martes, 15 de junio de 2021

JUN 14 2021 ND SIT EC y POL

JUN  14  2021  ND SIT EC y POL 

ND denounce-neoliberal debacle y propone State-Social + Capit-compet in Eco

 

 

ZERO HEDGE  ECONOMICS

  Neoliberal globalization is over. Financiers know it, they documented with graphics

 

BIG-TECH & BITCOIN PUMPED AS BANKS, BONDS, & BULLION DUMPED 

                by Tyler Durden

...to the moon (again)?

Big-tech was bid as soon as the cash market opened and both Small Caps (Russell 2000) and Big-Caps (Dow Industrials) were dumped with the S&P under water most of the day until the late day panic-bid hit as the gamma-meltup struck...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-06-14_13-00-03.jpg?itok=IsHaSpk3

 

That's a record close for the S&P and Nasdaq thanks to this utterly ridiculous meltup...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-06-14_13-01-22.jpg?itok=Z7sST849

 

The Nasdaq's outperformance pushed it to its highest relative to The Dow since April...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm5B88.jpg?itok=3dSyZ-OL

 

JPM's Dimon spooked bank stocks even further - despite rising yields today...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm5D51_0.jpg?itok=g_ZNajL7

 

Uranium/Nuclear-related stocks tumbled on the China Nuke emissions headlines...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmE205.jpg?itok=n0pRkPxl

 

S&P 500 Realized vol has tumbled to its lowest since Nov 2019...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm571.jpg?itok=fe6pJNwb

 

Amid all the chatter on inflation, breakevens went nowhere at all...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm9978.jpg?itok=FJIU1ujH

 

The Dollar trod water after spiking Friday up to fill the payrolls gap down...

See Chart:

Bloomberg Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/bfm1BFE.jpg?itok=nUYynnGg

 

Gold ended the day lower despite the dollar going nowhere...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-06-14_12-09-02.jpg?itok=w3P1Dkk1

 

Finally, if you're wondering why people are buying USTs again... here's one reason... 5Y greek debt is now trading at a negative yield (yes, really)... so which would you rather own 5Y UST at 75bps or 5Y GGB at -0.4bps!?

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmCC89.jpg?itok=_9JueS7f

….

SOURCE: https://www.zerohedge.com/markets/big-tech-bitcoin-pumped-banks-bonds-bullion-dumped

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GOLDMAN: IMAGINE YOU WERE STUCK ON A DESERTED ISLAND FOR THE PAST COUPLE OF YEARS

                By Tony Pasquariello,

...a few present-day realities...

What follows from here is a handful of quick thoughts on the economy and the markets, all connected with a chart:

1. it may not matter today -- as we experience a surge in US economic output that may well never be seen again -- but, as markets look around the corner, it’s worth noting that by the end of next year -- and, in the years that follow -- GIR forecasts that we’re back into a growth environment that’s very reminiscent of the post-GFC secular stagnation era (link).  this provokes two thoughts:

i. I will stop short of saying it’s time to cut-and-run on the cyclical trade, but again I reckon this argues for ongoing balance with the other foot in secular growth exposure.  said another way, this would be a friendly backdrop for mega cap tech.  and, as detailed in the subsequent couple of points, there are cyclical parts of the market I still really like ... while I’d be increasingly skeptical of spaces like brick-and-mortar retail (framework available).

ii. at first glance, I admit this glide path savors of anti-climax.  then again, it could well be just what the doctor ordered for S&P.  I say this when thinking back to Bill Dudley’s call for 3-4% interest rates ... through the prism of the stock market, I think you’d much rather have the Fed attempting a soft landing than trying to cool down an overly hot and tight labor market (remember the old rule of thumb 2).

See Chart

GDP Growth Forecast

https://cms.zerohedge.com/s3/files/inline-images/gs%20gdp%20change.png?itok=B87ynlsF

 

2. while it’s admittedly on a short leash given the prior point, I still like the European equity trade.  the thesis is clear-cut: SX5E possesses the core cyclical properties that fit the current growth backdrop ... GIR is confident on the strength and sustainability of the Euroland growth rebound (link) ... and, it feels to me like the market is underappreciating the significance of the Recovery fund.  with credit to Jari Stehn in GIR, the chart on the left shows the total size of the Recovery Fund allocation in percent of GDP -- and, the right chart shows the estimated impact of the Recovery Fund on the level of GDP ... for southern Europe, in particular, these are not small figures

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/european%20recovery%20trade.png?itok=Lemz92N4

 

Contiue reading & see more charts at:

SOURCE:  https://www.zerohedge.com/markets/goldman-imagine-you-were-stuck-deserted-island-past-couple-years

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All you NEED is LESS

IS A "CLIMATE LOCKDOWN" ON THE HORIZON? 

