miércoles, 1 de julio de 2020

JUN 30 20 ND SIT EC y POL



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)
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"...increased signs demand is flailing amid the economic downturn is weighing on cocoa." 
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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:
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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.
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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.
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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
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Clinton's favorite freedom fighter just got indicted for mass murder, torture, kidnapping, and other crimes against humanity.
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"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..."
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"This summer there will be more release of conversations,
with full transcripts..."
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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

According to Bloomberg, the FCC has designated Huawei and ZTE, two Chinese telecoms giants, as national security threats.
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Terrorists are using "infected members to spread COVID-19"...
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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

PAL-Or Pro: SOBREVIVIENDO  MONSTRUOSIDADES   Marina N
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
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ALAI NET ORG

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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
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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
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VOLTAIRE NET ORG   https://www.voltairenet.org/en

by Thierry Meyssan
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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.‎
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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?
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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.
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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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