martes, 7 de abril de 2020

APR 6 20 ND SIT EC y POL



APR  6  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


 
"We cannot rule out the possibility that global infection curves propagate secondary waves, shaped similar to seismic aftershocks until a vaccine is broadly available."

A  bank's analyst cannot rule out the possibility that successive global infection curves form until a vaccine is broadly available. The strategy then may shift to society living with COVID-19, but minimizing infection scale/scope.

Which then brings us to the $64? trillion (roughly in line with global GDP) question: is the coming "second reinfection wavegoing to be smaller or bigger, similar to the Spanish Flu pandemic, where deaths in the second wave were 5x greater than those from the first?
See Chart: 
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From the perspective of US federal debt,the US is now under war footing...
The total amount of fiscal relief that has been and will be passed, is summarized on the Goldman table below.  SEE TABLE

And while few care about numbers, here is the bottom line: total fiscal stimulus will amount to an unprecedented 18% of GDP in 2020, and another 11% in 2021.  See Chart

Goldman concludes, "the substantial increase in the budget deficit resulting from the economic downturn and enacted and expected policy measures will increase federal debt held by the public from 79% of GDP in FY2019 to 99% by the end of FY2020 and to 108% of GDP by 2023, just above the prior peak level reached in 1946."  SEE CHART:

Said otherwise, when it comes to the US debt, the country is now under war footing as the Treasury will now have to borrow an additional $3 trillion for the remainder of 2020...  SEE CHART:

... amounts that are only conceivable if the US were currently under a state of war.
Finally, for those wondering how to trade the fiscal insanity that is currently being unleashed, well...
Glad to see both parties supporting gold $10k...https://t.co/LbCtc2b7Wb
— Kuppy (@hkuppy) April 6, 2020
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" Glad to see both parties supporting gold $10k..."  SEE CHART:
Referring to his institutional market research at Global Macro Investor, we give the last word to 

Raoul Pal and his most recent thoughts (excerpted) on "A Dollar Standard Crisis" are  SEE CHART”

RELATED:
Yesterday marked the anniversary of the great government gold heist of 1933 ordered by President Franklin D. Roosevelt...
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GOING FOR THE GOLD
Some positive second-derivatives in various state and nation case- and death-count-curves appeared to spark hope in stocks...
See Chart:

Do you believe in miracles...
See Chart:
GLOBAL NEW COVID CASES

but gold's surge suggests more fear than hope (or more helicopter money)..
See Chart:

This is the highest gold futures price since Dec 2012..
See Chart:
GOLD FUTURES

Rather notably, futures are leading spot once again and the markets are decoupling over physical shortages stress...
See Chart:

Treasuries were sold today (no safe haven bid) as stocks soared...
See Chart:

Banks also surged on the day...

The B-dollar Index drifted lower to end unchanged from overnight gains...
See Chart:

WTI tried to rebound after the disappointing delay for the OPEC+ meeting sent prices sharply lower...
See Chart:

As Gold topped $1700, Silver surged back above $15
Finally, as we asked earlier - is it a retest of the lows?
See Chart:

Or no retest:
See Chart:

But an ugly ending is coming...
See Chart:
DOW Then vs Now

Of course, this is once again not about fun-durr-mentals...
See Chart:

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


Contradiction ready to be explore: Big Corp vs midd & small Comp: hell vs heaven

And just like that, the big banks are about to make a killing (again) by "helping" America's middle class... and all thanks to the Fed.

As for the Fed, recall that as we explained previously, it can issue as much as $4.5 trillion in loans direct based on how the fiscal stimulus package was structured, whereby the Treasury gives the Fed $454BN in "equity" which is then levered up to 10x in what Bloomberg defined as "A Multitrillion Dollar Helicopter Credit Drop"   SEE CHART
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The corporate borrowing binge "creates risk to the economy. And I’m afraid we’ll see that in spades in the coming months, because it may trigger a wave of corporate defaults."
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That floundering of centralized authorities
is exactly what’s in process here in the USA...
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The winning card.. undecided: Sanders didn’t place independent party from Dems-Rep
It will proceed despite the health concerns...
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Attack is too polite a term; it’s an all-out assault on our civil liberties...
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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

China can lie with statistics, but the virus gets the last word... "Victory" over both COVID-19 and the United States isstill far out of sight...
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And in the United States, crime rates have generally dropped off, while calls for domestic disturbances surged.
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

-Sugiero que lo suelten a DT naked en las calles d NY para mantener a todos en casa
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION

Opin:  Futuro del periodismo [Eres tu, yo,todos] Andrés Cañizález
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ALAI ORG

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RT EN ESPAÑOL  

Irán: "Pedimos a Trump nos deje vender nuestros produc y comprar lo que necesit"  https://actualidad.rt.com/actualidad/349137-iran-queremos-trump-deje-impedir
RU tacha "Los intentos de privatizar el espacio de inaceptables"  https://actualidad.rt.com/actualidad/349122-rusia-orden-trump-extraer-recursos-luna
US’ infectólogo:  "La vuelta a la época precoronavirus podría no suceder nunca" https://actualidad.rt.com/actualidad/349100-principal-infectologo-eeuu-volver-precoronavirus
La ESA registra un agujero de ozono jamás visto sobre el Ártico   https://actualidad.rt.com/actualidad/349024-agujero-previsiones-capa-ozono-artico
Vida en las cárceles de Brasil extrema la vulnerabilidad frente al covid-19   https://actualidad.rt.com/actualidad/349128-condiciones-vida-prisiones-brasil-vulnerabilidad-coronavirus
OMS advierte no tener recomendación general sobre levantamiento de cuarentena   https://actualidad.rt.com/actualidad/349127-oms-advertir-no-tener-recomendacion-general-cuarentena
US : "Usaremos armas nucleares si se ataca elementos claves de nuest infraestruct espac" https://actualidad.rt.com/actualidad/349081-departamento-eeuu-excluimos-uso-armas-nucleares-ataque-infraestructura-espacial  [ Plan troglodita, canibalesco ]
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- US Gunning for Trouble  By Finian C 21,000 troops to be deploy-in US agst Soc disord
-  Kissinger Calls for a New Post-Covid World Order By M W better than fasc in Chile?
-VEN: Maduro Pens Open Letter to US Public By teleSur  Don’t trust lies on drug traffic
- Wall Street Wins -- Again By Nomi Prins CV NO different from 9/11 war plan
- Was the Fed Just Nationalized? By Ellen Brown  to favor a a wealthy elite
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Joel M & Mark M  Paradigm Shift by Pandemic?
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

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