miércoles, 29 de enero de 2020

ND JAN 28 SIT EC y POL



ND  JAN  28  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


Domestically, while 'soft' data improved - headline consumer confidence ticked up and Richmond Fed saw its 2nd biggest rebound in its 27 year history,'hard' data collapsed as Durable Goods orders were a disaster...

All of which explains (not in any way whatsoever) why the S&P surged to its best day since October 4th (filling the gap from Friday's lows)... We saw a similar "all clear" reaction last week - LET'S SEE HOW THIS ENDS...
See Chart:

China cash markets still closed, A50 Futures stabilized (near 6-month lows)...
European markets soared today led by a 2.5% spike in Italian stocks, erasing all of yesterday's losses...

All US Majors were notably higher today, but none managed to erase yesterday's losses (Small Caps got closest)... (NOTE - most of the gains today were once again at the opening ramp, then markets traded sideways after EU closed)...stocks closed on the weak side...
See Chart:

Of course, all this was accompanied by a major short-squeeze...
See Chart:

Credit markets rebounded massively today - after a record outflow...
See Chart:

Bond yields rose in line with stocks today but remain notably decoupled...
See Chart:

UST  30 Y Yield traded to as low as a 2.02% yield today before bouncing higher...
See Chart:

The B-Dollar roundtripped from overnight gains to close marginally lower...
See Chart:

HOW THIS ENDS?
While it's ridiculous, we note that today's bounce continues to perfectly fit with the Fed's Y2K liquidity surge analog...
See the ‘ridiculous’ Chart
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The MMT that will be launched after the next financial crisis, and which will see the Fed directly monetize US debt issuance from the Treasury until the dollar finally loses its reserve currency status, is now factored in.
See Chart:
Federal Debt Held by the Public
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Despite expectations for a modest build, API reported a crude inventory drawdown of 4.27mm... sending WTI prices back towards the high of the day...

WTI was hovering around $53.50 ahead of the print, and jumped modestly higher on the API data...
See Chart:
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Consistent with the notion of a negative liquidity premium, whereby more liquid markets like the S&P are ironically more vulnerable to fragility shocks, selling vol on markets with worse fundamentals has perversely become a better investment than selling US large caps vol...

According to BofA's chief derivatives strategist, beyond adopting more defensive approaches to VRP harvesting, investors should look to diversify away fragility risk. Sizing is also critical to the risk management of short volatility positions, and applying more conservative sizing schemes to assets prone to fragility shocks can help limit the contribution of such assets to broader cross-asset risk premia portfolios.
See Charts:
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"People that thought they were safeand had money put aside are having togo back to work when they are 80 years old..."
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The old rules simply do not apply any longer...as Morningstar warned, parents have to choose between their own future, or their children’s future...
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



“The appointments also include individuals that are outright hostile to Bernie Sanders and his supporters..."
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Make an agreement E Warren & other candidates to run as Independent party
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US’ Hate-division put the bi-partisan system IN  Qt & 3rd party system became-relevant

Sitting in a television studio on the East cost, calling Americans stupid and illiterate doesn’t tend to go over too well...
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We need  3rd party system to mediate & diffused it. Risk of anarchist chaos ad/p
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IMPEACHMENT IS REPETITIVE n IRRELEVANT WASTE OF TIME.
We need our Nation  be Moved to streets for Referendums

Hugo Adan  Jan 28/2020

Schiff’s misinformation extends to his defense of Joe Biden...
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Impeachment is a distasteful theater with lawyers paid for bla-bla in favor or against a dictator who is worse than Hitler & Stalin.. Trump not only put the whole humanity in the risk of WW3, he is just the opposite of democracy & human rights.

The Law manipulation (constitution) by lawyers paid to parrot & the Supreme Court that should’ ve stopped this tragedy doesn’t exist anymore. In 1945 FDR wont the election & Supreme Court demand  him to resign to power in the name of ‘democracy’ & he did it.

Trump in one single term has violated more  human rights & committed more crimes against humanity & world crimes that not one single US Presid had committed  and been  impeached for it.. The parrots of the Constitution in favor or Agst Trump won’t  solve the problem.

We need a peaceful Revolution demanding his resignation in REFERENSUMS across the Nation.

 NOT even the election 2020 will solve this problem and not because the  foundation from billionaires will pay for votes. That is naked fraud..

We need to go beyond the duopoly system (dems & reps)  and we need a new electoral system and only a peaceful  REV from the Nation will solve this problem.

Time is running out and if we allow the lawyers of democ take it (they are paid for it) it will be late to really restore Dem in our country.

Let’s give the Supreme Court the last chance of stopping  this tragedy : they can demand Trump resignation  based on his chances for Democ- governability. To me, as scholar with Master & Ph.D  in political science, Trump will bring only chaos & more violence IF re-elected.  Read my article:  TRUMP GOVERNABILITY = ZERO 

There are other scholars who said the same and even worse: Trump’ chances of being re-elected depends on declaring WW3 in the Middle East or in Ukraine. The bombing of mill of people, later negotiated with RU-China will be enough to declare victory & finishing the theater of impeachment, is what they said.  

I will go back to this point, meanwhile I don’t think RU-China + allies will allow such Victory. If they do it, PENTA & NATO will go over them. And  at the end, MAD (Mutual Assured Destruction)  will prevail.
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"...if you ignore election dates and just look at the numbers and raw data of US government behavior over the years, you can’t really tell who is president or which political party is in power at any given point in time."
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Many planes managed to get out of Wuhan over the past few days. Let's take a look as to where...
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Generation rent is showing no signs of changing its ways.
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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

"This is what a future State of Palestine can look like, with a capital in parts of East Jerusalem" — Trump
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There’s a reason why financial experts and risk managers use the word “contagion” to describe a financial panic...
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"... a sharply diminished trade cushionraises serious questions about financial markets’ increasingly optimistic view of global economic prospects."
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It's only 8:15 am in Beijing and health officials have already confirmed more than 840 new cases in Hubei Province.
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Will this Harvard Chemistry Department Head be remembered as the Aldrich Ames of the new 'Cold War' with China?
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Left-wing congresswoman Ilhan Omar tweeted: "This is not a peace plan. It is theft. It is erasure."
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Pacific Tsunami Warning Center says "Hazardous tsunami waves are possible..." 
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

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

REBELION

US:  Guantánamo  Se va transformando en un mundo Gitmo  Karen y Joshua
Opinión   LA IDEA  Carlos G. Osto
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ALAI NET

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RT EN ESPAÑOL

Fuerte terremoto 7,7 sacude  Jamaica y Cuba, advierten sobre  "peligrosas" olas de tsunami   https://actualidad.rt.com/actualidad/341324-terremoto-7-3-jamaica
Las propuestas de Trump en su 'acuerdo del siglo' entre Israel y Palestina: punto por punto   https://actualidad.rt.com/actualidad/341367-propuestas-acuerdo-siglo-trump-israel-palestina
El coronavirus puede infectar desde una distancia de 2 metros.  https://actualidad.rt.com/actualidad/341278-coronavirus-infectar-distancia-dos-metros-ojos
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- Killing Free Speech in U.S.   By Philip Giraldi
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Daniel Falcone  Make America Radical Again
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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

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