sábado, 8 de febrero de 2020

ND FEB 7 SIT EC y POL



ND  FEB  7  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

Here a lesson on how to see ‘la paja en el ojo ajeno’ y no ‘la viga en nuestros ojos’

...we've never seen anything like this!
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Never seen?  QEs & Bail out to big Corp haven’t seen: Your’re in other planet
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The last four weeks have seen China supply over CNY2 trillion (net!) into its financial system - something we have never seen anything like before...
See Chart:

And that unprecedented wave of $300 billion liquidity injection lifted every boat in every storm, sending China's ChiNext (small-cap-tech stocks) soaring back to highs but at the same time, Chinese bond yields collapsed...
See Chart:

This is a decoupling that has been going on for weeks ahead of the Lunar New Year and long before coronavirus shutdown the economy...
See Chart:
[[ We had this decoupling during the whole Trump’ era & even before him ]]

 Bloomberg was even trying to sell the fact that Chinese government bond yields are dropping (-33bp this year) as a good news story.

It isn’t, even if that single trade is one I have long supported if one simply has to be in Chinese markets.
If China is seeing its yields plummet, what does that say about global growth prospects? What does that say about global reflation? It’s a long bonds story – full stop. Of course, lower yields mathematically means higher P/E ratios for equities too (“so buy stocks!”).

Chinese State Councilor and Foreign Minister Wang Yi stated unequivocallythis morning that China will defeat the epidemic:
"We have the ability to minimize the impact of the epidemic and maintain the sustained and stable growth of the Chinese economy."
T the end, the autor of this art couldn’t say that China was incorrect. They did what US did “inyecting money” to the marker that doesn’t work with the difference that China didn’t give the money to private Corp & billonaires. The socialist State saved the Econ.
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Despite 2020's first weekly slump in the global economic surprise index(cough Germany cough) and the spreading deadly pandemic crushing global supply chains...

The world's stock markets exploded this week. Just after Chi said C-Virus defeated
See Chart:
MSCI World Stocks

Thanks to an unprecedented flood of "all liquidity is fungible" cash from China works...
See Chart:
PBOC Rolling 4 week Liquidity Injection/withdrawal (CNY trillion)

And that liquidity water-boarding, jedi-mind-tricked the world into believing that the worst is over...
It's not, just ask Bonds!  [I guess US intruder-servant of Empire tried to distort this art]
See Chart:

REAL FACT:  China's ChiNext (small-cap-tech dominated) exploded higher after the re-opening crash on Monday and while the rest of major Chinese markets ended lower, , they were all well off those opening lows...
See Chart:

All major European markets were higher too - despite disastrous economic data

US markets were all dramatically higher this week (even with today's selloff)...
See Chart:

Nasdaq had its best week since Nov 2018, but breadth is notably divergent...
See Chart:
Nasdaq stoks v. Nasdaq composite (new highs minus new lows)

After 4 big days of short-squeezes, today saw the machines run out of ammo...
See Chart:
“Most Shorted” stocks fall down

While stocks pushed to new record highs, VIX refused to follow to cycle lows..
See Chart:

Treasury yields extended yesterday's drop by plunging more today. Rates did end higher on the week but 30Y only +4bps (after being up 17bps midweek)...
See Chart:  Treasury Yields classic up-down

The 30Y Yield has tumbled in the last two days...
See Chart:
UST 30Y Yield

The yield curve flattened back to 2020 lows this week...
See Chart:
UST 2Y30Y YIELD SPREAD
Si el rate of return para el capital invertido cae y cae como decir que US Econ esta bien?

Dovish vs Bull trend: This week's equity rally seemed to lift the market's desire for more dovishness from The Fed...
See Chart:

The B-Dollar has surged the last 3 days (and 4 of the 5 days in the week) to its highest since early December...
See Chart:
Con el dollar fuerte el conusmidor puede comprar mas product importado pero no vender mas. Al pequenio y med consumidor nos conviene la deflación, al empresar exportador no (vende menos), lo que significa que pronto  vendrá la inflación.

Dollar strength did not help commodities this week with PMs lower and crude dropping in demand (and supply) concerns. Copper managed to hold on to gains...
See Chart:

WTI tested below $50 this week... El precio del crudo cae más y más
See Chart:
US ya no es gran productor de crudo pero vendemos el de los Saudis y otros país. El dia que se independicen les cortamos el cuello como al Libio o los bombeamos como a Irak Somos el imperio mas pacific y humanista de la hist universal. Por eso vamos al Infierno

Valentines Day is business day: el precio de la cocoa y/o  chocolate ya subio un 15% in 2020 pero eso no beneficia tanto a los pueblos amazonicos que lo producen ni a los de  West Africa que sufren lack of rein pero si a empresarios del US y otros paises a quienes solo importa el Yield or rate of return por el capital invertido en su compra-venta.
See Chart:
Cocoa Futures

WHAT HAPPENS NEXT?  Que viene despues: 1-
See Chart:
La caida del Dow Jones: subirá a nivel Stocks y caerá horrib a nivel Daw consensus EPS

2- The great rotation (from Energy to Tech) over? Del 2009 al 2019 cae al punto 0.2
See Chart:

Energy producers have almost completed a 20-year round trip relative to technology companies within the S&P 500 Index. The ratio between their S&P 500 industry-group indexes fell this week to its lowest level since March 2000, when an Internet-driven bull market peaked.
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No space for billionaires’ chaotic gluttony In Chicago.. they scape with pockets full of..

