viernes, 3 de julio de 2020

JUL 2 20 ND SIT EC y POL



JUL 2 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

Is Greed Good
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Perhaps the market is seeing the scaremongering from health officials for what it is is and calling locking-down-politicians' bluffs? US COVID cases are soaring... (just don't mention the low death rates)...
SEE CHART:

And that maybe why stocks were majestically pumped to their best week in almost 3 months as PMIs and jobs data beat (just don't mention jobless claims or factory orders)... After last Friday's COVID scare plunge, this week saw Nasdaq outperform, surging almost 6% to a new record high...
See Chart:

But they did suffer a very weak close - erasing the jobs spike...
See Chart:

Year-to-date, gold is the best-performing asset, slightly outperforming bonds, with the dollar modestly higher while The Dow is down 9%
See Chart:

However, Nasdaq is just outperforming gold in 2020, up 19% at today's close
Tech valuations are a little rich...just a smidge...
See Chart:

The S&P bounced almost perfectly off its 200DMA
The Dow was unable to break back above its 200DMA
Today's price action in factor land mimicced yesterday's - with an opening gap down in momo that was quickly panic bid...
See Chart:

Very little differentiation between cyclicals and defensives this week - just buy it all...
See Chart:

And opening surge in banks was sold all day...  BUT
See Chart:

The Treasury market closed early today (at 1400ET) but on the week, the long-end notably underperformed (30Y +6bps, 2Y -1bps)...
See Chart:

The 10Y Yield tried twice and failed to bet back above 70bps...
See Chart:

The B-dollar index fell on the week for the first time in 4 weeks...
See Chart:

All the major commodities were higher this week, led by oil...
See Chart:

WTI is back above $40...
See Chart:

Finally, nothing sums up the market idiocy like TSLA...
Who wears short shorts? 🤣🤣
— Elon Musk (@elonmusk) July 2, 2020
Earnings, schmearnings...
See Chart:  TSLA
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There is some controversy as to whether World UFO Day falls on June 26 or July 02 with people seemingly celebrating it on both days...
The New York Times run an interesting article about several U.S. Navy fighter pilots encountering mysterious objects near the southeastern coast of the United States. The high-profile story remains unexplained and so do plenty of other UFO sightings reported by members of the public every year like strange lights crossing the night sky or orange disks hovering in the distance.
The National UFO Reporting Center which is based in the U.S. maintains statistics about global UFO sightings. Notably, they are ticking up again.
SEE CHART:

YOU WILL  FIND  MORE  INFOGRAPHICS  AT STATISTA
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Adjusted unemployed workers?
Until this week.
SEE CHART:
Unemployment workers  vs Continuing  Claims
This does not Compute

And yes, there is a "forced" explanation to justify how this may actually happen in the current situation where everyone is abusing jobless benefits, but in theory this should not be happening, and we fully expect that in the coming weeks, the already highly politicized BLS will quietly close this gap.
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

BLM  DIDN’T  CREATE VIOLENCE.. criminal violence came from the Police & FED System
"I despair for our future as a nation if we do not stand up against violence against anyone. BLACK LIVES MATTER, but also, EVERYONE’S LIFE MATTERS. "
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“EVERYONE’S LIFE MATTER”  express a general attitude in favor of equal justice, freedoms & rights for all. We all want this Utopia became reality. THE FACT is that some particular group of individuals (the blacks) suffer more  State violence than other minorities because of racism. (institutional racism can be seen in the way the murder of GF was treated : liberated from jail + big money  to him). BLACK LIVES MATTER does not contradict  the essence of EVERYONE’S LIFE MATTERS. It instead make it real the demand of decent respect to the life of black. Their Social movement is now going beyond pure anti-racism and is becoming anti-colonialist and anti-imperialist. The US blacks are now the engine of world movement against neoliberal domination by big corporations of billionaires. If they want to start a WW3.. BLM will be the 1st brigade against our billionaires. They are the real beneficiaries of current  inhuman racism.
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Does this includes Trump?
Not every piece of research that appears in a peer-reviewed journal is actually credible...
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"You are going to see violence like we have never seen before this summer"
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... without central banks we would  be better off...
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"It does look like a particular mutation
may make the virus more transmissible..."
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The elites dancing through the minefield all have plans, but how many are prepared for the punch in the mouth?
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After two consecutive record payroll prints, the US added a whopping 7.5 million jobs in the past two months after losing a record 20.7 million jobs in April.So who exactly was hiring, and who was firing?
SEE CHART:

Next, we look at the industries with the highest and lowest rates of employment growth for the most recent month, courtesy of Bloomberg. Not surprisingly, the one category that saw the biggest increase was "amusement, gambling and recreation services."
SEE CHARTS

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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


NAKED ‘PILLAJE’  LONDRES  MERECE SER BOMBARDEADO

"Her Majesty’s government has unequivocally recognised Guaidó as president of Venezuela. It necessarily follows that Her Majesty’s government no longer recognises Maduro as president of Venezuela..."
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Rusophobics and Xenophobics in the US are looking for WW3. They don’t trust MAD

There seems to be a lack of sourcing and a big whiff of politics, say former intelligence officers...
….
2 FACTS: 1- WW3  will be our NATION SUICIDE. 2- Only the rich  have bunkers
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It begins...
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He's slated to start speaking at 0930ET...
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ME EMPEZARON A BLOCKEAR …
EL RESTO LO DEJO  PARA MANIANA
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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 NET  ORG

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RT EN ESPAÑOL  

Tribunal COL ordena suspender las operaciones de una brigada militar de US  . https://actualidad.rt.com/actualidad/358656-tribunal-ordenar-frenar-despliegue-colombia-militares-eeuu
VEN denuncia:  Guaidó prometió entregar el  Esequibo y oro de Caracas al UK   https://actualidad.rt.com/actualidad/358625-vicepresidenta-venezuela-denuncia-representante-guaido-oro-guyana
US ordena incautar nuevo envío de gasolina a bordo de 4 buques iraníes a Ven  https://actualidad.rt.com/actualidad/358637-justicia-eeuu-ordena-incautar-envio-gasolina-venezuela-iran
India compra de 33 cazas rusos como parte de transac por 2.400 millones de USD   https://actualidad.rt.com/actualidad/358609-india-compra-33-cazas-rusia-millones-dolares
Senado US aprueba sanciones contra China tras la ley de seguridad de Hong Kong https://actualidad.rt.com/video/358621-senado-eeuu-aprueba-sanciones-china-ley-hong-kong
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

- A Bridge To Far   By Paul Edwards
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VOLTAIRE NET ORG   https://www.voltairenet.org/en

On 1 July 2020, the Presidents of Iran, Russia and Turkey held by videoconference. Here their conclusions:
Addressing the issue of the Israeli-occupied Golan Heights, all three states condemn the de facto unilateral annexation of the territory by Israel in 1981, which was recognized by the United States in 2019. Furthermore, they consider "that Israel’s military attacks against Syria are a destabilizing factor, are in breach of that country’s sovereignty and territorial integrity and contribute to intensify tensions in the region".
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CIA whistleblower John Kiriakou joins us to discuss how the agency may feel about the Black Lives Matter movement, John Bolton, 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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DEMOCRACY NOW
Amy Goodman’  team

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