MAY 12 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
So the overwhelming message from Fauci today was "we're all
going to die" if you even dare to re-open the
economy and judging
by the budget deficit charts(and
coming a day after Bitcoin's big event), it would appear that any second
wave-driven lockdown will be "THE FUCKENING" FOR AMERICA... (either Dems block any Republican
stimulus; or Republicans have to agree to a 100 trillion bailout of
everything...which is precisely why will we get a second wave)
See Chart:
Federal Govt expending
Which explains why USA sovereign
risk remains extremely elevated despite the resurgence in stocks...
See Chart:
USA 5 Years Sovereign
CDS
In two words, America is "proper f**ked"...
But, of course, that didn't stop so-called investors buying
Nasdaq...but a combination of a
China sanctions bill from the Senate, and a very strong
10Y Bond auction sparked weakness
around 1300ET... then stocks really accelerated lower in the last hour...
See Chart:
...after LA
County reported it will extend its stay-at-home order for 3 more months!!
Banks were battered again...
See Chart:
Futures show the
day's malarkey best - last night was a geopolitical nightmare (a
2nd wave of infection in Wuhan, China banning Aussie beef, and Trump banning US
pension fund investment in China) but that didn't stop
the machines from ramping everything as Europe opened... only for the China
sanctions chatter to send stocks lower...
See Chart:
Bitcoin rallied in the 24 hours
since The Halvening...
See Chart:
Bonds were bid...
See Chart
UST 10 Y Yield
After a number of ugly days (amid extremely
heavy calendar) LQD (IG Bond ETF) was bid today (spiking at the open) as The
Fed said it would be in buying...
See Chart:
The B-Dollar Index scrambled back to
unchanged on the day...
See Chart:
So, finally, is it time for stocks
to catch down to bonds and commodities?
See Chart:
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“The stock market is NOT the economy. But the economy is a reflection of the very thing that supports higher asset
prices – corporate profits...”
SEE CHART:
As shown below, peaks, and subsequent reversions, in the ratio have been
a leading indicator of more severe corrections in the stock market over time. Such should not be surprising
as asset prices should eventually reflect the underlying reality of corporate
profitability.
SEE CHART
https://www.zerohedge.com/s3/files/inline-images/Corporate-Profits-GDP-051120.png?itok=I42QIVjs
See more charts at
SOURCE
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IF HITLER & STALIN DID IT.. WHY
NO HERE?
Si no
recuerdas el pasado, jamás podrás entender el presente
IF you don’t remember the past, you won’t be able to understand
the present
TO READ IT OPEN:
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"Given
the large repricing of the loan market, specifically good quality portfolios,
it did make sense to take advantage of the upward pricing."
Yesterday we
laid out how the magic of modern monetary alchemy (not to be confused
with the blunt brain trauma that is the magic money tree of helicopter money)
works, by showing how a CLO takes 96% junk rates loans and by repackaging this
portfolio, or "warehousing" it into a CLO, the
product were tranched bonds of which 87% were rated investment grade.
SEE CHART:
While such liquidations are
extremely rare, fears of CLO warehouse unwinds emerged in March once pandemic
fears started hammering corporate debt markets broadly. The, as we reported
last month, ratings firms downgraded a wave of loans as the pandemic weighed on
companies’ sales.
The average loan
price plummeted to around 76 cents on the dollar in late March,
before rebounding to around 87 cents.
SEE CHART:
SOURCE:
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It is the
mediocre performance of Low
Price stocks, i.e. distressed equities, which suggests that this is
just another bear market rally.
SEE CHART:
History is also replete with many instances of flimsy bear rallies that
eventually succumbed to yet another, lower bottom.
SOURCE:
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
“The psychological impact of risk
aversion setting in cannot be understated"
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It is hard not to be
disgusted by government enforcers who would brutally drag an
elderly man away from a restaurant for the “crime” of wanting totake his wife out for breakfast on Mother’s
Day...
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Only one thing is certain about the post-pandemic world: there is no way back to the globalized
economy that preceded it. Everything else is up for grabs,
including the rise of China, the fate of the US, and the survival of the EU...
….
He is destroying himself: Look
at the BBC report today. Trump’ can’t abandon
his nasty xenophia: he treated very
nasty an American –chinese reporter. It was very shameful for a President to refer
China as the cause of corona virus. He
lost his temper & cut the Qts &
interview with other reporters. He can’t control his ridiculous xenophobic
attitude. He is out of mind.. he needs a Dr.
….
RELATED:
Trump would be authorized under the legislation to impose sanctions
like asset freezes, travel bans and visa revocations, as well as restricting
Chinese businesses' access to US bank financing and capital markets.
