MAY 13 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
THE QE ENDGAME: A BIG PROBLEM IS EMERGING FOR THE FED
by Tyler Durden
We already have a collateral shortage the likes of which are on par with what we experienced in 2015-2016. What happens in the next 18 months when we get an additional $1 trillion in reserves sloshing around?
For the second time in three weeks, the US Treasury sold $40BN in 4-week bills at a price of 100.000% representing a rate of 0.00%.
See Chart:
4- Week TSY Bill Investment Rate
https://cms.zerohedge.com/s3/files/inline-images/4%20week%20tsy%20bill.jpg?itok=8-nurCfv
To be sure, Bills had printed at 0.000% at auction previously, but that was largely during the reserve glut days of 2015.
See Chart:
4- Week TSY Bill Investment Rate
https://cms.zerohedge.com/s3/files/inline-images/4%20week%20bills%205.13%203.jpg?itok=hQThxH8_
So why now? The same reason usage of the Fed's Reverse Repo facility has soared in recent weeks from zero to over $100 billion at the end of April, hitting a whopping $235 billion today..
See Chart:
FED O/N Reverse REPO
https://cms.zerohedge.com/s3/files/inline-images/Fed%20rev%20repo.jpg?itok=q01RBGTk
...as investors choose to directly transact with the Fed - where only positive rates are allowed - rather than the open market where collateral rates have frequently been negative in recent weeks as Curvature's Scott Skyrm explained in this note from April 26:
Overnight rates are low. Too low by all normal standards. The fed funds rate is well below the mid-point of the fed funds target range and the Repo GC rate is at zero; often trading negative. Zero percent interest rates are forcing billions of dollars of cash into the Fed's RRP facility.
While this This is a delightful case of deja vu irony - the Fed is taking Treasurys out of the market through QE purchases and putting them right back in via the RRP - it is also distorting the Repo market, and although the Fed can fix this aberration by hiking the IOER or RRP rates, it has so far refused to do so.
CONTINUE READING and see more charts at:
SOURCE: https://www.zerohedge.com/markets/qe-endgame-big-problem-emerging-fed
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STOCKS SURGE, CRYPTO CRUSHED, COMMODITY FEVER BREAKS AS LUMBER SLIDES FOR 3RD DAY
by Tyler Durden
Another day where little made sense.
It was an erratic day, which in so many ways was a mirror image of yesterday, and even though today's blistering PPI print confirmed yesterday's near-record CPI number, traders who expected a continuation of yesterday's action were left nursing big losses.
Perhaps it was the fervent defense of the "transitory inflation" narrative on Wall Street, but whatever the reason, yesterday's surge in the VIX reversed sharply, with the fear index tumbling from yesterday's high of 29, sliding to session lows of 23.
See Chart:
VIX
https://cms.zerohedge.com/s3/files/inline-images/VIX%20lumber%205.13.jpg?itok=rQXXP-ls
... even as tech stocks found it more difficult to overcome gravity with the Nasdaq dipping into the red by mid-day only to rebound as we approached the close, with Bloomberg pointing out that after months of misery, the NYSE FANG index may be poised to blast off having formed a triple bottom around 6,100.
See Chart:
NYSE FANG
https://cms.zerohedge.com/s3/files/inline-images/nyse%20fang%205.13.jpg?itok=gWkj5akF
Helping the risk-on mood was not just the plunge in the VIX but also the sharp drop in yields, and despite a rather ugly, tailing 30Y auction,. the 5Y breakeven yield tumbled all day and was set to close below Tuesday's low, completely fading yesterday's CPI spike.
See Chart:
5-Years Breakeven
https://cms.zerohedge.com/s3/files/inline-images/5y%20BE%205.13.jpg?itok=apyZukEd
Nowhere is the pain as concentrated as in the index of profitless tech companies, where the slide has continued and after peaking in late February, the index is now down almost 40% from the highs!
See Chart:
Profitless Tech cos.
https://cms.zerohedge.com/s3/files/inline-images/profitless%20tech%20cos%205.13.jpg?itok=V2vVur5P
There were also important developments in the commodity sector which many have been keeping an eye on recently to gauge upstream price pressures, with oil sliding after the reopening of the Colonial Pipeline (which merrily paid $5MM in crypto to its ransom-seeking hackers)...
See Chart:
Brent Crude
https://cms.zerohedge.com/s3/files/inline-images/brent%20crude%205.13.jpg?itok=_S0PPQht
But the biggest highlight of today's session was neither stocks, nor bonds, nor currencies, but crypto which had a dismal day, first after Musk's tweet, then hit more after Bloomberg announced that Binance was being probed by the DOJ and IRS, and finally after Gasparino tweeted that regulators may be looking into crypto electricity consumption
See Chart:
Crypto
https://cms.zerohedge.com/s3/files/inline-images/cryptos%20may%2013.jpg?itok=Fa5jkrLG
So with this confusing set up, one where commodity inflation appears to be peaking even as CPI and PPI are finally soaring leading to further tech stock revulsion, we look toward tomorrow's potential data tiebreaker, the April retail sales, which as we noted earlier (using BofA card spending data) will likely be a big miss to consensus expectations. Whether that resets the reflation scare and whether growth stocks will surge as a result, is anyone's guess.
