miércoles, 19 de febrero de 2020

ND FEB 18 SIT EC y POL



ND  FEB  18  SIT EC y POL 
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco



All of a sudden, really crazy things are starting to happen all over the world

So far in 2020, it has just been one thing after another, and many are speculating about what could be ahead if events continue to escalate.  
The following is a list of 10 plagues that are hitting our planet simultaneously
#1 Armies Of Locusts 
#2 Extremely Bizarre Weather Patterns 
#3 Unprecedented Flooding
#4 Major Earthquakes
#5 Unusual Volcanic Eruptions
#6 The Coronavirus [ fake headlines ]
#7 The African Swine Fever – “Pig Ebola” 
#8 The H1N1 Swine Flu 
#9 The H5N1 Bird Flu 
#10 The H5N8 Bird Flu 
Open the SOURCE below to read the content of each one
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[ Of course the worse is Armies Of Locusts  bcause it leads to WW3 & all pests display ]

Can any of you remember a time when we have been hit by crisis after crisis like this all at once?  [ It could be if WW3 comes up ]
So hold on to your hats, because things are likely to get even crazier in the months ahead.

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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics


Gold is back near Iran-Missile-Strike highs, breaking back above $1600... if we close here this will be the highest close for gold since April 2013...

And even stocks are down today... a little...
See Chart:
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NEVER GO FULL RETARD

As the numbers of companies issuing guidance cuts or outlook warnings have mounted, the stock market has pushed ever higher. Even as the world's largest company issues its second outlook cut in 13 months...
See Chart:
AAPL

...the stock market barely even blinks... in fact Nasdaq surged off the overnight lows into the green... [ with zig zags bouncing ]
See Chart:

But as the machines bought the dip in stocks, YUAN didn't bounce at all and gold was bid along with safe-haven bonds...
Can u spot the odd one out?
See Chart:
Corona virus: Covit-19

In the US, Trannies and Nasdaq roared back into the green (from Friday) while the Dow Jones was the laggard...
See Chart:

The yield curve re-inverted today with 3m10Y dropping to -2bps...
See Chart

The B-Dollar closed at its highest since Oct 10th 2019...
See Chart:

WTI surged from the open of the US equity market...

Finally, just a little more and it's all over...
See Chart:
Nasdaq Now  vs. Nasdaq 1999-2001

And Short Interest in the SPY (S&P ETF) has reached its lowest since pre-Lehman...
See Chart:
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... amid that confusion, something notable has been happening. While overall equity and credit markets (beta) have been unusually strong for a ‘downturn’ phase, a number of underlying market relationships (alpha) have been almost exactly what this phase would imply.

Finally, it’s worth identifying where divergences are most unusual versus history. While the outperformance of gold, large-caps and defensive stocks are all 'normal' for a 'downturn' phase, the magnitude of these moves are not, and are much larger than normal. Oil has historically done extremely well in 'downturn', but lately it has struggled. And while there is a lot of conventional wisdom that owning Growth over Value is a classic late-cycle defensive position...

See Chart:
Russell 1000 Value /  Growth Index
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"Investor sentiment is less bullish than last month and shows full capitulation into deflation assets."
See Chart:
What do you think the Global Econ will go in the next 12 Months?  Down of course

WHY? A big reason for the dour mood was rising COVID-19 fears, notably around Chinese growth, which led to the first cut in FMS global growth, global profits & global inflation expectations since Oct'19.

See Chart:  Los trumpistas se dispararon a los zapatos.. see the black line

In the same vein, 67% of investors surveyed expect below-trend growth and inflation over the next year, up 5ppt from January.
See Chart:
What do you see in the global Econ in the next 12 Months?


... while positioning and flows saw a big Feb rotation into US stocks (especially tech), bonds and EM, out of banks, energy, value...
See Chart:
Those who invest in equities,  tech, bonds and EM equities got the lottery

Conclusion?   
Hilariously, it is now the end of QE in Europe and Japan that markets believe will push inflation expectations higher. Which means that central banks have totally failed in their mission which is to stimulate inflation through monetary intervention, and in reality every central bank stimulus is now deflationary. We doubt anyone in the mainstream economic profession will touch this stunning observation with a ten foot pole.
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We see considerable execution risks as the company attempts to improve its position in the challenging department store sector. Profitability under the plan is weaker than our prior expectation.