Don’t worry about lost income from the rich leaving, we’re supposed to believe.It’s just poorer folks fleeing... It’s simply not true...
See Chart:
Illiopis lost people from every income since 2018

[ Que se vayan las ratas está bien, pero no gente del sect product-health & Educat ]
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

"...one of the things that people are doing right now is very carefully looking at sequences to see if there's even any possibility much less likelihood that [the virus was bio-engineered]..."
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...the United States is engaged isfighting multiple wars against make-believe enemies while the country’s infrastructure rots and a host ofofficially certified grievance groups control the public space...
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Silicon Valley billionaire Reid Hoffmanfunded the creation of ACRONYM, the group that sabotaged the Iowa caucus results, after bankrolling the notorious online “false flag operation” in Alabama’s 2017 senate race...
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Official story: "There are too many restaurants."
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"Are you sick of the chaos & infighting overshadowing the issues that matter most to us? Please express your thoughts verbally or for still image posts please overlay text about why you support Mike..."
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US voter don’t want the same plague twice
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At the rate of increase in officially reported (which is vastly different from the actual true number) cases, the coronavirus pandemic will claim more lives than SARS
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In the age of science & Teck.. still religious stupidity has force?
Heterosexual couple relationships are really violent. In addition, the vast majority are relationships based on religion. It may be time to have a conversation about their ban and abolition.”
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IF so we have to attack their wrong homophobic missogenia & pro-pedofilia
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Reactionary conservatism start the day after Tramp was acquitted. Be alert & org Natio
Official story: "Insufficient evidence" - EXCEPT FOR VIDEO of the entire incident
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President Trump has more campaign cash on hand than the entire Democratic field combined.
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...all of this colorful comic disorder may have a purpose: to demonstrate that the US is now too incompetent to hold an election, and therefore whatever happens on November 3 will have to be disputed...
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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


El globalism del saqueo imperial + big neoliberal Corp creo l inestabilidad de hoy. El fascismo del falso ‘nacionalismo Trumpista’ empeoro la debacle del sistema obsoleto

The thoughtless people who constructed “globalism” overlooked thatinterdependence is dangerous and can have massive unintended consequences...
See Map:

Globalism was constructed by people motivated by short-term greed. None of the promises of globalism have been delivered. Globalism is a massive mistake. Yet, almost everywhere political leaders and economists are protective of globalism.

[[ Too much for inhuman intelligence.]]

If a deadly coronavirus pandemic or some other one does erupt and there is a world depression, we should be very clear in our mind that globalism was the cause. Countries whose governments are so thoughtless or corrupt as to make their populations vulnerable to disruptive events abroad are medically, economically, socially, and politically unstable.
The consequence of globalism is world instability.
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Xenophobic news Again?  Privatizar el comercio de la energia no es socialism, Chi si es.

China’s state-owned gas importers are considering declaring force majeure on LNG imports, which would amplify the turmoil in global gas markets...
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The world is experiencing a seismic demographic shift - and no country is immune to the consequences...
While increasing life expectancy and declining birth rates are considered major achievements in modern science and healthcare, they will have a significant impact on future generations.
Today’s graphic relies on OECD data to demonstrate how the old-age to working-age ratio will change by 2060, highlighting some of the world’s fastest aging countries.
See Chart:
The Rissing ratio

A Declining Workforce
Globally, the working-age population will see a 10% decrease by 2060. It will fall the most drastically by 35% or more in Greece, Japan, Korea, Latvia, Lithuania, and Poland. On the other end of the scale, it will increase by more than 20% in Australia, Mexico, and Israel.
See Chart:
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Iraq's top general met with Russia's ambassador this week tomull closer military cooperation...
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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

Imperio:  Poder corporativo al asalto de los territorios   G Fernández  O
ECOL S:  Huelgas por la seguridad climática  Jem Bendell
ALC:  Nicaragua, objetivo del imperialismo  Ramón Pedregal
Cuba:   José Martí entre la luz y la voz  Jorge R. Bermúdez
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ALAI ORG

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RT EN ESPAÑOL

Los problemas que atormentan al Comando Sur de EE.UU. en "su hemisferio  https://actualidad.rt.com/actualidad/342411-problemas-atomentan-comando-sur-hemiferio
De viaje de lujo a "prisión flotante": así es el día a día de más de 2.000 pasajeros confinados en el crucero puesto en cuarentena cerca de Tokio  https://actualidad.rt.com/actualidad/342370-prision-flotante-crucero-tokio-cuarentena
Abogado de Assange asegura: hay muchas evidencias sobre el espionaje, incluso un micrófono en el baño  https://actualidad.rt.com/actualidad/342451-abogado-assange-volumen-evidencias-espionaje-microfono-bano
US impone sanciones contra aeronaves de la estatal venezolana Conviasa  https://actualidad.rt.com/actualidad/342430-eeuu-impone-nuevas-sanciones-consorcio-venezuela
Bolivia: El Gobierno de Áñez desestima el acuerdo de Morales para garantizar la paz  https://actualidad.rt.com/video/342432-bolivia-gobierno-desestima-acuerdo-morales-paz
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

Gas Wars in the Mediterranean   By Mike Whitney
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Paul Street  The Game is Rigged
Andrew Levine  What Next for Bernie?
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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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