martes, 15 de septiembre de 2020

SEP 15 20 ND SIT EC y POL

 

SEP  15  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

 

Good news  for Trump followers:

WTI EXTENDS GAINS AFTER HUGE CRUDE DRAW 

Despite how “depressing the IEA report was, there’s hopeful signs this morning aboutpositive sentiment in the manufacturing sector”...

WTI rallied back above $38 intraday today and held around $38.30 ahead of the print, and extended gains after the big crude draw...

SEE CHART:

https://www.zerohedge.com/s3/files/inline-images/2020-09-15_13-30-39.jpg?itok=BWmX3Ld5

 

You’re probably going to see steady increases, especially in crude, for the next couple of months, unless you get a real pickup in economic activity in the U.S.,” said Michael Lynch, president of Strategic Energy & Economic Research. “It’s the usual seasonal build, compounded by the fact that demand still remains” below normal.

….

SOURCE:  https://www.zerohedge.com/energy/wti-extends-gains-after-huge-crude-draw

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KIM 'KRASHDASHIAN' BREAKS THE MARKET DESPITE SPACS, SNOWFLAKE, & SOARING ZOMBIES

Buffett barreling into Snowflake's IPO, yet more SPACs, WTO Ruling against US (in favor of China), a snooze-fest Apple event with no iPhones, a continuing collapse in Exxon, Kim 'Krashdashian' 'freezing' her Facebook/Instagram account, and the rise of the zombie firm... all add up to one thing...

All of which ended up with Nasdaq dramatically outperforming (note the divergence at the cash open - Nasdaq bid, Small Caps dumped)... Kim K Krashed stocks briefly but he standard buying-panic stomped into markets in the last 10 mins (The Dow and Small Caps barely green)...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-09-15_13-00-01.jpg?itok=vY-rxo5b

 

The Dow scrambled to end the day +1 point!!! But was unable to get back to 28k...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-09-15_13-01-59.jpg?itok=veSCCAus

 

Quite a swing at the cash open again...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm365F.jpg?itok=dD4rsR7t

 

Stocks and Yuan slipped at around 0945ET when WTO headlines hit (ruling against US on China tariffs)...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmA3A6.jpg?itok=dyiSAirJ

 

Although that drop is negligible compared to the recent yuan resurgence to its strongest since May 2019...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmB80D_0.jpg?itok=Ba9C8vnw

 

Meanwhile, XOM down 11 days in a row (equal to longest streak ever - 01/2020 and 08/2013) pushing it up to a 9.5% dividend yield (and near 900bps spread to 10Y)...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmDBFD.jpg?itok=pF3kwLSx

 

Facebook was flambéd when Kim Kardashian called on her followers to freeze their accounts...

https://www.zerohedge.com/s3/files/inline-images/2020-09-15_12-07-40.jpg?itok=KGhkZiGj

 

AAPL was monkeyhammered after a snoozefest product launch...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-09-15_12-08-40.jpg?itok=VgMwNFWG

 

Banks were battered after JPM comments, erasing yesterday's gains...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm3661.jpg?itok=9ayhBXeV

 

Another crazy day in quant factor land with a panic-divergence at the cash open (buy momo, sell value) then a reversion again...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmE970.jpg?itok=zsD018yH

 

Treasuries were unchanged on the day (longer-end slightly offered) despite the vol in stocks (a second day of extremely tight range in yields)...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmE0E9.jpg?itok=F1WdL3Te

 

The dollar ended modestly lower after bouncing back during the day session...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm29FA.jpg?itok=D_Ddrd2j

 

Gold ended the day unchanged

Oil was higher ahead of tonight's API inventory data with WTI back above $38...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-09-15_12-20-20.jpg?itok=oTgtfWYs

 

Finally, thanks to The Fed's folly, the number of 'zombie' companies in the US has soared back near the 2000 peak..

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-09-15_10-44-08.jpg?itok=TyJwLSEy

Probably nothing!

….

SOURCE:  https://www.zerohedge.com/markets/exxon-wto-iwtf-snowflake-spacs-zombies

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ONE BANK SPOTS THE DEMOGRAPHIC TRIGGER THAT LAUNCHED THE MONEY-PRINTING ENDGAME 

It’s a case of printing money to keep the ever increasing debt alive rather than making enough babies in the previous generation to pass on the burden.

Jim Reid's latest study titled appropriately "the Age of Disorder" said:  "regular readers will long be aware that I believe central bank balance sheets are on a seemingly endless march upwards in the years ahead."  We agree with that. However, as he shows in the chart below, since 2010, "this demographic trend reversed and as such the pyramid has a problem."

