MAR 21-22 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
Americans don’t have Bill, Billionaire’s have it: they’re the ones who commit I-crime
AMERICANS ARE LOSING BILLIONS DUE TO INTERNET CRIME
by Tyler Durden
2020 was a record year for both victims of internet crime and dollar losses in the United States...
The FBI's Internet Crime Complaint Center (IC3) has released its 2020 Internet Crime Report which found that 2020 was a record year for both victims of internet crime and dollar losses in the United States.
791,790 complaints were logged by IC3 in the last calendar year with total losses amounting to $4.2 billion. Statista's Niall McCarthy notes that the most frequent internet crimes recorded in 2020 were phishing, non-payment/non-delivery scams and extortion. Business Email Compromise schemes were the costliest internet crimes last year with adjusted losses of $1.8 billion
See Chart:
https://cdn.statcdn.com/Infographic/images/normal/20845.jpeg
….
SOURCE: https://www.zerohedge.com/technology/americans-are-losing-billions-due-internet-crime
----
----
HEADED FOR A COLLAPSING DEBT BUBBLE
"I can imagine a situation, not too many years from now, when countries everywhere will establish new currencies that are not as easily interchangeable with other currencies as today’s currencies are...." [ See Chart ]
====
GOLDMAN'S CLIENTS ARE STARTING TO SWEAT THE COMING TAX HIKES
"Equity investors will soon pivot focus
from rising interest rates to rising tax rates."
Here, as usual, Goldman tries to downplay the potential hit, writing that while "full implementation of candidate Biden’s tax plan would reduce S&P 500 EPS by 9%.... the eventual impact will depend on the specifics" and Goldman's current 2022 EPS estimate assumes just a 3% drag from taxes.
See Chart:
As proposed, Biden tax plan would reduce SPX 2022 EPS by 9% as of March 16,2021
https://cms.zerohedge.com/s3/files/inline-images/biden%20tax%20plan.jpg?itok=q--yocnP
Some more details.
One week after seemingly putting to rest fears that everything is massively overvalued - spoiler alert, it is...
See Chart
Valuations across asset marked are high in the US relative to history S&P 500
CONTINUE READING AT:
SOURCE: https://www.zerohedge.com/markets/goldmans-clients-are-starting-sweat-coming-tax-hikes
----
----
"Owned is a incisive look into the dark history
behind the US housing economy"
====
By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley
Our economists think that growth and inflation will exceed expectations over the next two years. But just like in the cosmos, what burns hotter may also burn shorter. Unlike the long expansions that defined the last 40 years, this one might look more similar to the late 1940s or 1950s.
The US economy grew at an enviable 4% rate between 1947 and 1960, despite recessions in 1948, 1953, 1957 and 1960. Each expansion lasted at least three years.
But this does mean that investors need to be more nimble. Different investments work in different parts of the economic cycle. If this cycle burns hotter and shorter, we need to start thinking about rotating out of early-cycle winners.
Where should we look? US small-cap versus large-cap equities, copper versus gold and corporate credit are all strategies that we’ve liked given historically strong performance following recessions. But all do less well as the cycle extends.
Emerging market equities historically do best following a recession, but then lag. Stocks in Europe and Japan have done better as the economy matures.
Will conditions run too hot? I’m following closely to the US breakeven expectations curve. At the moment, it is reflecting a modest overshoot of inflation over the next 2-5 years..
See Chart:
US 10 Y -5 Years Breakeven Spread
https://cms.zerohedge.com/s3/files/inline-images/5y10y%20breakeven%20spread.jpg?itok=EC_DZXa2
…. ... followed by lower levels of inflation thereafter. That would appear to be exactly what the Fed hopes to deliver, wrapped up neatly with a nice little bow.
See Chart:
Inflation is expected to rise in the near term, but them moderate
See: US breakevens %
https://cms.zerohedge.com/s3/files/inline-images/breakeven%20rates.jpg?itok=HP0NKnXX
As long as that curve remains inverted, the market is signalling that inflationary pressure will be transitory, and there is little need for central banks to sharply change tack. Maybe this is correct. Maybe it is an example of expectations being driven by recent experience. Either way, it’s an important dynamic to watch.
….
