lunes, 16 de marzo de 2020

ND MAR 16 20 SIT EC y POL



ND  MAR 16  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

ECON LIQUIDATION!.. and TRUP POLITICAL LIQUIDATION. Reed the end of this ART!
The Fed unleashed a massive QE5/rate-cut/swap-line splooge overnight...
And here's what The Fed hoped it would achieve...
BREAKING: Federal Reserve cuts rates to zero and launches massive $700 billion quantitative easing program
Here's what the market thought of it...
As one veteran trader exclaimed in FULL CAPS over text: "it's total f**king global carnage" as wherever you look today there is blood in the streets.
For example:
  • STOXX EUROPE 600 ENDS DOWN 4.9%, LOWEST CLOSE SINCE MID-2013
  • SOUTH AFRICA'S FTSE/JSE INDEX FALLS AS MUCH AS 12.2%, MOST EVER
  • MUNI BONDS EXTEND WORST ROUT SINCE 1987
  • COPPER SLUMPS AS MUCH AS 5.2% AMID WEAKENING RISK APPETITE
  • BRENT CRUDE OIL PLUNGES BELOW $30 FOR FIRST TIME SINCE 2016
  • SILVER PLUNGES TO 2011 LOWS
  • U.S. WHOLESALE GASOLINE PRICES PLUNGE 21%
  • HYG WORST DROP SINCE 2008
  • LQD WORST DROP SINCE 2008

Year-to-date, the long-bond is the best-performing asset with stocks the worst and gold just dipping into the red today...
See Chart:

Only Dow Industrials is still green from the start of 2019...
See Chart:

Since Trump's election, Small Caps and Transports are now down 8% and 12% respectively...
See Chart:

And to comprehend what just happened, Small Caps and Trannies are down 35% from their highs and the rest of the majors down around 27%...
See Chart:

Seems like Hindenberg nailed it again…
Chinese stocks are starting to awaken from their margin-fueled stupor...
European stocks crashed to their lowest since Nov 2012...
Elsewhere in Europe, banking stocks were a bloodbath, smashed to their lowest since 1987... Euro Stoxx 600 Banks Index
With Deutsche Bank reaching the vinegar strokes, below EUR5 for the first time ever...

US Futures were halted limit-down overnight, and when cash markets opened, they were halted (down over 7%) before rallying all the way back up to the halted levels before slumping back... Losses accelerated into the close as the White House press conference began...
See Chart:

US Equity ETFs showed the price action a little better (as they were not halted overnight)...
See Chart:
Cash open vs. Cash close

On the cash side, The Dow ended back below 21,000 (crashing 3,000 points today)...
See Chart:

...but Small Caps were the worst hit on the day...
See Chart:

The December 2018 lows are all that matters for now for the S&P 500...
See Chart: S&P 500

And the S&P broke through totally critical support...
See Chart: S&P 500 fall 

The Dow has caught down to its EPS contraction... but will multiples collapse even more?
See Chart:
Dow vs. Dow Consensus 12m  Fwd EPS

Bank stocks were destroyed today after abandoning buyback plans, erasing all post-Trump-election gains...
See Chart:
S&P Bank Index

And just when you thought virus-impacted sectors had priced it all in... they plunge another 10-12%...
See Chart:

IT'S BEEN TOTAL LIQUIDATION...
See Chart:

The virus trade continues to play extremely well... Long Food, Short Leisure...
See Chart:
Long Food.. Short Leisure

VIX spiked even higher today, within reach of its record highs...
See Chart:  VIX

And systemic event risk is soaring...
See Chart:
Implied Correlation (Systemic Event Risk)

The B-Dollar surged for the 5th straight day, rallying 3.9% - the biggest 5-day jump since Lehman...  Our Minister of Economy Mr Powell is a magician!
See Chart:

Which sent the gold/silver ratio exploding to a record high...

And WTI busted back below $30...  That is real corona virus!
See Chart:

And finally, despite massive monetary intervention overnight, the global shortage just went to '11'...  It would’ve worse if the gorilla not feed  with big liquidity
See Chart:
‘Global’ Basis Swap  vs. Dollar Shortage

The market got its 100bps cut and is still demanding more... It IS the worse of N-L syst
See Chart

[La gula de los billonarios solo se puede cortar con la guillotina de FDR: Gold confiscatio  Pero esto solo lo puede hacer Sanders. Trump tendrá que competir con el porque Biden ya se auto-liquido cuando insulto al labor de la NACION (revelo ser incompetente como candidato a la Presid). Dudo que Trump pueda derrotar a Sanders. Trump ya hizo lo que tenia que hacer: feed the Gorila-Gula with QEs & Bail outs and he créated the explosive inequality a punto de estallar. Solo el fraude lo salvaría pero auto-liquida los chances de gobernabilidad en su 2da ronda. Entonces estallaría la REV y adiós a l unión del  FED]

