jueves, 28 de mayo de 2020

MAY 28 ND SIT EC y POL



MAY 28 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

Today's stock action was dominated by a dramatic shift in Small Caps vs mega-cap tech as the US Cash open sparked a puke in the former and a panic-bid in the latter...but that all snapped when President Trump confirmed a China news conference tomorrow and commented in more detail on his intent to crack down on social media giants...
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A serious shift in the recent regime...
See Chart:
Small Caps  /  Nasdaq 100 down

On the week, Trannies are still best and Nasdaq the laggard...
See Chart:

Internet stocks v-shaped-recovered from yesterday's opening drop...
See Chart:

FANG Stocks surged...
See Chart:

Treasury yields were mixed once again in a narrow range relative to stocks' chaos (30Y +3bps, 2Y -1bps)
See Chart:

The B-Dollar Index  continued its recent demise to two-month lows...
See Chart:

But the dollar doldrums didn't help gold...
See Chart:

Hong Kong Dollar forwards are pricing in a serious devaluation in the currency (capital flight)...
See Chart:

Finally, we note that the chaos under the surface continues in quant-factor-land, with momentum underperforming value by the most since September...
See Chart:

As the recent surge in momo relative to value catches down to bond market reality...
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TURN THE MACHINES BACK ON!! 
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The numbers just don’t add up...
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The hopes for a “V” instead rest almost entirely upon the CARES Act. The proportions of this “stimulus” spending amount to about $2.2 trillion give or take. Why give or take? Because this stuff is done in round numbers, haphazardly slapped together by guesses and pork barrels. Which industry wants the bailout the most by hiring the best lobbyists?
SEE CHART:
GDP Pro Forma

Again, even if we assume dollar for dollar the government’s spending hits the real economy in gross nominal output, that still leaves a deficit of substantially greater than $1 trillion. It’s no wonder the constant government talk of having to do more; the hole really is this big.

To put this into context, let’s compare it to the same exercise run using the Great “Recession.”
SEE CHART:
GDP Pro Forma  ALAMBRA

The ”L”, in other words, where before all the Fed’s and feds’ “inflationary” “stimulus” was assumed to be effective, too. Wrongly, as it turned out.

When dealing with numbers this big, precision isn’t nearly so important. Rough guesses and spit-balling are a good place to start because in this size of a ballpark even getting close should open your eyes.

 Doesn’t matter how big the government “rescue”, the economy has already gone one (trillion) bigger (in the hole). 

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

Most employment in the U.S. is "at will", meaning that employers can fire employees for any reason, as long as it doesn't break the law.
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THEN TRUMP is going to be fired… He is going to miss my vote. I’ll cry. SO Sad!
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The creator of xenophobia doesn ‘t know how to correct lies & be honest

US equity markets legged lower after President Trump confirmed that he will hold a news conference tomorrow on China.
SEE CHART:

And pushing The Dow into the red on the day...
See Chart:
No details were revealed but it's pretty clear he's not going to walk back any of the recent rhetoric over the "China virus", the human rights abuses of Uighurs, or the implicit political invasion of Hong Kong...
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Is Trump Condemned to die because his evil Tongue?  It happens in world history. So, IF he continue with his lies, he will be defeated at both levels inside & outside. He already lost the blacks vote inside. 

IF he pretend  to cover it up by military attack to China, they will activate in self-defense their submarine nuke-missiles already in Atlantic-pacific waters of US. They are connected to satellite space-station & US already failed to destroy it.  

SO, instead of starting WW3, the US has the chances of making a PEACE agreement with China

RU of course will help China, their missiles in front of ALASKA are ready to be activate it, & so does the robots’ army  Agst NATO postponed war. 

Inside US a new version of BLACK PANTERS may emerge. Trump has to put police authors in jail until the Court decides their fate. So: a Peace Pact with China is d only solution
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"The anger and grief of this moment is unbearable." 
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Trump says he expects a court challenge to the order, but expects the White House to do "very well" in defending it.
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an affordable housing block was one of buildings burned to the ground.
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Temporary salary reductions on the rise as alternate to layoffs, but this too could make economic recovery painfully slow...
On earnings calls, big businesses including The Container Store Group and Lyft have cited what they say are temporary salary reductions," the report continues. 

Biggest drop:“Federal Reserve officials also have found plenty of supporting evidence.”
See Chart:

Another insight that helps explain why the traditional sticky wages trend is not holding up amid the corona-crisis is as follows
The circumstances of a public-health crisis probably make pay cuts more palatable to workers than they’d normally be, according to Bruce Fallick, an economist at the Federal Reserve Bank of Cleveland -– at least initially.

