miércoles, 25 de noviembre de 2020

NOV 25 20 ND SIT EC y POL

NOV 25 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

 

GLOBAL STOCKS SET FOR BEST MONTH EVER AS DOLLAR DUMPS NEAR 3-YEAR LOWS

With just a few days (of illiquid markets) to go, global stocks (MSCI World) is set for its greatest monthly return ever...

See Chart:

MSCI World Monthly Performance

https://www.zerohedge.com/s3/files/inline-images/bfmDA55.jpg?itok=rV-7-_46

 

As the dollar dumps to its weakest against its fiat peers since April 2018..

See Chart:

Bloomberg Dollar Index

https://www.zerohedge.com/s3/files/inline-images/bfm4947.jpg?itok=lnb0VmhY

 

Small Caps are outperforming this week (continuing an enormous month); Nasdaq is lagging but still up 2% this week...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-11-25_9-59-54.jpg?itok=OXJuM_HQ

 

The Dow is also having its best month since Jan 1987...

See Chart:

Dow Monthly Performance

https://www.zerohedge.com/s3/files/inline-images/bfm194A_1.jpg?itok=4bKOnKd2

 

Which sent "Extreme" greed to "Extremer" greed...

See Chart:

Fear & Greed INdex

https://www.zerohedge.com/s3/files/inline-images/2020-11-25_9-23-05.jpg?itok=Oa5XFN2p

 

Small Caps have dominated mega-tech this month... but did they stumble at resistance?

See Chart:

Russell 2000 vs Nasdaq 100

https://www.zerohedge.com/s3/files/inline-images/bfm8F40_0.jpg?itok=V2l2VIE6

 

Treasury yields fell today but remain modestly higher on the week (2y unch, 30Y +8bps)...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm9716.jpg?itok=bUWecpu8

 

Bitcoin was modestly lower on the day, back below $19,000, but still up large on the week...

See Chart:

BITCOIN

https://www.zerohedge.com/s3/files/inline-images/bfmBB4A.jpg?itok=nQeYML6F

 

Pfizer vaccine make the news.. Hope

https://www.zerohedge.com/s3/files/inline-images/bfmAA6.jpg?itok=lT_1ibSm

 

Gold futs managed to bounce off their 200DMA and back above the $1800 level...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-11-25_9-42-28.jpg?itok=BsPYNIpW

WTI surged back to almost $46 today - its highest in 8 months...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfm4E91.jpg?itok=t7A1FuYT

 

Finally, we note that investors should really be giving thanks to just one 'thing' this holiday... Global Central Banks!!

See Chart:

Global liquidity Proxi vs Dow

https://www.zerohedge.com/s3/files/inline-images/bfm1104_1.jpg?itok=lr0f6fbU

 

The best month ever for global stocks on the back of $14 trillion in global liquidity pukage for the last few months.

And you should probably ignore this too...

See Chart:

S&P Price to sales

https://www.zerohedge.com/s3/files/inline-images/bfm4C38.jpg?itok=rNdGE-iH

 

Oh and Maradonna died at 60 y-old (heart attack: obesity) Pele promise to play with him in Heaven... and Maradona promised to be in shape. I won’t miss that game!

Have a great Thanksgiving!.

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SOURCE:  https://www.zerohedge.com/markets/global-stocks-set-best-month-ever-dollar-dumps-near-3-year-lows

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GOVERNMENT WORKER WAGES DROP MOST ON RECORD   

No wonder the deep state is angry.

For many liberals, the "safety" and security of a government cocoon is the pinnacle of personal development and self-expression, and by extension, working for the government is the apex of one's professional career.

However, things have changed, and according to the latest personal income report released this morning, it is now punitive to work for the government because in October, wages and salaries for government workers declined by 2.2% compared to last October, the biggest decline on record.

See Chart:

Gvnt Worker Wages and salaries: Annual Change

https://www.zerohedge.com/s3/files/inline-images/govt%20workers%20annual%20change.jpg?itok=44tfs1kZ

 

A closer look at recent trends reveals that this is a purely a government worker feature, with wages for private sector employees rebounding soundly from their post-covid crash lows and fast approaching pre-crisis levels.

