domingo, 26 de enero de 2020

ND JAN 26 20 SIT EC y POL



ND  JAN 26 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

La epidemia que creo el imperio es como la carabina de ambrosia.. los mata
...the Saudis are desperately talking down the crash in crude oil prices...

Brent is back below $60 and WTI has crashed to almost a $51 handle...
See Chart:

It seems that "psychological" impact of corona virus is sending gold higher...
See Chart:

And stocks lower... Dow futures down over 300 points, back below 29,000...
See Chart:

And S&P futures back below the key 3,300 level...
See Chart:

And while cash Treasury markets remain closed, long bond futures are spiking higher (implying around a 7-9bps plunge in yields)...
See Chart:

And Yuan is plunging too...  Devuelvan los puercos que infestaron China!
See Chart:

We assume futures will all be green by tomorrow's cash open as soothing words and excess liquidity are spread liberally across the so-called markets all night. [[ Yo asumo que nos están dando de comer rata por cuy ]]

But, as we noted earlier, while the headlines may all sound very pessimistic, history has shown that a subsequent market recovery from such events is V-shaped and sudden. How soon that happens though will depend on how long the uncertainty lasts before the outbreak is contained and fears of a global pandemic subside. It’s clear we’re still at least a few days away from that upturn in sentiment, and potentially a few weeks.
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CTAs or “Managed Futures” programs as they are also known, are often dressed up as a magic black box full of secret sauce but they typically  implement similar trend and momentum strategies across fixed income, equities, commodities, and FX markets.

While CTAs have been around for decades, they rose to the forefront after the global financial crisis of 2008 when they performed extremely well in the face of sharply falling markets and then gained further fanfare in 2014 after another standout year. Since then, however, market conditions have been sub-optimal for this type of strategy given the low interest rate environment, central bank intervention, and a host of other factors which have led to poor performance and investor outflows.

We see CTAs as a powerful force with the potential to gain more market share and influence as we look ahead and especially if the slowdown in US and global economic activity that our own Philip Marey, Rabobank’s Senior US Strategist, is forecasting for 2020 is realized.
See Chart:
CTA  has struggle to put up consistent positive returns after 2010 see Fig 3
And their poor performance in Fig 4 and 5

Despite the reduction in assets under management in recent years, CTAs and “Managed Futures” programs continue to play a very dominant role in terms of speculative positioning in global futures markets which is quite apparent from the charts included below. Figure 6 overlays the positioning from our theoretical CTA trading model for both WTI Crude oil and Soybeans with the corresponding positioning data from the “Managed Money” category of the CFTC’s Commitment of Traders report.
See Charts 6:
CTAs still dominant force in global future markets

Todo tiene su final y para los CTAs este empezó en Nov-Dic 2019.  
See figure 7

Looking Forward
Going forward, we will publish more primers covering our new toolkit including risk premium strategies, factor investing, volatility strategies, smart Beta ETFs, as well as other systematic trading programs. More importantly, we will of course update our readers with the results of our models both in terms of forecasts and risk signals.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"John Bolton has the evidence..."
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IF Schiff pretend to use Bolton against Trump.. he is wrong. Both  is a rotten potato from the same sack. Schiff  will help to put them together.  And regarding war against RU-China- Iran + allies, Schiff also belong to same sack, so their minor splits and ideological view precedes & p-define their thinking + acts
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Imperial terrorism confirmed:

"Can you feel it, son? Can you feel the spirit moving down my arm, into your    body?"
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Not only did they condemn Pompeo's initial alleged conduct, they also expressed "profound disappointment and concern" over the "irresponsible" statement issued by the State Department
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The other pandemic virus.. this one OPENLY created in the US

Can the United States stop the Chinese firm from enveloping the globe?
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Utah Sen. Mitt Romney (R) says it's "very likely" that he will side with Congressional Democrats over calling witnesses in the Senate impeachment trial against President Trump - however he says he will table the decision until Trump's defense team has concluded their opening arguments.
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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

Pandemic Business

At some point, even if it isn’t 2019-nCoV, there will be some emerging disease that does become the next great pandemic. When that happens, these supplies will be hard to come by and 10 times the price...
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Just wash your hands every time you get out from your house & Get info-News on the pandemic in your Town  & demand Gvt protection.
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Sign of xenophobia?

