viernes, 11 de diciembre de 2020

DEC 11 20 ND SIT EC y POL

DEC 11 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

 

WHAT WALL STREET THINKS ARE THE BIGGEST RISKS FOR 2021

Few surprises here.

Interestingly, all the vaccine-related concerns filled out the top 3 which according to Jim Reid suggests that although consensus is for a good 2021, a successful vaccine roll out could still bring upside surprise relative to expectations. As for Reid's own top pick, he said that it was a tech bubble bursting, which made number four on the list followed by central banks pulling back too early. An early inflation surprise rounded out the top 5 risks.

See Chart:

Which, if any, of these do you think are the biggest risks to global Financ mark in 2021

https://cms.zerohedge.com/s3/files/inline-images/tail%20risks%20dec%202020%20db.jpg?itok=kdAJbxo_

….

SOURCE:  https://www.zerohedge.com/markets/what-wall-street-thinks-are-biggest-risks-2021

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DOW CLINGS TO 30K AMID IPOPALOOZA, BONDS BID ON BREXIT & BAILOUT BUSTS

"...it's not as though there is speculation in this market, that is not the case." - David Faber, CNBC

by Tyler Durden

 

This is not a bubble...

See Chart

IPO Index

https://cms.zerohedge.com/s3/files/inline-images/bfmA8CF.jpg?itok=LPu0GSKo

 

This is not complacency...

See Chart:

Put-Call ratio

https://cms.zerohedge.com/s3/files/inline-images/bfm2054.jpg?itok=B7ipilZb

 

And this is not a short squeeze...

See Chart:

‘Most Shorted’ Stocks

https://cms.zerohedge.com/s3/files/inline-images/bfmA5E8_2.jpg?itok=JZmWspsl

 

And these are not the droids you're looking for...

And in case you had any questions about whether this market is a little over its skis, just listen to he who knows best...

"...it's not as though there is speculation in this market, that is not the case" - David Faber, CNBC 12/11/2020

Trade Accordingly.

Stocks were broadly lower on the week (with only Small Caps managing gains on the week)..

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2020-12-11_12-59-53.jpg?itok=HSFHH68c

 

The Dow benefited from an epic meltup in DIS (which added 150 points to the index today)

See Chart:

DIS

https://cms.zerohedge.com/s3/files/inline-images/bfm2385.jpg?itok=r60VoRhZ

 

Here's The Dow this week...pinging around like a penny stock desperate to close above 30k (remember yesterday's close was 29,999)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2020-12-11_13-00-24.jpg?itok=D0Rn4nsc

 

Energy stocks outperformed on the week amid total chaotic swings. Tech and Financials lagged on the week...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm3F39.jpg?itok=2YtWa_Jv

 

VIX was higher on the week, decoupling from stocks...

See Chart:

S&P  vs VIX (inv)

https://cms.zerohedge.com/s3/files/inline-images/bfm8E1B.jpg?itok=V5yV3dPO

 

Bonds were bid all week with the long-end outperforming...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm7EB0.jpg?itok=scLKxW5r

 

Real Yields fell notably this week (suggesting more upside for gold)...

See Chart:

10Y Real Yield (inv)  vs Spot Gold

https://cms.zerohedge.com/s3/files/inline-images/bfm6CEF_0.jpg?itok=OPAriNyv

 

The B-Dollar Index ended the week higher amid utterly farcical swings intraday

See chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm74B4_0.jpg?itok=byx-XovC

 

Commodities ended the week mixed with silver down 1%, crude up around 1% and copper and gold unch (despite some big intraweek swings)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm5DD4.jpg?itok=VPBVFRlF

 

And finally, circling back to the start... this is not a bubble and this market is not expensive...

See Chart:

S&P 500 Price-to-Sales

https://cms.zerohedge.com/s3/files/inline-images/bfmC6A7.jpg?itok=bdnzT4_u

 

The big boys ain't playing along...

See Chart:

Dow vs Smart money flow indicator

https://cms.zerohedge.com/s3/files/inline-images/bfm7C3.jpg?itok=M6yl9yTT

 

Even the 'soft' survey data is starting to give up hope...

See Chart:

Sot survey data vs hard data .. vs  Hope

https://cms.zerohedge.com/s3/files/inline-images/bfmBEBE_0.jpg?itok=uaPfbMuX

….

SOURCE:  https://www.zerohedge.com/markets/dow-clings-30k-amid-ipopalooza-bonds-rally-brexit-bailout-busts

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US  DOMESTIC POLITICS

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

 

SUPREME COURT TOSSES TEXAS BID TO OVERTURN ELECTION 

"All other pending motions are dismissed as moot."

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KASS: KIDS ARE "CASUALTIES OF WAR" IN THE CHICAGO TEACHERS UNION'S POWER-PLAY TO KEEP SCHOOLS CLOSED 

"If they want to talk about racism, there’s nothing more racist than closing schools (for the pandemic) and providing substandard education to the poorest children in the community who are disproportionately Black and Latino..."

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AMERICANS HAVE BEGUN STEALING FOOD TO SURVIVE

"Look, I’m sorry, I wasn’t stealing a television. I just didn’t know what else to do. It wasn’t malicious. We were hungry..."

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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

 

SAUDI ARABIA SENDS JOE BIDEN MIXED MESSAGES 

Saudi Arabia appears to be drawing lines in the sand as the kingdom prepares for a new era in relations with the United States once President-elect Joe Biden assumes office in January...

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AUSTRALIA CANCELS CV VACCINE TRIAL OVER 'UNEXPECTED' FALSE POSITIVES FOR HIV 

"The risk to vaccine confidence was the principal issue.."

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THE YOUTUBE BAN IS UN-AMERICAN, WRONG, AND WILL BACKFIRE: TAIBBI

"The Orwellian language of politicians..."

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SPUTNIK and RT SHOWS

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

 

- 'No Wisdom, No Courage!': POTUS Trump Blasts Supreme Court Over Texas Post-Election Lawsuit

- Morocco-Israel Deal: More Arab Nats to Formalise Ties With the Jewish State Soon

- Generating Electricity from Wastewater: Russian Chemists Put Microbes to Work

- A Wealth Tax is Urgent – The Millionaires Not the Millions Must Pay More

- US Approves Pfizer Vaccine, With First Shot Expected in 'Less Than 24 Hours'

- NYC Gov. Cuomo Allegedly Among Contenders for Attorney General Pick by Biden

- UK Royal Navy Is Ready to Guard British Waters in Case of No-Deal Brexit

- US Troubled by Mexican Bill to Hinder Law Enforcement Cooperation

- Trump Signs Measure to Extend Federal Funding for 1 Week

- Fauci to Afro Americans' Skepticism: Notes Black W Help Develop COVID-19 Vaccine

- US Supreme Court Rejects Texas Motion to Challenge Election Results in Four Battleground States

- Michigan Supreme Court Rejects Trump Appeal Regarding Election Irregularities

- Several People Injured as Vehicle Drives Into Manhattan Black Lives Matter Protest

- ‘Build Inclusive Govt’: Asian Ame Urge for More Representation in Biden’s Cabinet

- Biden Says China to Be Key Priority for US Trade Chief Nominee Tai

- US Man Released From Florida Prison After Serving 31 Years For Nonviolent Marijuana Crime

- ‘It’s Really Sad’: US' Ocasio-Cortez Slams Critics Who Call Her Views ‘Radical’

- New York Could Remain In COVID Danger Until June Even With Vaccinations

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