NOV 8 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
MORGAN STANLEY: WITH LITTLE OR NO STIMULUS COMING, PANDEMIC DEVELOPMENTS BECOME CRITICAL FOR MARKETS
"We’ll be closely watching COVID-19 case numbers, which are rising again in the US and Europe, and announcements on a vaccine, which our biotechnology team expects later this month."
By Andrew Sheets, chief global strategist at Morgan Stanley
It's been a year of dramatic swings, and the 2020 US election was no exception. Prediction markets put former Vice President Joe Biden’s chances at about 70% on Tuesday afternoon, 25% at 10pm Eastern Time, 50% by midnight, 35% by 3am Wednesday and 80% by 10am. It was a roller-coaster night (and week) to cap a roller-coaster year, and the election may yet provide a final twist.
For markets, the irony is that this roller-coaster of an election has meant relative tranquillity. Implied volatility has dropped sharply, and equities and credit have rallied back near local highs. Part of the reason may be that markets were already braced for uncertainty (the VIX ended October near 40), making it easier for them to follow the ‘usual’ pattern of struggling ahead of an election and improving afterwards. We saw the same in 2016.
See Chart:
VIX
https://www.zerohedge.com/s3/files/inline-images/VIX%2011.8%20Untitled-6.jpg?itok=NBd92Kra
Democrats will control the White House, but congressional power will remain divided, the chances of a larger and more proactive fiscal stimulus have fallen. 'Proactive' is the operative word here, as our US public policy team sees divided power leading to increased risk that more fiscal help wouldn't arrive until economic problems worsen.
For US equities, this is one reason why my colleague Mike Wilson believes that the S&P 500 will stay in a 3100-3550 range as markets digest these overlapping narratives. We were at the low end a week ago and closer to the high end recently, but think that more time is needed before a ‘breakout’. This election doesn’t change our story of a sustainable economic recovery and an ongoing bull market for global equities and credit. We think that both remain intact in a divided government scenario.
….
----
----
US FUTURES ARE SOARING, JPM SAYS 'NASDAQ WHALE' IS BACK
"...the big vol player in TMT is back in the market."
After the best post-election week since FDR, US equity futures are extending gains in the early Asia trading session...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-11-08_16-11-40.jpg?itok=r_Dmd3kX
Nasdaq is now up over 10% from the close the previous Friday...
See Chart:
https://www.zerohedge.com/s3/files/inline-images/2020-11-08_16-10-56.jpg?itok=yx1Wc0wZ
The driver? A media-announced Biden win? Or is it simpler than that?
As JPMorgan notes, the big vol player in TMT is back in the market...
https://www.zerohedge.com/s3/files/inline-images/bfm4D59.jpg?itok=SFV2QDu0
But, as the chart shows above, JPMorgan warns that the last time this pushed Tech lower after activity died down, underperforming RTY & SPX in September.
While stocks are storming higher, bonds are unchanged and the dollar is marginally lower.
….
SOURCE: https://www.zerohedge.com/markets/us-futures-are-soaring-jpm-says-nasdaq-whale-back
----
----
US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
“Externally, there’s been a ton of support, but internally, it’s been extremely hostile to anything that even smells progressive.”
….
ALEJANDRA:-Hemos pasado lo peor: DERROTAR A TRUMP FUE DIFICIL PERO LO LOGRAMOS. Es una victoria insegura y parcial (porque el senado es posible quede en sus manos) pero su derrota es una victoria para el pueblo (así lo sienten ellos) y con mayor razón nosotros los socialista que realmente le dimos la victoria a Biden. Dos semanas antes del 3, pensabamos NO VOTAR, eramos partidarios de la ABSTENCION pero luego decidimos convertir las elecciones en un PRE-REFERENDUM con 1 objetivo minimo: sacar a Trump del poder.
Pero no hemos abandonado nuestro objetivo máximo: apuntalar el socialismo una vez que se haya instalado el nuevo Gbno y con REFERENDUMS a favor de medidas socialistas mínimas como el SOES en SALUD para darle el adiós final a las Corp de la Pharma que siguen lucrando con la pandemia. Y asi con otras reformas socialistas a favor de la Nación.
