miércoles, 22 de abril de 2020

APR 22 20 ND SIT EC y POL



APR  22 20  ND 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


Everything is AWSOME

After two days of carnagery, everything (almost) was up today
Oil futures rallied across  the US cash equity market open...
See Chart

Gold futures surged 3% higher - tagging $1740...
See  Chart:

US equities managed gains on the day - after two ugly down days - with Nasdaq (again) squeezed over 3% higher as Trannies were unable to hold green... (weak close, perhaps after an unexpected jump in California COVID deaths)

But none of it was enough to get green on the week...
See Chart:

VIX was down on the day but held above 40 and remains in backwardation with a kink in the curve around the election...
See Chart:

Traders were very excited at NFLX streaming subs last night but as they realized the malarkey that saw subs double expectations but revenues only meet, they sold... (as someone said this morning, forgive us for not remembering - "if they only got an extra7MM subs during the biggest pandemic of all time, their growth is over..."
See Chart:

The Dollar rebounded notably intraday, higher for the 3rd days in a row...
See Chart:

Bonds were lower (in price) with 2Y, 5Y, and 7Y yields now flat on the week (30Y was worst performer on the day, up 6bps)...
See hart:

10Y bounced off recent lows again...
See Chart:

Finally, we note that the S&P 500's dividend yield has never been so high relative to 10Y TSY Yields...
See Chart:

Are dividends all about to be slashed? Or are yields just too damn low?
And while stocks may have bounced recently, implied correlations suggest systemic risks remain extremely high...
See Chart:
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"What the massive crisis does to productivity in the future is an open question as is whether we can ever see proper capitalism again with current levels of global debt/GDP."
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Pulling the sleeve down to hide the tracks 
doesn't mean the addict is cured...
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio



The briefing starts at 545pmET...
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"In my opinion, buybacks are evidence of a growing strain of incompetence among CEOs and boards...and times like this is when it gets exposed."
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“This is just scare mongering, and there is another agenda going on..."
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...has friends on Capitol Hill concerned about violence.
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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


SAUDIS support US neoliberal + WW3 Policies + the recycling of USD worldwide

"My message to the Saudis: TURN THE TANKERS THE HELL AROUND."
That was the message  of Kyle Bass
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HERE my CRITIQUE to Kyle Bass:
For a fistful of USD Saudis sold their soul.. this give up of oil won’t affect the oil price in the  global market. But US can sell it at better price to recycle USD and to  help to finance WW3. The key Qt: Is this US-Saudi deal  was a voluntary gift to US?  or it was imposed to them? IF imposed it could start a contradiction  difficult to solve by either  Saudis or US]
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Killy Bass said: “By now even the 165,727 "professional investors", are aware that the problem facing global oil production is that there is simply no storage where to put all the physical oil  (as we warned in late March). 

See Chart:  US-Oil Fund $2.52 to $2.53. Price vs. Users Holging

Then said: It is  impossible to find space for physical oil on the continental US, then Saudis  - which sparked the current crude crisis - will not stop until shale is completely crushed .  [So, the huge amount of oil  sent by Saudis to US  was a ‘friendly gift‘, though with interest  to be paid later on. It  was not ‘threat’ of US on Saudis, suggest K B. BUT, KB  doesn’t accept that this oil  serves to run the machines of WW3 .

Before,  Kyle Bass  tweeted that "the Saudis and Russians have declared war against US shale energy companies  Now happens the reverse: Saudis are helping US to ignite WW3. OF COURSE THE US CORPORATE PRESS WILL NOT SAY THAT, it will damage the  political image of Trump for the coming elections. 

U.S. senator Ted Cruz  -a loyal supporter of Trump- said on Twitter on Tuesday: “My message to the Saudis: TURN THE TANKERS THE HELL AROUND.”  And the same President Trump said on Monday that “he would ‘look at’ possibly stopping Saudi shipments to the United States’.  

For this bla-bla to be consistent with anti WW3 intentions Trump should have  promote a UN General Assembly to dismantle nuclear weapons worldwide  and to close NATO-PENTA.. he is just doing the reverse.
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"Nuclear war is not only imaginable, but planned..."
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Dogs from the FED vs animal dogs.. Which one is more efficient or inefficient?
An ambitious project hopes to wield dogs’ uncanny sense of smell to train them to detect CoViD-19...
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Ya hay pequeñas cámaras que detectan al Coronado, solo falta agregar las gitanas  y las monjas-brujas  de las iglesias y adiós al corona virus. De  los dogs se espera lo mejor: si le huelen el culo al POTUS, se lo muerden.
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Solo el USD salvara a JAPON.. El USD like cirujia sin dolor: crea lindos sueños. El paciente ve en un espejo como le cambian los sesos por uno de león ultra feroz
"...the decline in combined output across both manufacturing and services was the strongest ever recorded..."  See CHART: 
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Esto además de USD y cambio de sesos requiere marihuana moño-rojo de la jungla d Perú. Con 3 hojitas se viaja a Marte ida y vuelta en 3 horas
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3


-‘Just Say No’: AOC Calls for National Work Boycott in the US Amid Ongoing CV  when the president tweets about liberation — does he mean go back to work. When we have this discussion about going back or reopening, I think a lot people should just say no — we’re not going back to that,” Ocasio-Cortez told the host of the TV show.
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION

Cultura:   ESPUMA   Kintto Luca
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ALAI ORG

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RT EN ESPAÑOL

ARG no paga vencimiento de deuda externa por 500 mill. Qué puede pasar?  https://actualidad.rt.com/actualidad/350827-argentina-no-paga-500-millones-dolares  No le prestaran mas y a busca inversor contrario que si los hay
Cómo afectará a Am-Latina el desplome de los precios del petróleo?  https://actualidad.rt.com/actualidad/350730-afectar-america-latina-desplome-precios-petroleo  Si  exportas, tu Econ cae, si  importas  te beneficias
U. obliga a Chevron a "cesar gradualmente" sus operaci petroleras en Ven  https://actualidad.rt.com/actualidad/350857-eeuu-obliga-chevron-cesar-gradualmente-operaciones-venezuela
US abrirá fuego a barcos iraníes que se acerquen demasiado a buques USA   https://actualidad.rt.com/actualidad/350881-trump-eeuu-abrir-fuego-barcos-iran
Por qué el coronavirus es más mortal en Nueva York, Italia y España?  https://actualidad.rt.com/actualidad/350825-leyenda-virologia-china-aclarar-coronavirus-mortalidad
Exploran terapia que permit a las células inmunes destruir tejidos infect con CV   https://actualidad.rt.com/actualidad/350858-exploran-terapia-celulas-inmunes-paciente-covid19-destruir-tejidos-infectados 
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

What if…?   By Kimberly Brady
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Adrian Kuzminski  Monetary Justice
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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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