jueves, 12 de marzo de 2020

ND MAR 12 20 SIT EC y POL



ND  MAR 12  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


David Rosenberg provides our intro today:
"The fact that Treasuries, munis, and gold are getting hit tells me that everything is for sale right now. One giant margin call where even the safe-havens aren't safe anymore. Except for cash."
The  Fed unveiled an unprecedented liquidity facility to rescue malfunction Treasury markets from themselves.. but it failed terribly.

For a few brief moments, as Dow futs exploded 1500 points higher, it looked like it might just work... but no...
See Chart:

Stocks puked into the close! Look at Small Caps!!! The Dow was down 10%! This was utter carnage today...
See  Chart:
This was the biggest daily drop since 1987.

Additionally, the last four days have seen an 18% crash in the equal-weight S&P - that is more aggressive than during the peak of the financial crisis...
See Chart:
S&P Equal-Weight Index

As one veteran trader said:
"this is the market telling The Fed it has to buy stocks."

This is what it looks like when what shred of Fed liquidity that was left finally evaporates...
See Chart:

Investors are at the most-extreme fear level on record...
See  Chart:
Fear & Greed Index

And as far as The Fed 'solving' the liquidity or dollar shortage issues... it utterly failed!
See Chart:
3m FRA-OIT-Spread

Trannies and Small Caps are now underwater since Trump was elected...
See Chart:

The ongoing liquidation of one or many risk-parity funds, as we noted earlier...
See Chart:
Risk Pariti Model Rolling 3rd Return

...appears to be continuing with bonds and stocks both getting dumped as the funds are delevered.
See Chart:
10Y YIELD  vs NASDAQ

And the bond-stock correlation has collapsed...
See Chart:

Virus-related stocks crashed... again...

VIX exploded higher - to its highest close since Oct 22, 2008...but this time the velocity is far faster
See Chart:

The VIX term structure is almost as inverted as it was at the peak of the Lehman crisis...
See  Chart:

HY Energy credit markets are getting destroyed...
See Chart:

The chaos in Treasury markets - which The Fed hoped to fix with its $4 trillion bazooka - remain as liquidity evaporated again and yields soared into the close, despite equity ugliness...
See Chart:

And once again, yields were puked higher after the 1430 margin call...
See Chart:

The B-dollar accelerated higher again today as everything else was sold to grab cash (but did drop on The Fed's actions)...
See  Chart:

Commodities were all smashed today...
See Chart:

WTI was hit hard today, plunging over 5% and trading as low as $30.02 intraday...
See  Chart:

Finally,  it is notable that this is the first systemic crisis since the European collapse...
See Chart:
 ====

 US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

Es el  CV pretexto para la pandemia WW3
Maryland & Ohio become first states to close schools, and Houston and Seattle are the two first major cities to independently close schools...
====
La pandemia WW3 atacara desde el mar con submarinos auto-dirigidos
What could possibly go wrong?
====
Los pillonarios toman el VIX como inestabilidad, por que sacrificar el oro oculto fuera?
----
Pueden jugar la loteria del WS sin perjudicar el oficio de bribones
===
Manning is recovering in the hospital..
====

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

FM Zarif slammed Trump for "maliciously tightening US' illegal sanctions with aim of draining Iran's resources needed in the fight against Covid-19..."
….
Eso solo refuerza el poder del USD.. el IMF no presta otra moneda. No entiendo a los Iranios.. debieron crear su propia moneda como Ven.. Total el precio de petróleo va que subir y pronto. Los saudis de juegan allí su vida y van a tener que romper con el USD.
====
The decline phase of the S-Curve is just beginning...
----
La globalizacion neoliberal está en severa crisis, pero puede mantenerse a flote inyectándole liquidez. Y hasta puede decretar el WW3 con ello,  antes de que la deuda los sepulte.. Pero nada garantiza que van a ganar esa guerra.  Si logran destruir RU y China, la victoria les a va a ser muy pasajera. Lo mas seguro es un pacto con RU. Lo que vendrá es  una globalización sin imperios.
====
The "largest amount of force" seen against Iraqi militias so far, BBC reports.
====

 SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

----
----

NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos
REBELION:

----
----

ALAI ORG

----
----

INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- Coronavirus - The Hidden Cases  By Moon Of Alabama
- Sickening US Sanctions on Iran  By Finian Cunningham
----
----

COUNTER PUNCH
Analysis on US Politics & Geopolitics

----
----

GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

----
----

DEMOCRACY NOW
Amy Goodman’  team

----
====

No hay comentarios:

Publicar un comentario