jueves, 30 de abril de 2020

APR 29 20 ND SIT EC y POL



APR  29 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



Seconds before the US GDP print, a well-timed report (and aggressively disseminated by mainstream media) on marginal success in a COVID therapy (mortality rates improved from 11.6% to 8.0%), which was then promoted by Fauci (who played down another study from The Lancet that showed no effect from the COVID therapy), distracted the stock market algos just enough from the economy's worst collapse since 2008 (and devastation in consumption)..
See  Chart:
US GDP shrinks 4.8% in Virus Hobbled Q1  vs. Fauci  - FED Powell report


Look over there
And Ignore this
See Chart:


And ignore this too
See  Chart:
Nasdaq  (green)  vs NASDAQ   Consensus 12m EPS (red)


Oh and even better news - expectations are for another 4-million-plus initial jobless claims tomorrow - that should be good for more stock market gains, BECAUSE REMEMBER FAKE DRUG TRIALS + HELICOPTER MONEY = GOOD!
See Chart:


With Small Caps now up over 10% on the week - NOTE that for the 3rd day in a row, the close was weak.
Small Caps are up 41% off the lows...
See Chart: 


Bond yields caught up to stocks today... then fell back
See Chart:


30Y YIELD spiked on The Fed, only a few bps, but back into its two week range...
See Chart:


The B-dollar Index extended its decline to two-week lows...
See Chart:


And as the dollar dived, gold spiked on The Fed's confirmation that it will do "whatever it takes"...
See Chart:


Oil managed magnificent gains in the front-month once again after a smaller than expected crude inventory build BUT faded late on
Quite a round trip on the week...
See Chart:


Finally, don't forget... NEAR RECORD HIGH VALUATIONS OF THE S&P AS ECONOMIC CONFIDENCE IS NEAR RECORD LOWS?
See Chart:
….
----
----


"These data are ugly, and are set to get much worse."

It's perfectly fitting that in an economy which - as of tomorrow morning - will have 30 million newly unemployed workers (and perhaps as many as 50 million), and where the recession officially began after the biggest GDP plunge since the financial crisis (soon to be followed by an even worse collapse in Q2 growth) that stocks would soar almost 3% and tech names are now flat for the year.
See Chart:


Stocks exploded because thanks to central planning, the worse the news for the ordinary man on the street, the richer Wall Street gets, courtesy of Powell. Here are the details from JPM:

US GDP growth for 1Q fell 4.8% q/q saar. If there is any good news in this report, don’t believe it. These data are ugly, and are set to get much worse.
Notably, we have not changed our call for a 40%ar plunge in current-quarter GDP—but we lowered our 3Q20 projection so as to leave the level of GDP by 4Q20 unchanged at a huge 7% below its 4Q19 level.

So now that we are in a quarter when the US economy is expected to shrink  by 40%, or about $9 trillion, stocks are now just 10% below their all time highs, and at the current pace of levitation, will surpass the previous records in a few days.

Incidentally, when Jerome Powell was asked what he thinks of this absolute idiocy, and if he is guilty of encouraging moral hazard and pushing stocks higher, he said that "we want markets to work, we are not focused on asset prices", to which he added that "it's been good to see markets working." Which by implication means that when MARKETS ARE DOWN, THEY NO LONGER "WORK."
….
----
----

The self reproduct of neolib system don’t  work.  Capit-invest doesn’t growth
"USD is a weapon for the US, but a source of insecurity for other countries. The currency the world ultimately chooses for global trade must not be one that gives someone privilege, while exposing others to insecurity.”
….
China did nothing yet to put USD down in the global market. They can use the Shanghai –Pact countries to cut USD & set-reg currency if don’t  like Yuans.. and they will certainly doing it if US continue threating China with evil blackmail tactics. China has nothing to lose. US will lose BRA  + more countries involve in tras-atlatic reail-roads  to unite 5 countries in the South  + 4  countries in the North, all of them with a single currency. What the US is going to do? Bomb BRA? Impossible.. all US comp + US Embassies will be bombed not by BRA  but by all Latino “CHE” brigades .
====

From bad to worse at Nation- level.  The Nation of Pilgrims became Anti-Pilgrim

“Without action, these issues will have
 profound negative economic effects
….
More than 200,000 people who are in the United States on an H-1B visa, which is a temporary work visa for people with specialized skills, could soon seen their status in the U.S. turn to "illegal". 

One perfect example is Manasi Vasavada, who has worked at a NJ dental practice for almost two years. She has been on unpaid leave of absence since it closed in March. Her husband Nandan Buch is also a dentist and the couple may not be able to stay in the U.S. - but can't go back to their native India, which has also closed its borders.

And they are just a microcosm of the 200,000 guest workers in the U.S. that could be facing similar problems. Their legal status could be in jeopardy by the end of June and thousands more who are not seeking resident status could be forced home. 

A lobbying group that represents Apple, Amazon, Facebook, Google and Microsoft sent a letter to the State and Homeland Security departments on April 17 urging for relief for foreign born workers. The letter specifically requested a delay in work authorization expiration dates until September 10. 

The letter said: “Without action, these issues will lead to hundreds of thousands of unfilled jobs and have profound negative economic effects.”

