viernes, 26 de febrero de 2021

FEB 25- 2021 ND SIT EC y POL

FEB  25- 2021  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

 

MORE ON NEOLIBERAL COLLAPSE

BOND BLOODBATH BLOWS UP STOCKS AS REDDITORS-REVENGE HAMMERS HEDGIES (AGAIN) 

Today was the worst day for equity/bond investors since March 2020

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No way to cope with inflation? This a 1st  formal acceptance of real inflation

BIDEN'S $15 MINIMUM WAGE PLAN WILL NOT BE IN STIMULUS BILL, PARLIAMENTARIAN RULES 

...the Senate parliamentarian has ruled that the minimum wage increase cannot be included in the Democratic COVID-19 stimulus package.

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Don’t miss this reading:

VOL, CORRELATION MASSACRE MEANS CAPITULATION IS JUST STARTING 

                by Tyler Durden

Is the VIX headed to 70 next?

In his report, JPM quant Nick Panigritzoglou looked that the recent surge in the bond-equity correlation (which is usually negative and "helps to contain the volatility of risk parity funds and balanced mutual funds")...

See Chart:

Equity-Bond Correlation

https://cms.zerohedge.com/s3/files/inline-images/2021-02-25%20%289%29.jpg?itok=KOlZuzlv

 

Today - balanced funds suffered the worst drawdown (a combination of long bond + SPX returns) since the March covid panic.

See Chart:

Stock + Bond Daily Return (Long Bond + S&P 500)

https://cms.zerohedge.com/s3/files/inline-images/bfm570E_0_0.jpg?itok=JZgLca7d

 

Meanwhile, as the VIX continues to surge, we next expect vol-control funds to join the liquidation panic, because after the VIX exploded by 8 vols from 22 to 30 (so much for Kolanovic' "the VIX is a bubble")...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-02-25%20%2811%29.jpg?itok=QkvZhfWs

 

...one look at the parallel shift higher in the MOVE and to a lesser extent, shows that the VIX which may be headed to 70 if the VIX-MOVE correlation we discussed earlier this week (in "Is The Move In MOVE About To Rock The VIX") holds.

See Chart:

Move vs. VIX

https://cms.zerohedge.com/s3/files/inline-images/VIX%20vs%20MOVE.jpg?itok=Mb1WjHUK

 

The surge into VIX, or macro overlays, is even more evident in the extreme move in Nasdaq's implied correlation (which as a reminder measures the relative demand for index protection over the demand for protection for the underlying index components). The higher implied correlation goes, the higher market participants are preparing for 'crash risk' and as of tonight's close, Nasdaq is back at pre-election levels (which was only calmed by the vaccine news removing that tail).

See Chart:

Nasdaq Implied Correlation

https://cms.zerohedge.com/s3/files/inline-images/bfmD1B.jpg?itok=iZgM8lZQ

 

The bottom line: unless bond yields stabilize and very soon at that (which may require a Fed statement), much more pain is coming not only for the VIX but all those funds which use it as a signal to de- and re-leverage.

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SOURCE:  https://www.zerohedge.com/markets/worst-day-risk-parity-balanced-funds-covid-panic-puke

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OIL AND DEBT: WHY OUR FINANCIAL SYSTEM IS UNSUSTAINABLE 

How much energy, water and food will the "money" created out of thin air in the future buy?  [ See Chart ]

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BIDEN'S CORPORATE TAX HIKE WOULD CUT JOBS, REDUCE WAGES, DEPRESS GROWTH: THINK TANK 

“As the U.S. bounces back from intertwined public health and economic crises in 2021, avoiding harmful tax increases and pursuing reform opportunities in corporate taxation should be the areas of focus,”

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COVID WILL FADE, BUT... 

The wild card, though, is how quickly WE WILL DESTROY THE VALUE OF THE DOLLAR as all this occurs, that is, provoke a king-hell inflation, so the people will get their Guarenteed Basic Income in worthless money..

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"CTA SELLING OF BONDS HAS GOTTEN SO RELENTLESS IT LOOKS A LITTLE UNNATURAL" 

"The momentum behind systematic bear trades in bond futures is looking increasingly difficult to rein in" - Nomura

This's precisely what is happening...

