sábado, 8 de mayo de 2021

MAY 7 2021 ND SIT EC y POL

MAY 7  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

 

GOLD SURGES TO BEST WEEK IN 6 MONTHS, CRYPTO SOARS AS DOLLAR CRASHES

                by Tyler Durden

...jobs, schmobs!

This was not the shitty jobs data you were looking for...

The instant reaction at the payrolls data was Small Caps puked and Big-Tech buying-panic...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-05-07_12-56-11.jpg?itok=CFAXUjrg

 

But by the end that difference has converged...

See Chart:

Russell 200 / Nasdaq 100

https://cms.zerohedge.com/s3/files/inline-images/2021-05-07_12-26-04.jpg?itok=F7IEn6LH

 

The Dow led the way this week, charging to its best week in two months amid terrible jobs data. Nasdaq, on the other hand, is down for the 3rd straight week. Small Caps managed to cling to the flatline...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-05-07_12-57-07.jpg?itok=8i4um_d6

 

Today's bounce back in Small Caps pushed them to close back above the 50DMA...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-05-07_12-30-03.jpg?itok=5MlSGBKB

 

"Most Shorted" stocks suffered their biggest weekly loss since Oct 2020...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmC86B.jpg?itok=-gYF_lLP

 

Energy stocks were the week's biggest winners while Tech, Utes, and Consumer Discretionary all ended lower...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm58E0.jpg?itok=OLEQJ2OD

 

Cathie Wood's ARKK was clubbed like a baby seal again (worst week since Feb)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-05-07_12-22-23.jpg?itok=mcBBY_31

 

IPOs Index saw the biggest weekly drop since March 2020...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmDF2E.jpg?itok=RYmQnztB

 

VIX was monkey-hammered back below 17 to end the week...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-05-07_12-45-41.jpg?itok=TL3hNVmp

 

TREASURY YIELDS plunged today on the terrible jobs data... then ripped higher. 30Y ended up around 3bps on the day, 5Y down around 3bps...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmBE0F.jpg?itok=NqTC0Ec6

 

For some context (and an idea of the lack of liquidity), 10Y Yields crashed 10bps-plus and ripped back 10bps-plus. Jim Vogel at FHN explains:

"Measured by intensity of price changes and volume in a 30-minute period, we cannot find any event as volatile as this morning’s reaction to April payrolls in the last five years.  We actually quit looking after we got to the beginning of 2016."

But all yields were lower on the week with the belly outperforming (7Y -7bps)..

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm9AD.jpg?itok=iAdRR2QO

 

The crappy jobs data took an early rate-hike largely off the table...

See Chart:

FED Tate Expectations at Dec 2022

https://cms.zerohedge.com/s3/files/inline-images/bfm8290_0.jpg?itok=3rKy_HDL

 

The dollar plunged today on the dismal jobs data, to its weakest since February. This was the 4th down week of the last 5 for the dollar and the biggest weekly drop since early November...

See Chart:

Bloomberg Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/bfm5B3A.jpg?itok=PyGq9xqB

 

Dramatically outperforming bitcoin over the same period...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm187A.jpg?itok=Vc6WOHxB

 

Commodities continued their (transitory) charge higher (5th straight week). Spot Commodity Index is up a stunning 65% YoY - a record spike.

See Chart:

Bloomberg Spot Commodity Index

https://cms.zerohedge.com/s3/files/inline-images/bfmCA12.jpg?itok=el-i3fQR

 

WTI rallied on the week but was unable to hold gains above $66 (in fact closing with a $64 handle)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-05-07_12-09-27.jpg?itok=gvAiUmH-

 

Gold rallied to its best week since Nov 2020, ending at $1840, its highest in 3 months. NOTE the double-bottom test below $1700 has set solid support...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-05-07_11-26-44.jpg?itok=Z6jlWFAH

 

Silver pushed back above $27.50, having found support at $25

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-05-07_11-28-05.jpg?itok=jv9Vbtuu

 

Copper hit a new record high this week (along with Iron Ore and Steel) and is now up over 90% YoY...

See Chart:

LME Cooper

https://cms.zerohedge.com/s3/files/inline-images/bfm7CF4.jpg?itok=JWkQ32cd

 

Despite gold's big week, the surge in copper has taken the ratio to its highest since Nov 2014. That suggests 10Y yields should be at least 100bps higher... if not 200bps!

