MAY 16 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
"Fire and brimstone coming down from
the skies. Rivers and seas boiling. Forty years of darkness.
Earthquakes, volcanoes. The dead rising from the grave. Human sacrifice, dogs
and cats living together - mass hysteria." –Ghostbusters
….
On Thursday, May 7, an unprecedented event took place: after a violent
repricing in Eurodollar contracts as near as November
2020, for the first time ever the market was pricing in that negative interest
rates are not only coming to the US, but would arrive sometime around the
presidential election.
SEE CHART:
Implied FED Fund Rates
We find that the Fed needs to buy a lot of bonds compared to issuance
before USD scarcity is finally fully eased in the system, leading to easier
financial conditions in EM and ultimately global growth prospects being
repriced positively" In other words, "the Fed
will have to buy more than currently. This speaks in favor of even LOWER
long USD bond yields, not higher."
SEE CHART:
Treasury auction rules suggest that when a security is auctioned at par
the bidders have their allocations determined on a proportional basis to their
auction offers. This is why bid-to-covers spike when secondary market levels
are below zero at auction.
SEE CHART:
Negative rates are an issue for stable NAV funds because the fund value
will decline by virtue of investing in negative yielding assets. To address
this NAV stability in a negative rate environment MMFs in the US would
need to move to a floating NAV regime, potentially increase customer fees,
or use a share cancellation regime. The latter two
options as more likely given that changes in the stable NAV structure could
potentially cause sudden changes in fund allocation as we saw during the 2016
MMF reform
SEE CHART:
Increased MMF customer fees or a share cancellation regime are more
likely in a negative rate environment vs a shift to floating NAV for all funds.
BofA's bottom line is that the US MMF industry would likely be able to
adapt to a regime of negative yielding interest rates if given enough time to
prepare. That said, MMFs and front end investors would
likely need at least 6m to 1Y worth of notification from the Fed that negative
rates should be prepared for so that they could properly adjust their systems.
On top of all that, negative rates would serve to
impede key financial intermediation functions for banks, pensions, &
insurers. As we have observed in Europe and Japan, negative interest rates
would hurt bank profitability and potentially make them less willing lenders
due to lower capital cushions.
SEE CHART:
Virtually every strategist has warned of significant downside to
bank earnings in a negative rate environment and noted lower margins result in
reduced capacity for a bank to absorb losses. Pensions & insurers would also struggle
with larger liabilities to manage. Financial
intermediation complications likely reduce the attractiveness of negative US
rates for the Fed.
The likely damage to the profitability of banks and the risk that banks
could actually increase lending rates to protect their interest rate margins.
That is, assuming that banks will be reluctant to pass negative rates to retail
or corporate depositors, they might increase lending rates to offset the
decline in their profitability. Effectively, a
decline in the deposit rate to negative could actually cause a tightening in
financial conditions in the real economy and a contraction in bank lending
rather than easing.
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
The Hypothesis ‘CV-19’ was designed not to face Health but military aims.. is possible
...in 2012 document painted
eurocrats as saving the planet
from a killer virus and draconian lockdowns...
….
A strange comic book that was commissioned
for publication by the European Union in 2012 eerily predicted almost
exactly what has unfolded with the Covid-19 global pandemic. However, in this propaganda laced presentation of the
outbreak, unelected globalist
bureaucrats save the planet.
READ THE FULL DOCT:
….
….
“In 2020, in reality, the EU has pandered
to China, and bowed to censorship regarding the virus outbreak.”
“In the Eurocrats’ own fiction, globalism saves the planet. In reality,
it ends in mass death and global tyranny.
….
THEN: NATO si tuvo sus
artistas in Europa. La tesis de T Meysan
se confirmo
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...there is a very simple reason why
complaining has no real effect... Because the complainers keep on obeying.
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"Central-bank support is key in the massive bond buying we’ve seen
for now. But if they blink then at some point, in the medium term, it will all
likely unravel..."
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...even as the price of gold has risen in recent months, the gold miners themselves may be even larger
beneficiaries of the US dollar supply shock.
….