Sin senado va a ser difícil hacer muchas Ref Econoc, Pero no todo está perdido, el pueblo está con nosotros y hay que re-inyectarle fuerza con los REFER por reformas concretas. El 270 apuntaba a esto y lo logramos y si ganamos la batalla en SALUD, abrimos las puertas a la victoria final. Si se oponen los Dems los sacamos del poder uno por uno con apoyo del pueblo en los Referemdums.
Los socialistas jamás confiamos en Biden y menos ahora que está pactando con Trump lo del Senado: el 50/50 si Biden le apoya el plan WW3 que acaban de denunciar los British y que ayer la Merkel también advirtió . Lee lo de los British en RT EN ESPANIOL++ He aquí MI NOTA AL RESPECTO:
Fuerzas Armadas británicas advierte que pandemia crea nueva amenaza mundial de guerra=WW3 https://actualidad.rt.com/actualidad/372795-jefe-fuerzas-armadas-reino-unido-pandemia-coronavirus-llevar-amenazas-seguridad-guerra A la guerra mundial contra RU-CH y su aliado IRAN apunta la alianza OTAN con base en Alemania ahora. Pudieron hacerlo antes de la derrota de Trump.. Creer que ganaría fue un tiro a los pies. Trump lo intentara en las 4 semanas que le queda como Presid. .le falta el pretexto de guerra, pero lo inventaran como lo hicieron con el Sep-11.. Aun hay peligro de WW3 si Biden pacta con Trump aprobar el WW3 y traicionar el US a cambio del poder en el Senado (el 50/50) que está aún incierto.
ALEJANDRA, necesitamos tu voz contra la ultra-derecha guerrerista que apoya y está detrás de Biden . Necesitamos tu voz 1ro para impulsar reformas económicas para el pueblo via REFERENDUMs y 2do para crear un MOV POPULAR anti-guerra: anti WW3. Quizá Trump no firme el WW3 pero si lo haría a través de Biden en la Presidencia (es los que asumen los británicos y también los alemanes).
----
----
The clear meaning of the election is that America, like most other Western states, is divided in the middle into two opposing societies that have very little in common...
====
LINDSEY GRAHAM URGES TRUMP, REPUBLICANS NOT TO CONCEDE TO BIDEN
“Do not accept the media’s declaration of Biden.Fight back...”
====
EXODUS COMING? FOUR TRUMP OFFICIALS LEFT POSTS AS BALLOTS WERE COUNTED
Departures began last week into the weekend..
====
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
IRAN UNVEILS NEW BALLISTIC MISSILE 'MAGAZINES' FOR RAPID UNDERGROUND LAUNCHES
Railway-type system allows for rapid, consecutive launching from protective bunker deep underground...
====
Una cosa es cierta: los Chinos no atacan, contra-atacan
AUSTRALIA ON EDGE OVER "DEEPLY TROUBLING" REPORTS CHINA PLACED IMPORT BANS ON 7 COMMODITIES
Morrison government urged China to "play by the rules" amid rumors of multi-billion dollar trade bans, but Beijing is clearly in the driver's seat...
====
TURKEY IN TURMOIL: FINANCE MINISTER RESIGNS DAYS AFTER CENTRAL BANK HEAD FIRED
On which side of 10.00 does the USDTRY open for trading in just a few hours?
====
WISCONSIN POLL WORKERS ALLEGEDLY ALTERED THOUSANDS OF INVALID BALLOTS: REPORT
"If an absentee ballot does not have a witness address on it, it's not valid. That ballot is not valid."
====
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars & danger of WW3
- Trump Reportedly to ‘Flood’ Iran With Sanctions to Make It Harder For Biden to Revive Nuclear Deal
- Swedish Minister Slams Violent Islamists as 'Biggest Threat to Europe' Amid Elevated Preparedness
- Baku Says Clashes Continuing Along Frontline in Nagorno-Karabakh
- Black Lives Matter Protesters Take to Streets in Michigan Cities
====
====
No hay comentarios:
Publicar un comentario