ND
FEB 12 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 gaping
US budget deficit hole is getting bigger with each passing month.
The
cumulative deficit for the first four months of the year has surged to $389BN,
some 25% higher than the $310BN for the comparable period a year ago.
Also Notice that
with a third of fiscal 2020 down, the US deficit was the widest going back all
the way to 2011, when the nation was still spending
like a drunken sailor under President Obama in response to the financial
crisis, and when the final deficit for the full
year soared to $1.3 trillion.
See Chart:
Cumulative
Fiscal Budget Deficit (SBN)
https://www.zerohedge.com/s3/files/inline-images/cumulative%20deficit%20feb%202020.jpg?itok=XLsr8I9t
….
----
----
As one 'scientist' noted this
morning, "we cannot contain an epidemic with
wishful thinking," but that hasn't stopped the world's
investors from Buying
the F**king Meltup once again...
See Chart:
And why wouldn't global stocks be soaring to record highs?
Earnings are killing it... oh wait!?
See Chart:
DOW
vs. Dow Consensus 12m forward EPS
Chinese stocks have reaccelerated
after a brief pause (ChiNext is now up
8% since the start of Covid-19)...
See Chart:
And in the US, only The Dow
Transports remain red since the start of Covid-19. Today saw everything rip
with The Dow up 300 points...
See Chart:
"It's easy, you just buy the fucking dip..."
See Chart:
And it's all levered longs as MSFT
call-demand has exploded over the last two weeks..
See Chart:
BUT
VIX fell once again today, back near its lowest level since Covid-19, as
stocks have soared...
See Chart:
And Credit markets continues to
refuse to play along entirely with the "all-clear" message from
stocks...
Treasury yields rose on the day (10Y>1.60%), but dramatically lower
since the start of the Covid-19 virus...
See Chart:
US 30Y Yields rose again today but
remain notably lower since the start of Covid-19
See Chart:
For the 8th day in a row, the dollar was aggressively bid
during the US session - after overnight weakness - as USD
asset flows (see stocks and bonds) from offshore dominates any reality...
See Chart: Bloomberg Dollar Index
USD -Gold: down. While the dollar is bid (as the rest of the
world's fiat currency migrates to USD assets amid the Covid-19 crisis), it is the rotation for safe-haven gold that is most
notable...
See Chart:
USD vs Global fiat up but USD vs GOLD down
The Euro collapsed to its weakest level against the USD
since May 2017... BUT the Swiss Franc
(safe-haven) is soaring, despite SNB's best efforts, to
its strongest against the EUR since June 2016...not exactly the signal we are
getting from stocks...
See Chart:
Panic bid vs safe heaven
WTI bounced back above $50 today -
despite OPEC cutting demand outlook, record US production, and a huge crude
inventory build...
See Chart:
Finally, this could never happen
again, right? But it happened.. n could
happen again
See Chart:
OR THIS?
See Chart:
"Not Cheap"... S&P
>19x, and Tech > 23x?!!!
See Chart:
….
SOURCE: https://www.zerohedge.com/markets/another-day-another-record-high-stocks-and-deaths-covid-19
----
----
Inflation hidden:
It remains a puzzle why the most
important central bank in the world continues to base its policy decisions on a
single price index that includes “artificial” and non-market prices, and excludes the price signal from housing.
The PCE index is
more comprehensive, but it is wrong to conclude that it
is a “superior” price index for the simple reason it is less of measure of
inflation consumers actually experience.
See Chart:
Core
Inflation
….
SOURCE: https://www.zerohedge.com/markets/feds-price-targeting-regime-suggested-changes-fail-fix-1-flaw
----
----
US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
"Bloomberg is trying
to buy this Election... That is not Democracy! That is plutocracy!"
====
Price, an
Iowa native, worked as political director for Barack Obama's 2012 Iowa campaign
and Hillary Clinton's 2016 Iowa campaign.
====
Powell Testimony: THE EMPTY
SUIT IN THE ECCLES BUILDING
11 years after the financial crisis...Permanent intervention. That’s their answer. That’s intellectual
bankruptcy and exposes central
bank policy to be an empty suit...
….
When Jerome
Powell started his testimony today, the Dow was up 125, & heading higher.
As he spoke it drifted steadily downward, as usual, and is now at -15. Donald Trump
Fed Chair whose renewed easy money policies have propelled stocks sky high using the opportunity to
jawbone markets higher by promising even more easy money:
See Chart In
The times we live in by Sven Henrich at:
The Problem is of course all these loose monetary policies have done exactly nothing for the the rest of the population
since the financial crisis:
See Chart:
And so the solution is to do more at the first sign of
trouble.
The audacity of the claim is of
course pretending that this is not exactly what they have been doing ever since
markets plummeted 20% in Q4 of 2018. Jawbone and QE and repo. Powell,
like his processors before him has shown to be beholden to markets, to appease them, to make sure they don’t get disappointed.
Another easy money shill. At the first sign of
market trouble he ran scared and flipped and flopped and now he will never make
the mistake of policy tightening again. He is a perma
dove now, he will always ease and use “forward guidance” (jawboning) to keep markets from dropping too far.
