JUL
28 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
Silver was clubbed like a baby seal
overnight after spot prices topped $26 and was unable to get back to even
despite a valiant dip-buying effort...
See Chart
Spot Silver
Gold was hit too (after futures
topped $2000 overnight) but rallied back notably during the day to close
higher, with spot prices back above $1950...
See Chart:
Spot Gold
Nasdaq notably underperformed on the day with stocks
accelerating lower after McConnell appeared on CNBC and raised questions of the
imminence of the stimulus deal given the differences and The Marlins MLB team "paused" its
season...(NOTE - a MRNA headline was unleashed as stocks stumbled to
stick-save markets). Further
headlines from various GOPers also suggested no deal is imminent and sent
stocks even lower into the close...
See Chart:
As Nomura's Charlie McElligott noted in a warning last week, from an
index-options level, QQQ (Nasdaq ETF) remains in far more fragile state than still-stable SPX - where
although the QQQ $Delta position has now rather precipitously declined
partially due to the implied implied length but also of course as a function of
the move lower ($Delta from 97th %ile 1w ago to the
current 62nd %ile), the QQQ Dealer Gamma position remains “short,” with spot
259.20 preopen vs our estimated “Gamma Neutral” level up at $262.67...
See Charts:
Investors piled into defensive
stocks today with cyclicals suffering...
See Chart:
FANG Stocks slipped lower late on
today ahead of tomorrow's big-tech CEO hearing...
See Chart:
Treasury yields tumbled all day
after a brief spike overnight, erasing all of yesterday's losses...
See Chart:
UST 10Y Yield tumbled back below
60bps...
See Chart:
The B-Dollar Index rallied briefly into the Asian markets but was
sold once again as Europe opened and closed lower for the 7th day in the last 8...
See Chart:
While gold and silver rebounded
intraday, oil prices tumbled with WTI back below $41 ahead of tonight's API
data...
See Chart:
Finally, yields are back at record
lows... stocks aren't!
See Chart:
NASDAQ vs UST
10Y YIELD
….
SOURCE: https://www.zerohedge.com/markets/gold-gains-nasdaq-remains-fragile-dollar-collapse-continues
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"The
vast money creation spurs debasement fears which create a greater likelihood
that at some time in the future central banks and governments will allow
inflation to drift higher to reduce the accumulated debt burden..."
In his morning
critique of goldbugs' resurgent optimism about the future of gold,
which has exploded alongside the price of precious metals, which in turn have been tracking the real 10Y rate tick for
tick...
SEE CHART:
GOLD vs 10y
Real Rate
Paul Tudor
Jones recently calculated there is over $300 trillion worth, compared to just
$10 trillion in total gold value.
See Chart:
Global
Assets outstanding
Bloomberg
Dollar Index Monthly percent change
See Chart:
Continue reading at
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US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
"...observed that terror
can rule absolutely only over people who are isolated against each other and
that therefore one of the primary concerns of tyrannical government is to bring this isolation about..."
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Perception
that the Fed is out of ammo could cause a reassessment of the Fed
"put" and support USD via lower risk assets.
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“The bigger the price tag gets,
thefewer Republicans that
will support it."
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"...the dollar’s decline is only just getting started. It’s about to plunge to new depths taking the
American standard of living down with it..."
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US FUTURE AFTER TRUMP
By Hugo Adan
7/28/2020
No basto
con tratar de ganarse los negros dándole homenaje de Presid a John Leuis, ahora
busca ganarse a las victimas del “eviction moratorium expired last Friday”.
Read the article below and then my
reaction.
....
OPEN:
AT: https://nd-hugoadan.blogspot.com
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Will
lawmakers stick to the script?
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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
Last
week major defense institutes and strategists around the world were
asked to undertake a “risk assessment” of military conflict between China and
the US...
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US forces
in region on high alert as US commanders slam Iran's "irresponsible and reckless" military
maneuvers...
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The usage
of the dollar in cross-border trade and services has declined to 56% from 70%,
a decline of ~20%.
====
On July 27, fighting broke out between Israeli forces and Hezbollah
along the Israeli-Lebanese contact line. This became the heaviest open confrontation between the sides
in about a year..
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CHINA
SAYS MYSTERIOUS SEED PACKAGES ARE "FORGED" AND AREN'T REALLY FROM THE
COUNTRY'S POSTAL SERVICE
"The parcels are forged..."
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
- Iranian Missiles Land Near UAE Air Base Where
India's Rafale Jets Were Stationed: US Media Reports
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THE REST FOR TOMORROW
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