viernes, 3 de enero de 2020

ND JAN 3 20 SIT EC y POL



ND  JAN 3 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



World War 3 worries? Meh, we've got The Fed to handle that shit!!
Weakness in early going in stocks - due to the potential for global war after Soleimani's killing - were nothing but an opportunity to buy the f**king dip once again today...(as the machines used VWAP as support)..
See Chart:

As the market immediately priced in a Fed rate-cut to save the world...
See Chart:

Oil prices spiked but ended only around 3% higher on the day...
Of course, defense stocks soared...
See Chart:

And since the start of 2020, only Small Caps are red...
See Chart:

Treasury yields collapsed since the start of 2020 with 30Y yields down 13bps...
See Chart:

The 30Y Yield dropped to 4-week lows...
See Chart:

The UST 2Y 30Y yield curve flattened dramatically...
See Chart

The B-dollar rallied for the second day in a row (despite some volatility today)...
See Chart:

And as Bloomberg reports, heightened Middle East tensions are boosting bets on further gains for gold as a haven asset. Volatility in call options giving holders the right to buy futures at a pre-set price reached the highest in almost three months against puts, which provide the right to sell the metal.
See Chart:

The skew shows that investors are increasingly bullish on bullion, even with prices already near a six-year high in the wake of the U.S. air strike that killed a top Iranian commander.
Source: Bloomberg

Finally, US macro data is negative and disappointing notably (today's ISM at 10 year lows) with stocks just shy of record highs..
See Chart:
US MACRO SURPRISE INDEX DOWN

And some remember what happened last time...
See Chart:
Start of the Gulf War
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Trade optimism and the hopes central bankers can engineer a soft landing in the global economy in 1H20 have been some of the... 
See Chart:
Global Negative Yielding  Debt Market value
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The Fed’s reaction to the disruption in repo markets shows how hard it will be for policy makers to reverse their 'money printing'...

Printing Press
The Fed, ECB, BOJ and BOE have pumped trillions of dollars into the global financial system in recent years
See Chart:
G4 central bank balance sheet assets as a % of GDP
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...the belief that stocks will keep going up because central banks will keep supporting them is based largely on the simple belief that since it has worked for ten years, it will continue to work. This, of course, is a fallacy...

Finally, the belief that stocks will keep going up because central banks will keep supporting them is based largely on the simple belief that since it has worked for ten years, it will continue to work. This, of course, is a fallacy and a misread of statistical probabilities. Such harmful, but common, tendencies are why the investment warning that “past performance is no guarantee of future results” has become so familiar.

Will the monetary magic wear out this year? It is impossible to say with certainty, but we do know a few things. One is that central banks cannot continue to implement policies with short-term benefits and long-term costs forever. Another is that the balancing act is getting increasingly difficult. Yet another is that we are closer to the end of the road this year than last year. So, if investors want to join (or remain in) the stock rally, they should do so with the full knowledge that they are playing with fire.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



Although many teenagers may be predisposed to sympathize with progressive policies like minimum wage increases, they ought tounderstand the larger implications of such proposals...
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Meanwhile, Joe Biden warned the attack was like throwing "dynamite into a tinder box."
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"He was directly and indirectly responsible for the death of millions of people..."
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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


WW3 STARTED and WE NEED TO STOP IT
Hugo Adan  Jan 3 2020

I submit this hypothesis and is up to you to decide what to do.
I do depart from the article below & with an immediate reaction:

Round 1 was ISR: Netanyahu confirmed  Yesterday with a naïve false flag

Whether he is eating ice cream or not, Trump appears to be on a rampage to recreate the end of THE GODFATHER.
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GOLDFATHER IS EXACT DESCRIPTION OF TODAY FALSE FLAG :

This is round N.1 for Trump: Same instruments of war & same strategy. 
MEANING: ISR did the 1st strike and the US provided the machines to kill Iranian commander plus 7 more.

WHY TO COVER UP THE 1ST STRIKE “MADE BY US”? .  
1st. Because the US is the real GEO-political benefactor of this strategy (Trump want Iraq in his sac).