See Chart:

Cooper/Gold  vs  Ten years yield

https://cms.zerohedge.com/s3/files/inline-images/bfmF5F6.jpg?itok=vvk6y1c6

 

Finally, we note that stocks are still significantly ahead of global central bank balance sheets...

See Chart:

S&P 500  vs  Global Central Bank balance sheet

 https://cms.zerohedge.com/s3/files/inline-images/bfm35D0_0.jpg?itok=c9zIqAlT

….

SOURCE:  https://www.zerohedge.com/markets/gold-surges-best-week-6-months-crypto-soars-dollar-crashes

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EXISTENTIAL ECONOMIC THREATS: HOW US STATES CAN SURVIVE WITHOUT FEDERAL MONEY 

Without economic independence, no other freedoms are possible. I believe it is time for Americans and free-minded states to once again focus on localization. The future of liberty in our nation depends on it...

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BOVARD: THE COMING IRS REIGN OF TERROR                  

The power to tax has long conferred the power to destroy political opponents

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THE RISE OF BITCOIN 

...a new and fundamentally different way to process payments. It relies on neither decentralized nor centralized clearing. Instead, it processes transactions over a distributed network.

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RISING BOND YIELDS THREATEN FINANCIAL MARKET STABILITY

Financial markets, already dislocated from fundamental realities, appear to be acutely vulnerable to such a change in sentiment...

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US CHAMBER OF COMMERCE URGES BIDEN TO END PANDEMIC HANDOUTS: "PAYING PEOPLE NOT TO WORK" IS KILLING THE RECOVERY 

"We need a comprehensive approach to dealing with our workforce issues and the very real threat unfilled positions poses to our economic recovery from the pandemic."

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US  DOMESTIC POLITICS

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

 

TEXAS SENATE APPROVES PERMITLESS CARRY OF HANDGUNS 

...the bill would allow eligible residents 21 years and older to carry a holstered handgun, openly or concealed, without a permit...

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SOUTH CAROLINA TO ADD DEATH-BY-FIRING-SQUAD AS EXECUTION METHOD 

"We are one step closer to providing victims' families..." 

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NEARLY 50% OF AMERICANS BELIEVE SOCIAL DISTANCING WILL BECOME PERMANENT

Even as MIT recently exposed many measures as "fear-based" & not scientific.

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STEPHEN MOORE: "SOMETHING IS VERY FISHY" ABOUT THE BIDEN CENSUS BUREAU DATA 

Most all of the revisions to the original estimates have moved in one direction: Population gains were added to blue states, and population losses were subtracted from red states.  Is this a mere coincidence?

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JOHNS HOPKINS DOCTOR DISMISSES WALENSKY FEAR-MONGERING: "MOST OF THE COUNTRY IS AT HERD IMMUNITY"

"...we've got to be careful right now and not scare people... given the harm of social isolation, we need to abandon the goal of absolute risk elimination at all cost."

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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

 

WHO INVITE TAIWAN INTO DECISION-MAKING BODY OVER CHINESE OBJECTIONS

"There is no reasonable justification for Taiwan's continued exclusion from this forum, and the United States calls upon the WHO Director-General to invite Taiwan..."

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SPUTNIK :  https://sputniknews.com/

- New York City Restaurants See Drop in Employment Rates After Unemployment Benefits Increase

- India Reports Record 4,187 Coronavirus-Linked Fatalities Within Past Day

- Missouri House of Representatives Reportedly Votes to Institute 'Rush Limbaugh Day'

- WHO Says Up to 194 Memb to Decide on Taiwan Observer at World Health Assembly

- Burning a Police Station Led to Justice

- Missouri House of Represents Reportedly Votes to Institute 'Rush Limbaugh Day'

- Biden Adm Resumes White House Visitor Log Releases Stopped During Trump Term

- Does Rest pay the right minim salary?  NY City Restaurants See Drop in Employment

- Huge Fire Ravages in Iranian Coastal City of Bushehr

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MAY 7 - 2021  ND SIT EC y POL SPANISH  ++

 

REBELION

 