See Chart:

Wages and salaries:  Private vs Govt workers Y/Y% change

https://www.zerohedge.com/s3/files/inline-images/govt%20worker%20wages_0.jpg?itok=MmwPZm2S

 

No wonder the deep state is angry.

While there is no immediate explanation for this surprising drop in government compensation, we are confident that one of the first things the Biden admin will tackle is how to make this number as high as possible because the last thing the ever-bigger government machine wants in its transformation to pure socialism, is to be seen as uncompetitive with private sector alternatives.

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SOURCE:  https://www.zerohedge.com/markets/government-worker-wages-drop-most-record

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FED, IMF SOUND WARNING THAT MORE QE COULD LEAD TO "UNINTENDED CONSEQUENCES"   

"Several participants... expressed concerns that a significant expansion in asset holdings could have unintended consequences."

It is perhaps at one of these recent dinner events at the most important dining room table in the world that the world's central bankers saw a variant of the chart below, which shows that unprecedented expansion of central bank balance sheets:

See Chart:

G4 Central Bank balance sheet  forecast  

https://www.zerohedge.com/s3/files/inline-images/central%20bank%20BS_1.jpg?itok=dwXj9QKx

 

What the chart shows is that, as BofA CIO Michael Hartnett put it so eloquently two weeks ago, as of this moment, central banks are purchasing an unprecedented $1.2 billion in assets every single hour... and there is no end in sight.

As another strategist, Morgan Stanley's Matthew Horbach, framed this firehose of liquidity just the 8 DM central banks which will be active in 2021 are expected to add liquidity worth 0.66% of annual nominal GDP, on average, every month in 2021. "That is a rapid pace of global liquidity injection, the likes of which we haven't seen outside of 2020" Hornbach casually inserts.

See Charts:

https://www.zerohedge.com/s3/files/inline-images/g10%20central%20bank%20balance%20sheets_1.jpg?itok=PP7KodDV

 

In summary, the IMF's recommendation was the old fallback: "Monetary policy should not and cannot do the job alone" and that "fiscal policy has a significant role to play." Which is great in a world where politics still functions; unfortunately, as the hyperpolarized political environment in the US so vividly shows, major fiscal stimulus may remain a mirage until 2022 unless the Democrats win the January Georgia runoffs.

Which then means that it will once again be up to the Fed.

And while stocks and bonds have been delighted by this eventuality, surging to record highs as new trillions in QE means just one thing - even higher asset prices, one wonders if we are now on the verge of a Rubicon where, if "several participants" in the FOMC and the head of the IMF are correct, the next QE fails to lift stocks but instead triggers the next crash.

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SOURCE:  https://www.zerohedge.com/markets/fed-imf-sound-warnings-more-qe-could-lead-unintended-consequences

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US  DOMESTIC POLITICS

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

 

WATCH: EDWARD SNOWDEN OPINES ON CENSORSHIP, BIDEN, AND AT-RISK PRESS FREEDOMS  Must  read!

Pardon?

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GIULIANI, TRUMP PULL OFF 'ONE HELL OF A HEARING' ON PENNSYLVANIA ELECTION FRAUD

"Pennsylvanians have lost faith in the electoral system..."

….

That is an insult to PEN voters. They simply lost faith in Trump, as 4 year ago.

NO one single evidence of fraud, only speculation from Pennsylvania Senator Doug Mastriano (R), who said the state's Senate Majority Policy Committee is holding a public hearing to discuss election issues and irregularities at 12:30 ET”

"Over the past few weeks, I have heard from thousands of Pennsylvanians regarding issues experienced at the polls, irregularities with the mail-in voting system and concerns whether their vote was counted," said Mastriano. "We need to correct these issues to restore faith in our republic."

Still: NO ONE SINGLE EVIDENCE! Of fraud!