 2nd . Because this is (or could be) the start of WW3 and Trump is the Real commandr inChief of this war (it doesn’t matter if the previous genocide on Iraq is a stink –war crime- that damage Trump reputation. As yesterday this genocide is also full of  lies & with the same party –Reps.

3rd. ISR is the main allied in the middle east war and it has to be covered from Iranian retaliation . So, if the tit for tat from IRAN is targeting Dimona (nuke site of ISR) & the bunker of Jerusalem (were is assumed are installed machines to print USD) then the US will bomb again Iraq and worse than the first time with Bush, plus bombing Iran and Syria as Trump planned recently.  The oil from Siria and Iran will be divided among the architectes of WW (including UK, that remain silent  but has part in all this strategy). This is US strategy for WW3 and the false flags 1 & 2 fit wit this plan.

 4th. What the response from RU-China to this strategy?  Will they abandon Syria & Iran?. Could be.. BUT the US strategy will change the MAP of the Middle East and they will affect the business-oil that RU try to conclude in coordination with Germany & Ukraine. 

THEN, if RU-China abandons Syria & Iran, they will be next target of the US.
SO, let’s wait & see how this lethal chess-game goes?.  NO WAY

HOW TO STOP WW3?

Whatever they do : Let’s take world nations to streets demanding :
 NO WW3 and
WE WANT NUKES DISMANTLE  not WW3 
and
BRING OUR SOLDIERS HOME.
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... including retaliatory assassination attempts, kidnappings, bombings of U.S. government facilities, and attacks on shipping and other privately-owned U.S. entities
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Trump, to his credit, held back the neocons at critical junctures over the past couple of years... but, this is the most dangerous escalation of Trump’s administration...
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Ali Kourani previously tasked with conducting surveillance of JFK & Pearson airports...
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The drones have even prompted a federal investigation - yet no one has been able to explain them. 
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Undoubtedly, attacks on US forces and facilities in Iraq should be expected...
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War mongers barking

"What's the one thing that the regime can't afford to lose? The ability to refine oil."
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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:

PAL-OP:  Una mutación judía  Amira Hass
FEM:  El año de la lucha antipatriarcal  Victoria Padilla
2019:  “Ha sido un año de miedos”  Sara Montero
ECOL:  Esperanza para el apocalipsis  Layla Martínez
Opin:  ¿Cuándo empieza un siglo?  Diana Carolina Alfonso
Perú:  El vizcarrismo   César Zelada
BRA:      Tres años más de Bolsonaro?   Emir Sader
              Bolsonaro, la gran amenaza al medio ambiente  Eric Nepomuceno
Cuba:  Ángel para un final  Alina B. López
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RT EN ESPAÑOL

-Nuevo ataque aéreo a un convoy de una milicia chiita cerca de Bagdad   https://actualidad.rt.com/actualidad/338751-nuevo-ataque-aereo-convoy-bagdad
-Pentágono ha aprobado enviar cerca de 3.000 tropas adicionales a Oriente Medio  https://actualidad.rt.com/actualidad/338723-pentagono-aprobar-enviar-3000-tropas
- Fijan la fecha para las elecciones generales en Bolivia para el próximo 3 de mayo   https://actualidad.rt.com/actualidad/338746-fijar-fecha-elecciones-bolivia-mayo
- Irán asegura a la ONU su derecho a defenderse tras el asesinato de Soleimani   https://actualidad.rt.com/actualidad/338755-iran-onu-reserva-derecho-defenderse-asesinato-soleimani 
- Conflicto entre EE.UU. e Irán: ¿por qué ahora y cuál es el futuro escenario?  https://actualidad.rt.com/actualidad/338701-escenario-conflicto-eeuu-iran-presente-futuro
- Rusia: "Tras el ataque US. en Irak y el asesinato de Soleimani, el mundo se enfrenta a una nueva realidad"  https://actualidad.rt.com/actualidad/338673-rusia-ataque-eeuu-irak-matar-soleimani-mundo-nueva-realidad 
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

American Collapse   By Daniel Lazare
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

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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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