COL: PARO NACIONAL 28A, LA REVANCHA DE LA HISTORIA  LC M

COL: Alerta frente a la trampa de asesinos Uribe y Duque   LA M

COL:   UN PARO CÍVICO ÉPICO   Horacio Duque

COL:  DUQUE: AUTOGOLPE O RENUNCIA   Piedad Córdoba  

Europa-CV-19:  Por qué está justificada la cólera de la juventud  MV

Universit: Princeton y Pensilv usan huesos de niñas asesinadas  A-D

ECON:  EL GASTO MILITAR Y EL HAMBRE MUNDIAL   H  López

PAL:  Nuevo enfoque para las elecciones en Palestina  Alaa Tartir

Econ: El planeta se nos va y urge frenar la locomotora del crecimient

Ricos en crisis: Felices porque siempre olvidan que no fueron nadie

US:  Apoya suspender patentes de las vacunas anti-COVID   Icíar G

ALC:  Ejército de El Salvador avaló oper-masacre de mil campesinos

Pobres en crisis: Si son Felices es porque saben que no son nadie

Perú  ¡ADELANTE PEDRO!  EL PUEBLO ESTÁ CONTIGO   J Verástegui

Cultura:   EL CIELO DE LOS TOPOS   Miguel Casado

Médico peruana: Orgullosa y agradecida de ser médico d Cuba Eda O

ARG:  TODO PRECIO ES POLÍTICO   Sergio Zeta

Econ: Empresas chinas energéticas se afianzan en Am-Lat   Cecilia Joy

BOL:  De zapatazos a choclazos, tomatazos y algo más   Adolfo C

CV:  La pandemia es un ultimátum, dice la Org Meteorológica Mund

Polit: No. Ni él ni yo escribimos el discur d Biden, solo llevábamos raz

Econ:  Establecer la economía política del trabajo   Carlos Martínez

BRA: Crecen milicias en Río de Janeiro en base a negoc inmobiliarios

Genero: Invisible la violencia de género:  TODAS LAS VIOLENCIAS  ML

Chile: Camila Vallejo advirtió: diálogos del gob “que no llegan a nada”

CV: Felicidad, individualismo hedonista y enfermedades mentales  I E

COL: CAYÓ LA REFORMA, AHORA QUE CAIGA LA TIRANÍA  JD Murcia

Cuba:  LA RESPUESTA NO ES POLICIAL, ES POLÍTICA

Cuba: Apostillas a más de una lectura gramsciana   Yassel A. Padrón

España: Lecciones de las elecciones madrileñas  Miguel Manzanera

España: El «asalto a los cielos» empieza por el subsuelo D Cardozo

Ecuador:  PUEBLO AWÁ, SOS   Ileana Almeida

US:  Refrenar el belicismo desde la sociedad estadounidense?  FMG

MX:   DÍAS ACIAGOS Y DE CONCIENCIA  Cristóbal León Campos

Europa : Miles de ballenas y delfines se cazan pese a protección legal

OIT: anticiparse a la crisis: signo de la nueva normalidad   Edo Camín

ISR:  Crímenes de guerra y lesa humanidad del sionismo (Parte II)  PJL

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GLOBAL RESEARCH

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

 

-WHO, the CDC and the Davos WEF: The New Nuremberg Trials of 2021. Crimes Against Humanity By Blazing Press,

- Biden “Health Security” Proposal Could Make the US a “Digital Dictatorship” By WW

- Will Oil Hit $80 this Summer? By Julianne Geiger,

- Health Experts Admit Outdoor Mask Wearing Is Ridiculous By Dr. Joseph Mercola

- COVID Vaccines: The Tip of the Iceberg By Swiss Policy Research

- Court Hears CHD’s Argumts Agst Facebook, Zuckerberg and ‘Fact Checkers’ By ChHD 

- NATO’s Turkey’s Military Aggression in Iraq, Syria, Yemen and Caucasus Signals Proxy Conflict with Iran By Rick Rozoff,

- US: ‘Swift’ Return to Iran Deal Possible with Iranian Decision By Ali Harb,

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

 

Keiser Report

PLANET PONZI IS HERE (E1694)

  Max and Stacy look at soaring lumber prices adding tens of thousands of dollars to the cost of building a new house. In the second half, Max interviews Mitch Feierstein of PlanetPonzi.com about the population loving the boom times of planet Ponzi as the free money drives a surge in consumer spending and stock and property manias.

SOURCE: https://www.rt.com/shows/keiser-report/523152-housing-price-planet-ponzi/

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DEMOCRACY NOW

Amy Goodman’  team

 

- “They Were Tortured”: 4 Families Torn Apart by Trump Are Reunited. 1,000+ Still Separated, Missing.

- Richard Wright’s Novel About Racist Police Violence Was Rejected in 1941; It Has Just Been Published

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