0CT 21 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
A STRANGE GAME: THE ONLY WINNING MOVE IS NOT TO PLAY
STOCKS CHOP ON STIMULUS SLOP, BITCOIN JUMPS, DOLLAR DUMPS
The algos were busy today... buying on every mention of the words "hope" or "optimism" and selling at technical resistance as once again nothing happened...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-10-21_13-00-03.jpg?itok=cYlK8qFF
Everything was red by the close with Nasdaq losing gains at the close. Small Caps and Trannies were worst on the day...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-10-21_13-01-32.jpg?itok=s0a7MPi9
Small Caps are the week's biggest loser for now...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/a_4.jpg?itok=wSMnNwHa
Maybe it's time to "not play" for a while... or is the FOMO just too strong?
But elsewhere in markets, there was lots of action.
The B-dollar index dumped to its lowest since Sept 1st...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfmDF7F.jpg?itok=Q989Pvs3
The dollar weakness has helped send China's yuan to its strongest since 2018 (against a broad basket of currencies)...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfmB46B_0.jpg?itok=YH-Nyo5l
And as the dollar dropped, Bitcoin popped, topping $12,900 - the highest since July 2019 (helped by reports that PayPal will integrate crypto)...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfm821.jpg?itok=U_l-hqsH
Treasury yields rose once again, led by the long-end (30Y +3bps)...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfm6C9A_0.jpg?itok=NhB-4qLk
UST 10Y Yield: This is the 5th day in a row that yields have risen, pushing 10Y above 80bps (NOTE most of the selling was in the Asia session)...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfm83C8.jpg?itok=sFclDNlB
...to its highest since June (NOTE these 5-day spikes have tended to reverse quickly)...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/bfm7313.jpg?itok=wnDbEqAv
Rates are seemingly rising in line with the odds of a Biden win in the election...
See Charts:
Odds of Biden win vs 10Y Yield
https://www.zerohedge.com/s3/files/inline-images/bfmB4BA_0.jpg?itok=6nM8Aenz
And as the odds of a "blue wave" rise are steepening the yield curve...
See Chart:
Odds of Dem SENATE vs UST 5s 30s Yield spread
https://www.zerohedge.com/s3/files/inline-images/bfm5461_0.jpg?itok=vPS6Bo7-
Notably, real yields are on the rise once again but gold has decoupled from its historical negative correlation...
See Chart:
Spot Gold vs. 10Y Real Yield (ind)
https://www.zerohedge.com/s3/files/inline-images/bfmE6A0.jpg?itok=RNaV_T4O
As the dollar dropped, gold popped, with futs back above $1930...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-10-21_12-31-11.jpg?itok=M3RBSjmw
Finally, we note that Greed is back...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-10-21_12-38-13.jpg?itok=SPf4Q9Fd
And as Goldman warns, so is fear as Vol remains significantly elevated after the election...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-10-21_12-39-46.jpg?itok=thLwDIMr
Markets are currently not just pricing in an increase in volatility around Election Day, but also a sustained high-volatility environment thereafter - both in the post-election period and in the long run. Does that sound like an environment to be buying every dip at record highs?
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SOURCE: https://www.zerohedge.com/markets/stocks-chop-stimulus-slop-bitcoin-jumps-dollar-dumps
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
"PILES OF STOLEN MAIL ON THE SIDE OF THE ROAD": BALLOT THEFTS REPORTED IN TWO PORTLAND-METRO SUBURBS
“It just feels like this shouldn't have been complicated,
and now it's complicated.”
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Plan for the worse: not law + order, but FASCISM
"PLAN FOR THE WORST" - LAW ENFORCEMENT ACROSS AMERICA IS BRACING FOR MASSIVE ELECTION RIOTS
...if we can’t hold a presidential election without violence at this point, how much longer can our system possibly last?
….
If we disagree with both candidates,
we have the right to make it explicit peacefully, with posters or pancarts
No point in dropping gasoline to a peaceful rebellion, it creates REV
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JPMORGAN'S KOLANOVIC HAS ANOTHER WARNING FOR THOSE EXPECTING A CRUSHING BIDEN VICTORY
"social media sentiment appears to be a leading indicator of the polling average. Therefore, all else equal, one could expect the polls to tighten in the near future."
The chart below shows the Biden – Trump support delta in several states based on QuantCube Social Media Analytics and RealClearPolitics Polling Averages, the JPM quant observes that, "in several states, there is a divergence between social media sentiment analysis and polls. For instance in Arizona, Florida, and Georgia, sentiment diverges from the polls."
See Charts:
Trump support based on polling average
The table below summarizes the above data, underscoring the dramatic shift in pro-Trump sentiment vs polls in 3 of the battleground states.
See Table
Example sentiment signal in several States (as Oct 18-2020)
https://www.zerohedge.com/s3/files/inline-images/states.jpg?itok=13NsFsu9
The implications are profound: if, as Kolanovic suggests, social media sentiment (as biased against Trump as it may be) is a leading indicator to polling, then Trump's is already ahead of Biden in such key battleground states as Arizona, Florida, and Georgia (with the polls expected to catch up in the coming days), which combine for a total of 56 electoral votes, and could well end up being the swing factor deciding the outcome of the election.
[IF SO: Trump can win re-election, but he will lose IF he declare war to IR-R-CH ]
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US INTELLIGENCE AGENCIES SAY IRAN, RUSSIA TRIED TO INTERFERE IN US ELECTION
Agency heads say it involves hacked voter registration information as well as 'spoofed' emails sent to Democrats in order to damage President Trump...