"They need to continue to plug the gap by printing money and allowing debt to look more sustainable than it would in a free market."

Reid concludes, in a world where central banks can't print babies but can certainly, "it’s a case of printing money to keep the ever increasing debt alive rather than making enough babies in the previous generation to pass on the burden."

See Chart :

Are Central Banks balance sheets tracking demographics?

https://www.zerohedge.com/s3/files/inline-images/central%20bank%20balance%20sheet%20demographics.jpg?itok=eMho5wfm

 

To this all we can add is that while the Fed mercifully can't print babies, it certainly can paradrop money to Americans to motivate them to have babies. In fact, alongside freshly printed monetary reparations to "disadvantaged" minorities in the US, we are confident that this will be one of the Fed's final "endgame" options before it all comes unglued.

….

SOURCE:  https://www.zerohedge.com/markets/one-bank-spots-demographic-trigger-launched-money-printing-endgame

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JPMORGAN HIT BY COVID-19 OUTBREAK JUST DAYS AFTER ORDERING TRADERS TO RETURN

 

Bloomberg sent some of its Manhattan workers home this week after an employee in equities trading tested positive for the virus...

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US  DOMESTIC POLITICS

Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

 

Irony ?

BIDEN'S MULTI-TRILLION-DOLLAR BUDGET IS THE BIGGEST INCREASE IN DECADES 

...and the Progressives will never be happy until they turn the US into a socialist mecca like Venezuela...

See Chart:

Federal Spending & Revenue as a share of GDP

https://www.zerohedge.com/s3/files/inline-images/https___images.saymedia-content.com_.image_MTc1NDAwOTcyNDQ3NjU1NTMw_bidens-platform-budget_0.png?itok=lf9QZL9E

 

Regarding point 4 above, rest assured no federal debt decreases will ever happen and the deficit will be worse, no matter who wins.

And the Progressives will never be happy until they turn the US into a socialist mecca like Venezuela. 

….

SOURCE:  https://www.zerohedge.com/political/bidens-multi-trillion-dollar-budget-biggest-increase-decades

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ISN'T IT OBVIOUS WE NEED A NEW SYSTEM? 

Why do we tolerate such a corrupt, undemocratic, exploitive, elite-dominated system? Because we have no other choice? NO, WE DO HAVE A CHOICE...

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TItle distorted,  and now corrected:

HARVARD AND YALE UNDER CONTINUED FIRE FOR DISCRIMINATION AGAINST ASIAN and WHITE APPLICANTS 

"Unlawfully dividing Americans into racial and ethnic blocs fosters stereotypes, bitterness, and division..."

Harvard and Yale are set to respond this week to a series of legal challenges accusing them of racial bias against Asian and White applicants during the admissions process, according to Bloomberg.

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War is still an evil option for Tramp.. that is why many citizen decided NOT to vote him

ARE THE FOREVER WARS REALLY ENDING? 

...with the cuts in troops in Germany, Iraq, & Afghanistan; and the appointments of Ruger and Macgregor, Trump has signaled a new resolve to reconfigure U.S. foreign policy in an “America First” direction, if he wins a second term...

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‘No hagas a otros lo que no quieres hagan contigo’

US ISSUES SWEEPING TRAVEL WARNING FOR CHINA & HK: "ARBITRARY DETENTION & PROLONGED INTERROGATIONS" 

Americans could be detained to

 gain bargaining leverage over foreign governments.”

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El real incendio está por venir: The real  burning is coming. IT IS TRUE

CALIFORNIA'S GOVERNOR MAKES OMINOUS PREDICTION FOR AMERICA 

“California is America... fast forward.”

He was talking specifically about the wildfires that have ravaged his state – a warning that the natural disasters that natural disasters will soon plague the rest of the country too, thanks to climate change.

But his comment should really be taken more broadly… because California really IS A SNAPSHOT OF AMERICA IN THE NEAR FUTURE.

….

Nothing ominous in this prediction:  TODOS LO SABEMOS. WE ALL KNOW IT. What is ‘ominuos’ is -1- the Gvmt spending in the military for the benefit  of 4 big Corp in the MIC that manufacture weapons & promote wars wolrwide. We force the world to armed themselves  for security reasons. This a genocidal  program is worse than ‘ominuos’.  -2- The privatization of the Health  System  that convert the pandemic in a huge lotery for new billonaires. -3- The press distortion on COVID fatalities destined to create fear & submission to Govt fake rules on CV-19 with lockdowns that not only destroy our ‘social being’ : our belonging to our community & to our Nation, but destroy also our economy and educational system among others.  That Govt inefficiency is not only ominous, is a real betrayal  to Laws in America. 