That is why  the number of BETS ON THE FED GOING NEGATIVE ARE SOARING...
See Chart:
Volume of Bets that FED will cut rates to ZIRP/NIP by end 2020
Trump cut rates almost to ZERO.. al hacerlo.. puso su cabeza bajo la guillotina.. Quien se la cortara? CIVIL REV por supuesto … Sus días están contados, mejor si se retira YA!
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SHORT NEWS :
...while many products have been pummeled by the weak demand outlook and the eruption of an oil price war,others are proving more resilient...
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...well that really escalated quickly...
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For the first time since June, China added to its US Treasury holdings in January
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The Los Angeles Lakers alone have $82.1 million in tickets tied to finishing the rest of the regular season.
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"Immediate loan payment forbearance for all federal loans, as well as a moratorium on evictions and foreclosures"
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Something is very, very broken.
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Since 1985 I guess.  Time to change/abandon THE NEOLIBERAL SYSTEM
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REPO MARKET BREAKS AGAIN, FORCING FED TO SCRAMBLE EMERGENCY $500BN REPO OPERATION  This action is taken to ensure that the supply of reserves remains ample and to support the smooth functioning of short-term U.S. dollar funding markets.
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Weather generally does not make viruses go away. What should we be hoping for this time?
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In the long run one wants to back humanity – science has a great track record when applied during war: the question is how much is lost and destroyed before then
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Subtract their immense debts and they have negative net worth, and therefore the market value of their stock is zero...
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IMAGINE THE EFFECTS OF WW3… if we alive
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

So when death comes courting in the guise of a so-called plague or pandemic,toilet paper will keep you safe and clean. You can wipe away any reminder that you are mortal...
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The illusion of BIG CORP melted
If Congress or the White House bailouts Boeing as the chronic repurchaser of stock demands, there will be blood.
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Ridiculous pretext for going to WW3.. create another one with US sacrifice as before
Pompeo warns Iraqi PM in phone call that Pentagon ready to take “military action as necessary in self-defense”...
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INVADERS using the language of “self defence’.. even more ridiculous
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The petition calls for federal non-violent offenders to be allowed to go home to further protect themselves...
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A yoke from the main-known seller of cars:
ELON MUSK: "YOU'RE MORE LIKELY TO DIE IN A CAR CRASH THAN FROM CORONAVIRUS"  WHY TESLA?  YOU  SELL THEM? or hard to compete with it
That is, of course, unless your "car" is a Tesla on Autopilot...
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Golman: I’m going to be bankrupt if "Half Of America Will Get Sick"
Even Goldman admits it's about to get very, very ugly.
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The ultra-minority sickness (1% ) is the worse & most ugly one to Golman
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THE VP GOT THE DISEASE OF THE BOSS: Yes-Not… UP-Down .. the next day what?
“It will all work out well. 
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What? the PLANS or the GUIDELINES
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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

Market globalism without EMPIRES is a real positive UTOPIA
The disruptions caused by the spread of the coronavirus mean supply chains will be moved closer to home rather than in foreign lands...
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Corona virus won’t globalism.. that is a temporary threat  manipulated to cover a real pandemia: current military wars abroad and WW3
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Back to  House-back-yard product of many greens &ground products f family consumpti 
With Europe reeling under the weight of a record number of new coronavirus cases, especially in Italy and Spain, both countries announced today they are banning short selling-buying in streets.
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IF WORLD & NATION MARKET STOP any investment won’t be productive
BofA has published a report which seeks to answer some of the top questions it has received about its market outlook...
….
Dreaming with getting money with this crisis is a naïve & sick dystopia
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The death with corona virus may laugh on this enthusiasm

2020 is destined as the year wheredecades of lies, corruption, thievery and corporate fascism came crashing down. Who picks up the pieces after the crash will determine our future...
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JUST THE ART OF RE-CREATING OLD FEARS
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How to save the polluted-contaminated shopping-items in your house?
"We are seeing a significant increase in demand."
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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
Nota : si alguien recopia art pasados no lo publicare jamás

Opin  Tiempos difíciles  Carolina Vásquez  Lee la nota de arriba
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ALAI ORG

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RT EN ESPAÑOL

Otro lunes negro para América Latina: caen las bolsas de Colombia, Brasil, Chile y Arg  https://actualidad.rt.com/actualidad/346349-cae-bolsa-colombia-suspende-operaciones
Dow Jones: El principal índice bursátil de EE.UU. sufre su peor caída en más de 30 años https://actualidad.rt.com/actualidad/346346-principales-indices-eeuu-caer-recesion-eeuu
Consejos para aprender a afrontar el miedo al coronavirus (y cómo hacerlo) https://actualidad.rt.com/actualidad/346264-consejos-aprender-afrontar-miedo-coronavirus
Por qué 20.000 militares US ponen en riesgo de contagio CV al mundo entero? https://actualidad.rt.com/opinion/luis-gonzalo-segura/346331-estados-unidos-pone-riesgo-contagio
Pompeo responde reclamos "extravagantes" de China contra US sobre los orígenes del CV https://actualidad.rt.com/actualidad/346323-pompeo-reclamos-extravagantes-china-origenes-coronavirus
Autoridades sauditas acusan a casi 300 personas de delitos de corrupción https://actualidad.rt.com/video/346367-autoridades-saudies-investigacion-anticorrupcion
Perú decreta cuarentena general y cierra las fronteras por el coronavirus https://actualidad.rt.com/video/346289-peru-decreta-cuarentena-general-coronavirus
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

Putin Unleashes Strategic Hell on the U.S.  By Tom Luongo He shut down the U.S. financial system.
The Coronavirus Threat Everything By Ted Galen C Even well-established politic right
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Anthony DiMaggio  Trump’s Coronavirus Lies
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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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