Developing-country 'exporting-to-prosperity' models aren't equipped for structural changes underway in advanced economies...
“Meanwhile, the spread of a new virus that originated  in China threatens to depress retail sales and tourism in Asia, helping to bring a global stock rally to a halt last week.”
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We can’t blame China for spreading the corona pandemic.. it will be dishonest plus  lack of evidence. It would be like accusing US-pork’s sent to China just before the pandemic. BioChemical attacks on Syria involve the US & Saudis not China. Trade-war US-China, involves again the US. No real base for xenophobia Key Qt.: In  the context of WW3 just prepared by the US (Penta +Mil-Ind-Comp) Who benefit more from anti-China policies?.. not China of course.. Just the US. One more point: I love my country, the US BUT I do hate wars & Imperial terror as most Americans do. Wars’re  billonaires’ business & WW3 is self-destructive.
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Russia is actively working towards restoring lost Soviet capabilities and developing new strategic deterrence projects. One of them is the Dead Hand, also known as the Perimeter...
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DOOMSDAY MACHINE?
RU builds a double edge sword: 1- is getting ready for WW3 & 2- with democracy (new changes in power system) is ready for armed resistance of the Nation, if it is invaded.
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ISR is the 1st one who got nukes =that explain their regional belicosis & land expropriation  of PAL land and Syria’oil. The west never accuse ISR of war crimes and crimes against humanity.. It is with the west complicity that they did horrible crimes, similar & in same cases, worse than the nazi-crimes (case of violent land expropriation)

Jerusalem Post: "If true, the news could substantially accelerate the point at which Israel and the US might need to decide if they will intervene militarily before Iran develops a nuclear weapon." 
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Iran already have nukes now & long ranch missiles. US-ISR attack= suicide
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

-US State Department 'Vigilant' After Reports of Missile Attack on US Embassy in Baghdad  IF US-ISR  start WW3 vamos a tener 1 epidemia de attaks to US Emb of World Lo dicen asi las brigadas armadas de ARG-BRA-COL y VEN. Tambien las hay en PE-Chile.Ni que decir en el Middle East y en el Lejano Oriente. Eso NO necesita alta tecnol de guerra.. un basuka casero hace el trabajo. Leí varios informes al respecto. Y no solo las embajadas van a sr destruidas, también las empresas e instituciones del USA  e ISR.
-Powerful 6.3-Magnitude Earthquake Strikes Off Solomon Islands - USGS  En Perú le llamamos temblor al sismo que esta por debajo de 7 en la escala R. Me toco sufrir dos de ellos y en Lima vi como la pared del frente se venían contra la mia, no quize ver eso y me meti al baño, cuando Sali vi los postes de electricidad destruidos y los cordones aun chispeaban en la calle.. eso si sembraba teror  y miedo. Mi familia madrugo para ir a la playa.. Felizamente  el terremoto los agarro en carretera plana. Una dama de Arequipa que cruzaba la calle de Lima burlando el baile de los cordones rotos gritaba: esta gente miedosa no sabe lo que es terremoto.  Y fue el T mas grande de Lima. El Terremotod de Arequipa me agarro en la campiña, estaba con mi familia y lo que mas temia es que reviente el volcán Misti que empezó a votar humo o que se rompa la represa que almacena el agua para la ciudad. Nada ocurrió , solo el susto.  
-Emergency Services Inspect Site of Strong Earthquake in Eastern Turkey  El temblor que Erdogan crero en Siria y ahora en Libia son mucho mas Fuertes.
-Celebrities, Music and Sport Stars Mourn Kobe Bryant After Fatal Helicopter Crash la muerte de su hija  (13) en este crash me dio mucha pena. La viuda está sola y sin amor.
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

RT EN ESPAÑOL

"Momento crucial": China advierte que el coronavirus se vuelve cada vez más contagioso   https://actualidad.rt.com/actualidad/341084-china-advierte-riesgo-contagio-coronavirus-intensifica
No solo fiebre y tos: médicos chinos describen los síntomas del coronavirus   https://actualidad.rt.com/actualidad/341082-tos-fiebre-son-unicos-sintomas-coronavirus
Tres de los cinco misiles lanzados contra la Embajada US. en Bagdad impactaron contra la sede  https://actualidad.rt.com/actualidad/341122-eeuu-embajada-bagdad-misiles-impactan
Muere la leyenda del baloncesto Kobe Bryant al estrellarse en un helicóptero   https://actualidad.rt.com/actualidad/341112-morir-kobe-bryant-accidente-aereo
Cuba rechaza los "pretextos" de Bolivia para "entorpecer las relaciones bilaterales"  https://actualidad.rt.com/actualidad/341104-cuba-rechaza-pretextos-bolivia-relaciones-bilaterales
La presidenta de facto de Bolivia pide la renuncia de todos sus ministros   https://actualidad.rt.com/actualidad/341127-presidenta-bolivia-anez-renuncia-ministros
China desarrolla una vacuna para contrarrestar el mortal coronavirus  https://actualidad.rt.com/actualidad/341073-china-desarrollar-vacuna-contrarrestar-coronavirus
Brasil y la India firman 15 acuerdos en la primera visita de Bolsonaro a Nueva Delhi   https://actualidad.rt.com/actualidad/341033-india-brasil-firman-acuerdos-visita-bolsonaro
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

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ASIAN NEWS
Press TV 

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