jueves, 16 de enero de 2020

ND JAN 16 20 SIT EC y POL



ND  JAN 16 20  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

The only way is UP? 

Another day, another short-squeeze, and another record high...
This four-day squeeze is now of the size that has historically led to a reversal...
See Chart:

Panic-bid at the close?
See Chart:

Why were stocks up? Because "that is the law"
Nasdaq is now up 4% on the year...
See Chart:

...but that is less than 2019 and 2018 (and the same as 2017) for this far into the year...
See Chart:

The S&P 500 Index is trading at the highest level over its 200-day moving average since late January 2018.
See  Chart:

VIX crashed to an 11 handle intraday and while credit protection costs slipped, they remain notably decoupled from equity risk...
See Chart:

Treasury yields were higher by around 2bps across the curve today...
See Chart:

The B-Dollar edged higher today, rebounding off the 50% Fib retracement of the year-end plunge...
See Chart:

Finally, while today's data was solid, the decoupling between stocks and macro fundamentals makes a mockery of markets (can you guess what's really driving stocks higher?)
See Chart:

And, if everything's so awesome with the trade deal (all those Ag buys), why did all the softs collapse today?
See Chart:

Is the deal real or fake?
See Chart:
Bloomberg  AG  Commodity Index
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“Growth in the balance sheet is not free. There is a cost to it...”
Could something similar set up here? Possibly. Certainly within the realm of possibilities.
Here was the run up to January 2018:
See Chart:

Back then $SPX extended over 13% above its 200MA. Currently $SPX is 10% extended above its 200MA with $VIX very much compressed.
Watch this:
See Chart:

I maintain that volatility is setting up for an event and this Fed driven liquidity momentum rally is producing reckless behavior and dangerous market conditions, none of which will matter until a reversal kicks in. But when it does, not if, watch this. It will be fast and furious.
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"The Treasury Department appreciates the input of market participants, including the Treasury Borrowing Advisory Committee and primary dealers, for their contributions to Treasury’s decision to launch a 20-year bond."
See Chart:

See more charts at:
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...the US's enthusiasm for sanctions means the world is already learning the price of doing business with the United States and with the dollar.
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We can see the ongoing importance of the petrodollar in US foreign policy which had continued to antagonize and threaten any major oil-exporting state that moves toward ending its reliance on dollars...
Check these subtitles:
Saudis Behind the Petrodollar
Oil Exporters Control US Assets
The Problem Grows as US Debt Grows
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Why is this happening?
See Chart:
Freight Recession 2
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"Coordinated monetary policy is the problem, not the solution. And while I have little hope for change in that regard, I have no hope that monetary policy will rescue us from the next crisis..."
See Chart:
The DEBT  factor
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


...the Chinese are going to buy more US stuff, but only in the next two years, in exchange for lower tariffs. Meanwhile, the Chinese business model that is characterized by violations of IP rights and govt subsidies remains intact.
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...reminding voters that Democrats have a bad habit of blaming America first may not sit nearly as well with those nonpartisan swing voters in battleground states - the ones who will decide the 2020 presidential election.
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The report brings new scrutiny to a chain of events at the White House’s Office of Management and Budget.
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It looks like Comey has a history of leaking classified intel that began before Trump came on the scene...
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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


As new video shows 2nd missile striking plane, Iran blames "enemy sabotage"...
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Look who's back...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

-Eleven US Servicemen Injured in Iran Missile Response to Soleimani Assassination  There were 80 before and now only 11. What happen? The others mercenaries and their life don’t  count?
- Israeli Air Force Inaugurates Second Squadron of F-35I Adir Stealth Aircraft  ISR has nukes and is in the offensive in the middle east, but the troika in EU (G-F-Uk) only pay attention on Iran. They don’t say nothing on the US crime. They are SIDED so, invalid.
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos


REBELION: .. Either not updated  or blocked
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ALAI NET ORG:

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RT EN ESPAÑOL

GOB de facto de Bolivia militariza las calles con equipos antimotines   https://actualidad.rt.com/actualidad/340128-gobierno-facto-bolivia-militariza-calles
PRES de Guatemala anuncia ruptura de relacs con Ven Una mosca del US ensucia el  plato.  https://actualidad.rt.com/actualidad/340115-presidente-guatemala-anuncia-ruptura-definitiva
Venezuela responde tras ruptura de relaciones anunciada por Guatemala . Video.  https://actualidad.rt.com/actualidad/340125-venezuela-responder-ruptura-giammattei-chiste 
David Choquehuanca y Andrónico Rodríguez:  el binomio del MAS para elec- Bolivia  https://actualidad.rt.com/actualidad/340124-define-binomio-presentara-elecciones-bolivia
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


- Interventionism Makes Americans Less Safe  By Jacob G. Hornberger
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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

·         Plane crash

·         Iran nuclear deal

·         Russian peace plan

·         NATO's existence

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