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Pfizer is deceptive regarding vacc-effectiveness. They care for greed, no public health

WHAT THE COVID VACCINE HYPE FAILS TO MENTION  

                Authored by Gilbert Berdine, MD, via The Mises Institute,

...announcements by Pfizer and Moderna are encouraging... The pharmaceutical companies are more than happy for patients to misunderstand what is meant by efficacy. Caveat emptor (buyer beware)!

Pfizer recently announced that its covid vaccine was more than 90 percent “effective” at preventing covid-19. Shortly after this announcement, Moderna announced that its covid vaccine was 94.5 percent “effective” at preventing covid-19. Unlike the flu vaccine, which is one shot, both covid vaccines require two shots given three to four weeks apart. Hidden toward the end of both announcements, were the definitions of “effective.”

Both trials have a treatment group that received the vaccine and a control group that did not. All the trial subjects were covid negative prior to the start of the trial. The analysis for both trials was performed when a target number of “cases” were reached. “Cases” were defined by positive polymerase chain reaction (PCR) testing. [BUT:]

1-There was no information about the cycle number for the PCR tests. 2- There was no information about whether the “cases” had symptoms or not. 3- There was no information about hospitalizations or deaths. 4- The Pfizer study had 43,538 participants and was analyzed after 164 cases. So, roughly 150 out 21,750 participants (less than 0.7 percent) became PCR positive in the control group and about one-tenth that number in the vaccine group became PCR positive. 5-The Moderna trial had 30,000 participants. There were 95 “cases” in the 15,000 control participants (about 0.6 percent) and 5 “cases” in the 15,000 vaccine participants (about one-twentieth of 0.6 percent). The “efficacy” figures quoted in these announcements are odds ratios.

[Summing up:]

a-There is no evidence, yet, that the vaccine prevented any hospitalizations or any deaths.

b- A more meaningful measure of efficacy would be the number to vaccinate to prevent one hospitalization or one death. Those numbers are not available.

c- The publicists working for pharmaceutical companies are very smart people. If there were a reduction in mortality from these vaccines, that information would be in the first paragraph of the announcement.

d- There is no information about how long any protective benefit from the vaccine would persist. Antibody response following covid-19 appears to be short lived. Based on what we know, the covid vaccine may require two shots every three to six months to be protective. The more shots required, the greater the risk of side effects from sensitization to the vaccine.

e- There is no information about safety. None. If these vaccines are approved, as they likely will be, the first group to be vaccinated will [& must] be the beta testers.

[In short:]

The pharmaceutical companies are more than happy for patients to misunderstand what is meant by efficacy. CAVEAT EMPTOR (BUYER BEWARE)!

….

SOURCE:  https://www.zerohedge.com/medical/what-covid-vaccine-hype-fails-mention

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UPS EXPANDS DRY ICE PRODUCTION AHEAD OF VACCINE DISTRIBUTION

"Healthcare facilities in Louisville, Dallas, and Ontario will ensure we can produce dry ice..." 

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FOR WHAT ARE AMERICA'S WEALTHY THANKFUL? A WORSENING CULTURE WAR: TAIBBI

"The Democratic message increasingly focuses on the illegitimacy of the ordinary conservative voter’s opinion..."

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DOCTORS WARN SIDE EFFECTS FROM COVID-19 VACCINE "WON'T BE A WALK IN THE PARK"  

Doctors are worried people might skip their follow-up appointments to receive their second dose if the first round of symptoms are unexpectedly severe...

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JUDGE BLOCKS CERTIFICATION OF 'REMAINING' PENNSYLVANIA ELECTION RESULTS; BOOCKVAR APPEALS TO PA SUPREME COURT  

"Respondents are preliminarily enjoined from certifying the remaining results of the election, pending the evidentiary hearing..."

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"PANDEMIC OF CRIME" - LA HOMICIDES HIT DECADE HIGHS

"These cuts couldn't come at a worse time." 

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SECOND AMENDMENT UNDER THREAT AFTER NEW THIRD CIRCUIT DECISION

The Third Circuit has issued an opinion that has received little attention over the right to bear arms, but it should...