And speaking of future debt maturities and rollovers, there sure will be a lot of those with Macy's net debt now the highest it has been since the financial crisis
See Chart:
Macy’s Net Debt
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


Los PEDOS de la vieja oligarquia ultra-corrupta huelen  muy hediondo.. smell it:

Bloomberg isn’t interested in being president... he's running a pantomime of a campaign covering for a very sophisticated form of campaign finance evasion... He’s running to clear the field for Hillary...
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And as Illinoisans leave, the shadow mortgage on those who remain will jump.The crisis will only deepen. ..
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Some of the funds went to a former WWE wrestler who was allegedly being paid to give classes on drug abuse. In reality, the money was paying for the wrestler’s own posh drug rehab.
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Cooperman billionaire is biggest threat to market than Coronavirus since this is real
"...I just hope the country isn't ready to elect a communist.. If we do, I think the market is in store for a big problem..."
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You won’t be assaulted by communists but for mafias of poor people.. those who suffered the explosive inequality that your gluttony created. They will expropriate you & your family and burned in hell. Socialists don’t do that.
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In Part One of this article I exposed the numerous false narratives being peddled to the masses, as this Fourth Turning is entering the intense phase headed towards an unknown climax.

I’ve been expecting the next shoe to fall in this Fourth Turning for years, BUT the financial elite have pulled the debt levers to keep the Ponzi scheme alive far longer than a reasonable person would expect.
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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


China won’t recycle USD. It is ready for a basket of currencies based on Gold with one single currency for Trade & banking world-wide. Otherwise they will create 1x3 region

Foreign central banks have sold US Treasuries for the last 16 months straight
China has dumped Treasuries for 9 of the last 10 months with December's $19.3 bn sale the largest since July 2018...
See Chart:
See more chart & comments at:
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IF you fear you are in their pockets. Just org brigades & be ready for Socialist REV
...as global demand careens towards acliff.
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NEOLIBERAL PANDEMIA has not borders.. billionaires gluttony is the worst pest

"Two of the five euro tranches were placed at negative yields, meaning investors are paying single A-rated LVMH to borrow money."
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ANY small war could lead to WW3. HERE two cases
1-
Thick smoke could be seen billowing from the port area & rising over the Libyan capital.
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2-
Moscow lashes out at a moment the West dusts off the "Assad preparing to massacre one million people"narrative...
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IF Japan released & they are healthy means that all C-V was US charade Agst China

Are health officials leaving Japan vulnerable to a mass outbreak?
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Unless the US implant the coronavirus also in JA, but buils a war enemy
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Anything to make sure the Olympics goes off without a hitch...
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Even Yellen doesn’t trust the US official news-scandal on corona virus: Trump’ big lie

"It could be useful to be able to intervene directly in assets where the prices have a more direct link to spending decisions."
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Read this in reverse: which one will recover fast.. TO UNCOVER Trump’s big lie

We now expect a waterfall of negative earnings preannouncements from most companies that have even a modest exposure to Chinese output.

Apple case: is not going down.. is going up with a little zig-zag.. see red line
Now that Apple has broken the seal and made it abundantly clear that China's economic collapse which could push its Q1 GDP negative according to Goldman as the second largest world economy grinds to a halt (as described here last week)...
See Chart:
China GDP vs. CAI

Post strike real sales UP  .. see red line
See Chart:

To summarize, here are the sectors more at risk from a continued crunch across Chinese factories:  Read this in reverse too: not at risk but trend to go up
See Chart: Compare goods shipped by Air vs. Retail Sales Value

In short: China controlled the coronavirus and their Economy is going UP
“The good news, until last night at least, is that virtually no companies had disclosed an immediate adverse impact emerging due to Chinese supply chains, sparking some hopes that most if not all had found alternative supply chain substitutes to offset the Chinese crisis”.
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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

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RT EN ESPAÑOL

Precaución: Rusia suspende la entrada al país de ciudadanos chinos a partir del 20 de febrero https://actualidad.rt.com/actualidad/343430-rusia-suspender-entrada-pais-ciudadanos-chinos
Cámara de Diputados de México aumenta a 65 años la pena contra feminicidas  https://actualidad.rt.com/actualidad/343461-camara-diputados-mexico-aumentar-pena-feminicidio
US sanciona a una filial de la petrolera rusa Rosneft por comercio con Ven  https://actualidad.rt.com/actualidad/343429-eeuu-espana-repsol-actividades-venezuela RU se zurra en las sanciones del US . Ni se aplican ni se pagan
Trabajadores del sector petrolero se movilizan contra los despidos en Río de Janeiro  https://actualidad.rt.com/video/343470-trabajadores-sector-petrolero-despidos-rio-janeiro
Agricultores y ganaderos españoles cortan carreteras exigiendo mejores precios a sus productos https://actualidad.rt.com/video/343413-agricultores-ganaderos-carreteras-precios-productos La huelga campesina de Peru (1985) se extendió a Bol y no solo bloqueo carreteras. Corto el envio de productos del campo a la ciudad + Coops de cons
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

Erdogan’s Treacherous Bluff  By Finian Cunningham
The New Rules of the Game   By Chris Hedges
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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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ASIAN NEWS
Press TV

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