The Trump administration, which has consistently taken a hard-line approach to immigration, has not responded to the letter yet. Non-immigrant visas have declined from 10.9 million in 2015 to 8.7 million in 2019, falling for four straight years.
Meanwhile, in-person services at U.S. Citizenship and Immigration Services, are suspended until at least June 4. 
….
----
----

Ok, so when will it be the time to worry about the Federal debt?
====


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



"It's scary." 
….
We have described the financial troubles that were ahead for Superhosts in late March after noticing nationwide lockdowns led to a crash not just in the tourism and hospitality industries, but also a plunge in Airbnb bookings. It was to our surprise that Airbnb's management understood many of their Superhosts were overleveraged and insolvent, which forced the company to quickly erect a bailout fund for Superhosts that would cover part of their mortgage payments in April. 
SEE CHART:

Jennifer Kelleher-Hazlett of Clawson, Michigan, spent $380,000 on two properties in 2018. She and her husband borrowed $100,000 to furnish each. Rental income would net up to $7,000 per month from Airbnb after mortgage payments, which would supplement her income as a part-time pharmacist and husband's work in academia. 

Before the virus struck, both were expecting to buy more homes – now they can't make the payments on their Airbnb properties because rental income has collapsed. "We're either borrowing more or defaulting," she said.
====

Parts suppliers and the auto workers union still have questions that need to be ironed out...
====

"I remain highly suspicious of the failure of these companies to better protect workers..."
====

VOTAR  SOCIALISM  SI HAY FRENTE UNIDO
U OPTAR POR  ABSTENCION  SI NO LO HAY
Respuesta a :
"I remain highly suspicious of the failure of these companies to better protect workers..."
….
….
Ya no hay tiempo para meras sospechas. Si están claros los intereses que defiende el sistema de poder vigente y son muchos los que se quedan sin futuro, la unica alternativa es organizar la lucha por  futuro  o vida, esto es, por crear el  nuevo socialismo, sin traidores ni felones.

El Socilaismo es un sistema donde inversor productivo (no especulador) se une al labor organizado en la defensa del Public Need (la mejor Educ  y salud para todos, salario negociado entre el Capital y el labor, casas para todos y el apoyo total a la niñez, a la madre  y a la vejez).

Eso es socialismo, el sistema que vendrá a reemplazar el neoliberalism criminal de los grandes millonarios.

Ellos temen el socialismo y usan las elecciones para reciclar su sistema. La media, o prensa  corporativa sirve a ellos y digan lo que digan la nación cree cada vez menos en sus mentiras.

Cuando el viejo sistema no termina de morir y el nuevo lucha por nacer, lo más humano y hermoso  es apoyar la fuerza por nacer.

No votar si no hay Frente Popular Unido por quien votar, es nuestra consigna.  JAMÁS VOTAR POR DEMS NI REPS, son la misma porquería.

Al parecer los verdes y elites del viejo socialismo están tratando de crear un Frente Popular. No se trata de ganar las elecciones, se trata de darle voz  y espacio al socialismo emergente. Buena voz!..  Buena noticia!

Se trata de decirle a los que defienden el caduco sistema neoliberal que los socialistas no vamos a transar jamás, que nuestro objetivo es la Rev Popular por una PATRIA SOCIALISTA  que reemplace  el capitalismo podrido.

Mientras tanto el voto por un Frente Socialista + la Abstención + el voto Nulo son nuestra consigna, son nuestros 3 recursos electorales válidos para enfrentar el momento. 

Yo votare por un FRENTE unido del Mov Socialista  si lo hay y me abstendré si no lo hay .
====
====

...even in a best case scenario, life is not going to return to “normal” for the foreseeable future, and it is entirely possible that some restrictions could remain in place well into 2021...

====


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


So much for "caution"...
….
The same may happens in US, perhaps worse since Germ-best H-System
====


“It’s almost as if it’s seen as just another flu vaccine,”
….
I guess they imported the best vaccine: Avigan from JA, with China root
====


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

====

CV:  CHINA Y EL CORONASHOCK  I T I S
Nicaragua   TOMÁS BORGE   Luis Varese  
====

RT EN ESPAÑOL

México registra su día más letal por la pandemia del CV con 163 decesos   https://actualidad.rt.com/actualidad/351677-mexico-registrar-dia-mas-letal-coronavirus
Trump culpa a China por el CV y lo acusa de intentar socavar su reelección  https://actualidad.rt.com/actualidad/351681-trump-china-coronavirus-consecuecias Trump alienta guerra con CHI como maton de esquina. Ridiculo
Fármaco remdesivir "tiene efecto positivo" en recuperac d pacientes con CV  https://actualidad.rt.com/actualidad/351641-mortalidad-pacientes-remdesivir-coronavirus
Trump busca crear vacuna contra el CV y fabricar 300 mill de dosis para enero https://actualidad.rt.com/actualidad/351686-trump-acelerar-creacion-vacuna-coronavirus
US compra 100.000 bolsas más para cadáveres en previsión por la pandemia   https://actualidad.rt.com/actualidad/351668-eeuu-bolsas-cadaveres-coronavius 
JA  "No debimos haber levantado el estado de emergencia"  https://actualidad.rt.com/actualidad/351658-isla-japonesa-segunda-ola-pandemia
Estos son los 10 países con más nuevos milmillonarios desde la última crisis https://actualidad.rt.com/actualidad/351621-infografia-paises-nuevos-multimillonarios-decada
====
----


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

----
----

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