Y can continue with fake Economy that destroy our future with the huge Debt ,  or  the racist militarization of politics that affect not only the AFRO-Americans but the entire nation.. but I lived there  because we all know that.

You may  win the election (I doubt it, but it could happen). What is sure is that you won’t last  in power more than 6 months. The NATION will take you out. If you recur to more fascism our nation will fight for democracy and you will lose.

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DRUDGE REPORT CONTINUES HISTORIC READERSHIP COLLAPSE, DOWN 40% YEAR OVER YEAR IN AUGUST 

Just hours ago, President Trump tweeted thathis people have "all left Drudge," referring to the media mogul as a "confused MESS". 

….

But think TruePundit said it best when they concluded: "Obviously. Drudge — if he is even still running the site himself at this point — remains uninterested in slowing the bleeding. And the site isn’t just bleeding out, it is hemorrhaging."

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DEMOCRATS SHOOT DOWN $1.5T PANDEMIC STIMULUS COMPROMISE 

Of course they did...

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STANFORD PROFS TRY TO 'CANCEL' TRUMP HEALTH ADVISOR... & WHITE HOUSE STRIKES BACK 

"Dr. Atlas has provided President Trump with the latest scientific information and fact-based advice on how to safely reopen schools and get America’s economy back on track. He will continue to do that..."

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Los milagros del ‘tiempo elecciones’

LOUISVILLE REACHES MULTI-MILLION-DOLLAR SETTLEMENT WITH BREONNA TAYLOR'S FAMILY 

"The city’s response in this case has beendelayed and it’s been frustrating, but the fact that they’ve been willing to sit down and talk significant reform was a step in the right direction..."

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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

 

TIKTOK WILL BECOME INDEPENDENT, US-BASED COMPANY UNDER MODIFIED ORACLE DEAL 

Trump apparently got too many complaints about the TikTok deal from the China hawks.

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US OFFICIALS FEAR ARREST ABROAD OVER SAUDI WAR CRIMES IN YEMEN 

NY Times details some have hired lawyers after years of "indiscriminate" & "continuous" killing of civilians...

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The fact is that China don’t need us, we need them. Figures in bla-bla don’t count.

"THAT'S VERY INSULTING TO ME" - TRUMP CONFRONTED XI ON TRADE, SUBSIDIES AFTER BEIJING REJECTED US AID 

The latest excerpts from Bob Woodward's book have just been reported by the SCMP. Trump told Woodward he was "breaking China's a**" on trade...

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TRADE REP LIGHTHIZER SLAMS "COMPLETELY INADEQUATE" WTO OVER CHINA TARIFF RULING 

The ruling is the latest sign that the WTO is siding with China against the Trump Administration...

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Sauna saved the poisoned theatrical ‘hero’.  Now this zombie can run in RU elections

RUSSIAN OPPOSITION LEADER NAVALNY SHARES FIRST PHOTO SINCE ALLEGED POISONING   

"I still can't do many things,"

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FACT: That theatrical act was stupid & laughable for many Americans

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PUTIN WITHDRAWS RUSSIAN TROOPS FROM BELARUS BORDER AFTER UNEVENTFUL LUKASHENKO MEETING   

Putin expressed hope the crisis would be solved 

internally and in a “calm manner”...

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SPUTNIK and RT SHOWS

GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

 

- Trump Says Coronavirus Vaccine Could Be 3 or 4 Weeks Away Pharma need more USD

- US to Stop Using Russian Rocket Engine RD-180 in Mid-2020s

- Rockets Fired From Gaza Strip Towards Israel, ISR alliance to hit Iran is ready to act

- N- Korea's Kim Jong Visit-Rebuilt 'Socialist Fairyland' Hit by Typhoon

- Trump: CV  Vaccine Could Be 3 or 4 Weeks Away  We don’t need it. Read Global Resea

- Russia Conducts First Tests of Jet Drone With Printed Engine

- ‘Victims of Persecution’ Being Forcibly Sterilized at ICE Facility  US fascism in action

- Venezuela Foils Yet Another Alleged Terror Plot By Americans 

- Biden 6 Points Ahead of Trump Seven Weeks Before Presidential Election - Poll

- US Must Ensure Israel Maintains Military Edge Over UAE  The puppeteer run the show

- Hezbollah Says Military Resistance Is Main Means for Liberating Palestine

- Bill Gates Slams ‘Mismanaged’ US Response to COVID-19 Outbreak

- Trump’s Peacemaker Posturing Belies Global Deepening of US Militarism

- IDF Explosion Prompts False Reports of Strikes on Gaza

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THE REST FOR TOMORROW

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