….
IF THIS CONTINUE.. TRUMP IS GOING TO LOSE THE ELECTION
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BIDEN response was obvious,, after the failed sex-scandal on
him
Studies have shown that phone
polls may substantially undercount Trump vote
…..
BIDEN is using Bloomberg’ money
to create a storm of fake polls. Both ‘sex scandal’ and ‘fake polls’ are
parts of common ‘ritual of frauds’ in US elections. Trump is obliged to respond
with more creative storm of ‘fake polls’
until the nation get nausea and disgust
to US elections and decided NOT TO VOTE. Whoever wins don’t matter, both loses since they have
to get more than 25% of the total
electorate to get legitimacy and chances of governability. The last fraud is inventing
a 40% or + in attendance to election
& this also can be done with money. Quien controle la
maquina cuenta votos gana las elecciones. So, Trump puede ganarlas con más del
50% y la nación está obligada a creerle porque el corona
virus #2 ocupara la atención de la Nacion . VIVA la PESTE DEMOCRACIA y viva el Corona Virus
también.
Lo bueno de la Peste Dem es que no mata gente, a menos que Biden
organize una rebelión contra el
fraude y haya muertos a montón. Entonces Trump dira: los
mato el CV #2 y la Nación le dará la razón:
Trump no es tramposo, diran todos, incluido los abstemios.
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While
nobody really knows what the world will look like on the other side of of the
coronavirus pandemic, everyone has an opinion from economists, financiers,
executives, all the way to policymakers? Bloomberg asked a variety of leaders
from around the world for their best guess on how our lives will be
fundamentally changed.
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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
So-called
'global ceasefire' on hold
due to
growing fight & scandal over the WHO...
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
- Watch Live From London as People Are
Encouraged to Return to Work Amid Eased Lockdown Restrictions
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
REBELION
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ALAI ORG
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RT
EN ESPAÑOL
Epidemiólogo US: "No hay garantía de que vacuna
anti CV-19 sea efectiva" https://actualidad.rt.com/actualidad/352964-epidemiologo-fauci-garantia-vacuna-efectiva
China contra el proyecto de ley USA sobre sanciones por el brote de coronavirus https://actualidad.rt.com/actualidad/352982-pekin-arremeter-proyecto-leyde-eeuu-sanciones-coronavirus
Descubren por qué los hombres son más propensos que
las mujeres a morir por CV https://actualidad.rt.com/actualidad/352906-enzima-responsable-mayor-numero-muertes
Ingreso básico en Am-Lat: propone la Cepal para
paliar aumento de pobreza https://actualidad.rt.com/actualidad/352928-ingreso-basico-universal-america-latina-pobreza
La OMS considera "probable" un nuevo brote
de coronavirus en otoño https://actualidad.rt.com/actualidad/352917-oms-probable-nuevo-brote-coronavirus-otono
FBI identifica al funcionario saudí sospechoso de dirigir apoyo
a los autores del Sep11 https://actualidad.rt.com/actualidad/352960-fbi-revela-nombre-funcionario-ataques-nueva-york
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VOLTAIRE NET ORG https://www.voltairenet.org/en
Debate with Thierry Meyssan
SOURCE:
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Conversación
con Thierry Meyssan
LA TRANSFORMACIÓN DE
LAS SOCIEDADES EN LA ESTELA DEL COVID-19 ANUNCIA LA MILITARIZACIÓN
DE EUROPA
por Thierry
Meyssan
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CROSS TALK https://www.rt.com/shows/crosstalk/
We speak to
Geoffrey Robertson QC of Doughty Street Chambers. He ONLY MENTION BRIEFLY, no discusses the
case of Julian Assange...
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Tesla is
defying California orders and has reopened operations within the state. CEO
Elon Musk is flaunting lockdown rules by restarting Tesla’s Fremont, California
factory as calls for economic reopening continue across the country.
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Max and
Stacy discuss legendary hedge fund investor Paul Tudor Jones betting on bitcoin
as he compares it to gold in the 1970s. They also look at the growing pressure
for the Fed to go negative – a perhaps fatal event. Max interviews Dan Held
of Kraken.com about bitcoin halving and what it means for the hardening to
happen in an age of infinite fiat.
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While the
novel coronavirus pandemic continues to take a bite out of business, one of the
hardest-hit sectors has been restaurants. The industry employs millions of
people in the US alone and many of these are small local businesses that won’t
survive, even with the help of government loans.
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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
- “Losing
the Fabric of the City”: COVID-19 Took Chicago Black Lives First & Exposed
Structural Racism
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