miércoles, 11 de marzo de 2020

ND MAR 11 20 SIT EC y POL



ND  MAR 11  20  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 BIG BUSINESS called RECESION:
Today the stench of a desperate liquidity scramble as The Dollar rallied while Stocks, Bonds, Bitcoin, Crude, and Gold were all dumped.

The Dow and S&P crash into a bear market...ERASING MOST OF THE TRUMP RALLY...
See Chart:
Trump to be re-elected?

This is the fastest drawdown from a peak into bear market in history, and worst start to a year since 2009...
See Chart:

US Financial Conditions are tightening massively...
See Chart:
US Financial Condition: Easier 1000… down to Tighter -2.522

Crashing at the fastest pace since Lehman... (NOTE - the sudden drop is reminiscent of the first moments of crisis in August 2007)
See Chart:
US Financial Conditions 20 days Change

With a massive dollar shortage evident...
See Chart:
3m  FRA-OIS Spread

Forcing The Fed to puke liquidity into the markets...
See Chart:
175 Bn Limit

Which is perhaps why the market is now demanding 82bps of rate-cuts next week by The Fed...
See Chart:
Market-implied Rate-change for March FOMC Meeting

IN SHORT: 
Today was a bloodbath in US equities with Small Caps and The Dow hammered hardest
Dow Futures show the week's carnage best - just make sure to check the scale, these are simply massive swings...
And on the week, Small Caps are down almost 13%...
The Dow was the biggest underperformer because Boeing stock crashed today, but it was the CDS that is more worrying...
All 4 variables illustrated by charts

Bank stocks were clubbed like a baby seal today, now down a stunning 10-16% on the week alone!
See Chart:

VIX  uncertain surged back above 50 today...
See Chart:

As Bloomberg details, the historic oil-market collapse that’s dragging down shares of the biggest Western explorers is swelling yields on investor payouts. The elite cohort of large international drillers known as the supermajors - Exxon Mobil Corp., Royal Dutch Shell Plc, Chevron Corp., Total SA and BP Plc - now are churning out bloated yields that dwarf those paid by the broader S&P 500 Index.
See Chart:

Credit markets are collapsing with HY spreads smashing wider...
See Chart:

And IG spreads are exploding in the US... [ IG Group is a UK-based company providing trading in financial derivatives such as contracts for difference and financial spread betting. IG is regulated by the FCA, the UK's financial authority body ]
See Chart:
And IG spreads are exploding in the US... High Yield Corp Bond ETF (L2) 80.42

UST 10Y Yields pushed back above the pre-weekend plunge levels...
See Chart:

The B-Dollar rallied today as everything as was sold - suggesting a massive scramble for liquidity...
See Chart:

Rather notably, Developed Market FX is now trading with a higher vol than Emerging Market FX...  The FED puke liquidity 175 Bll solo benefic al gran Cap no al med ni peq
See Chart:

Cuantos barriles de crudo se puede comprar con 1 onza de oro? 50 dice el grafico. And for a sense of just how much oil has crashed, the number of barrels that an ounce of gold can buy is exploding... [ If they buy it.. they help to recycle the USD + neolib Syst]
See Chart:
# of Barrels of brent- crude per Oz of Gold

EL NEGOCIO BRENT-CRUDE aclara el TITULO: RECESION= BIG BUSINESS for pillonarios
What a headache.. we are only at the beginning of the big business called “recession”  Tuvo razón FDR cuando ordeno la confiscacion del oro del billonarios in 1933 recession
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Finally, Bloomberg notes that investors [speculator:right word] are piling into gold day-after-day as concerns escalate about the impact of the coronavirus, markets gyrate, and rate-cut expectations jump. Holdings in bullion-backed exchange-traded funds expanded 55 tons in the three days to Tuesday, with increases seen both on days when S&P 500 Indexsank, as well as posting gains. The tally stands at a fresh record, and year-to-date inflows already total more than half of the 323.4 tons added in 2019.
See Chart:
Annual Net flows for gold-backed exchange-traded funds
Por eso creo que a Trump los pillonarios le van dar el premio nobel de la “Plutocracia” que es lo que también quiere el “guerrerista” Joe BIDEN [Arshad Khan dijo  If You Like War, You’ll Love Joe   Must Read!]. Otro califico a Joe Biden como el padre de la corrupción [JOE BIDEN: FATHER OF THE DRUG WAR'S ASSET FORFEITURE PROGRAM].
La DIF entre Trump- Biden es mínima: este solo sueña tener  los honores del otro. Pero ambos regresan tarde a la historia del pillaje en el US: ninguno de ellos podrá Goberna después de Elec 2020, si ocurre, pues los virus CV, molotov y WW3 pueden postergarlo
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El articulo de base termina con 2 graficos que ya los mostre el dia de ayer.
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SHORT NEWS ON ECONOMICS
...something odd jumped out at us.
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Very interesting chart in this article
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This was not supposed to happen.
Ultra Bond Futures,  plus other Econ issues
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...now that earnings are starting to be marked down, the P/E ratio is starting to accelerate higher once again...
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"Something is seriously wrong here."
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

