miércoles, 29 de enero de 2020

ND JAN 29 SIT EC y POL



ND  JAN  29  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 spread of a new corona virus
See Chart:

Hope has screamed higher since The Fed started expanding its balance sheet but 'hard' actual economic data has collapse...
See Chart:

But stocks are "Not A Bubble"...
"All Clear?"
China cash markets remain closed but futures are desperately trying to stabilize around 11-13% below last week highs...
European stocks rallied modestly today, extending yesterday's gains. Italy remains the only market in the green on the week with Germany weakest...

Mixed picture in US market today with Trannies best, Dow managing tiny gains (thanks to AAPL and BA), Nasdaq barely green, and Small Caps and the S&P red...
See Chart:

VWAP was serious support for much of the day (the smell of buyback programs dominated) but the cash open and The Fed's flop failed to provide any support...
See Chart:

Banks also did not like what Jay Powell was selling today...
See Chart:

Equity and credit protection costs jumped today and remain notably elevated from last week...
See Chart:

Both bonds and stocks were bid today - widening the divergence between the two once again...
See Chart:
Nasdaq  vs 30Y Yield

Treasury yields plunged today almost uniformly down 7bps across the curve... (2Y -5bps)
See Chart:

The yield curve is pushing back closer to inversion in the key 3s10s spread...
See Chart:

The B-Dollar Index round-tripped again today - the sixth day in a row that dollar-selling hit after Europe closed - weakenig notably after The Fed...
See Chart:

Commodities were mixed with Crude and Copper sliding and PMs modestly higher...
See Chart:

Copper down for the 10th straight day...
See Chart:
Cooper Futures

Additionally, Soybean prices tumbled again - hardly a good sign for the phase one deal being completed...
See Chart:

World trade index tagged a $52 handle today...
See Chart:

Finally,  commodity markets are behaving as if an equity selloff is imminent...
See Chart:

Traders are increasingly hoping for more rate cuts in 2020 (now pricing in at least 1.6 cuts by year-end)...
See Chart:
Marlet implied # of FED Rates cuts Priced-in by end 2020
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If YOU NEED more evidence on the sinking of our Titanic OPEN:

Equities are likely to sell offtemporarily, while long bonds could perform. Risk off moves in FX space were limited, while Gold performed in commodity space...
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IRONY
I was dumbstruck. “Don’t worry...???” That’s a bold statement...
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HONEST  ADVICE:
"It is too early to call a generalised buy the dips, given the newsflow on the virus is currently anything but reassuring."
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


IMPEACHMENT THEATER IS OVER

Hugo Adan  Wed 29/2020
Both Dems & Reps coincides in this conclusion

"We’re going to get it done by Friday, hopefully..."
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I was right. I said  it before when Schiff demanded Bolton as witness: 
"John Bolton has the evidence..."
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IF Schiff pretend to use Bolton against Trump.. he is wrong. Both  Trump  & Bolton are  rotten potatoes from the same sack. Schiff ‘ accusations to Trump are right but now he is helping them (Trump-Bolton) to be together  and that makes Schiff accusations & the whole impeachment  OBSOLETE.

TRUMP CAN’T CHANT THE SONG OF VICTORY. Why?  Because:
1-      The Supreme Court can demand  his resignation as they did it with FDR (the most prosperous Political Economy in the US) in the name of  “DEMOCRACY” at risk. Two terms in power is enough for making Democracy to prevail.

2-      BUT the case of Trump is special because:

A-     in one single term he committed the amount  of crimes against democracy (uses of military- power-blackmails in Ukraine plus own benefits.
B-      He also committed crimes against humanity  (migrants)  plus  
C-      war crimes in alliance with yihad terrorists provided by the Saudis in middle east (that  started  in Libya and now practiced in  Syria ++) . In addition ..
D-     He committed war-crimes in VEN, destroyed the whole nation to capture their  oil..

Alll of this happens in one single term of Trump. This means that IF the Supreme Court don’t demand his resignation  the whole US democracy will perish and violent chaos will start, while at international level the risk of WW3 will be real.

3-      The 7 variables in my Doct on TRUMP GOVERNABILITY = ZERO can be analyzed & correlated with the  internal & foreingcontext to conclude that the 2nd term of Trump will be similar or worse than the nazi & Stalinist regimes in the past.

4-      Our nation will not accept such regimen. The assumed victory in the impeachment will give him victory  in the fake & pro-fraud election coming. Our divided nation will not accept such victories, that will be for them a victory anti democracy.

5-      SO, there  will be for sure a  Nation resistance to Trump 2nd term  & initially a  peaceful  REV against his power. Trump  2nd  regime  will put at risk the unity of the Democratic Federal system we have. And he will put at risk the PEACEFULL RELATION  AMONG NATIONS  with his pro-WW3 approach.
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One way or another...
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"Trump versus Sanders would becapitalism versus socialism! It’s high time that something this serious, this contrasting, were put before the public. I say, bring it on..."
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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

The reason why globalists want a collapse is simple - They need crisis in order to manipulate the masses into accepting total centralization, a global monetary system and global governance.
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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

ALAI ORG

El Salvador   Desmontar el neoliberalismo   Arpas
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RT EN ESPAÑOL

El Parlamento europeo ratifica el Brexit: el UK abandona la UE tras casi 50 años de tensa convivencia https://actualidad.rt.com/actualidad/341262-parlamento-europeo-ratificacion-brexit
 Trump: "Ya estaríamos en la Sexta Guerra Mundial" si Bolton hubiera seguido en la Casa Blanca  https://actualidad.rt.com/actualidad/341442-trump-sexta-guerra-mundial-bolton-libro
Luchadora UFC se burla del coronavirus antes de pelear contra una china (y esta la pone en su lugar)  https://actualidad.rt.com/actualidad/341459-luchadora-ufc-burla-coronavirus-pelea-campeona-china-respuesta
El 1er  mensaje de la esposa de Kobe Bryant tras el fatídico accidente  https://actualidad.rt.com/actualidad/341479-primer-mensaje-esposa-kobe-bryant-vanessa-accidente-muerte
Ambas cámaras del Congreso de Chile aprueban la reforma tributaria de Piñera  https://actualidad.rt.com/video/341462-camaras-congreso-chile-aprobar-reforma-tributaria-pinera 
MAS estima que Áñez debería dimitir si se postula a las presidenciales de Bolivia   https://actualidad.rt.com/video/341407-bolivia-anez-dimitir-presidenciales-mas
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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

Scott Corey   A Different Impeachment
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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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