viernes, 14 de febrero de 2020

ND FEB 13 SIT EC y POL



ND  FEB  13  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 US equity market has gone full-Rick-Astley...
See Video: Rick Ashley:  Never gonna give you up
And everyone knows you should never go full-Rick-Astley.

So this happened overnight...
While futures reacted (somewhat rationally to start with), the US open sparked yet another buying panic to erase all those losses... Until, that is, The Fed pooped in the punchbowl and announced a reduction in its daily liquidity bailouts...
See Chart:

China ended lower overnight, closing before the American investor panic lifted everything else...
See Chart:

The Dow was actually the worst performer today, Small Caps best... but the shine was taken off the ramp as The Fed signaled a reduction in its repo liquidity bailout...
See Chart:

The S&P 500 is at its highest relative to the 200DMA ever...
See Chart:

Credit spreads have compressed back to pre-Covid-19 levels but VIX remains higher...
See Chart:

Treasury yields were lower on the day - despite the stock market buying-panic...
See Chart:

The yield curve flattened further today...
See Chart:
UST 2Y 30Y Yield Spread

The B-Dollar was bid during the US session for the 9th straight day...
See Chart:

Finally, this just continues to blow our minds... When The Fed gushed emergency liquidity to paper over any anxiety cracks around Y2K, it created the same meltup as is occurring now... and did not end well...
See Chart:
Nasdaq 2YK  vs  Nasdaq Now
Looks like Nasdaq 10k is inevitable and then its down down down.
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Foxconn is Apple's main iPhone assembler in China and offered no timetable of when its factories would reopen.
See MAP:
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“Aren’t low oil prices good for the economy? They are a tax cut for the consumer?”
No!
One important note is that oil tends to trade along pretty defined trends (black trend lines) until it doesn’t. Importantly, since the oil industry is very manufacturing and production intensive, breaks of price trends tend to be liquidation events which has a negative impact on manufacturing and CapEx spending and feeds into the GDP calculation.
See Chart:
The link to Oil

As job losses rise, and incomes decline, it filters into the economy.
See Chart:
6-Mth Avg. Of 6-Mth Roc in Oil Prices  vs. GDP
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

The only experience close to socialism in America  was FDR “New Deals”: 1933-1945

Americans are still suffering from the indoctrination that has led them to falsely believe that the welfare-warfare state serfdom under which we live is 'freedom' and 'free enterprise'...
Friedman’s point was that the United States was already a socialist nation back in 1989. 
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There was not socialism in 1989. It is an insult to history to say that the most  conservative REP neocon: G Bush was socialist. That was just the opposite to S
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Odds of of a contested Democratic convention are high and rising...
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Aid? El capital oligopolico no ayuda, invierte en forma predatoria en  paises perifericos
Now that the impeachment trial is over, maybe we can actually talk about more relevant issues like foreign aid...Foreign aid is taking money from the poor people of a rich country and giving it to the rich people of a poor country.
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Ni la banca privada , ni el Fed Reserve toman dinero delos pobres. El capital  acumulado no solo resulta de la explotación de obreros en la fábricas como en los tiempos del fordismo (1915), resulta sobre todo de la especulación en casinos como el Wall Street, del lavado de dinero de las drogas, del saqueo de  recursos ajenos mediante guerras fuera. Este capital no corrompe a  los ricos de paises en desarrollo, los alinea  y pervierte aún más. El  capital oligopólico del US es el más grande corruptor del mundo. Merece aplicarle el Tobin tax y si no lo aceptan,  merece ser expropiado por la explosiva desigualdad que crearon.
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Call it denial, call it willful ignorance, call it outright lying as you choose...
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                                                                                                                                                                The deep state will be your enemy, not your friend, when collapse finally arrives
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"...I am concerned that young lawyers will be deterred from representing such clients and causes for fear it will destroy their careers. "
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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

Don’t do what you don’t want on you:
The Chinese telecom was already facing criminal charges for allegedly violating U.S. sanctions against North Korea and Iran.
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"We will only stay in Iraq as long as we are welcome."
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A shock is coming that will be felt across the world... 
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Erdogan will not risk with a direct military confrontation with Russia. Nevertheless, if the Turkish leadership is sure that Russia provides no real answer to a full-scale attack on the Syria Army, there will be a strong chance that Turkey will carry out such an attack.
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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

China:   La “militarización” del Coronavirus  Ferran Pérez
Opin: La descomposición social que somos  Ilka Oliva Corado
BRA:   Lula fue recibido por el Papa  Emir Sader
Mundo   Política de cerco contra Rusia  Pablo Jofré Leal
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ALAI ORG:  

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RT  EN ESPAÑOL

Por qué Cristina Fernández insiste con una quita de la deuda con el FMI   https://actualidad.rt.com/actualidad/343004-argentinos-sabemos-leer-cristina-fernandez-fmi
Iran a US- Israel: "Si cometen el más mínimo error, los atacaremos a ambos" https://actualidad.rt.com/actualidad/343017-comandante-irani-eeuu-israel-cometer-minimo-error-atacar-ambos
Trump desvía 3.800 millones de dólares del Penta para la construcción del muro fronterizo con México https://actualidad.rt.com/actualidad/342982-pentagono-millones-muro-fronterizo-mexico
Bolsonaro tacha de "basura" a Greenpeace y la organización le responde  https://actualidad.rt.com/video/343020-bolsonaro-arremete-greenpeace-llamandola-organizacion-basura
Indígenas de Ecuador exigen que se conserve la selva y se prohíba la minería  https://actualidad.rt.com/video/343019-indigenas-exigen-conserve-selva-prohibicion-miner%C3%ADa-ecuador
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


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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ASIAN NEWS
Press TV


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