See Chart:

S&P vs. UST 10 Y Yield

https://cms.zerohedge.com/s3/files/inline-images/2021-02-25%20%285%29.jpg?itok=1LsWbRDd

SEE more charts & comments at:

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SOURCE:  https://www.zerohedge.com/markets/cta-selling-bonds-has-gotten-so-relentless-it-looks-little-unnatural

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WILL "GO CRAZY" DRIVE THE BEAR OUT OF HIBERNATION? 

The economy will “go crazy” this summer. There is not a day that goes by in which we do not hear an economic forecast with an extreme optimism based on pent-up demand...

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ALBERT EDWARDS: WE ARE AT THE BREAKING POINT   

"The real risk is that further monetary concessions won’t appease the mob and Fed control is lost."  [ See Chart ]

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IS THIS WHY NASDAQ IS LEADING THE PLUNGE? 

So are hedge funds going to puke the HF VIP basket again?

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LESS THAN 1 BASIS POINT AWAY FROM CONVEXITY DISASTER 

"If the sell off extends beyond there,

 we think US stocks and credit spreads will suffer."

[ See Chart: 5Y TSY YIELD ]

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WHAT HAPPENS NEXT? 

Did TINA just die?

The 10Y Treasury yield has soared back in line with the S&P 500 dividend yield for the first time since Jan 2020

See Chart:

S&P DIVI Yield  vs  10Y Yield

https://cms.zerohedge.com/s3/files/inline-images/bfmBACF_0.jpg?itok=ZWmfZGHU

See more charts at:

SOURCE:  https://www.zerohedge.com/markets/what-happens-next-0

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This one comes with VIDEO:

PETER SCHIFF: THE REALITY THAT NOBODY WANTS TO ACKNOWLEDGE 

Peter said they are completely wrong in this assessment. Bond yields are not spiking because the economy is strong. They are spiking because of inflation.

"Bond yields are going up because there is a massive supply of bonds because we have massive deficits. And even though the Fed is buying a lot of bonds, they ain’t buying enough. So, those extra bonds, there’s no buyer, and so the there’s no buyer, and so the price keeps falling.”

SEE VIDEO AT:  https://youtu.be/TL3tSfi9_aE

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SOURCE:  https://www.zerohedge.com/markets/peter-schiff-reality-nobody-wants-acknowledge

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STOCKS HAMMERED AT THE CASH OPEN FOR 4TH STRAIGHT DAY 

and no Powell speeches to save the day today!  [ See Chart ]

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Here the amount of TAX evaders:

COINBASE FILES FOR IPO: 43 MILLION USERS, REVENUE TOPPED $1.2BN IN 2020 

The company reported monthly transacting users 2.8m in 2020 and had verified users of 43m...

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US  DOMESTIC POLITICS

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

 

BIDEN'S CORPORATE TAX HIKE WOULD CUT JOBS, REDUCE WAGES, DEPRESS GROWTH: THINK TANK 

“As the U.S. bounces back from intertwined public health and economic crises in 2021, avoiding harmful tax increases and pursuing reform opportunities in corporate taxation should be the areas of focus,”

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SECRETLY, BIDEN'S FOREIGN POLICIES ARE TRUMP'S FOREIGN POLICIES 

Biden's foreign policies are putting Democratic Party lipstick onto the Republican Party’s pig. That’s his "change"...

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CALIFORNIA COLLAPSING 

...what we are now seeing in America’s most populous state is the complete internal collapse of the entire liberal progressive civilization and the society that has most frantically tried to fulfill it...

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Regression to past division on gender. What is expected?

NEW CALIFORNIA BILL WOULD FINE RETAILERS WITH SEPARATE "GIRLS" & "BOYS" SECTIONS 

... barred from putting up signage that would indicate whether a product was intended for a boy or girl...

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MCMAKEN: WHY DOMINION'S DEFAMATION LAWSUITS ARE GARBAGE 

...defamation law opens a Pandora’s box of legal strategies that can be employed to silence people the regime and its allies find to be inconvenient.

