viernes, 4 de diciembre de 2020

DEC 3 20 ND SIT EC y POL

DEC 3 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

 

DOLLAR DUMP SPARKS BID FOR BONDS & BULLION; PFIZER FAUX-PAS F**KS STOCKS

by Tyler Durden

Disappointing Services ISM data today along with over 20 million Americans still claiming unemployment benefits does not set up well for tomorrow's payrolls print. Breaking down the economic data recently we see surveys (hope) starting to tumble, the labor market at its weakest since Feb, and Retail at its weakest since June...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmE2D7.jpg?itok=AIf5eW79

 

But what really matters for today's so-called market of stocks is mo' money and Mitch McConnell comments that stimulus deal is "within reach" sparked a buying panic in small caps (and the rotation out of Nasdaq) but some reality checks on that optimism from Pelosi slowed the algo's buying roll as the day wore on. In the last 30 minutes, headlines on California's stay-at-home orders sparked selling which then accelerated on headlines that Pfizer's vaccine rollout would be delayed...

That's what happens when the market is priced for perfection-plus...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-12-03_12-59-40.jpg?itok=GDyuIu8a

 

All sparking the biggest short-squeeze since September ("most shorted" stocks are up 17 of the last 22 days, up a stunning 35% since the start of November)...

See Chart:

“Most shorter” stocks

https://www.zerohedge.com/s3/files/inline-images/bfm46F6.jpg?itok=OzX-O4Sy

 

Stimulus chatter today sparked a surge in Small Caps relative to mega-tech stocks - unwinding all of the rotation from Tuesday before stalling intraday...

See Chart:

Russet 200 / Nasdaq 100

https://www.zerohedge.com/s3/files/inline-images/2020-12-03_12-20-18.jpg?itok=HZdHhdEC

 

The Dow managed to scramble back above 30k to a new record high, before the Pfizer vaccine delay headlines hit late on sending it tumbling...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-12-03_12-46-52.jpg?itok=0JcU8od6

 

Bonds were also bid today, with the long-end down 2-3bps, accelerating lower into the close after the Pfizer headlines...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/bfmCE87.jpg?itok=pfN8F9CR

 

It appears once again that the much-touted bond "rout" has stalled out..

See Chart:

UST 10 Y YIELD

https://www.zerohedge.com/s3/files/inline-images/bfm7737.jpg?itok=0Zd2cOgK

 

And for the first time ever, IG bond yields fell below 10Y Break-evens...

See Chart:

US IG Corp Bond Yield  - 10 Y breakeven

https://www.zerohedge.com/s3/files/inline-images/bfmB0E6.jpg?itok=TufEcCUw

 

Today's big mover was the dollar - WHICH PLUNGED...

See Chart:

Election  and Vaccine in Bloomberg dollar index

https://www.zerohedge.com/s3/files/inline-images/bfm4DB0_0.jpg?itok=g6iCAV00

 

Be careful what you wish for in the "dollar down, stocks up" trade... it's not linear, at some point faith is lost..

Thanks in large part to EUR gains as chatter of ECB being out of ammo sent the currency higher...

See Chart:

EURUSD

https://www.zerohedge.com/s3/files/inline-images/bfmC08.jpg?itok=Jtr12CDp

 

Gold was higher again today, extending its rebound off the 200DMA...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-12-03_12-14-56.jpg?itok=Zs0yN8e_

 

WTI managed modest gains despite OPEC+ agreed a small production increase in Jan, managing to scramble back above $45...

See Chart:

https://www.zerohedge.com/s3/files/inline-images/2020-12-03_12-18-14.jpg?itok=0wgyfhJ_

 

Finally, since the start of May, S&P has gained a stunning 695 points during the overnight session +695pts (and just 60 points during the day session, between the cash open and close)...

See Chart:

S&P500 Absolute Performance since start of May

https://www.zerohedge.com/s3/files/inline-images/2020-12-03_11-00-20.jpg?itok=6NlceRi-

 

Trade Accordingly!

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SOURCE:  https://www.zerohedge.com/markets/bonds-gold-stocks-bid-stimulus-hope-sparks-dollar-dump

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STOCK VALUATIONS SURPASS 1929 LEVELS

The CAPE ratio has now climbed to its highest ever level outside of the 2000 bubble period.

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CTAS WILL PUKE ONCE 10Y YIELD HITS 1.02%, SPARKING LIQUIDATION CASCADE

 

The 10yr UST yield could jump up to around 1.20% if CTAs were to sell their way down to a flat position.

One question that has emerged recently on trading desks is what will happen first: Bitcoin hits $20,000 or the 10Y rises above 1.0%. The answer may depend on what bond-trading CTAs do.