See Table:
https://cms.zerohedge.com/s3/files/inline-images/bofa%20retail%20sales_0.jpg?itok=GNtLSpCV
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption.
Business 1st: enrich more the owners of vaccine who’re spreading the CV
BIDEN SAYS 'RULE IS SIMPLE": GET VACCINATED OR WEAR A MASK UNTIL YOU DO
"The choice is yours."
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NOT CHOICE but SUBMISSION instead. Vaccines should’ve been adapted & upgrated to 3 types of immmune system in any nation: lower’ immune syst, average & rich immune syst. Those who has rich immune system don’t need to be vacc at all and they won’t be affected by both vacc. If they took it is because they need to trouble. The average imm syst is at risk because they will inoculate a virus on them that can create health trouble. The one who has lower immune system can be killed by current vacc. A Dr said that more than 50% of our population has either average & lower immune system. How many of them have be killed? There is not official data on this issue, the State & private owners of vacc hide this data. Wiil priv Comp will upgrade their vaccines? Of course NOT, because IS PRIVATE GREED & NOT PUBLIC NEED THEIR INTEREST.
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Only stupid people trust in lotteries… worse in this one
OHIO OFFERS WEEKLY MILLION DOLLAR LOTTERY PRIZE FOR VACCINATED PEOPLE
WTF is this.
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HERE ARE THE STATES HARDEST HIT BY THE GASOLINE SHORTAGE
The shortage has pushed up the average US price of gasoline above the $3 mark for the first time in 6.5 years.
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ANTIFA PROTESTER: "I CAN'T WAIT UNTIL BLACK PEOPLE LYNCH WHITE PEOPLE"
Leftists burn U.S. flags, chant “death to America!”...
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STOCKMAN: GOOD RIDDANCE, LIZ CHENEY!
There have been few politicians in modern times who have done more to undermine personal liberty, capitalist prosperity, small government and especially world peace than the Cheney Clan.
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BIDEN PLANS EXPANSION OF FEDS' ARMY OF SNITCHES IN "DOLLARS FOR COLLARS" PROGRAM
Just what America needs, it’s own Stasi...
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HOUSE GOP INTRODUCES BILLS TO COMBAT CRITICAL RACE THEORY
"It’s impacting our schools, our institutions, our employers. We’re seeing it across the country."
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No civilized society should force its citizens
to go through this annual torture.
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US-WORLD ISSUES (Geo Econ, Geo Pol & global Wars)
Global depression is on…China, RU, Iran search for State socialis, D rest in limbo
ROCKETS FIRED AT ISRAEL FROM SOUTH LEBANON AS FEARS GROW HEZBOLLAH TO ENTER CONFLICT
"Unclear" who was responsible for new attack from Lebanon.
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Hay que regresar a ISR a los limites que tuvo antes de la guerra de los 7 dias
ISRAEL'S MILITARY BEGINS GROUND OFFENSIVE IN GAZA
Air and ground operations will continue until
"there is complete quiet" IDF says.
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ISR ha expropiado tierras ajenas y cometido war crimes & crimes agst Humanity
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WW3 provocation: What if RU-CH make missile drills from Atlantic t Pacif of US
US, JAPAN, FRANCE HOLD FIRST-EVER JOINT DRILLS IN JAPANESE TERRITORY WITH EYE ON CHINA
Tokyo looking to also expand military ties with "like-minded" countries beyond the US...
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What if troika drill cross the space of China & they put it down? While RU focus on NATO bases + their big banks in Europa?