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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

 

Biden started WW3 in the middle east (Syria-Iran). Tit for Tat is expected

BIDEN CARRIES OUT AIR STRIKES IN SYRIA TARGETING "IRANIAN-BACKED" MILITIA 

The Pentagon said that the strikes took place "at President Biden's direction" and were authorized "in response to recent attacks against American and coalition personnel in Iraq, and to ongoing threats to those personnel.”

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Rampant Xenophobia

LEAKED EMAILS CONFIRM UN GAVE NAMES OF DISSIDENTS TO CCP

Authored by Alex Newman via The Epoch Times

Leaked emails prove that, contrary to United Nations denials, UN human-rights officials did in fact give the names of Chinese dissidents to the communist regime in Beijing before those activists were set to testify in Geneva against the Communist Chinese Party’s abuses. CCP

"Unless the member states act, this is going to continue..."

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Abuses of by-partisan system on Americans is worse that CCP, starting with frauds in election via Electoral College + police brutality on blacks & latinos = rampant racism + ‘explosive’ inequality= BRUTAL BIG CORP RULE based on QEs and Bail-outs for the rich & miserable salaries for the labor. These neo-liberal policies is arriving to its end: SOCIAL REV is expected soon.

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In US we have more than 500 thousand deaths, most of them after the vaccine’ killer

GLOBAL 'COVID DEATHS' TOP 2.5 MILLION ONE YEAR AFTER START OF PANDEMIC

Despite extreme differences in restrictions, vaccine roll-outs, and levels of inequality, the pace of COVID-linked deaths has slowed almost uniformly across every continent since the start of 2021..

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SPUTNIK :   https://sputniknews.com/

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

 

- US Carries Out Airstrikes Ordered by Biden Against 'Iranian-Backed' Groups in Eastern Syria  This is a formal US start of WW3. Of course there will be Tit for Tat.

- Germany Registers 9,997 New COVID-19 Cases  Neo-nazis of NATO r NO free F pand

- Poll Suggests Majority of Republicans Say Last US Presidential Election Was Invalid

- FBI Offering $250,000 Reward for Info About Russia's Killim Over Voting Meddling

- Psaki's Old 'Sovereign Country' Tweet After US Airstrikes in Syria

- TikTok Pays $92 Million to Settle Dozens of Lawsuits on Personal Data Theft

- Biden Disappointed in Senate Parliamentarian Ruling on Minimum Wage

- The Taxman Cometh

- Manhunt Ends as Oklah Cops Arrest Teens Suspect of Vandaliz Holocaust Memorial

- Senate Rules Biden $15 Minimum Wage Proposal Cannot Be Part of COVID Relief Bill

- Oxford University COVID-19 Lab Reportedly Hacked by Cyber Gang

- SpaceX CEO Reacts to Rumors SEC Will Investigate Him Over Dogecoin Tweets

- Europe on Track to Become Region With Fastest-Growing Defense Expendit

- US Airstrikes Ordered by Biden Against 'Iranian-Backed' Groups in Eastern Syria

- Regional US Commission Bans High-Volume Fracking in Delaware River Basin

- Boeing to Pay $6.6Mln to US for Compliance Failures

- Biden, King Salman Discuss Ending War in Yemen

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 FEB 25 -2021   ND SIT EC y POL SPANISH ++

 

