jueves, 16 de julio de 2020

JUL 16 20 ND SIT EC y POL



JUL 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

THE END:

Better than expected Chinese GDP (but weak retail sales) and better than expected US retail sales? What's not to love? Well the "good news is bad news"market is back as investors start getting anxious that this 'V' rebound is prematurely reassuring (July 31st - handouts end) central planners that they have done enough...
Chinese stocks tanked overnight...
See Chart:

And US stocks shocked the world with a red close (Nasdaq and Small Caps underperformed)...
See Chart:

And so for all that good news... you get nothing!
The Nasdaq has underperformed the S&P for 5 days in a row (the biggest 5-day underperformance in 3 months), erasing all of the Nasdaq's outperformance in July..
See Chart:
Nasdaq /S&P

In fact, Bloomberg notes that through today, this week has seen the Nasdaq 100 Index lagging the S&P 500 by the most since May 2009...
See  Chart:
Nasdaq 100 lads S&P 500 by most than 2009 after weeks of outperformance

Banks remain very mixed on the week, mostly lower today...
See Chart:

FANG Stocks slipped lower and MAGA stocks have now lost almost $200 bn in market cap this week.
Momentum and Value have reversed the early month moves this week...
See  Chart:

Treasury yields were all lower on the day (around 2bps), and are now all lower on the week with the belly outperforming...
See Chart:

As yields fell, 30Y mortgage rates hit a record low at 2.98%...
See Chart;

Additionally, as Bloomberg details, global borrowing costs for investment-grade companies have reached a record low as central-bank stimulus efforts more than offset concerns about the coronavirus. Bond yields tumbled to 1.73% after peaking at an eight-year-high 3.69% during the worst of the virus upheavals in March, according to an almost two-decade-old Bloomberg Barclays index. Yields on dollar notes, which make up two-thirds of the index, are at the lowest since at least 1973, following Federal Reserve support.
See Chart:

The B-dollar Index was bid today (as JPY weakened), almost back to unch on the week...
See Chart:

USDJPY spiked higher today (JPY weaker) for no good reason whatsoever (cough BoJ cough)...
See Chart:
USDJPY

Commodities were all lower on the day as the dollar rallied, but silver leads on the week...
See Chart:

Gold futs fell back below $1800...
See Chart:

Finally, as cases continue to soar (7-day average), COVID deaths have 'stabilized' (7-day average) stalling their improving trend...
See Chart:

Treasury yields continue to languish near record lows as stocks begin (albeit very slowly and unremarkably) to stall...
See Chart:

As the link between Cyclicals and yields breaks entirely...
See Chart:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

BLM  not only wants PAST repair  they want to help building a new FUTURE for US
"WHEREAS, Black People have been unjustly Enslaved..."
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The chains of the past has already been broken, what remain is the mental colonialism that is now been broken, not only in the US  but at world level. The neoliberal chains is the worse trap for the future  of all  oppressed  people inside the capitalist system. Braking this chains require the alliance will all oppressed classes & s-groups. This future is called SOCIALISM and BLM is at the fore-front t of this fight. IF oppressor recur to violence to stop our future, BLM will go to Black Panter lessons  to defend the future of oppressed people in US.
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IF NO record of racism & violence Agst minorities (bad police) nothing to be afraid…

"Instead of addressing violent criminals in their communities, local and state leaders are instead focusing on placing blame on law enforcement and requesting fewer officers in their community."
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But if you were ‘bad police’,  better quit. Nobody will call you anarchist, you will not deserve such title.  Only those who  got bad primary & secondary Educ can believe that anarchism is synonym of moral & political disorder = no state at all. Anarchist believe in State  but not in criminal state ruled by billionaire elites & all type of dictatorship that serve them.  When political power serves only private interest, that  State –institution has to be reduced to a minimum.  That is the anarchist demand.  When the community or a front of working classes take control of a State they will take all bad-policemen out and keep only the good ones. That is the concept of minimum State.  When a REV comes the whole State system is dissolved,  and of course the good policemen will be recruited ,  they need  such experience.  That happens in all revolutions.    
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Parents if teacher inside +Montessori tactic (hire best stud to help the lagging behind)
"New Trier High School’s fundamental commitment is to the principle that debate or deliberation may not be suppressed because the ideas put forth are thought by some or even by most."
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That will be a solution. Before working in a Univ I was teacher in Public School
Montessori’ method is been used in Europe & in Lat-Am Andean countries. It is a tactic used inside classroom but it can be used after school  inside neighbor communities.  Parents has to get one public local  (church or other)  to set tables  for students under M-supervision.  This best students has to be paid for 1 o 2 hours work with students lagging behind. Parents’ car or school bus can bring them to community public local and take back home after 1-2 hours Wk
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Trump is putting at risk our life with his pro-WW3 tactics. It is time to stop him
Free-for-all sweeping authorization to target 'rogue states' like Iran & North Korea, as well as Russia...
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Do we really have SUPREME COURT?  Or are they in vacation time?
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GOOD  demand. ..  it save a police-house burning
"The only way forward is with his resignation.
Why is it so difficult to comprehend?"
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Hobbes:en tiempos de guerras y crisis hay la tendencia a que el hombre regrese a la violencia  natural del  ‘homo sapiens’ . Y cuando el hombre se vuelve un troglodita… cualquier cosa puede pasar. Peor si el Jefe Estado amenaza con el WW3 y con cualquier estúpido pretexto. Al individuo no le queda  otra opción que armarse también… y la venta de armas individuales sigue subiendo y la fabricación de nukes , misiles  y otras armas de destrucción masiva sube tamb.
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Since the start of the pandemic,politicians have entitled themselves to inflict unlimited economic damage as long as they also shovel out almost unlimited handouts...
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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 actual outcome will obviously be path dependent on how both countries approach the economic and geopolitical trade-offs.
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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

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EL RESTO PARA MAÑANA
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