martes, 28 de julio de 2020

JUL 28 20 ND SIT EC y POL



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 weekfrom 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
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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%.
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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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"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

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THE REST FOR TOMORROW
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