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HUMAN RIGHTS WATCHDOG SAYS GOVERNMENTS USING PANDEMIC TO CRACK DOWN ON ONLINE DISSENT
“Without adequate safeguards for privacy and the rule of law, these technologies can be easily repurposed for political repression...”
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USPS FIRST CLASS MAIL NOT ARRIVING ON TIME IN BATTLEGROUND STATES LIKE PENNSYLVANIA AND MICHIGAN
In early October, only about 80% of mail was delivered on time in Philadelphia. That number fell to 71% in Detroit.
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CALIFORNIA CITY BEGINS HANDING OUT FREE CASH TO "ADDRESS INEQUALITIES FOR BLACK PEOPLE"
“This is a great opportunity to address inequalities for Black and brown people and also additional opportunities for upward mobility.”
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CALIFORNIANS COULD BE FORCED TO WORK REMOTELY AS GOVERNMENTS EVERYWHERE CAPITALIZE ON COVID
“Never let a good crisis go to waste.” Those were the words of Saul Alinsky, author of Rules for Radicals, a book in which he describes Lucifer as the “very first radical.”
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"I don’t think that there’s a lot of things that would have happened in my life if my last name wasn’t Biden..."
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IS A TRUMP 'SURPRISE' VICTORY IN THE OFFING? In the COFFIN? YES
Just as in 2016, there are tea leaves, if you will, indicating that President Trump will win again..
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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
US OVERSEES UNPRECEDENTED PRELIMINARY DEAL TO TRANSPORT UAE OIL TO EUROPE VIA SOUTHERN ISRAEL
So this is what the historic 'peace & normalization' agreements have really been about...
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INDONESIA REFUSES TO HOST AMERICAN SPY PLANES AMID SINO-US COLD WAR
"It does not want to take sides in the conflict and is alarmed by growing tensions between the two superpowers..."
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars & danger of WW3
-US Intelligence Claims Russia, Iran Acting to Influence 2020 Election What is the intention of this RU-phobic stupid game? The intention inside is to blame RU-Iran for the chaotic-violent election we may have. I did listen in US-TV-press that RU & Iran are trying to interfere in election to avoid Trump be re-elected. FBI & CIA are involved in this strategy already designed by PENTA-NATO. So, if the polls said that Tramp is going to be beaten, then T will declare war Agst Iran, a key allied of RU-CH. Iran, the assumed foreign impostor, will be bomb heavily with the support of ISR-UK & Saudis (the oil of Syria-Iran will be captured). Are Turkey involve in this affair? Nobody knows yet. Are RU-China ready to respond to the attack on Iran?. IF they don’t, PENTA-NATO will go on them later on. Very scary time. The unpunished genocide in IRAN will be considered Victory of Trump and he may have more chances to win re-election. The FACT is: there is not evidence that Iran-RU are interfering in US election. PENTA-NATO has to invent it. How to stop this genocidal US terrorism? No body knows but I guess only hitting US-NATO strategic points, this could be stop it. It is what I read in Izvestia comments (Spanish version circulated in ARG). I hope the attack on Iran be canceled. No point in sacrificing Amer-life to serve the psychopathic interest of one sick person.
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-US State Depart Approves Costly Missile Arms Sales to Taiwan. So, CH is targeted too.
-NATO Defense Ministers to Address Current Security Challenges in 2-Day Video Confer
-US Intelligence Claims Russia, Iran Acting to Influence 2020 Election
-Democrats to Boycott Senate Judiciary Panel Vote on Trump's Supreme Court Pick
- Azerbaijani Official Tells Germany’s Bild Aliyev Not Giving Intervs to ‘Yellow Media’
-San Francisco CAREN Act Seeks to Curb Racially Biased 911 Calls
-'We've Got to Vote Like Never Before': Obama Makes First Campaign Stop for Biden-Harris Ticket Those who are not pro-Bide/ pro-Trump will ABSTEIN, It stand to reason.
-Reform Group, Fiancee of Slain Journalist Khashoggi Sue Saudi Crown Prince for Damages. Terrorist are terrorist since Obama creates ISIS, financed & trained
-John Shipton: 'Don't Underestimate the Consequence of the Bravery of My Son Julian Assange'
-Bidenomics: Conservative Think Tank Warns Democrats' Tax Hikes Could Hit Middle Class Hardest
-Environmental Groups Sue US Homeland Security Agency Over Tear Gas Use at Portland Protests
-POTUS' Niece Mary Trump Claims Her Uncle Has 'Ruined the Family Name', Says Plans to Take New One
-Majority of Voters Want Senate to Confirm A Coney Barrett as Supreme Court Judge
-Secret Service Charge Man After Note Threatening to Kill and Kidnap Joe Biden and Kamala Harris
-Analysts Reveal Reasons for Stronger Rupee Relative to American Dollar Despite Historic GDP Fall
-Botched Anti-Biden Billboard Mocks Presidential Hopeful’s Alleged ‘Dimensia’ SO: one suffer ‘Dimensia”, and the other criminal-‘schizophrenia’. Both candidates suffer psychotic disorders. That is why many people will not vote, they opted ABSTENTION
-COVID-19: China Competes With the US for Brazil Vaccine Market. We don’t have r-vac
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