miércoles, 14 de julio de 2021

JUL 14 2021 ND SIT EC y POL Part 1

 

JUL 14  2021  ND SIT EC y POL  Part 1 

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

 

BONDS, BITCOIN, BULLION, & BIG-TECH BID AS 'POWELL PROMISES' PURGE PPI PANIC

                by Tyler Durden

...hottest ever PPI, no sweat!

Hawkish fears from soaring PPI were almost instantly purged by promises of 'no taper anytime soon' from Powell but when details emerged about the Democrats' massive tax-anything-that-moves (and is not black or poor) sparked a puke in stocks and bond yields. But stocks all rebounded as Powell began speaking again... this is so f**king sad!!! However, when Powell started to talk about inflation and housing data - tying himself in Gordian knots - stocks started to fade again...

Once he stopped talking, stocks rose...but Small Caps were monkey hammered... again!

See Chart

https://cms.zerohedge.com/s3/files/inline-images/2021-07-14_13-00-02.jpg?itok=oFr3i4x5

 

The ongoing collapse of Small Caps (value) relative to Nasdaq (growth) pushed the ratio to its lowest since the start of December..

See Chart:

Russell 2000  /  Nasdaq 100

https://cms.zerohedge.com/s3/files/inline-images/2021-07-14_12-26-24.jpg?itok=h6XkoULv

 

"Most Shorted" stocks slumped again today, now at their lowest since the start of June...

See Chart:

“Most Shorted” Stocks

 

Bank stocks were a mixed bag again after BofA, Wells, and Citi earnings today...WFC big winner vs BofA...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmB8A6.jpg?itok=azMpA5d3

 

Bond yields tumbled today, erasing yesterday's post-CPI, post-auction spike...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm135.jpg?itok=E-xxca_f

 

And 10Y Yields are once again back below 1.40% (and 30Y back below 2.00%)...

See Chart:

UST 10 Y Yield

https://cms.zerohedge.com/s3/files/inline-images/bfmEB45.jpg?itok=scaYVpNV

 

The dollar dumped all of its post-CPI/Auction spike gains from yesterday...

See Chart:

Bloomberg Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/bfmF411_0.jpg?itok=yPbmoZ3X

 

Oil plunged on the tax headlines (after dropping on duelling OPEC+/UAE headlines) and a disappointing plunge in gasoline demand (which the algos appoear to have missed is completely seasonally normal post-July 4th)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm1172.jpg?itok=VSX-gXYg

 

But nevertheless, oil puked hard and was hit late on as Iraq jumped on the bandwagon, demanding its baseline production level be increased too...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-07-14_12-03-57.jpg?itok=BVAhakWO

 

Gold on the other hand accelerated its gains after bouncing off $1800 yesterday...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-07-14_12-07-49.jpg?itok=uqfoMZmH

 

It seems we have to believe that lumber is more important than crude to believe the transitory hype...

See Chart:

“Transitory” Inflation or not

https://cms.zerohedge.com/s3/files/inline-images/bfmDB42.jpg?itok=KbOp1lfK

 

Finally, we note that Powell managed to knock the market's expectations for Fed action down modestly today (just less than 1 rate hike priced in by end 2022)....

See Chart:

1 Rate Hike.  Market implied Fed Rate at end 2022

https://cms.zerohedge.com/s3/files/inline-images/bfmDBF5.jpg?itok=sengr6WU

….

SOURCE:  https://www.zerohedge.com/markets/bonds-bitcoin-bullion-big-tech-bid-powell-promises-purge-producer-price-panic

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WHY A RISING DOLLAR IS A SYSTEMIC ISSUE FOR THE U.S. TODAY

BY Phoenix Capital Research

The #1 issue for the markets this week is the $USD.

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Majority Of Contacts Say Inflation Not Transitory Amid Record Shortages Of Everything

"While some contacts felt that pricing pressures were transitory, the majority expected further increases in input costs and selling prices in the coming months."

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US  DOMESTIC POLITICS

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

 

The ghost Trump is getting life. Bad news if he plan to declare WW3 to RU-CH

Georgia County Ballot Images Prompt Speculation Of "Provable Fraud"

...an in-depth analysis of mail-in ballot images it obtained through a court order shows that the hand-count audit in Fulton County, Georgia, last year “was riddled with massive errors and provable fraud.

….

Fraud is always legal in US Elections. Big Corp’ financing parties for election is buying votes: the 1st way of legal fraud. The Electoral College (bureaucrats no selected by direct vote) is another way of legal Fraud in US elections. This device was created to avoid working classes to elect their candidates. In other words: election is a charade in which the upper classes select their candidate. Trump’s victory on Hillary Clinton revealed that the US oligarchis preferred him to her. Now I don’t think it will happen unless the nation wanted  Trump to re-continue the war before de pandemIa (48 th troops form Penta-NATO were ready to bomb China & RU). These 2 nations are better prepare to respond US attack now and if WW3 happens, there won’t be winners: only genocides, global destruction and nuke contaminat word wide + new pandemic. The US Nation do not want WW3, they want PEACE and the REV for Peace will explode if we declare WW3. Trump will be declared for 2nd time (the assault to capitol was the 1st (5 people kill) the worse enemy of US.

Besides, US ELECTION VIOLATE BASIC CONDITION FOR REAL DEMOCRACY:

1 There is not freedom to form & join org. Socialist party is not allowed as 3rd option. 1st opiton: the winner of 50% +1. 2nd Option: the winner of 30% of total votes.  3rd option the 3rd most voted party, doesn’t matter the amount  of votes since the purpose is to mediate the chaos created by duopoly system and to creates legitimacy to the system.