----
----
ANOTHER MEGA SHORT SQUEEZE ON DECK
"the GS Prime book saw the largest $ net selling since Dec ‘18 (-2.5 SDs), driven by short sales and long sales (3 to 1);"
====
BIGGEST SQUEEZE SINCE 2014 SENDS HEDGE FUNDS LONG THE DOLLAR FOR FIRST TIME SINCE LAST JULY
"How much do hedge funds want to pile into the long dollar bet"
====
THE FED'S DOT GAME: "SOMETHING MISSING"
The jump in long-bond yields following the FOMC meeting indicates financial market participants believe there is "something missing" in the "dot" plot on policy rates.
====
DEBUNKING PIKETTY AND THE LEFT'S CELEBRITY ECONOMISTS
...who decides what constitutes "wealthy"?
====
CORNERED: POWELL CAN'T RAISE RATES AS ECONOMY REMAINS ON LIFE-SUPPORT
“If monetary policy does create economic growth, inflation and sustainable employment, then why, after more than a decade, is the Fed still having to support the financial markets?”
====
THESE ARE THE BIGGEST (PUBLIC) HOLDERS OF BITCOIN
Bitcoin isn’t so much a bubble as "the last functioning fire alarm” warning us of some very big geopolitical changes ahead...
====
THE ECB'S FINANCIAL SUTTEE IMF: Mrs . Lagarde
It really is a horror show in the making...
====
US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio
TRUMP RAGES OVER "HUGE COVER-UP" AT THE BORDER AS BIDEN STARTS RELEASING ILLEGALS WITHOUT COURT DATE
"In the span of just a few weeks, the Biden Administration has turned a national triumph into a national disaster."
====
RACIST? BIDEN ADMIN SAYS "IT'S SIMPLE, THE BORDER IS CLOSED", STILL "ZERO ACCESS" FOR JOURNALISTS
Hoisted by their own petard...
====
"GOOD EVENING. I WANT TO HAVE A FRANK TALK WITH YOU TONIGHT ABOUT OUR MOST SERIOUS DOMESTIC PROBLEM"
The beneficiaries of higher inflation are those who create it - the politicians.
====
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
VENEZUELA SAYS MASSIVE BLAST HIT NATGAS PIPELINE IN 'TERRORIST ATTACK'
"This terrorist action has affected the operations center in El Tejero that serves as a gas injection plant, and, thank God..."
….
This happen while dogs with rabies exist. Muerto el perro .. muerta la rabia!
====
China Will not accept any transaction with US fake dullards.
DALIO WANTS YOU TO SWAP TREASURIES FOR CHINESE DEBT
"As part of this cycle, there is the emergence of the currency and capital markets of the rising and competing empire. Consistent with this classic cycle there is now a shifting from U.S. bonds to Chinese bonds going on."
====
LIRA CRASHES, TURKEY CDS SOAR AS ERDOGAN LAUNCHES ANOTHER EPIC CRISIS
"The hit to the central bank’s credibility and independence can’t be overstated. Erdogan has battered the institution with interventions that have repeatedly backfired."
====
THE SYRIAN ARAB ARMY IN THE WORLD’S MOST VOLATILE GAME OF WHACK-A-MOLE
It is as if the Syrian Arab Army were involved in a giant game of whack-a-mole. Each time it carries out a successful operation on one of its numerous battlefields, it gets punished elsewhere
====
TOP NATO SCIENTIST WITH HIGH-LEVEL SECURITY CLEARANCE SPIED FOR CHINESE INTELLIGENCE
Estonia's first ever spying conviction "not linked to Russia"...