As Nomura quant Masanari Takada writes when commenting on yesterday's spike in 10Y yield which rose as high as 0.96%, "CTAs have resumed preemptive exits from long positions in UST futures." Noting that at the same time as momentum-chasing CTAs have been gradually adding to their exposure in DJIA and Russell 2000 futures ...

See Charts:

https://www.zerohedge.com/s3/files/inline-images/DJIA%20RUT%20CTA.jpg?itok=ITctjFnh

 

.. CTAs are being drawn back into exiting long positions in 10yr UST futures (TY). As 10yr yields bounced back up to around 0.95% this week, "CTAs, who had been waiting on the sidelines, have again been pressed into action" with the Nomura quant estimating that CTAs have already liquidated about 65% of the long TY positions they held at the peak in August, and with a key trigger line at around 1.02% on the near horizon, CTAs are looking increasingly likely to have to exit the entirety of their aggregate net long TY position.

See Charts:

https://www.zerohedge.com/s3/files/inline-images/CTA%20TSYs.jpg?itok=ALsjPd87

 

CONTINUE READING & SEE MORE CHARTS AT:

SOURCE: https://www.zerohedge.com/markets/quants-warn-ctas-will-puke-if-10y-yield-hits-102-sparking-liquidation-cascade

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US  DOMESTIC POLITICS

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

 

NEWSOM PLACES CALIFORNIA UNDER 3-WEEK STAY AT HOME ORDER, CDC CHIEF SAYS COVID WORST HEALTH CRISIS IN A CENTURY: LIVE UPDATES

Like the rest of the country, NYC is firmly in the grips of the worst wave of the pandemic since May...

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"THIS NEEDS ANSWERS": CCTV VIDEO OF GEORGIA POLL WORKERS SPARKS ELECTION FRAUD OUTRAGE

If this isn't election fraud, what is it?

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If you don’t have a concept of elect-fraud & evidence, don’t talk about it

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Pfizer manufacture Mill vacine before finishing the test, then after announce new Mill more.. It is assumed that the 2nd round are well tested. Are they selling 1st round vac?

FACEBOOK BANS ANTI-VACCINE "CONSPIRACY THEORIES" AS US ROLLOUT BEGINS

"This could include false claims about the safety, efficacy...[f]or example, we will remove false claims that COVID-19 vaccines contain microchips, or anything else that isn’t on the official vaccine ingredient list..."

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THE STREETLIGHT EFFECT: WHEN PEOPLE LOOK WITHIN THE SYSTEM FOR SOLUTIONS TO THE SYSTEM

                Authored by Caitlin Johnstone via CaitlinJohnstone.com,

Ultimately, we need to wake up. We need to awaken from the mental prisons that have been deliberately designed to keep us searching under the streetlight instead of where they actually are, and then we need to wake up the others...

In the children’s animated movie The Land Before Time where one of the young dinosaurs knows the way to the Great Valley but the others vote to travel a different direction to search for it, not because they have any reason to believe it’s the right way, but because it is easier. One dinosaur says “I’m going the easy way!” while the other yells out in exasperation “But it’s the wrong way!”

It’s also like the way people keep trying to fight oppressive political systems by working within those systems, arguing that it will be much easier to defeat the oppression machine using the tools the machine gave them.

CONTINUE READING THIS INTERESTING ART AT:

SOURCE:  https://www.zerohedge.com/political/streetlight-effect-when-people-look-within-system-solutions-system

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THE GEORGIA RUNOFFS AND OUR EMBATTLED CONSTITUTION

Controlling this bloated, undemocratic blob is no easy task, and shrinking it seems nearly impossible... Voters get a voice in these big choices. THEIR NEXT OPPORTUNITY IS JAN. 5 IN GEORGIA.

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AMERICAN OLIGARCHY: TOP SPENDERS WON NEARLY 90% OF 2020 RACES  

As it has for the past two decades, money performed well this election cycle

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THE MAINSTREAM PRESS HAS FAILED AMERICA  

...the mainstream press, owing to its extreme deferential attitude toward the Washington, D.C., establishment, that has severely damaged trust in America’s democratic system.

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PHILADELPHIA PRIEST DIES AFTER PARTICIPATING IN MODERNA COVID VACCINE TRIAL

Some have raised questions about the rate of serious adverse reactions in patients who received high doses of the vaccine...

Moderna has higher credibility rate than Pfizer..imagine the hidden in this one

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BIDEN SAYS FAUCI TO STAY ON, WILL "ASK" AMERICANS TO WEAR MASKS FOR FIRST 100 DAYS OF ADMIN

"Just 100 days to mask, not forever. 100 days. And I think we'll see a significant reduction..."

