viernes, 31 de julio de 2020

JUL 31 20 ND SIT EC y POL



JUL 31  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


Mission Accomplished:
Hey @federalreserve you did it, you officially blew the biggest bubble ever:

All-time high monthly close in S&P 500
All-time low 10Y yield close
All-time high in gold pic.twitter.com/zjC7wd5o8J
— zerohedge (@zerohedge) July 31, 2020

Stocks managed gains on the month (4th month in a row) - Nasdaq best, Dow worst...
See Chart:

And note that despite the epic surge in the mega tech stocks overnight... Yes, that is AAPL up 10%!! (GOOGL -4%)...MSFT  managed to rally back to unch after rumors of it buying TikTok...
See Chart:

Apple is up $170BN today, more than the market cap of Oracle, more than the GDP of Hungary; Apple's value increase today would be the 33rd biggest company in the S&P500.
Nasdaq was not a one-way street today as CNBC stunningly remarked "nasdaq has now gone negative which is quite interesting..."
See Chart:

And you have to laugh at this - The Dow scraped by today... as AAPL's insane squeeze higher dominated the rest of the entire index...
See Chart:

BUT, it was in currency, commodity, credit, and crypto land that the real fun and games took place.
Bonds were bid pretty much all month with the long-end notably outperforming...
See Chart:

... and pushing to new record low yields...
See Chart:

Some highlights:
  • 2Y Treasury yields fell for the 8th month in a row
  • 30Y Treasury yields fell for the 5th month this year
  • 2s30s Curve flattened by the most since August 2019
See Chart:
UST  2Y-30 Y YIELD SPREAD

Still a long way down for stocks if bonds are right...
See Chart: 
Nasdaq  vs  UST 10 Y Yield

Gold and silver screamed higher on the month.
  • Silver's best month since 1979 (when the Hunt Brothers tried to corner the market)
  • Gold's best month since 2011
Spot Gold reached a new record above Sept 2011 and Futures topped $2000...
See Chart

Spot Silver's at its highest since June 2013...
See Chart:

Oil's up for the 3rd month in a row, but has largely trod water all month...
See Chart:

And helping all these assets rise in value, DXY Dollar Index suffered its biggest monthly drop since 2010...
See Chart:

Did Washington mess with the 'money' one too many times?
CHART BLOCKED

Finally, we note that 'soft' survey macro data has surged full of hope to a region that has not ended well in the recent past
See Chart:
‘Soft’ Macro Surprise Index

FED Balance Sheet:  Better keep pumping...
See Chart:

Remember, Diversify, Diversify, Diversify... oh wait!
See Chart:
EVAPORATION of DIVERSIFICATION

WE'VE SEEN THIS BEFORE...
See Chart:

So - summing up July - Stocks up, Bonds up, Gold up, Silver up, Oil up, Crypto up, Dollar Down (along with Fed credibility.)
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...citing "ongoing deterioration in US public finances and the absence of a credible fiscal consolidation plan..."

The U.S. sovereign rating is supported by structural strengths that include the size of the economy, high per capita income and a dynamic business environment.  

The U.S. benefits from issuing the U.S. dollar, the world's preeminent reserve currency, and from the associated extraordinary financing flexibility, which has been highlighted once again by developments since March 2020. Fitch considers U.S. debt tolerance to be higher than that of other 'AAA' sovereigns.

However, the Outlook has been revised to Negative to reflect the ongoing deterioration in the U.S. public finances and the absence of a credible fiscal consolidation plan.

The U.S. had the highest government debt of any AAA-rated sovereign heading into the crisis, and Fitch expects general government debt to exceed 130% of GDP by 2021. 

The main factors that could, individually or collectively, lead to a positive rating action
·         Public Finances: adoption of a set of policies consistent with a protracted reduction of the debt/GDP ratio after the pandemic shock.

What will this move do to gold?  Or has it seen this coming for a while?

SEE CHART:
US Dollar vs. Fiat  and USD vs GOLD
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


THE GOVT  NEED YOUR SUBMISION AT WHATEVER COST:
Are you ready for this week’s absurdity?
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... the financial dominoes are going to start to fall at a pace that is absolutely breathtaking.
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Citizens On Patrol...
….
RELATED:
This is a nice PEOPLES’ VICTORY
...calling not only for the university tocut ties with city police, but also todefund and disarm its own campus police.
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...the kings are still among us, just as cruel and tyrannical as ever. They’ve justfigured out how to mask their tyranny behind the facade of freedom...
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Nation’s SEC doesn’t depend on nukes. It promote WW3 & US & world LIFE IS AT RISK
What do The Dark Knight Rises, Back to the Future, Oblivion, and Interstellar have in common
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Get out from PAK, we don’t have business there but war. What they did fits d context
US Embassy outraged after allegations gunman had inside help from police to smuggle the gun into court...
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CV-19 won this war and Trump Administ lose it. We invested in weapons not in Health
Texas has reported nearly 1,000 deaths in 3 days...
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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 steady rise in U.S. strategic competition with the People’s Republic of China (PRC) over trade and the South China Sea already has so many dimensions that it is sometimes easy to ignore shifts in the PRC’s behavior in other areas
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While such socialistic policies sound great in theory, history, and data, show it isn’t the economic savior it is touted to be.
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Violates long-term unofficial US aim of keeping defense tech edge exclusively in Israel's hands...
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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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The rest has been done  in part 2  of  previous report. 

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JUL 30 20 ND SIT EC y POL P-2



JUL 30  20 ND SIT EC y POL  P-2
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco
Friday 31 2020   12: pm


NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos


REBELION 

US  Quiere conflicto militar con China  RAH  China cambia USD x Gold
Defensa de tierra y med- amb:  Es cada vez más peligroso  G Trucchi
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ALAI NET ORG

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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- US Arrogance is a Gas  By Finian Cunningham
- America’s Social Hell  By Chris Hedges
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VOLTAIRE NET ORG   https://www.voltairenet.org/en


According to the Iraqi meteorological services, this rise in temperatures is not attributable to the global warming of the planet. It is a phenomenon particular to the region because of the war that has raged there for years. This disturbance could worsen, driving temperatures up to 70° C in the course of the next ten years.
As scientists will recall, a "meteorological war" had devastated the Indochinese peninsula during the Vietnam war leading, in 1976, to the signing of the "Convention on the Prohibition of Military or Any Other Hostile Use of Environmental Modification Techniques” by the USA and the USSR.
It is not fortuitous that, in 2013, the US air force illegally dispersed chemicals over the Syrian-Iraqi border in order to sterilize large swathes of land. The idea was to deprive the Syrian and Iraqi peasants of their livelihood and get them to join Daesh in 2014, when it entered the scene (Wright Plan)
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US Secretary of State Mike Pompeo is on a mission. He claims the world must change China or “China will change us.” How should we interpret this? A Cold War to be waged against Beijing? Does this also imply forced regime change? China is certainly a major global competitor, but is it really our enemy now?
CrossTalking with Victor Gao & Daniel Wagner.
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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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