SEE CHART:
https://www.zerohedge.com/s3/files/inline-images/2020-05-16_9-36-02.jpg?itok=66CxJE7K
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For many parents, this will just reinforce their growing suspicions that public schools just aren't worth
it anymore. Maybe they never were...
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Trump will
have what seems an endless supply of embarrassing Biden clips he can rely on
for ammo between now & November. So grab your popcorn.
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This isn’t the basis for a new negotiation. Pelosi et.al. are arguing at
the state level and lower to extend the lock downs... This is all about how many tax producers can they
turn against Trump before November...
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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
Between oxigen, water
& food –the basics to survive as Nation- food is control by CH..
"In the fight against authoritarianism, universities can continue
to benefit from the largesse of an
emboldened authoritarian state, or they can stand on the right side
of history... They cannot do both..."
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China did not cause the COVID-19. They not affect US companies inside
China nor abroad as we did it. But China has a network of countries in the Shanghai Pact that can affect US
Economy in different ways, plus other networks world-wide, so the one who is going
to lose from current psychotic –xenophobia is the US. And specially our poor
& middle classes who are going to pay higher prices for many consumer-merchandize. China don’t depend
on US Econ, we do so. Trump should stop his xenophobia asap .. it is simply
ridiculous. Dem’s opinion doesn’t matter, their buffoon Biden is going to be
defeated in fair election 2020
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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
ALAI ORG
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RT
EN ESPAÑOL
"¡Nos rendimos!": agencia rusa se burla de
Trump por su "requete-súper
misil" https://actualidad.rt.com/actualidad/353392-jefe-agencia-espacial-rusa-trump-misil
Estadíst revelan el terrorífico impacto del covid-19
en los asilos de Europa y de EE https://actualidad.rt.com/actualidad/353404-impactante-numero-muertes-residencias-ancianos
la OMS advierte de otra ola mortal de covid-19 en Europa https://actualidad.rt.com/actualidad/353420-oms-segunda-ola-coronavirus-europa
US amenaza con "consecuencias" si la CPI no detiene la investigación contra Israel https://actualidad.rt.com/actualidad/353345-eeuu-amenaza-consecuencias-cpi
Explosión en el centro de LA hiere a varios bomberos
e incendia varios edificios https://actualidad.rt.com/actualidad/353427-explosion-centro-angeles-heridos-incendio
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VOLTAIRE NET ORG https://www.voltairenet.org/en
by Thierry Meyssan
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CROSS TALK https://www.rt.com/shows/crosstalk/
Contact
tracing may be necessary for recovery from coronavirus, but does this spell the
end of our remaining personal privacy?
How
prepared are tourist destinations hit hardest by pandemic restrictions for the
summer months ahead?
====
Max and
Stacy discuss the similarities between Charles Saatchi and the US Federal
Reserve, where junk is turned into ‘value’ through showmanship and public
deception. Stacy also creates some ‘valuable’ hair art. In the second half, Max
continues his interview with Raoul Pal of Global Macro Investor and Real Vision
Group. In this segment, they discuss sophisticated investors' packaging risk
and dumping it into pension funds
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One of the
best positives of this crisis is that the US labor movement is filled with
actions. There have been more than 170 labor actions since the beginning of
March according to the website Payday Reports. We’ve also learned that the most
essential workers are the people earning the least money in massive
corporations. So, now people are calling for a general strike.
SOURCE: https://www.rt.com/shows/redacted-tonight-summary/488758-coronavirus-crisis-us-labor-movement/
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Prof. Ilan
Pappe, author of ‘The Ethnic Cleansing of Palestine’ after Nakba Day. He
discusses the historical significance of Nakba Day and the ethnic cleansing of
Palestinians by Zionist pro-Israel forces in 1948, the conflation of anti-Semitism
and anti-Zionism, whether Israel is using coronavirus as an opportunity to
further its attempts to annex the West Bank, why the Israeli blockade on Gaza
is worse for Palestinians than Covid-19, the unity government of Benny Gantz
and Benjamin Netanyahu, the lack of an opposing ideology against Likud, and
more!
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
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