If and when the powers-that-be decide to move on from their pandemic narrative, lockdowns won’t be going anywhere. Instead it looks like they’ll be rebranded...

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US  DOMESTIC POLITICS

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

 

BIDEN ADMIN PATS SELF ON BACK AFTER 'GIFTING' VACCINE TO 0.015% OF TRINIDAD POPULATION

                "No strings attached"

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Some bureaucrats in Educ are masters in using the guillotine for NOT Rev purposes

PETITION DEMANDS RESIGNATION OF NEW JERSEY SCHOOL BOARD AFTER HOLIDAY NAMES REPLACED WITH GENERIC "DAY OFF"

“Now they’ve cancelled our holidays... How will students learn about the significance of these days if our board doesn’t even deem them important enough to keep on the calendar? Enough!"

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THOMAS JEFFERSON VERSUS THE FEDERAL RESERVE

Hamilton’s twisting of the Constitution to wring out new powers set the stage for much the federal overreach that would follow. It was the “foundation” for the living breathingConstitution we live under

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Does this include bad policemen & some military staff?

STANFORD STUDY: MOST MASS SHOOTERS HAVE UNDIAGNOSED PSYCHIATRIC ILLNESSES

...diagnosis and treatment of mental illness

could have "decreased violence"...

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GREENWALD: THE ENDURING FALSE NARRATIVE ABOUT THE PULSE MASSACRE SHOWS THE POWER OF MEDIA PROPAGANDA

Politicians and activists should stop ratifying the fiction that Omar Mateen was motivated by anti-LGBT hatred. It dishonors the victims and obscures the real motive.

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SEVEN THINGS NOBODY TALKS ABOUT THAT WILL EVENTUALLY MATTER... A LOT

Nobody seems to notice the 'diminishing returns' on Fed manipulation, oops, I mean 'intervention'...

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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

 

Getting ready to respond US- EU attack (WW3)

CHINESE STEALTH FIGHTERS BUZZ BEIJING IN FLY OVER REHEARSAL AHEAD OF CENTENARY PARADE 

"During the day on Sunday morning, several echelons of PLA warplanes were seen flying..." 

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Is G-7 not to negotiate agreemt?, Is it to declare RU-CH worse enem of W & decl ww3?

PUTIN WARNS AGAINST ONGOING NATO WARSHIP BUILD-UP IN BLACK SEA AHEAD OF BIDEN MEETING

"I do not want to use harsh words, but they simply spat upon our interests and that’s that."

….

In other words: IF you violate sovereignty of other nation, you will pay for it.  SO: the right Qt is : How many minutes will take to destroy all top commands of NATO wherever they are in Europe?. NATOs: better forget your love for WW3!

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NATO & G-7 ARE OBSOLETE .. They are useless

G7 NATIONS SPEND MORE ON FOSSIL FUELS THAN GREEN ENERGY

...G7 countries are spending billions of dollars

more on fossil fuels than green energy

See Grafts:

https://cdn.statcdn.com/Infographic/images/normal/25001.jpeg

OR open this article at:

SOURCE:  https://www.zerohedge.com/energy/g7-nations-spend-more-fossil-fuels-green-energy

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Anything is valid to create WW3?

ZELENSKY CLAIMS NATO "CONFIRMED" UKRAINE WILL BECOME FULL MEMBER

Biden immediately distanced himself,

saying "School’s out on that question."

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SPUTNIK NEWS :  https://sputniknews.com/

 

- Delhi High Court Issues Legal Notice to Facebook, Instagram Over Stickers Of Hindu Gods

- New Pentagon Arctic Centre Vilifies Russia & China, Proselytises US Agenda

- Fears of ‘Lockdown Without End’ as BoJo Faces Ferocious Tory Backlash over ‘Freedom Day’ Delay

- Putin, Biden to Discuss Strategic Stability, Cybercrime at Geneva Summit

- PM Bennett Faces Challenges to Israel, Including Terrorism, a Depleted Budget

- EU to Commit 'Suicide' if it Obeys Biden's Plan to Take on China & Russia

- Beijing Warns NATO Against Exaggerating 'China Threat Theory' in Wake of Summit

- FBI Warns US Lawmakers of Potential Violence From QAnon 'Digital Soldiers'