REBELION

India: préstamos a crédito y bancos desde hace miles d años ET-SD

África: Rev y lucha por derechos de la mujer saharaui no se pue-disoc

Opinion:   LO ANTISISTEMA    B de Sousa Santos

ALC:  Argentina y México por nuevo eje latinoamericano  GV- RK

Video-R:  Apartheid en Palestina https://youtu.be/Sy3G-dRctIQ

Ecol: Grito de la Selva: escuchar para recuperar y transformar  V D

Ecol:  Agua y saneamiento, por derecho   Vari@s autor@s

BOL: Las contrandicciones políticas las resuelve el voto  Danilo Paz

BRA:  Días confusos en un Brasil caótico  Eric Nepomuceno

COL:  DESAPARICIÓN FORZADA Y EL EXTERMINIO DE POBLACIÓN

Opin:   MAQUIAVELISMO ACTUAL    Antonio Lorca

COL:  MANUEL PÉREZ, SACERDOTE Y GUERRILLERO  Pablo Beltrán

Ecuad:  Defensa de la banca o de la dolarización?  R R y J B

España:   Congreso recuerda el 23-F y el Estado atornilla el relato ofic

MX:  Morena se traiciona y contraviene sus estatutos   Sara Lovera

US:  UN ENEMIGO MUY RENCOROSO DE BIDEN   Ángel Guerra

VEN: Embajadora de UE es declarada «persona no grata» en el país

UE: Europa solo recompone su relac con África si afronta fantasm col

US: Contrainsurgencia desde China hasta México  Ramón César G

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RT EN ESPAÑOL

 

UE declara 'persona non grata' a represent d Ven, en resp a la acción d  Caracas  https://actualidad.rt.com/actualidad/384691-union-europea-declarar-non-grata-venezuela-  

Era de esperarse el tit for tat. Quien pierde mas al nivel Econ es la Qt.

 

Biden ordenó ataque contra la milicia respaldada por Irán en el este de Siria   https://actualidad.rt.com/actualidad/384709-pentagono-confirma-ataque-objetivos-milicia-iran-siria 

Con este ataque se inicia el WW3: Siria es aliado de RU-CH. Se espera el ataque a soldados americanos y sus mercenarios terroristas Saudis. Ocurrió antes y esta vez va a ser peor. El otro perdedor es ISR que ya está dentro robando petróleo ajeno junto al US. Es de esperarse el bombardeo de ISR a IRAN y estos tendrán la oportunidad de incendiar 3 depósitos de armas nucleares en Israel. La guerra mundial la inicio Biden.

 

BRA advierte: el país enfrenta nueva etapa de pand con virus d tripe potenc contamint https://actualidad.rt.com/actualidad/384688-ministro-salud-brasil-advertir--nueva-etapa-pandemia

BRA tiene que cambiar de vacuna anti-CV-19. Solo la nueva vacuna RU-CH quema la raíz del virus, no las vacuna USA: Pfizer-Reforma ni ninguna otra. Tienen además que reforzar el inmune sist d los ciudadanos con vitamina D3 y bastante verdura y frutas cítricas + beets (la raíz roja). Es lo que recomiendan los médicos RU-Chinos. Yo los sigo

 

Hecatombe econ: desigualdad explosiva: es el signific del trauma CV en Am-Latina  https://actualidad.rt.com/opinion/ociel-ali-lopez/384695-cambio-america-latina-ano-coronavirus

Con las vacunas Pfizer y otras las empres Farmac controlaron la salud del mundo: fueron los que inyectaron 1 nuevo virus que ya no pueden controlar. Han asesinado a muchos  para lucrar los billones qu tienen y ahora con las vacunas  que queman la raíz del virus se quedan sin negocio. Tienen los días contados pues RU-CH están regalando su antivirus a los países pobres del mundo entero.

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INFORMATION CLEARING HOUSE

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

 No hay nuevas noticias

 

 

GLOBAL RESEARCH

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

 Amnesty International Rescinds Navalny’s ‘Prisoner of Conscience’ Status After Discovering His Past By Zero Hedge

Tensions Between US and Saudi Arabia on the Rise By Lucas L

France Increases Hostilit Agst China in S-CH Sea By Paul A,

Scientists:CV Tests Are ‘Useless’, Based on ‘Flawed Science’ By M H

West Govts Try to Strangle Funding of Independt Media   By T M

Zero Carbon – Zero CV: Twin Phantoms of “Planet Genocide”? By J R

EU Imposes Further Sanctions on Ven as Maduro Visits UN H R C  PD

The Empty Promise of Western-Style “Equality” and “Democracy” BB

Dems Ask Biden to Surrender Keys on Nuclear Weap Launches By J L

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DEMOCRACY NOW

Amy Goodman’  team

 

-100+ Countries Push to Loosen WTO Rules on Vaccine Patents. Why Is the U.S. Still Blocking the Way?

- “Not Ready to Give Up”: Democrats Push Senate to Keep Popular $15 Minimum Wage in Stimulus Bill

- How Mainstream Conservatives & Right-Wing Money Fueled the Capitol Attack

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