viernes, 2 de julio de 2021

JUL 2 2021 ND SIT EC y POL Part 1

 

JUL  2  2021  ND SIT EC y POL  Part 1 

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

 

Empezaron a morir los evasores d impuestos y nadie sabe quien lo hizo y donde el USD

QUESTIONS SWIRL AFTER MYSTERIOUS DROWNING DEATH OF 41-YEAR-OLD BITCOIN BILLIONAIRE  

                                Where's the money?

====

               

ZERO HEDGE  ECONOMICS

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

 

STOCKS STORM TO 7TH STRAIGHT RECORD HIGH, FIRST TIME SINCE 1997, AFTER GOLDILOCKS JOBS REPORT

                by Tyler Durden

"Nothing can stop this train."

In our preview of today's jobs report we said it would be hot but not too hot, and that's precisely what happened when the BLS reported that June's payrolls data was strong (850K) but not too strong (wages eased, unemployment rose).

See Chart

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2850%29_0.jpg?itok=wSFgII-H

 

And as Bloomberg recaps in its intraday wrap, namely that "stocks climbed on speculation the economy is recovering at a pace that won’t make the Federal Reserve imminently take away the liquidity punch bowl that has helped push the market to a record", we can conclude that today's jobs report was goldilocks: "just right" to propel virtually all risk assets - including stocks, treasuries, gold and oil - higher, while the dollar tumbled as all those recent shorts who decided to close their positions and go long the greenback in recent weeks, were again stopped out.

Speaking of stocks, the S&P 500 rose for a seventh consecutive day, its longest winning stretch since last August when SoftBank was ramping stocks courtesy of a marketwide gamma squeeze...

See Chart:

 

S&P longest winning streak since Aug 2020

https://cms.zerohedge.com/s3/files/inline-images/SPX%20winning%20streak2021-07-02_11-32-13_0.jpg?itok=O837Vr6r

 

... and one which has pushed it to seven consecutive record highs, for the first time seen since 1997!

Which of course, is remarkable considering the panicked freakout we observed in the immediate aftermath of the June FOMC when risk assets tumbled as the Fed previewed not one but two rate hikes in 2023. To think all that was needed to "fix" this sentiment was for Joe Biden to meet with Powell and Yellen..

See Chart:

Emini S&P Futures

https://cms.zerohedge.com/s3/files/inline-images/ES%202021-07-02_14-44-38_0.jpg?itok=xW7tC-GR

 

.... sending stocks non-stop higher for the next two weeks.

Helping the low-volume was the latest plunge in the VIX, which tumbled to just above 14, the lowest level since the covid crisis...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/VIX%20SPX%20winning%20streak2021-07-02_11-32-13_0.jpg?itok=USIs6kHg

 

... before rising modestly. And if Goldman is right in pointing out that stocks are entering the best 2-week period of the year ..

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/spx%20seasonals%20goldman%20teaser.jpg?itok=CJEd0Uw5

 

... then we have much more downside in the VIX to go.

With the Nasdaq rising 1%, obviously rates did not surge after today's payrolls report, and sure enough after a few kneejerk moves lower and higher, 10Y yields proceeded to drift to session lows with the bond market gradually agreeing with BofA's view that the US economy is heading for stagflation in the second half.

See Chat:

10 Y TSY Yield

https://cms.zerohedge.com/s3/files/inline-images/10y%20tsy%20yield_17.jpg?itok=zSNY5XIr

 

CONTINUE READING & SEE MORE CHARTS  WITH THIS CONCLUSSION:

At some point the Fed will need to stop oil's ascent or as we noted earlier, the unstoppable oil surge could be a nail in the coffin for stocks.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/risk%20divorce_0.jpg?itok=uA2fp8uS

….

SOURCE:  https://www.zerohedge.com/markets/stocks-storm-7th-straight-record-high-longest-stretch-august-after-goldilocks-jobs-report

----

----

 

US  DOMESTIC POLITICS

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

 

POLICE TO TARGET AMERICANS FOR THEIR IDEOLOGICAL BELIEFS AND BEHAVIORS

When did FREEDOM OF EXPRESSION BECOME A TOOL FOR LAW ENFORCEMENT to identify family members, friends, neighbors and co-workers as potential extremists?