- Defector Says ‘Even North Korea Is Not This Nuts’

- US to Halt Imports of Dogs From 113 Countries Amid Influx of Falsified Rabies Vacc

- UN Condemns ‘Repeated Violations’ by Tunisian Police

- UN Condemns ‘Repeated Violations’ by Tunisian Police

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JUN  14 2021  ND SIT EC y POL SPANISH  ++

 

REBELION

 

-LA RESISTENCIA   Pablo Nariño

CV:  vacunas contra covid del G7 es la farsa del año  Marc Vandepitte

COL:  ENTRE LA DIGNIDAD Y LA BARBARIE    Violeta  Guetnamova

Econ:  ¿OTRO CATASTRÓFICO FRACASO MORAL?  Alejandro Marcó

MX:  “La guerra del agua”, entre sequía y acumulación  Emilio Godoy

US:    AMERICAN CURIOS   David Brooks

ALC:  DIOS LOS CRÍA Y LA CIA LOS JUNTA   Ramón Pedregal

ARG:  MONTONEROS Y EL DERECHO A RESISTIr   Carlos A. Villalba

ARG:  educación ambiental para todas las edades es ley    Daniel G

ECON:  ESTRATEGIA INFLACIONISTA   Antonio Lorca

Chile:  ROYALTY MINERO: LA RONDA DEL ‘LOBBY FEROZ’   Fco H

COL:  COLOMBIA CAMBIA     Alfredo Serrano

Opin:  Telefonía celular y redes sociales: ¿vicios y aportes  M C

Opin:  CHE GUEVARA, REVOLUCION PARA TODOS LOS TIEMPOS

Cuba:  El pueblo, las crisis y los modos de manejarlas  JC C

Ecuad:   LA FÁBULA DE LA ECONOMÍA CIRCULAspaniaER

España: MEMORIAS CORCHO   Sabino Cuadra

España:  EL ESPÍRITU DE SURESNES  Víctor Arrogante

US: Defensores de Dmoc ELLSBERG, ASSANGE, SNOWDEN

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RT EN ESPAÑOL

Putin:  la OTAN no cumplió su promesa de no expandirse hacia el este  https://actualidad.rt.com/actualidad/395082-putin-lamentar-otan-no-cumplir-promesa-no-expandirse-este

 

Pekín insta a la OTAN a dejar de exagerar la "teoría de la amenaza china" https://actualidad.rt.com/actualidad/395113-pekin-instar-otan-exagerar-teoria-amenaza-china

 

USAID invertirá 115 mill de dólares en El Salvador para frenar la migración https://actualidad.rt.com/actualidad/395092-agencia-usaid-anunciar-inversion-salvador

 

Biden establece las condiciones que Ucrania debe cumplir para unirse a la OTAN  https://actualidad.rt.com/actualidad/395089-biden-nombra-condiciones-ucrania-cumplir-otan

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GLOBAL RESEARCH  NEWS

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

Blocked by BIDEN fascists

….

 

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

 

Keiser Report

CALIFORNIA’S DUST BOWL (E1710)

Max and Stacy discuss the booming tech population in the city due to the California Dust Bowl, from which people are fleeing for less taxed areas without the humanitarian catastrophe of mass homelessness and despair.

In the second half, Max chats with Caitlin Long of the Avanti Financial Group about the regulatory environment in the bitcoin space and her pioneering work in Wyoming, where the legislature has been passing enabling legislation.

SOURCE:  https://www.rt.com/shows/keiser-report/526517-california-dust-bowl-miami/

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VOLTAIRE NET ORG   https://www.voltairenet.org/en

 

Focus

THE NEW WORLD ORDER TAKES SHAPE - PART ONE

Why a Yalta II ?

by Thierry Meyssan

The United States is not the hyper-power it dreamed of being. It has endured a terrible military defeat in Syria with a hundred allied states. Even if they continue to delude themselves, the time of reckoning has come. To survive, Washington has no choice but to ally itself with one of its adversaries. Russia or China? That is the question

SOURCE:  https://www.voltairenet.org/en

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DEMOCRACY NOW

Amy Goodman’  team

 

- Pentagon Papers at 50: Daniel Ellsberg on Risking Life in Jail to Expose U.S. Lies About Vietnam War

- 50 Years After Pentagon Papers, Ellsberg Reveals U.S. Weighed 1958 Nuclear Strike on China over Taiwan

- Daniel Ellsberg on Whistleblowers Julian Assange, Daniel Hale, Reality Winner, Ed Snowden & Others

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