AFTER ALL THAT’S EXACTLY WHAT HE HAS
BEEN DOING SINCE 2019:
See Chart:
There is an easy way to refute the claim of course, but the
Fed won’t dare:
Stop repo completely for a week.
Just try it.
Start tomorrow.
Watch what happens. https://t.co/mzALQlvMPN
Just try it.
Start tomorrow.
Watch what happens. https://t.co/mzALQlvMPN
— Sven
Henrich (@NorthmanTrader) February
12, 2020
Central bankers still pretend to deny that repo has no
impact on asset prices when participant behavior clearly has shown that this is
exactly what’s happening.
And so here we are in 2020, with the
highest market valuations in history on many measures and all they’re talking
about is more QE and jawboning.
PERMANENT
INTERVENTION. That’s their
answer. That’s intellectual bankruptcy and exposes
central bank policy to be an empty suit.
….
----
----
...in 2013 when Lake Michigan was
at arecord low, "what we are
seeing in global warming."
...now, citing “catastrophic lakefront erosion” from high
water, CHICAGO just declared
a climate emergency.
====
That's because under the
rigged rules of our system, things are working more or less as they are
supposed to...
====
The House of Representatives in the state of Virginia is quickly ramming liberal legislation down the
throats of innocent people...
====
"... if Bernie
Sanders were to be elected president, just imagine what would happen to the price of gold. The
very night the results came in."
….
It is an stupid assumption. The
price of gold doesn’t depend on 1 single Presid
====
La carabina de Ambrosio: they shoot on their own foot
Voters want to see a
challenge to the Washington establishment, the media bias only worked to the advantage of Donald Trump... It may have the
same impact in favor of Bernie Sanders.
====
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
"What are you doing in our country?"the local Syrian man asks while approaching the US convoy.
====
...the age of globalism has
already passed.
====
"Taiwan has urged China to focus its efforts on fighting the new coronavirus rather than menacing
the island."
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
- Animal Sacrifices and a Beheaded Priest: The
Gory Story of St. Valentine’s Day Animal sacrifice is totally
irrational, but beheaded pedophile’priest.. a lot of reasons
----
----
NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
REBELION
US-China: ¿A
dónde nos puede llevar el conflicto?
Pierre Rousset
ALAI ORG
Argentina Presos políticos Juan
Chaneton
RT
EN ESPAÑOL
"El tío de Guaidó fue detenido por portar
explosivos en un avión en contacto con
el Servicio Secreto del US" https://actualidad.rt.com/actualidad/342909-diosdado-cabello-denuncia-tio-guaido
Argentina: "El FMI es también responsable por
la crisis de deuda" https://actualidad.rt.com/actualidad/342890-ministro-economia-argentina-dijo-fmi-responsable-crisis
Partido de Evo Morales presenta ante el TSE todos
los requisitos exigidos a sus candidatos
https://actualidad.rt.com/video/342908-partido-morales-presentar-tse-requisitos-candidatos
Ministros de Defensa de la OTAN se reúnen en
Bruselas en medio de un clima de desavenencias
https://actualidad.rt.com/video/342836-ministros-defensa-otan-reunion-bruselas
----
----
INFORMATION
CLEARING HOUSE
Deep on the
US political crisis: neofascism & internal conflicts that favor WW3
Trump’s Brink of War with Iran Spun on a Lie By Finian Cunningham
Is Pete Buttigieg the Israel Lobby Choice? By Philip Giraldi
A Culture of Cheating? By Lawrence Davidson
Mexico’s President Shows How It’s Done By Ellen Brown
COUNTER PUNCH
Analysis on US Politics & Geopolitics
Nimri Aziz Being a
Democrat, Ugh
----
----
GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
----
----
DEMOCRACY NOW
Amy Goodman’ team
----
----
ASIAN NEWS
Press TV
- Italy Senate votes for Salvini to face trial
- Indigenous community launches legal challenge against Canada pipeline
- Iran votes 2020: Candidates officially start electoral campaigns
- Mnuchin, Blankfein say Sanders would 'ruin' US economy
- 'US grants Iraq waiver to continue energy imports from Iran'
- Chinese Grand Prix postponed due to Coronavirus outbreak
- Brazilian indigenous protest against Bolsonaro Amazon project
- WHO warns against misinformation about Coronavirus
- Argentina: Protest in Buenos Aires against IMF
- Iran vows crushing response to any Israeli ‘foolish’ act
- 'US grants Iraq waiver to continue energy imports from Iran'
- ‘Turkey threats of military force against Syria hollow’
- Argentina renews effort to win back Las Malvinas
- UN: 112 business entities have ties with Israeli settlements
- Turkey threatens to hit Syrian forces ‘everywhere’ if troops hurt
- EU parliament lawmakers slam Trump’s Mideast plan as unlawful
- 'Iran plans to launch Zafar-2 satellite in mid-2020'
- Seeking a niche in market, Iran hosts top gold producers
- Iran’s steel exports soar 93% in Jan. after stiffer US sanctions
- ‘NATO is obsolete, should have been disbanded decades ago’
- PROGRAMS
- Human trafficking
- UAE lobbying gang in UN
- Debate: Philippines-US row
- US nuclear buildup
- Anti-zionism
----
===
No hay comentarios:
Publicar un comentario