2 Freedom of express is limited to parties with money to pay d press-titute

3 Right to vote in working day + if you free of felonies +pay taxes in some Stats

4 No free eligibility for public office IF don’t have big Corp to finance you

These violation to real democracy constitutes real fraud to US elections.

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Kids suffer Lock Downs: it prevent their ‘social being’ to be build: huge damage * anger

NO VICTORY LAP FOR GOVERNORS WHO LOCKED DOWN AMERICA

Cuomo epitomized the rush to “absolute power” that occurred in governor’s mansions across the nation...

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Inconsistency: we give them license to drive since 18  & no arms to defend their life

FEDERAL COURT RULES IT UNCONSTITUTIONAL TO BAN 18-TO-20-YEAR-OLDS FROM BUYING GUNS

“Despite the weighty interest in reducing crime and violence, we refuse to relegate either the Second Amendment or 18-to-20-year-olds to a second-class status,”

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La marihuana natural no es adictiva ni causa prob alguno a la mente. Taxing M=idiocy

DEMOCRATS UNVEIL BILL TO DECRIMINALIZE (AND TAX) MARIJUANA

The Democrats will take that tax revenue anywhere they can find it...

….

La marihuana natural creada a cielo abierto (bajo el sol) es diferente a la marihuna criada en áticos. A estas jamás les sale el monio rojo (flor roja al tope) para indicar que la planta esta madura y lista para ser fumada. La marihuana lo único que hace es estimular los sentidos al tope. No se pierde contacto con la realidad (espacio y tiempo). Con una hoja grande de marihuana natural uno vuela 1 hora y cuando leia o escuchana música clásica la imaginación me fluia a borbotones. Por eso me quede mas de 6 meses en la selva amazónica aunque solo me pagaron los de ALFIN (alfabetización integral para enseñar español a los nativos. Pero yo vendia hojas de monio rojo a los franceses recién llegados. La marihuna de los áticos no tiene el mismo efecto. Cuando la fume aquí en el US me golpeo pues le habían agregado “pasta básica” (el veneno amarillo por los quimicos con los que procesan la cocaína). La real marihuna ingresa suavemente y no tiene sabor alguno. Esta marihuna de aticos si es dañina y adictiva pues le agregan varios adictivos. Y encima  la venden cara. Ahora que ha sido despenalizada esta planta veré como traigo una raíz d Peru y la siembro en mi back yard. No lo  haría por negocio pero si para compartir buenos fines d semana con amigos.

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A este estúpido ya los bombardearon con basura mediática racista

MIAMI MAYOR SAYS THE US SHOULD CONSIDER BOMBING CUBA

Mayor Francis Suarez listed past "successful" military interventions, including Panama & Kosovo...

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Yo no creo que es el environment pero si el clima d guerra lo que hace gastar a Biden

ENVIRONMENTALISTS "FEEL BURNED" BY BIDEN'S INFRASTRUCTURE BILL, WANT ANOTHER $2.1 TRILLION IN CLIMATE SPENDING  

Because, you know, noble causes and all...

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BIDEN RAILS AGAINST TEXAS FOR "MAKING IT EASY TO VOTE & HARD TO CHEAT"

"President Biden and the Democrats must stop the misinformation..."

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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

 

Does US plans to set alliance with Taliban to control Cent-Asia. If so, both will be def

RU WARNS PENTAGON: DON'T DEPLOY TROOPS IN CENTRAL ASIA NEAR AFGHANIST 

Amid the continuing full US troop draw down from Afghanistan, which last week President Biden said would be 'complete' by August 31st, the Pentagon has been debating how to maintain a foothold in Central Asia as it increasingly looks like Kabul will come under Taliban threat within a mere months. 

According to Military Times, at the start of this week Russian Foreign Minister Sergey Lavrov had "emphasized that Kazakhstan, Kyrgyzstan and Tajikistan are all members of the Collective Security Treaty Organization, and any presence of foreign troops on their territories must be endorsed by the security pact. He added that none of those countries have raised the issue."

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Create enemies to continue manufact weapons & war abroad: key  busin of US empire

BIDEN COPIES TRUMP BY SCRAPPING ECONOMIC DIALOGUE WITH CHINA

Meanwhile, more Chinese firms are reportedly

 abandoning plans to list in New York...

….

Xinophoby is a decease that affect more the US than China. We need good economic relations with China, it is the most developed country in the world. We forced them to armed to defend their interest and in 2 years they build a super-power military force by connecting their nuke-missiles to satellite devices. So, they are ready to respond any attack from PENTA-NATO. Their alliance with RU gives to China economy the oil need to continue growing up their GDP. There is no space for word wars any longer. China know it & they will continue their path

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US WAIVES SANCTIONS ON FROZEN IRANIAN OIL FUNDS

"Allowing these funds to be used to repay exporters in these jurisdictions... address a recurring irritant in important bilateral relationships, and decrease Iran's foreign reserves,"

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SPUTNIK NEWS :  https://sputniknews.com/

 

- Pentagon Using Air Force Base to 'Secretly' Fly Illegal Migrants Across US, Tucker Carlson Reveals

- 'Prepping For Mr Afghanistan?': Users Mock 'Taliban Fighters Working Out in Deserted US Facility'

- Russian MiG-31 and Su-35 Fighters Escort US Bombers Over Bering Sea

- Israeli Defence Minister Calls to Expand 'Force Build-Up' to Respond to Iran's Nuclear Activity

- New Book Claims Trump Made Top Military Officials Fear 'Coup', Called Merkel 'B*tch'

- Cuban President Says Many Pro-Government Protesters Injured in July 11 Riots

- US Border Patrol Agent Reportedly Admits to Smuggling Migrants

- China Urges Taliban to Renounce Terrorism, Says Afghanistan Needs ‘Stable, Healthy’ Muslim Policies

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