MAY 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
Nasdaq outperformed once again today...(as everything else
lagged)...NOTE - like yesterday, everything got a bit jiggy in the last 20-30
mins
Because nothing says buy stocks like over 20
million job losses!!
See Chart:
Sending
the Nasdaq Composite within a few points of unchanged for 2020...
See Chart:
And
Nasdaq is roaring as earnings collapse...
See Chart:
Bank stocks were battered again
(despite higher yields, steeper curves)
While the Virus Fear trade
worsened notably again
HYG and
LQD are giving back lots of the Fed-supported buying binge...
See Chart:
Continued dramatic corporate
issuance (and a heavy Treasury calendar ahead) sent longer-dated yields higher.
UST 10Y
Yield: The moves have been dramatic
jerks higher this week which suggest rate-locks, not systemic selling
See Chart:
UST 2Y
30Y Spread: The yield curve steepened significantly today (2s30s +9bps)...
The
B-dollar Index managed gains, pushing up towards its recent downtrend channel...
See Chart:
WTI could not make its mind up
but ended lower on the day - breaking its 5 day win streak
Wholesale beef prices are
screaming higher, but cattle prices plunge as supply chains break
Wholesale
beef prices are screaming higher, but cattle prices plunge as supply chains
break...
See Chart:
Copper
and Gold are signaling stocks are way over their skis here...
See Chart:
And
finally, FANG stocks have broken to a new record high... as if the world was
not locked down, economies on their backs.
See Chart:
Don't
you just love buybacks!!??
….
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"When
limitless liquidity meets spiraling insolvency there's bound to be a long-term
price"
SEE CHART:
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It's about to get very ugly.
SEE CHART:
. and loan delinquencies...
SOURCE
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"Problem
with deflation is... Why buy
anything if you know it will be cheaper in the future..."
Let's investigate that question
starting with a look at the CPI basket.
SEE CHART:
Why Buy
Anything Questionnaire
Q: If consumers think the price of food will drop, will
they stop eating?
Q: If consumers think the price of
natural gas will drop, will they stop heating their homes?
Q: If consumers think the price of gasoline will drop,
will they stop driving?
Q: If consumers think the price of
rent will drop, will they hold off renting until that happens?
Q: If consumers think the price of rent will rise, will
they rent two apartments to take advantage?
Q: If consumers think the price of
taxis will rise, will they take multiple taxi rides on advance?
Q: If people need an operation, will they hold off if they
think prices might drop next month?
Q: If people need an operation,
will they have two operations if they expect the price will go up?
All of the above questions represent inelastic items. Those
constitute over 80% of the CPI. Let’s hone in on the elastic portion
with additional Q&A.
Questions
for the Fed - Elastic Items
Q: If people think the price of coats will rise will they
buy a second coat they do not need?
Q: If people think the price of
clothes will drop, will they stop getting dressed?
Q. The prices of TVs and electronics drop consistently.
Better deals are always around the corner. Does that stop people from buying
TVs and electronics?
Q. If people thought the price of
TVs was about to jump, would they buy multiple TVs to take advantage?
Q. If someone needs a refrigerator, toaster, stove or a
toilet because it broke, will they wait if for some reason they think prices
will decline?
Q. If someone does not need a
refrigerator, toaster, stove or a toilet will they buy one anyway if they think
prices will jump?
For sure, some people will wait for year-end clearances to
buy cars, but most don’t. And if a car breaks down, consumers will fix it
immediately, they will not wait for specials.
SOURCE:
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
“It’s such
a crazy idea that
anyone who has made it should really have theirfitness for office reconsidered,”
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Investors can expect mass
bankruptcies, empty planes, absent consumers...and Larry Fink talking
BlackRock's book...
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"The fear we have in the
community is that researchers are heading towards just developing a vaccine for
Covid. That’s on the agenda of everyone now and very few remain focused on the
others [diseases]."
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If you’ve been wondering what it will look like when the kids go back to
school, one school in Quebec has released their new guidelines and they’re shocking...
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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
US special forces hostage Luke Denman
says his mission was to "secure" Venezuela's international airport to prepare for
broader military invasion...
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And when will that be?
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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
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ALAI ORG
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RT EN
ESPAÑOL
Donald
Trump nomina a un embajador en Venezuela https://actualidad.rt.com/actualidad/352363-presidente-eeuu-nominar-embajador-venezuela-broward-story
Casa
Blanca: " relación US. y China es frustración https://actualidad.rt.com/actualidad/352345-casa-blanca-relacion-eeuu-china-decepcion-frustracion
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VOLTAIRENET
.org
by Thierry Meyssan
Damascus (Syria)
SOURCE:
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por Thierry Meyssan
Damasco (Siria)
SOURCE:
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CROSSTALK
The underlying narrative – some call
it a ‘myth’ – of American foreign policy is the country’s exceptional position
on the world stage. This is the bipartisan consensus. However, the reality is
very different. The global pandemic has demonstrated the US should focus on its
own exceptional problems at home.
SOURCE:
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SOURCE:
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Former Sen. Joe Lieberman joins Larry
to discuss assault allegations against Joe Biden and Donald Trump's coronavirus
response. Plus, legal expert Dan Abrams reacts to Mitch McConnell's pledge to
protect businesses from Covid-19 lawsuits.
SOURCE:
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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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