our lives can be transformed into a beautiful thing if we are just willing to start making better choices.

But today patriotism is out of style, the traditional family unit is under relentless attack, and God has been pushed out of every corner of public life.

Both individually and collectively as a nation, there is an opportunity to start making better choices, but if we are going to change direction we better do so very quickly.
Because time is running out, and it won’t be too long before it is gone completely.
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When will the American wage-earner finally tire of the skims, scams, fraud and lies that are now the foundations of everyday life?

See Chart:
Cumulative Growth in Average Incom, by income group 1979-2014

Lo que vino después del 2014 fue peor. Revise la Data de arriba!
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"Firms continue to raise benefits, lower hiring standards, automate positions, and increase existing employees’ responsibilities due to chronic worker shortages."

Reuters analysts said that they viewed the latest Beige Book "as a deterioration from the last version on November 27, 2019."
See Chart:
IFR Markets Beige Book Diffusion Index

Quantifying the modest improvement in the economy, respondents' concerns about both the trade war and the economy appeared to wane, with "Tariff" mentions dropping from 30 to just 20, the lowest since June, while mentions of "slow"-ness eased further, and dropped from 51 to 38, also the lowest since June, and generally expected in light of the modest improvement in the broader outlook.
See Chart:
Beige Book Instances of “Tariff”  and “Slow”

The bottom line: the Beige Book was another goldilocks slamdunk, where labor shortages continue to get worse by the day yet where no employer has even considered hiking pay keeping wage growth at bay, which is sufficient to justify the Fed's decision to stay "patient" on future interest-rate hikes (or cuts) amid a healthy, but modest economic expansion, one where the only thing that matters is the S&P500.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

"Anti-intellectualism seems to be an important ingredient in conditioning the American mindset for war, with the system relying on a populationmotivated by fear and forgoing critical thinking..."
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“So the trial will commence in earnest on Tuesday,”
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It was such a brazen manipulation that even CNN’s heavily pro-establishment crowd audibly reacted...
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"Credible intelligence gathered indicates that tens of thousands of demonstrators may be armed, and have as their purpose not peaceful assembly but violence, rioting, and insurrection..."
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What would they do without their parents?
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It's the latest sad stat that speaks to the depths of America's lifestyle addiction...
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After 18 months, it's finally here...
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Despite the Trump administration's best efforts, it failed to wrest any major concessions from their Chinese rivals.

But as investors digest the newly released text of the deal, the BBC has published a quick guide outlining the winners and losers from the deal.
* * *
WINNER: DONALD TRUMP
Some critics say there is little substance, but the signing offers an opportunity for US President Donald Trump to put the trade war behind him and claim an achievement heading into the 2020 presidential election.
That may be a relief: Polls show that most Americans agree with the president that China trades unfairly, but they generally support free trade and oppose tariffs. Indeed, Republicans lost several congressional seats in 2018 - a change economists have linked to the trade war.

WINNER: PRESIDENT XI JINPING
China appears set to emerge from the signing having agreed to terms it offered early in the process, including loosening market access to US financial and car firms. In many cases, companies from other countries are already benefiting from the changes.
While President Xi can claim he did not simply bow to America's demands, that doesn't mean the Chinese are celebrating. The Federal Reserve estimates that China's economy has taken a 0.25% hit, as US demand for its goods fell by about a third.

LOSER: AMERICAN COMPANIES AND CONSUMERS
The new deal halves tariff rates on $120bn worth of goods, but most of the higher duties - which affect another $360bn of Chinese goods and more than $100bn worth of US exports - remain in place. And that's bad news for the American public.
Economists have found that the costs - more than $40bn so far - are being borne entirely by US companies and consumers. And that figure does not even try to measure lost business due to retaliation.
Overall, the Congressional Budget Office estimates that tariff-related uncertainty and costs have shaved 0.3% off of US economic growth, while reducing household income by an average of $580 since 2018.
The CBO's estimates take into account all new tariffs imposed since January 2018 - not just those involving China - but analysts say a more limited look would yield similar findings.

