Mar
31 ND SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social
+ Capit-compet in Eco
Sufri
un sabotaje en el fechaje de mis envíos al Journal: alguien no quiere mis envíos
Los dos
anteriores mensajes enviados pertenecen al dia 30 de Marzo
El
Journal de hoy corresponde al dia 31. El anterior dice 31 pero es del dia 30.
….
ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
It's
Official...
Mad World Remix of Mobi VIDEO:
Here's a chart that no one suspected would happen (most of
all not the media and the democrats)... as stocks
crashed by record amounts in March, President Trump's approval rating has
soared to the highest of his presidency...
See Chart:
So how bad was
Q1?
Q1 was the
world's biggest quarterly capitalization loss (in bonds and stocks) ever...
See Chart:
Quarterly Capitalization Change of
Global Stocks & Bonds
With bonds adding a modest $1.1
trillion while stocks lost a record-smashing 19.6 trillion...
See Chart:
This was The Dow's worst Q1 ever...
See Chart:
...and worst overall quarter since
Q4 1987...
See Chart:
Dow Quarterly Performance (%)
This was
The S&P's worst Q1 since 1938 (and
worst overall quarter since Q4 2008) and March was worst month for S&P
since Oct 2008.
See Chart:
Additionally, stocks suffered the first back-to-back-to-back
monthly losses since Oct 2016.
30Y Yields fell in all three months in Q1. This is the biggest Q1 crash in 30Y
Yields since 1986 (and biggest quarterly decline in yields since Q3
2011). 2Y Yields plunged
136bps in Q1 (down 6 quarters in a row) - the biggest yield drop since Q1 2008.
See Chart:
This is the 6th straight quarter of gains for gold (and
up 12 of the last 14 Q1s)
See Chart:
Gold Q1 Performance (%)
Oil prices plunged all three months
in Q1. Q1's 66% crash in WTI is
the worst quarter ever (worse than the 60% oil glut crash in Q1
1986).
See Chart:
But apart from that, Q1 was awesome!!
* * *
The Russell 2000 is the biggest
(major) index loser in Q1 (down around 31%) and the Nasdaq the relative winner...
See Chart:
So much for the month-/quarter-end
rebalancing flows?
See Chart:
Nasdaq vs UST 10Y Yield
The
Virus-Fear Trade -
long food, short leisure - has started to deteriorate again this week suggesting all is not well...
See Chart:
Bank stocks suffered their second
worst quarter ever, crashing 41% (Q1 2009 was -44%) with Citi and Wells Fargo
worst...
See Chart:
VIX quarterly change. Q1 also saw
the biggest quarterly spike in VIX ever...
See Chart:
And realized volatility in stocks
has only been higher during the Black Mondays in 1987 and 1929...
See Chart:
Credit markets collapsed at a record
pace in Q1 with IG taking the brunt (relatively speaking) until The Fed bailed
them out...
See Chart:
High Yield was ugly though...
See Chart:
Bond yields collapsed in Q1 led by
the short-end (2Y -135bps, 30Y -105bps)...
See Chart:
2Y Yields are once again back below
The Fed Funds rate (even after the massive cuts this quarter)... good graft
See Chart:
he Dollar surged in Q1 (its biggest quarter since Q4 2016)
While oil stole all the headlines in Q1 with its
record-breaking crash, gold managed solid gains..
While some (heavier) crudes actually
traded with negative prices in Q1 (Wyoming Asphalt Sour), WTI traded down to a
$19 handle at its lows... for now...
See Chart:
WTE Crude
Finally, what
happens next? Who knows? But Nomura's Charlie McElligott has
run the historical seasonals and this is what the 'odds' say
Global
index performance for the next 4 weeks, the outperformers are in Eurostoxx
See Tables
However, the question is - do we
replay 2008 after this bounce?
See Chart:
Remember, it's about the
fun-durr-mentals again.. very bad
See Chart:
And top-down macro is even worse...
See Chart:
As The Feds favorites (and only)
tool seems to have stopped working...
See Chart:
Fed Balance Sheet vs. S&P
….
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
The
guidelines are going to call for people to shelter in place until the end of
April...possibly even longer...
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"SAILORS
DON'T NEED TO DIE": CAPTAIN OF NUCLEAR CARRIER WITH OVER 100 COVID-19
CASES PLEADS FOR HELP
“We are not at war. Sailors do
not need to die. If we do not act now, we are failing to properly
take care of our most trusted asset — our Sailors.”
====
Illinois pols have constantly over
promised pension benefits, passed unbalanced
budgets and hiked spending, all of which have left the state with a chronic bill backlog...
====
Most Americans are blaming
“hoarders”for the current mess, but it is actuallymuch more complicated than
that...
====
Subir los
precios y bajar la demanda no es solución.. agravaría el problema
A variable import fee on United States imported
oil or products with a floor price of $50.00 will set the U. S. price and hence
the world price at $50.00. This
would provide a stabilizing effect on the U. S. oil industry...
====
Es
la recesión, no el CV. Recess
is natural in neolib Sys n is global because this Sys is G
“The whole world is turned
upside down right now.”
…..
All booms come with their bust & if this affect key sector of the world
Econ like: A-wrong
State investment (weapons & wars instead of health, salaries & jobs ). B- wrong sources of energy (still fosil fuels) .. C-wrong
uses of huge over accumulated Capital & D : evil-corrupt regimes in big countries. The rest you name it...all
that affect the reproduction of neoliberal
system.. then we have a global recession like in
1929-36.. The current one could last more & be more devastated if we added WW3, that is in US-PENTA & NATO
plans.. The 40,000 NATO troops to borders of RU-Chi show this risk. Evil US generals want to use the
stupid arsenal we’ve accumulated in the
destruction of RU-Chi will . They respond with similar ferocity to the heart of
US and NATO power. Result: MAD. Effect: nuclear
infestation at global level with new pandemias & huge ecological disaster
due to global rotation-dislocation & new-worse climate changes. The nuclear WW3 could be the end of human history.
====
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
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ALAI ORG
====
RT
EN ESPAÑOL
Avión militar ruso con ayuda médica contra el
coronavirus parte hacia EE.UU. https://actualidad.rt.com/actualidad/348385-avion-militar-ruso-ayuda-medica-covid-eeuu
Slavoj Zizek: "El CV nos obliga a elegir entre
el comunismo global o la ley de la jungla" https://actualidad.rt.com/actualidad/348318-slavoj-zizek-coronavirus-comunismo-jungla
Trump: el US enfrentará "dos semanas muy, muy
dolorosas" por el brote de CV https://actualidad.rt.com/actualidad/348365-trump-eeuu-semanas-dolorosas-coronavirus
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
-Our 'War President' Goes To Battle By Eric Margolis
-Iran Sanction Biological Warfare Against
Civilians By Richard Eskow
-“Not just a flu” and “not a bioweapon”
expert: By The Saker
-Get Ready for World Money By James Rickards
"We are racing to the edge of disaster" By Noam Chomsky
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
Dave Lindorff We’ve
Met the Enemy and It’s a Tiny Virus
Nicolas Davies Why
is the U.S. so Exceptionally Vulnerable to Covid-19?
Michael Doliner Face
Off the Problem With Social Distancing
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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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