The report concludes further,
 "And there’s no guarantee salaries will return quickly to pre-crisis levels."
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Nancy Pelosi believes Twitter "didn't go far enough" and that social media companies are kowtowing to Trump and trying to swindle the American people....
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Trump got it right when he said people should be allowed to decide for themselves. His words clearly influenced the FDA’s messaging...
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Once you're firmly enmeshed in this social media Plantation, you lose sight of the fact that there's a larger world outside the plantation...
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IN BOTH CASES THE NATION LOSE !
Stock markets certainly have not had time seriously to contemplate 'President Biden' and his pledges of higher taxes, open borders, the Green New Deal, and gun confiscations... but that’s coming soon and is another huge headwind for markets.
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IF NO 3RD OPTION.. ABSTENTION IS OUR MORAL RULE
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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

The good thing that China did was attacking the effects no the causes.  Now the causes has to be well documented with evidences without dispute. Then send it to UN court

"Many believe that U.S. soldiers brought the epidemic to Wuhan. Others believe that the U.S. has hidden key information, which led to the global health crisis. Why can’t Chinese citizens and companies sue the U.S. government?"
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"We will have to examine risks in two stages: how many U.S. companies will go bankrupt or file for chapter 11, and after that, in how many of these cases we will see AAA-rated CLOs being affected."
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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

REBELION

FEM-EC:  Contra el neoliberalismo pandémico PPP de M  PPP de MF
EE.UU   ¿PASARÁN?   David Brooks
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ALAI ORG

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RT EN ESPAÑOL

Tribunal decidira sobre la demanda de Venezuela contra el Banco de Inglaterra   https://actualidad.rt.com/actualidad/354749-tribunal-ordena-audiencia-oro-venezuela-banco
Trump firma orden ejecutiva sobre  redes sociales y anuncia una ley adicional  https://actualidad.rt.com/actualidad/354744-trump-firma-orden-ejecutiva-redes-sociales-ley-adicional  Hacia control fascista de la prensa de oposic, dicen críticos
Las protestas por la muerte de George Floyd se extienden por EE.UU. (VIDEOS)   https://actualidad.rt.com/actualidad/354765-arrestados-nueva-york-protestas-george-floyd  Los negros, los latinos y muchos blancos están contra Trump.. posible pierda
Estudio pone en duda que el CV se originara en el mercado de mariscos en Wuhan  https://actualidad.rt.com/actualidad/354694-coronavirus-origino-mercado-wuhan-estudio CHINA  acaba de acusar al US del origen del CV en ese país.
US envía brigada del Ejército a Colombia, "su mejor aliado y amigo en la región"   https://actualidad.rt.com/actualidad/354734-eeuu-envia-ejercito-col-mejor-aliado
Trump busca un pretexto para limitar la democracia en EE.UU   https://actualidad.rt.com/video/354761-experto-trump-pretexto-limitar-dem-eeuu
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3
FUE EL FASCISM USA QUIEN LO CERRO?   ES POSIBLE
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VOLTAIRE NET ORG   https://www.voltairenet.org/en

President Vladimir Putin has appointed Russia’s ambassador to Damascus Alexander Efimov as his special representative for the development of relations with Syria. This symbolic gesture aims, most importantly, to dispel rumors of an alleged discord between the Russian and Syrian presidents. It also provides the ambassador with an increased opportunity to be in touch with his own president.
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Max and Stacy examine the abundance of circumstantial evidence that the entire economy has become a money laundering operation. From the ‘unicorns’ of Silicon Valley where losses are rising exponentially, to fracking plays where losses mount every year for the past decade to the entire business model of private equity where companies are loaded up with massive piles of debt . . . who exactly is profiting from so many money losing enterprises? In the second half, Max talks to Michael Krieger of LibertyBlitzkrieg.com about the tide going out on our collective delusions about money printing and who exactly gets ‘rescued’ with the Fed’s never-ending bailouts.
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A dam burst in Michigan displaced thousands of residents, and Dow now admits the floodwaters are in fact mixing with toxins from the chemical company’s storage ponds. MSNBC’s Rachel Maddow faces a defamation lawsuit after categorizing One America News as Russian propaganda. Plus, as businesses nationwide are decimated by pandemic lockdown, many Americans now favor a divorce deal from Chinese markets after relying so heavily on foreign imports.
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A new era of private space development lies over the horizon. SpaceX plans to become the first private company ever to carry humans into Earth’s orbit. Meanwhile, the European Central Bank is forecasting a major hit on the Eurozone economy due to the Covid-19 outbreak. This comes as the EU is eyeing a major stimulus package to save the region’s economy. The ECB will release official projections for economic growth and inflation next week.
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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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