What if after hundred days .. the situation becomes worse

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IVY LEAGUE LIBRARIANS DEMAND A "WORLD WITHOUT POLICING"  GOOD!

The group demanded that schools "explicitly name policing as the problem" while calling for the "complete abolition" of law enforcement...

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The one that cause trouble with Nuke threats is Israel, no Iran. Disarm them first.

"NO RENEGOTIATIONS ON NUCLEAR DEAL WITH BIDEN PERIOD": IRAN FM  

"As long as they’re not able to put up, they have to shut up," Zarif said of the incoming US administration. 

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UN REMOVES CANNABIS FROM LIST OF WORLD'S MOST DANGEROUS DRUGS   

"This is a huge, historic victory for us..."

In Peru I became addicted to marihuana: two dried leaves was enough to fly 3 hours to heaven, especially when listening classic music. Then after you can sleep 8 consecutive hours.. so relaxing. In US you can’t smoke marihuana. It is risen in attics without sun and the worse is that sellers added poison (pasta basica) to make it strong. Solo una vez la probé y nunca más volví a fumar esa basura. Mi negocio en Cusco fue llevar turistas a Muchu-Picho. Les cobraba doble (una por subirlos y otra por la marihuana ‘moño rojo’) la mejor marihuaa del mundo. Mi  hija la probo en Paris, pero es muy cara allí ($50 USD por un pitillo). Si viajas a Cusco, luego de visitar Machu Pichu tomas el mismo tren hasta el final paradero, allí hay un pequeño pueblo al borde de un rio afluente del amazonas donde no tienes que comprar la marihuana fina. Crece en los bordes del rio y te puedes traer cuantas hojas quieras y gratis. No las puedes traer al Cusco, allí la detectan y te cobran por ello.      

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SPUTNIK and RT SHOWS

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

- 'I Will Veto': Trump Doubles Down His Intention to Veto Defence Bill Over Section 230

- Sweden Lists Military Service in Syria as Basis for Refugee Status

- Mass Vaccination Can Start Soon as Sputnik V Production is Growing to 2Mln Doses

- Brexit Talks in Limbo as UK Claims EU Comes Up With New Demands at Last Moment

- In 'Historic Decision', EU's Largest Oil Producer Stops New Exploration in North Sea

- Biden Says Trump's Possible Presence at His Inauguration Will Show Post-Election Chaos End

- 'Call it by Its True Name: Censorship': Analyst Ponders Trump Demand to Scrap Section 230

- Digital Euro in Demand But Timeline Probably In A Few Years, Lagarde Says

- 'You Alone Can Save His Life': Edward Snowden Urges Trump to Pardon Julian Assange

- US Congress Targets Nord Stream 2, Turkey S-400 Purchase in New Defense Bill

- Video Shown to Georgia Senate Committee Reveals Election Staff Pulling Out Boxes of 'Extra Ballots'

- Huawei CFO Meng Wanzhou Reportedly in Talks With US Over Plea Deal That Would Allow Her to Return to China

- US Envoy Claims Iran to Forego Revenge for Scientist’s Murder in Pursuit of Sanctions Relief

- US Congress Requires Sanctions on Persons Engaged in Turkey's S-400 Purchase

- US Envoy Abrams Urges Incoming Biden Administration to Maintain Pressure on Ven

- DNI Ratcliffe Warns Next US Administration that China Is 'the Greatest National Security Threat'

- Israeli National Security Council Warns That Iran May Target its Facilities Abroad

- US Adds Four Chinese Companies to Defense Blacklist Over Alleged Military Ties

- Biden Asks Fauci to Join His Administration, Lead COVID Response Team

- US Lawmakers Include Expanded Nord Stream-2 Sanctions in 2021 Defense Bill

- Pfizer to Only Get Half of COVID-19 Vaccines Out This Year Due to Logistics

- RU Foreign Ministry Says Crackdown on Russian Journalists in Latvia Unacceptable

- Wisconsin Supreme Court Rejects Trump Election Fraud Lawsuit

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DEC 3 20 ND SIT EC y POL SPANISH ++

 

 REBELION

 

COL: ¿HA FRACASADO EL PLAN COLOMBIA/ IRA?  Alberto Pinzón

- EXCLUSIÓN DIGITAL, EDUCACIÓN Y PANDEMIA   Edit "La Jornada

Opin: ASESINATO DE FAJRIZADÉ SÍ BENEFICIA A J BIDEN  Nazanín A

ISR: Israel “aprovecha” los últimos días de Trump en el poder  R B

ECOL: G20 prioriza fósiles renovables en recup del Covid-19  FK

UK: aprobar la vacuna de Pfizer puede crear miedo a vacun  CAD

Perú:  minería artesanal arrasa la región amazónica  Nicolás d la B

Crisis energética:  EL LIBRO DEL «NO»   Miguel Muñiz

ARG:    EL SUICIDIO DE D10S   Carlos de Urabá

TEC: “Estamos cooptados por la tecn, somos ratas en caja d Skinner”