====
SPUTNIK
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars & danger of WW3
- Trump Says Only Way to End Border Crisis Is to 'Admit Total Failure' and Adopt His 'Proven Policies'
- Launch of Soyuz-2 Carrier Rocket From Baikonur Cosmodrome With 38 Satellites
- Lavrov Says Dynamic Russia-China Cooperat Reflected in Unique Friendship Treaty
- Russian Investigative Committee Uses DNA to Identify WWII Victims
- Biden Says US ‘Must Change Laws That Enable Discrimination’
- Pope Warns of 'Mafias' Around Globe Trying to Capitalize on Pandemic
- US Pullout From Iran Nuclear Deal Demonstrates Complete Incapacity to Negotiate
- Biden Says Will Travel to Southern Border 'At Some Point' as Crisis Continues
- Jordan Reveals New Def Agreemt That Allows Free Entry of US Forces Into Kingdom
====
====
MAR 21-22 -2021 ND SIT EC y POL SPANISH ++
REBELION
Opin: “Existe un periodismo enfermo de objetividad” Enric Llopis
US: Joe Biden, otro presidente patotero (y van…) A Aharonian
CV: VIOLENCIA FARMACOLÓGICA César Manzanos
W-Polit: LA CONFABULACIÓN DE MACRI CON EL FMI H López B
Perú, mar 2021 Lescano, Forsyth y Mendoza disputan elecciones
Mund: racismo y refugiados del capitalis hegemónico Jorge Majfud
----
----
RT EN ESPAÑOL
China militariza mar Meridional con presencia "provocadora" de 220 buques de guerra https://actualidad.rt.com/actualidad/387098-filipinas-pekin-militarizar-mar-china-meridional
No busca atacar a Filipinas como aquí se cree, pero si frenar el avance del US en la zona
El ayatolá Alí Jameneí afirma que las promesas de US no tienen credibilidad para Irán https://actualidad.rt.com/actualidad/387105-ayatola-ali-jamenei-promesas-eeuu-credibilidad
VEN afronta 2da ola de CV y apunta a la variante brasileña como causa "fundamental" https://actualidad.rt.com/actualidad/387120-maduro-venezuela-segunda-ola-brasil
Un cohete ruso Soyuz-2 despega con 38 satélites de 18 países a bordo https://actualidad.rt.com/actualidad/387109-soyuz-despega-orbita-treinta-ocho-satelites
"Redefinirá el juego": Anuncian regreso de Trump a redes sociales con propia plataf https://actualidad.rt.com/actualidad/387111-trump-regresar-redes-plataforma-propia
No creo que va a redifinir nada, el es tan pro-WW3 como Baiden y eso agrava el panor
Maduro anuncia la llegada a VEN en abril de dos vacunas cubanas contra el covid-19 https://actualidad.rt.com/actualidad/387128-maduro-abril-vacunas-soberana-abdala
Ha dado buenos resultados en Cuba y se espera que lo mismo ocurra en Venezuela
El MIT (Inst d Tecn de Massach) dice que la estruct del virus pued destr en frac de segun https://actualidad.rt.com/actualidad/387090-cientificos-mit-ultrasonido-contra-coronavirus
Al parecer esto fue parte de la Tecnol CH-RU para destruir la raíz del virus en sus Labs pero se la descarto para dar paso a la vacuna Sputnik V y su similar en la vacuna china. Se prefirió la técnica bio-química en lugar de los físico-mecánico del ultrasonido.
----
----
INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3
Nada nuevo
….
GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO allies
- Video: Dr. Mike Yeadon on CV-19 Restrictions and Lockdown By M Y
- Inside the Horror Show of Northern Uganda By Otim Tonny
- The Case of Alexei Navalny. Reviving the Cold War By John Ryan
- CV-19 Vaccine Risks and Research By Nina Beety
- Call for a Moratorium on CV Jabs in North America By Anthony Hall,
- Pfizer Executive: Shift from Pandemic to Endemic. “Hiking Vaccine Price after Pandemic Wanes” By Kim Iversen and Audrey McNamara
- Turkey Refuses to Give Up on Its Interests in Northeast Syria By S F
----
----
VOLTAIRE NET ORG https://www.voltairenet.org/en
NATO NO LONGER ABLE TO MONITOR RUSSIAN ARMY IN MEDITERRANEAN SEA
SOURCE: https://www.voltairenet.org/article212491.html
----
----
LA OTAN YA NO LOGRA VIGILAR A RUSIA EN EL MEDITERRÁNEO
FUENTE: https://www.voltairenet.org/article212494.html
----
----
CROSS TALK https://www.rt.com/shows/crosstalk/
Take your pick: The Great Reset, or Build Back Better. Both sound nice, but what do they mean? Is neoliberalism mutating? Reset for whom? Better for whom? Do the people have a say in any of this?
SOURCE: https://www.rt.com/shows/crosstalk/518750-great-reset-liberalism-mutating/
====
====
No hay comentarios:
Publicar un comentario