LOSER: FARMERS AND MANUFACTURERS
The new deal commits China to boost purchases in manufacturing, services, agriculture and energy from 2017 levels by $200bn over two years.
Mr Trump has said that could include as $50bn worth of agricultural goods a year.
But other officials have put the figure lower and analysts are sceptical. So far, the primary effect on business has been pain.
Farmers, who have been targeted by China's tariffs, have seen bankruptcies soar, prompting a $28bn federal bailout.
Among manufacturers, the Federal Reserve has found employment losses, stemming from the higher import costs and China's retaliation.
Over the long-term, American firms may reroute supply chains away from China to avoid the tariffs - but that's an expensive prospect.

WINNERS: TAIWAN/VIETNAM/MEXICO
Globally, economists estimate that the trade war will shave more than 0.5% off of growth. But some countries have benefited from the fight, which redirected an estimated $165bn in trade.
Analysts at Nomura identified Vietnam as the country that would gain the most, while the UN found that Taiwan, Mexico and Vietnam saw US orders ramp up last year.
The Fed found that the increased American imports boosted Mexico's economic growth by just over 0.2%.
Some of those arrangements are likely to stick, even with a deal.

LOSER: WASHINGTON CHINA CRITICS
The US has said that China has agreed to new protections for intellectual property, including lowering the threshold for criminal prosecution and increasing penalties. Critically, the two sides say they have agreed to a way to resolve such disputes.

Those were among the issues that ostensibly triggered the trade war.
But analysts say it's not clear if the new commitments are any different from promises that China has made before. And the new deal does not address some of America's chief complaints about China's trade practices - such as the subsidies it provides to certain industries.

The White House has said it will tackle additional issues in a second, "phase two" deal but analysts say they don't expect anything concrete anytime soon. The administration has also discussed how to address the subsidies with Japan and Europe.
SourceBBC
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A SIGN THAT US-CHINA DEAL don’t fix anything: Trump continue to threat China Comp

The new rule will lower the threshold to 10% and significantly expand the list of foreign goods that can be blocked to Huawei.
….
Of course there will be a tit for tat coming from China. IF 2nd round , we’ll see it. I hope Tramp is deposed & a fair deal US-China will be reach after Elect 2020.
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"There are no US dollar-denominated assets that can be considered safe right now. It is a giant casino..."
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Obama-Hillary should be jailed for steeling GOLD from Libya: not moral authority-on Politics  
“It’s a complicated region, but I think history will say that this was the right thing to do...”
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Besides: they both are accomplice on Saudy terrorist attack on Benghazi  Emb
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"I am uncomfortable...Yes, it’s different this time. It’s worse, much, much worse. And POWELL KNOWS."
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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

Demanded all foreign forces exit region immediately in televised address...
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“We didn’t want to look weak, so we agreed to keep the existence of the threat a secret,” a European official cited by The Washington Post said.
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In a brazen attack on precious metals and economic freedom, the German government has just introduced draconian new rules on buying precious metals.
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What about ballcheet instead of Lies.. It does make a difference?. ..Ask Trump

And Iraq fears additional threatened Trump sanctions would mean “economic collapse” if cut off from oil revenue. 
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

-Canada to Ensure Ukraine Plane Crash Victims' Families Compensated  Take out your dirty hands from Iran and from the Gold in Peru
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION:

FEM:  Capitalismo y patriarcado  Jule Goikoetxea
Libros L:  Redes para la comprensión de la política  María Ángela Petrizzo 
PAL-OP:  Medio Oriente en la geopolítica imperial  Hassan Dalband
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ALAI NET ORG

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RT EN ESPAÑOL

US amenaza a Europa con aranceles automotrices para que acuse Irán de violar Ado nuclear  https://actualidad.rt.com/actualidad/340032-eeuu-amenazar-europa-tarifas-automotrices-acusar-iran-violar-acuerdo-nuclear 
Comandante iraní: "Hemos derrotado  la política de EE.UU. en la región"   https://actualidad.rt.com/actualidad/340019-comandante-iran-derrotar-fundamentos-politica-eeuu-region
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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

Paul Edwards  American Murder
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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

-Sanders - Warren Openly Spar Progress Fear: it Could Help Centrist Dems. E-W fears Trump, but is a bureaucrat pro-establishment. We need SANDERS  the inspirer of young people in favor of Rev + the  anti-war leader  TULSI  GABAR. With them we win We don’t need  E-W: she is against VEN and now is against IRAN. E-W is NOT socialist, she is anti-socialism
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ASIAN NEWS
Press TV
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