JUN 30 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
Well that was a quarter... Massive and unprecedented monetary
and fiscal largesse "saved" the "economy"...
..for the 1%...
See Chart:
Wall Street vs Main Street
The Fed
expanded its balance sheet at a stunningly unprecedented pace...
See Chart:
FED
Balanced Sheet
And if
you think this correlation is not causation, we have a bankrupt car-rental
business you can buy...
See Chart:
FED
Balance Sheet and S&P 500
But
does the flattening of the Fed balance sheet suggest the party's over?
One thing is for certain, the gusher of fiscal folly has sent the US Macro Surprise Index to levels it has never been
close to before - suggesting this is as good as it gets
relative to expectations...
See Chart:
US
Macro Surprise Index
And while
much has been made of the recent surge in cases, the market remains confident
(VIX relatively unmoved), clearly focused on the falling incremental death rate...
See Chart:
Q2 was
the biggest short-squeeze ever...
See Chart:
That
was The Dow's best quarter since Q1 1987...
See Chart:
Dow
Industrials
Q2 2020
saw the S&P rally to its best quarter since 1998, Nasdaq's best quarter
since 2001
.. and
"growth" saw its best quarter ever..
See Chart:
Russell
1000 “Growth Index”
The
quarter was dominated by big tech...
See Chart:
And
valuations soared to near record highs...
See Chart:
Momentum
bounced back from a deep-dive intra-quarter to end unch while value ended the
quarter lower...
See Chart:
Banks
mostly soared higher in Q2 (except Wells Fargo), although the last few weeks
have seen weakness...
See Chart:
But,
stocks and Bonds remain massively decoupled over the quarter..
See Chart:
The
B-US Dollar Index fell 2% in Q2, its 2nd worst quarter since Q2 2018...
See Chart:
This was WTI's best quarter since Sept 1990,
Gold's best Q since Q1 2016 (up 7 quarters in a row),
and Silver's best quarter since Q4
2010.
Gold
futures topped $1800 to end the quarter...
And ...
for the first time since 2011...
See Chart:
And
finally, in case you wondered, "Sell in May and go away" is working...
if you sell the day!
See Chart:
S&P
500 Absolute Performance Since Start of May
Since
the start of May, the S&P 500 has lost 87 points during the day session and
gained 228 pints during the overnight session.
The
question is - are we heading for 2009...
See Chart:
of the
30s Dow
See Chart:
1930s Dow vs. 2020 (similar y si esto se repite viene
una caida fatal)
….
----
----
"...increased signs demand is flailing amid the economic downturn is
weighing on cocoa."
….
What this all suggests is that
consumption is lagging - hopes for a V-shaped recovery are set to fade as
economic reality should rear its ugly head this summer.
SEE CHART:
….
----
----
Secondary offerings in the U.S.
raised more than $110 billion in the second quarter, the most on record. The
nearly 400 deals that priced this quarter is also the most ever.
….
The logic is simple: why sell
today if you believe you may get a better price tomorrow. The answer is simple: you don't, and instead you rush
to lock in gains afforded by the market today.
In which case, it's "red flags
galore" because as the following chart from Goldman's head of European
Equity Sales, Mark Wilson, shows companies haven't sold this much stock in a
single quarter in... well, forever.
See Chart:
According to Bloomberg data, secondary offerings in the U.S. raised $113 billion in the second
quarter, the most on record. The nearly 400 deals that priced this quarter is
also the most ever.
As Goldman adds, "we’re about to close out another
record month of global equity issuance, with June set to eclipse the recent record set in May; the numbers
(>$230b of supply in 7 weeks), and the market’s ability to absorb this
sizeable supply, have been impressive
(the quantum of global supply vs prior peak periods shown in the 1st chart; US
supply vs recent years trend shown in 2nd chart)"
SEE CHART:
Following up on this staggering pace of equity sales,
Bloomberg writes that "the record-high pace of secondary offerings that
took hold in the second quarter is poised to continue into the summer" as share sales
by U.S.-listed firms and their top holders raised the most money and happened
the most frequently of any other quarter on record.
….
SOURCE: https://www.zerohedge.com/markets/red-flags-galore-companies-sold-mindblowing-113-billion-stock-q2
----
----
US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
One of the big problems in the US may bea growing indifference amid a
weariness of misinformation and a news cycle dominated by the virus...
In
a new survey from the Pew Research Center, nearly 40 percent of U.S.
adults in June say the outbreak has been exaggerated – an almost 10
percent increase since April. In terms of political
party, respondents who identified as Republican or leaning Republican had the
largest increase between April and June, going from 47 percent to 63 percent
believing the outbreak has been exaggerated.
SEE CHART
….
----
----
Clinton's favorite freedom fighter just got indicted for mass
murder, torture, kidnapping, and other crimes against humanity.
====
"I
for one am not going to live my
life walking on eggshells around a clique of narcissistic sociopaths. Cancel
culture is mob rule, and mob rule is at its core the true evil here..."
====
"This summer there will be more
release of conversations,
with full transcripts..."
====
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
According to Bloomberg, the FCC has
designated Huawei and ZTE, two Chinese telecoms giants, as national security
threats.
====
Terrorists are using "infected members to spread
COVID-19"...