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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

 

GLOBAL COVID-19 CASES TOP 60 MILLION, US DEATHS TOP 260,000: LIVE UPDATES

US students are rushing home for the holidays despite the CDC's warnings

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OUR FRUSTRATIONS RUN FAR DEEPER THAN COVID LOCKDOWNS   

The reality is the roulette wheel is rigged

 and only chumps believe it's a fair game...

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SPUTNIK and RT SHOWS

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

Google: Sputnik News

 

- Trump Pardons Ex-National Security Advisor Michael Flynn

- BTS Military Service Act: K-pop Phenomenon Can Change the Law

- Top K-pop Songs That Create Christmas Mood 

- Mnet Voting Scandal: Producers Sentenced

- Israeli Prime Minister Netanyahu's Visit to Bahrain Postponed

- US Air Force Marks First by Flying B-1 Bomber With Externally-Mounted Cruise Missile

- Pennsylvania State Court Halts Certification of Election Results

- FIFA President Infantino Expresses Regret Over Death of Diego Maradona

- CIA Officer Killed in Somalia Last Weekend

- EPA: No Addit 'Financial Assurance Require' Needed for US Toxic Waste Cleanups

- Israeli Occupation Cost Gaza Strip $16.7Bln in 11 Years

- Brazil Aviation Authority Approves Flights of Boeing 737 MAX Planes

- Biden Pressures UK and EU on Post-Brexit Border, But Fails to See Root of Problem

- Chinese Presid Xi Jinping Congratulates Biden On Becoming US President-Elect

- Israeli Army Says Held Drills Near Border With Gaza Strip

- UN Releases $25M For Domestic Abuse Prevent as Violence Against Women Surges

- Biden Says ‘Grim Season of Division’ Will Give Way to Unity in Thanksgiving

- Biden's Potential Cabinet Picks Could Indicate About Future US Strategy

- Pentagon Chief Chris Miller to Visit Mideast This Week to Discuss Regional Issues

- Israeli Military Told to Prepare for Possible US Strike on Iran Ahead of Trump Exit

- US Denies Permit for Gold, Copper Mine in Southwest Alaska

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NOV 11 20 ND SIT EC y POL SPANISH ++

 

NOTICIAS IN SPANISH

 

REBELION

 

Econ: UN FAR WEST DENOMINADO TIERRA  Sergio Ferrari

US-China: GUERRA, ACUERDO, CLAUDICACIÓN O QUIEBRE?  A Toro  

-Unicef llama a proteger a los niños más vulnerables ante la covid

US:  Biden, Palestina-Israel y las perspectivas de paz  Alaa Tartir

España: Caceroladas católicas contra la igualdad  Antonio Gómez

Perú  DE GENERACIÓN «BICENTENARIO»   Milcíades Ruiz

ARG: ¿Qué está en juego eN “aporte extraordinario” a grandes fortu?

BRA:  EL DÍA DE LA CONCIENCIA NEGRA   Nara Lacerda

ECOL: recursos naturales consumidos por menos del 10% de pobl mun

MX: Esto sucede cuando se tumba selva en territorio maya RA C

ECON:  DURMIENDO CON EL ELEFANTE   A Marcó del Pont

BRA: Asistimos a proceso de neutralizac del discurs ultraconserv  PF

COL: Parar la muerte: homenaje de No violencia contra la mujer MHR

OPIN:  SÍNDROME GUAIDÓ    Jesús A. Rondón

Cuba: Premio Sajarov pide invasión de Cuba: ¿qué dice el Parlam UE?

