NOV 11 20 ND SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco
ETA STRENGTHENS TO HURRICANE AS IT PREPARES TO STRIKE FLORIDA FOR SECOND TIME
OH NO, NOT AGAIN
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Sorry, my computer was blocked & damaged. I god a new one
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ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics
FORGET THE 'BLUE WAVE', JPM SAYS 'THE DEMOCRATIC TIDE ACTUALLY WENT OUT'
Assuming no unexpected reversals, last week's Biden election win was historic - for the first time in 100 years, a challenger unseated an incumbent President at a time of strong economic and market tailwinds...
Assuming no unexpected reversals from state recounts or voter fraud litigation, last week's Biden election win was historic - for the first time in 100 years, a challenger unseated an incumbent President at a time of strong economic and market tailwinds.
See charts:
https://www.zerohedge.com/s3/files/inline-images/2020-11-10_6-55-41.jpg?itok=sLvy7aFa
https://www.zerohedge.com/s3/files/inline-images/2020-11-10_6-58-28.jpg?itok=J9Uo5431
However, while there might be some personal or corporate tax increases tacked onto an infrastructure bill, the huge tax/spending expansion that Biden ran on is probably off the table unless Democrats can pull off both victories in Georgia runoff elections, and unless Democrats decide to jettison the Senate filibuster despite not having a majority in the Senate (they would need to rely on VP Harris for tie-breakers).
See Chart
Cloture Motions Files (motioms to end debate )
https://www.zerohedge.com/s3/files/inline-images/2020-11-10_7-04-17.jpg?itok=hxWgD9iz
However, as the chart above shows, the rising use of the Senate filibuster over the last century by both parties, may explain the hesitance by some to scrap it.
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SOURCE: https://www.zerohedge.com/political/forget-blue-wave-jpm-says-democratic-tide-actually-went-out
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PEAK MARKET GAMMA RISES TO 3,600
"3600 is now the largest gamma strike, and ZeroGamma if shifting up under 3500"
According to our friends at SpotGamma, "we’re seeing a general shift in the options “structure” from <=3500 to >=3600 which is what we like to see to confirm higher SPX prices. 3600 is now the largest gamma strike, and ZeroGamma if shifting up under 3500."
EPS Est GAMA: all expects vs next sxpect
See Chart:
https://www.zerohedge.com/s3/files/inline-images/gmma%20strike.png?itok=1oa6xfi8
As can be seen in the chart below, the bulk of positive gamma strikes are now forming around that 3,600 level which indicates that the market has some pull up into that area
See Chart:
SPX absolute GAMA levels 2020/11/11
https://www.zerohedge.com/s3/files/inline-images/absolute%20gamma_0.png?itok=myhK_m86
With total S&P gamma quite high at $1.5bn, its interesting to note that SPY notional gamma is $1.1bn of that. As Spot Gamma notes, "this high gamma represents market support and lower volatility."
Meanwhile, the Risk Reversal indicator has seen a sizeable jump indicating call prices have increased sharply relative to puts. This seems to coincide with the “structure” shift noted above.
See Chart:
25 DELTA, 30 days risk reversal
https://www.zerohedge.com/s3/files/inline-images/risk%20reversal.png?itok=2yn5VZyE
For today Spot Gamma look for another fairly tight trading range on the day, with 3600 as resistance and 3500 support.
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SOURCE: https://www.zerohedge.com/markets/peak-market-gamma-rises-3600
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
SULLIVAN WINS ALASKA REELECTION, BRINGING REPUBLICANS TO 50 SENATORS
Sullivan's win means that, as widely expected, majority control will depend on the winners of two January runoffs in Georgia.
GEORGIA ANNOUNCES HAND RECOUNT AS RAZOR-THIN MARGINS PERSIST
This might take a while.
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STUDENT LOAN DEBT CONTINUES ITS UPWARD CLIMB (DESPITE DROP IN ENROLLMENT)
Simply waving a magic wand and declaring the debt forgiven won’t make the problem go away...
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RABO: POSITIVE VACCINE NEWS MEANS CENTRAL BANKS WILL HAVE TO DISAPPOINT
"In the light of the vaccine news flow it may prove harder for central banks to outdo on the dovishness demonstrated earlier this year."
Most European equity markets still showed gains in the range of 0.5% to 1.5% yesterday, with Spain’s IBEX standing out with a 3.4% gain. US equities, on the other hand, were broadly unchanged, but with tech stocks clearly underperforming. Government bond yields inched up several basis points on both sides of the Atlantic. In currency space, movements were modest, with NZD being the odd one out, appreciating no less than 0.8% (more on that below).
One could argue, then, that some sense of reality returned to markets as investors are trying to gauge the point where economies will be allowed (and are able) to return to ‘normal’.
This would either imply that central banks may have to disappoint at some stage or that they will have to ‘manage’ expectations in the period ahead. Both scenarios could push up rates or dent risk appetite.
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It is the reality of our doublespeak politics.
Call it skull-and-crossbones civility...
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Pfizer's CEO Dumps 62% Of His Stock On COVID Vaccine Announcement
Suffice to say, the optics aren't great.
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"Batches of ballots were repeatedly run through the vote tabulation machines."
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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
GLOBALIST KLAUS SCHWAB: WORLD WILL "NEVER" RETURN TO NORMAL AFTER COVID
Elite push for a "great reset"...
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Just like that, Hong Kong's last remaining bastion of political dissent has been crushed by a swift stomp of the CCP jackboot.
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"Ongoing developments in the COVID-19 pandemic will continue to dominate a recovery amid the latest news relating to a potential imminent vaccine."
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars & danger of WW3
- 2020 US Presidential Election https://sputniknews.com/us/202011031080967036-2020-us-presidential-election/
- Photo: US Army Tests New Low-Cost Anti-Air Missile as Alternative to Costly Patriots
- Russia's Vector Research Centre Finds More Than 15 Promising Compounds for COVID-19 Drug
- Clean And Disinfect Frequently': CDC Issues New Thanksgiving Guide Amid Spike in US COVID-19 Cases
- France's Marine Le Pen Refuses to Recognise Joe Biden's Victory at US Presidential Election
- US COVID-19 Death Toll Exceeds 240,000, Johns Hopkins University Says
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