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SPUTNIK : https://sputniknews.com/
- Videos: IDF Launches Strikes, Taps Ground Forces Amid Rocket Exchanges Along Gaza Strip
- Ghost of Administration Past
- Hamas Military Wing Says Fired 100 Rockets at Israel’s Ashkelon
- Space-Born Plutonium Found on Floor of Pacific Ocean
- Colonial Pipeline Announces System Reset Amid Reports of $5 Million Ransom Payment to Hackers
- UN Secretary General Calls for 'Immediate' End to Deadly Hostilities in Israel, Gaza Strip
- Egyptian Delegation Leaves Tel Aviv After Israel Rejects Humanitarian Ceasefire Plans
- UN Security Council Will Convene Sunday to Address Gaza Strip Clashes
- US Open to UN Discussion of Israeli-Palestinian Conflict Early Next Week
- Speaker Pelosi Says Greene's 'Verbal Assault' on Ocasio-Cortez May Result in Ethics Evaluation
- US Marine Major First Active Serviceman Charged Over Jan 6 Capitol Protest
- Russia, UN, EU Discuss Holding of MidEast Quartet Meeting on Palestine Issue
- US Convoy Violated Protocol as Six Vehicles Tried to Enter Northeastern Syria, Russian Military Says
- Mass Anti-Israel Rallies Sweep Across Germany, Police Beefing Up Security
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MAY 13- 2021 ND SIT EC y POL SPANISH ++
REBELION
COL: UN PARO QUE ANUNCIA AL NUEVO PODER Pablo Nariño
COL: DEL PARO NACIONAL AL LEVANTAMIENTO POPULAR
COL: Comun-internac da la espalda a Iván Duque Sergio Ferrari
COL. EL NEOLIBERALISMO ESTALLA EN COL Juan Paz-y-Miño C
EC-POL: urgencia de poner la deuda al centro del debat M Lucia B
Sionismo: Alianza con L Almagro el yanacona Pablo Jofré Leal
Mund : Nuestra civilizac: coche sin frenos y con volante bloqueado ML
FEM: Madres afectad por violenc de género rech hostigam institucion
Col Lucha: https://youtu.be/UjpANyJ_C-o?t=7
ALC: APOCALIPSIS AHORA Rosa Miriam Elizalde
Pto Rico: EXIGE SU ESCOLONIZACIÓN Wilkins Román Samot
El Salvador CON LA VISTA PUESTA EN LA DEMOCRACIA Carlos Ayala
ARG: Usurpac de tierras ancestrals: “Es nuestra tierra y nuestro hogar”
BOL: SE RENOVO EL PODER POLÍTICO EN BOLIVIA Verónica Zapata
Chile: DEL RUIDO DE SABLES AL RUIDO DE TRIPAS Manuel Cabieses
Madrid: ANATOMÍA DE UN FRACASO Miguel Suárez
Cuba: RETAMAR Y LA CASA DE LAS AMÉRICAS Cristóbal León
España: EL TREN, ¿VÍA MUERTA? Marta Montojo
MX: LA MULATA DE CÓRDOBA Carlos Morales
Mund: LA ECONOMÍA CRECE, PERO TAMBIÉN LA POBREZA
Mund : NEOLIBERALISMO Y ALGUNOS DE SUS EFECTOS Hervi Lara
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RT EN ESPAÑOL
Rusos detienen en Siria un convoy del US por usar una ruta no coordinada https://actualidad.rt.com/actualidad/392052-militares-rusos-detienen-siria-convoy-estadounidense-ruta-no-coordinada
Descifran un 'truco' del coronavirus para infiltrarse en nuestro genoma https://actualidad.rt.com/actualidad/391866-descifrar-truco-coronavirus-infiltrarse-genoma-humano
Bloomberg: Colonial Pipeline pagó 5 mills de USD a los autores del 'hackeo' https://actualidad.rt.com/actualidad/392021-colonial-pipeline-pagar-millones-hackeo
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GLOBAL RESEARCH
Geopolit & Econ-Pol crisis that leads to more business-wars from US-NATO
- Hamas Fires Iranian-Made Cruise Missiles for First Time, Five Israelis Killed
- A War Game Ground for the US-NATO Strategy By Manlio Dinucci,
- Israel’s Illusion of Normality Collapses By Haim Bresheeth-
- Two Young Mothers Paralyzed after Receiving Pfizer’s CV Vaccine By CMcG,
- “Greater Israel”: The Zionist Plan for the Middle East By Israel Shaha
- Israel’s Annexation Plan Is “The Nakba Revisited” By David Hearst,
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CROSS TALK https://www.rt.com/shows/crosstalk/
Max and Stacy look at the buyers’ frenzy chasing up prices as inflation starts to explode across prices in the economy. In the second half Max interviews Aleks Svetski of Amber App about fiat collectivism and the misallocation of capital it causes
SOURCE: https://www.rt.com/shows/keiser-report/523640-buyers-chasing-up-prices-inflation-start/
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DEMOCRACY NOW
Amy Goodman’ team
-“The Scene Is Horrific”: Gazans Trapped as Israel Escalates Bombing, Killing Dozens in the Territory
- Poet Mohammed El-Kurd Detained in Sheikh Jarrah After Condemning Israeli Apartheid on U.S. TV
- “Lynch Mobs”: Palestinians Face Brutal Attacks Inside Israel as Assault on Gaza Escalates
- Nathan Thrall on the Historic Palestinian Uprising Against Israeli Control from the River to the Sea
- Nathan Thrall on “A Day in the Life of Abed Salama” & Reality of Palestinian Life Under Israeli Rule
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