Españ: cancelan fiestas populars pero no el turismo de masas. Sandra

España Martín Villa y los crímenes de lesa humanidad   Víctor A

MX:  outsourcing es un robo criminal a los trabajadores   Pedro E

MX:  CONTRA LA VIOLENCIA, ACORDAMOS VIVIR   R. Aída H

Bulgaria  transformación postsocialista: destrucción nada creativa V S

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 ALAINET ORG

Articulos sin fecha

- “La emergente narco dictadura guatemalteca”   Sergio Barrios

Perú-presidente  50 CÉNTIMOS DE ALMA,  Carlos León Moya

Chile: ¿Otro pacto de silencio?: “lo de Ximena fue femicidio”  VA

US- México  LA FABRICACIÓN   José Luis Avendaño

CV-19:  nueva normalidad, viejas dudas, falsas ilusiones  E Camín

Venezuela  EL ABRAZO DE BOLÍVAR   Ana Cristina Bracho

US:   Balance de la política exterior de Donald Trump Carlos J

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RT EN ESPAÑOL

 

Maradona: Peronista, amigo de Fidel y admirador del 'Che' Guevara: el zurdo en políti  https://actualidad.rt.com/actualidad/374748-peronista-amigo-fidel-castro-che-maradona-zurdo Se nos fue a los 60 anios .. Pele lo invito a jugar en el cielo un partido  

Incredulidad, dolor y llanto: Argentina entra en shock por la muerte de Maradona   https://actualidad.rt.com/actualidad/374719-conmocion-muerte-maradona-argentina

El Ejército israelí se prepara para la posibilidad de que Trump ataque a Irán  https://actualidad.rt.com/actualidad/374787-israel-prepararse-ataque-trump-iran Los neo-nazis esperan que el difunto Trump les dé el petról de Siria e Iran. Que rezen a Bide

Instan a Biden a extender el START III con Rusia por cinco años y sin condiciones   https://actualidad.rt.com/actualidad/374777-biden-carta-extender-start-nucleares 

Maradona, el hombre inabarcable que ofrendó jirones de su vida  https://actualidad.rt.com/opinion/cecilia-gonzalez/374776-maradona-hombre-inabarcable-ofrendo-jirones Venezuela y Cuba recibieron sus donaciones

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INFORMATION CLEARING HOUSE

Deep on the US political crisis: neofascism & internal conflicts that favor WW3

 

-Kill lists: Obama’s blind spot  By Clive Stafford Smith

- US Back to 'Normal' Imperialism  By Finian Cunningham

- Trump Administration Displays Its Love for Israel By Philip Giraldi

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GLOBAL RESEARCH

Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

 

After “The Great Reset”. A Horrifying Future By Peter Koenig,

After the Lockdown: Global CV Vaccination Prog By Prof Michel Ch

 - US Treasury vs. Federal Reserve ‘Rift’. What is the $455 Billion? By JR

- Putin Talks Global Stability and CV Vaccine with Ambassadors By K K

- Biden’s Victory Does Not Guarantee a Progressive Agenda  By M C

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

 Type in google or search:  www.voltairenet.org/en

 

NAGORNO-KARABAKH: VICTORY OF LONDON AND ANKARA, DEFEAT OF SOROS AND THE ARMENIANS

by Thierry Meyssan

The Pentagon, which had planned the war in Nagorno-Karabakh, was overtaken by its British allies. But none of the great powers worried about the deaths it would cause. Moreover, while London and Ankara renewed their historic alliance, Washington and Moscow gained nothing, while George Soros and the Armenians lost much.

SOURCE: https://www.voltairenet.org/en

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CROSS TALK   https://www.rt.com/shows/crosstalk/

Type:  www.rt.com/shows/crosstalk/

 

The News with Rick Sanchez

REPORT: ISRAEL PREPARING FOR US ATTACK ON IRAN! (Full show)

Reports are emerging of preparations in Israel for a possible US strike on Iran by the outgoing Trump administration. RT America’s John Huddy reports. Then former UK MP George Galloway joins to discuss the possibility of such a “maniacal act.”

SOURCE:  https://www.rt.com/shows/news-with-rick-sanchez/507848-report-israel-preparing-for-us/

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DEMOCRACY NOW

Amy Goodman’  team

 

- Feminism Not Militarism: Medea Benjamin on the Movement to Oppose Michèle Flournoy as Pentagon Chief

- Barbara Ransby & David Sirota Warn of Close Links Between Biden’s Cabinet Picks & Corporate Power

- Indigenous Groups Vow to Keep Resisting as Construction Is Approved for Enbridge Tar Sands Pipeline

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