====
SPUTNIK
and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
- Trump
Vows to Veto Defense Authorization Bill if it Includes Amendment on Renaming US
Military Bases
----
----
NOTICIAS
IN SPANISH
Lat Am search f alternatives to
neo-fascist regimes & terrorist imperial chaos
REBELION
Juan Gervas CONTRA LA ARROGANCIA Y OMNIPOTENCIA
SANITARIA
Las elecciones son fraude. Bolivia necesita REV
armada, no cotorras.
Aquí no se ve con tanta segurid la caída de
Trump ni es Ven su obj str
La rebelion no tiene claro objetivo estratégico
(guerra civil?) y Trump
subio 4p en los polls. Se espera que a fin de
semana logre 5p más.
Trump tiene poder y puede ‘comprar’ votos. Elecc = fraude ayer- hoy
La ABSTENCION es
mayoría nacional y la pandemia disimula ese vacío
El fraude Elect va a dividir más la nación pero
eso no crea guerra civil
====
ALAI NET ORG
Del choque al diálogo de
civilizaciones Wim D
y Walter F
====
RT EN ESPAÑOL
El
Pentágono: "Trump ha aprobado los planes de retirar 9.500 tropas de
Alemania" https://actualidad.rt.com/actualidad/358390-pentagono-confirmar-retirada-9500-tropas
cómo el CV afecta
la sangre " pieza importante al rompecabezas del covid-19" https://actualidad.rt.com/actualidad/358408-nuevo-hallazgo-coronavirus-afecta-sangre-rompecabezas
Exdirector
de la Agencia de Investigación Criminal huyó de Méx y lo busca la Interpol https://actualidad.rt.com/actualidad/358353-caso-ayotzinapa-exdirector-agencia-investigacion-interpol
US aprueba
ensayos clínicos de 4 variantes de vacunas contra el covid-19 https://actualidad.rt.com/actualidad/358400-eeuu-aprobar-ensayos-4-variantes-vacuna-covid19
Gob de Áñez pide investigar a Evo Morales por
caso de fraude con respiradores https://actualidad.rt.com/video/358414-gobierno-anez-pide-investigar-evo-morales
Pentágono
no tiene evidencia de una conspiración entre Rusia y los talibanes https://actualidad.rt.com/video/358377-pentagono-tiene-evidencia-conspiracion-rusia-talibanes
----
----
INFORMATION
CLEARING HOUSE
Deep on the US political
crisis: neofascism & internal conflicts that favor WW3
Russiagate 2.0 - Deep state votes for Biden?
From pandering to Putin to abusing allies and
ignoring his own advisers By C B
HUMAN Must Watch
----
----
VOLTAIRE
NET ORG https://www.voltairenet.org/en
by Thierry Meyssan
----
----
CÓMO PUEDEN LOS
DOS GRANDES INSTAURAR LA PAZ EN EL GRAN MEDIO ORIENTE
por Thierry Meyssan
Instaurar
la paz es bastante simple, basta con parar de hacer la guerra. Pero en el
Gran Medio Oriente eso puede ser mucho más complicado debido a la
presencia de una multitud de actores para los cuales una solución,
sin importar cuál sea, debe satisfacer reclamos que se contradicen
entre sí. Bajo tales condiciones, ninguna paz puede ser totalmente justa,
pero al menos puede, y debe, garantizar la seguridad de todos.
----
----
CROSS
TALK https://www.rt.com/shows/crosstalk/
It’s election day in Kentucky, New
York and Colorado and Democrats hope their enthusiasm is strong enough to take
control of the US Senate. But is the loss by a candidate endorsed by President
Trump in North Carolina a sign that Trump isn’t as popular as he used to be?
----
----
Max and Stacy discuss the data
showing that during the pandemic 68 percent of Americans are earning more on
benefits than at work, thus getting to live like the free money banksters on
Wall Street. Can it ever return to how it was? They also look at the protesters
around the world turning to bitcoin. In the second half, Max talks to
Alessandro Cecere who tells of his experience in ‘Bitcoinzuela’ as
hyperinflation causes hyperbitcoinization.
----
----
GLOBAL
RESEARCH
Geopolitics & Econ-Pol
crisis that leads to more business-wars from US-NATO allies
-The
Covid-BLM Diversion: Economic “Shock Therapy” Behind a Smokescreen of Hysteria
and Racial Incitement By Mike Whitney,
-Iran
Issues ‘Murder and Terrorism’ Arrest Warrant for Trump Over Soleimani
Assassination By Jake Johnson
-Nuclear
Weapons’ Testing in Nevada and the Shoshone People. The Dark Legacy of
Radiation Exposure By
Ian Zabarte, J
-Russian
Private Military Contractors Took Control of Libya’s Largest Oil Field
By South Front, By South Front,
----
----
DEMOCRACY
NOW
Amy Goodman’ team
-“Moment
of Elation”: In 1st Big Abortion Case of Trump Era, SCOTUS Strikes Down Strict
Louisiana Law
-NAACP’s
Derrick Johnson on Mississippi’s State Flag, Trump’s White Power Tweet &
Boycotting Facebook
-OccupyCityHall:
Mayor’s “Tone Deaf” Pledge to Move $1B from NYPD Budget Fails to Satisfy
Protesters
-“Unmitigated
Disaster”: Hunger Striker at Otay Mesa Detention Center Speaks Out as COVID-19
Spreads
====
====
No hay comentarios:
Publicar un comentario