FEM: LA PUGNA INTERNA EN EL FEMINISMO    Antonio Antón

Explot sex y CV: La prostitución se convirtió en servicio a domicilio

COL :  LA PAZ ENTRE AUDIOS, TRIZAS Y FRAGMENTOS    Consuelo A

OPIN: Diciembre como preludio de un álgido 2021   Cristóbal León

Cuba:  Gestión ambiental: una propuesta por el desarrollo municipal

España: Tiene futuro la monarquía borbónica en nuestro tiempo? A V

US: HISTORIA DE TANQUES, MENTIRAS Y AGITACIÓN   Daniel Bernabé

África:  SÁHARA LIBRE. LA LUCHA DE UN PUEBLO

Sionismo: ¡Gracias Trump, por favores concedidos!   Pablo Jofré

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ALAINET ORG

VEN GANA: SI LOGRA SOSTENER LA ELECCIÓN  Vijay Prashad y CR

Julian Assange:  EL JUICIO DEL SIGLO EN REINO UNIDO   Néstor Marín

CUBA:  TRUMP Y EL TERRORISMO CONTRA CUBA (I)  Angel Guerra  

US:   RACISMO Y ‘LAWFARE’   Franklin Frederick

War++  Ciberespacio, nuevo escenario de confrontaciones  Rodrigo B

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RT EN ESPAÑOL

 

25 países donde  Gob espían teléfonos de sus ciudadanos: 7 en América Latina  https://actualidad.rt.com/actualidad/375634-25-paises-gobiernos-espionaje-telefonos-ciudadanos Embaj USA en Ecuador, Perú y Chile, Mx, Guatemala, Honduras, El Salvador

Trabajador rural en Perú muere asesin durante protestas contra ley de Prom Agraria https://actualidad.rt.com/actualidad/375701-peru-muerte-campesino-protestas-ley-agraria Si ese trabajador es quechua van a morir 2 o más policías en su cuartel

Argumentos en contra de la legalización del aborto en Argentina https://actualidad.rt.com/actualidad/375682-conspiracion-fmi-senor-anillos-debate-aborto-argentina TARAS RELIGIOSAS y la conspiración del IMF se dan la mano fascista

vacuna contra el coronavirus de Moderna confiere al menos tres meses de inmunidad  https://actualidad.rt.com/actualidad/375706-vacuna-moderna-confiere-tres-meses-inmunidad Con la vac Pfizer la muerte es mas rápida. En los 2 casos hay asalto garantiz

Serbia recibe la vacuna rusa contra el coronavirus Sputnik V  https://actualidad.rt.com/actualidad/375681-serbia-recibir-sputnik-v  La vacuna RU y otra de China son las mas garantizadas del mundo. Las 2 son gratis; la de CH ya se agoto

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INFORMATION CLEARING HOUSE

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

 

- China: A Cold Shower  By Fred Reed

 - Syria Falls Victim to US Highway Robbery  By Platov

- A Killing in Iran: Who Gains From Another Assassinat? By P Giraldi

- CIA’s Secret Global War Against the Left  By Branko Marcetic

- Humans waging 'suicidal war' on nature - UN chief  By J Rowlatt

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GLOBAL RESEARCH

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

 

Pandemic: The Real Danger is “Agenda ID2020” By Peter Koenig

The “Secret Agenda” of the So-called Elite By  Rudolf Hänsel

Election Fraud: Where’s the Independent Press?  By J G. H,

Boycott the Vaccination Program: The FDA-approved Drug Ivermectin By P K

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

 

Keiser Report

NO CURE FOR A GOLD CRAZE (E1627)

Max and Stacy look at heavy gold-buying in Turkey causing fiat currency woes. Wait until the Turks discover bitcoin! In the second half, Max chats to Michael Pento of PentoPort.com about gold and bitcoin in an age when the most legendary hedge fund investors of all are following the market, and the market says bitcoin is money.

SOURCE:  https://www.rt.com/shows/keiser-report/508518-turkey-fiat-currency-trouble/

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DEMOCRACY NOW

Amy Goodman’  team

 

- Indian Farmers Lead Historic Strike & Protests Against Narendra Modi, Neoliberalism & Inequality

- Ethnic Cleansing Feared as Ethiopia Wages War on Tigray Region Amid Communication Blackout

- Massacre in Lagos: Nigerian Military Forced to Admit It Fired Live Rounds at Peaceful Protesters

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