"Sanders is expected to say he is staying in the race..."
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Ninguna concesión a BIDEN:  El fue el eje del fraude electoral o
Compra de votos por los Billonarios. El real enemigo de Sanders
NO  fue Trump,  fue BIDEN, el bufón de la oligarquía financiera. 
El fraude en el conteo de votos fue perpetrado por Biden. El
error  de Sanders fue no prevenir ese posible Fraude. El peor
error de Sander seria debatir con Biden en lugar de Organizar
a la clases trabajadora en un Pdo independiente del  sistema
duopolico y crear  y registrar  la 3ra opción política para las
elecciones 2020.  La otra posibilidad es negociar con los Pdos
socialistas ya registrados la alternancia o reemplazo del sistema
duopolico. Esto es lo que inmediatamente debe hacer Sanders.
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"The Media should view this as a time of unity and strength. We have a common enemy, actually, an enemy of the World..."
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"...there's an entire generation of money-managers who weren't around in '74, '87, the end of the '90s, and even 2007-2009.. and have only seen a one-way street... of course they're nervous..."
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CV MITOS + dogmas religiosos
1-
...karma's a bitch!
2-
"CME Group today announced it will close its Chicago trading floor as of the close of business Friday, March 13, 2020, as a precaution to reduce large gatherings that can contribute to the spread of coronavirus."
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Este cree en el ‘diluvio universal’ pero se puede evitarlo con REF del Sys monetario
...which hopefully will serve as a wake-up call and alert the public and the policymakers about the need to reform the monetary system.
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A que religion pertenece este dogma? A los clásicos de Smith? A los neo-Cl? Yo soy religioso pero no dogmático, creo en la mama tierra y en el sol, padre del  Universo. Panteista , nos dicen a los quechuas de la tradición Incaica. Visiten Cusco y suban el 24 de junio el Machu Pichu a pie y se convencerán de nuestra hermosa Religión. A las alpacas y vicuñas las adornan como a las mujeres. Y todos a danzar detrás de ellas al ritmo de flautas y de quenas. Mis danzas favoritas: “El condor pasa’; la ‘diablada’ que espanta los diablos de la Rel-Crist y “el doctorcito: una burla a los médicos que pasan su vida adivinando males y recetando lo que sugiere La Pharma que los financia. Yo tuve bolitas encima del tobillo en ambas piernas y me dijeron que tenia que pedir permiso en la Univ por 15 dias para una cirugía que evite la posibilidad de cáncer. Dos chamanes me curaron en 4 noches con frotaciones de hierbas y vendajes también de vegetales.  Mientras uno frotaba las bolitas el otro movia los dedos de mis pies pues allí estaba la raíz del sistema vida, decían. En cuatro noches desapareció las bolitas y jamás tuve que someterme a ninguna cirugía. Por eso fui amante de la danza ‘el doctorcito’. Como no recordar el  encanto del charango (el violin de los quechuas hecho con el cascaron de una tortuga) y los tamborsitos y las quenas y flautas. En junio se celebra a la mama-pacha y al dios Inti, el sol. Es toda una religión que se celebra con danzas en las calles y plazas del Cusco, la capital de “El imperio socialista de los Incas”, libro del francés Louis Baudin.    
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"The defendant can come by plane, train, or automobile but life and work will and should continue in our communities and courts."
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A crusade against bureaucracy is long overdue in America...
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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

Two Americans and one British national have been killed in a rocket attack on the Taji military base in Iraq, according to U.S. Defense Officials.
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Como se les ocurre enviar inocentes soldados a la nación que ha sufrido horribles  genocidios imperialistas a inicios de este siglo.
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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
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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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