====

Pro-WW3 monsters.  Biden did before and now RU respond it. Both invest in genocide

PUTIN'S 'CITY-KILLER': RUSSIA LAUNCHES WORLD'S LARGEST NUCLEAR-ARMED SUBMARINE  

Carries AI-Guided nuclear-tipped underwater drones touted as able to hit coastal targets 6,000 miles away...

====

GEORGIA SECRETARY OF STATE SEEKING ELECTION TAKEOVER OF FULTON COUNTY: "ENOUGH IS ENOUGH"

... county “mismanagement” and “dysfunction” erodes the public’s trust in the election system and “REALLY LENDS ITSELF TO CONSPIRACY THEORIES.”

====

APPLE WARNS IPHONE CAN "INTERFERE" WITH CARDIAC DEVICES 

"...stop using your Apple product and consult your physician..." 

====

PROFESSOR PENS LETTER EXPLAINING NATURAL RESOURCE DRAIN CRATED BY "NET ZERO EMISSION" TARGETS

"...to meet UK electric car targets for 2050 we would need to produce just under two times the current total annual world cobalt production, nearly the entire world production of neodymium, three quarters the world’s lithium

====

US SUFFERS EXPLOSION IN URGENT MENTAL-HEALTH CASES AS COVID RECEDES  

"It seems like everyone has been holding their breath for a year, and now, it’s just a total explosion of everything, both in terms of high volume but also the severity of cases..."

====

In contaminated environments flourish many type of pandemics

DRAMATIC FOOTAGE SHOWS UNDERWATER FIREBALLS ERUPTING FROM OFFSHORE PLATFORM GAS LEAK

The video of the incident is absolutely stunning...

====

Xenophobia doesn’t have limits in the US

HUMAN RIGHTS GROUPS ARE QUITTING YOUTUBE OVER ITS PRO-CHINA CENSORSHIP

Latest casualty of Google's "humanitarian outreach"...

====

VIRUS Z: A THOUGHT EXPERIMENT

What's striking about our thought experiment is how little reliable data we have about the transmissibility of our hypothetical Virus Z and the long-term consequences of its mutations.

====

 

SPUTNIK NEWS :  https://sputniknews.com/

 

- 'Maybe She Shouldn't Be Heir Apparent': Harris Reportedly in WH, Dem Crosshairs Amid Staff Backlash

- British Fans Unsatisfied With German Referees in Ukraine Quarter-Final

- Houses Destroyed, People Missing After Large Landslide in Japan –

- US Coast Guard Rescues Downed Boeing 737 Cargo Pilots

- Russia's Black Sea Fleet Sends Missile Boat to Help Ukrainian Fishing Boat

- 'Did Joe Biden Authorise The Plan?' Maduro Accuses US of Planning His Assassination

- Astronomers Uncover ‘Extreme’ Ultra-Dense, Moon-Sized White Dwarf Nearing Collapse

- Prosecutor Who’s Sued Trump ‘More Than 100 Times’ Set to Become Manhattan’s New District Attorney

- Death Toll in Florida Building Collapse Rises to 22, 126 People Still Missing

- AOC Calling US Cannabis Ban 'Instrument of Racist and Colonial Policy'

- Bagram Air Base in Afghanistan Faces Looting After American Troop Withdrawal

- Wall Street Storms to Record Q3 Opening Week After US Jobs Beat Forecast

- Biden Boosts Federal Funding for Florida Building Collapse Disaster Aid

- Chilling Videos Show Offshore Oil Pipeline in Flames in Gulf of Mexico

- Harris Reportedly in WH, Dem Crosshairs Amid Staff Backlash

- US Will Establish Office in Qatar to Support Afghan Forces After Pullout

- OPEC+ Meeting Deciding Fate of Oil Cuts Agreement to Resume Mond

- Biden Backs Pentagon Chief's Demand to Remove Sexual Misconduct Cases From Military Chain of Command

====

====

No hay comentarios:

Publicar un comentario