JUL 23 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
STOCKS SURGE AFTER MONDAY MAYHEM; BONDS, BULLION, BITCOIN, & BLACK GOLD FLAT
by Tyler Durden
...record highs as PMIs plunge,
jobless data weakens, and housing data disappoints...
After an ugly Delta-driven growth scare plunge at the open on Monday, "Get Out & Party" stocks soared this week. The Nasdaq outperformed and Dow lagged on the week as Small Caps gave back their mid-week panic-buying (swinging from down over 2.5% to up over 3.5% to end the week up 2%)
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_12-59-54.jpg?itok=1oYzn1Du
And the S&P is hitting all time highs because yeah fun-durr-mentals...
See Chart:
S&P 500 vs US Economic Surprise Index
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_12-15-45.jpg?itok=RrwvmJaH
"Everything is awesome" though right?
The midweek surge in stocks was all short-squeeze-driven and the last day's push appears simple momentum and lack of gamma pushing back...
See Chart:
“Most shorter” Stocks
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_12-38-08.jpg?itok=vnGbWDXE
Cyclicals outperformed Defensives on the week but both ended higher (NOTE today's gains were dominated by Defensives)..
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_12-54-43.jpg?itok=nHAB-yVw
Cryptos followed a similar path, tumbling into lows on Monday night before rallying back as Ethereum handily outperformed, Bitcoin was around unchanged...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_12-42-01.jpg?itok=fZLvKH3n
The "weak dollar" narrative driving stocks higher has been conveniently disregarded...
See Chart:
S&P vs USD Index
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_11-45-23.jpg?itok=yW7vIQzZ
Bonds were bid on Monday as the world briefly fell apart but sold back to unch on the week. 5Y yields actually fell around 5-6bps on the week...
See Chart
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_12-22-03.jpg?itok=KhRwdKkV
10Y Yields tried and tried again to get above 1.30% and hold... they failed...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_12-47-54.jpg?itok=ZsN7EEmY
Gold has decoupled from the drop in real yields for now
See Chart:
10Y Yield vs Spot Gold
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_11-40-30.jpg?itok=XYCChilq
Finally, don't tell anyone but the T-Bill market is starting to get spooked by the debt ceiling chatter...
See Chart:
11/26/21 Bill Yield spread over 12/02/21 Bill Yield
https://cms.zerohedge.com/s3/files/inline-images/2021-07-23_10-21-49.jpg?itok=mt_IrWfd
Get back to work Mrs.Yellen.
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SOURCE: https://www.zerohedge.com/markets/stocks-surge-after-monday-meltdown-bonds-bullion-black-gold-flat
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How Much Of A Risk Is The Coming Debt Limit
by Tyler Durden
With total US debt set to hit $30 trillion in six months, this is where we stand.
With Bloomberg headlines hitting moments ago and reminding us that it's time for the periodic debt ceiling drama, as Janet Yellen said in a letter to Congress leadership that the Treasury will start special measures due to debt limit, and warning that the now familiar special steps could run out soon after Congress recess ends, it's time to remind readers what all the drama is (or rather will be) about, while also reminding that total US debt will hit $30 trillion in about six months
See Chart:
US Public debt
https://cms.zerohedge.com/s3/files/inline-images/us%20public%20debt.jpg?itok=SYy5d0FH
With the now mandatory late November "kink" starting to emerge in T-Bills as some in the market try to arb out the risk - modest as it may be - of a technical US default...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2868%29.jpg?itok=oE1D3MQc
Ccontinue Reading at:
SOURCE: https://www.zerohedge.com/markets/how-much-risk-coming-debt-ceiling
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If Inflation Was "Transitory", This Would Not Be Happening
by Tyler Durden
"Inflation is not going to be transitory. I’ve been pretty certain in my mind about three prior calls. This is the fourth one." - Mohamed El-Erian
Two weeks ago, Deutsche Bank's credit strategist Jim Reid pointed out something troubling for the hapless "inflation is transitory" crowd, which includes most central bankers and their sycophantic media muppets as well as virtually all Wall Street economists: while 2021 inflation projections are off the charts, why are 2022 inflation consensus estimates rising as rapidly as they are... or as Reid put it "with inflation forecasts creeping ever higher, at what point will the surge in 2022 inflation render the "transitory" debate moot?" Reid is right, especially since if inflation is truly transitory the higher base effects of 2021 would mean that 2022 FY inflation growth should actually be lower and well below the Fed's 2% target.
Only, as Bank of America's Chief Investment Strategist Michael Hartnett notes, that is not happening. Instead, as the following chart shows, consensus 2022 CPI has now risen to 2.5%, which while clearly below the 3.5% of 2021 will be - if Wall Street is correct - the highest full year inflation of any year in the past decade.
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2022%20cpi.jpg?itok=RhduWiUX
Continue reading and see more charts at:
SOURCE: https://www.zerohedge.com/markets/if-inflation-was-transitory-would-not-be-happening
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"If I was Darth Vader and I wanted to destroy the US economy, I would do aggressive spending in the middle of an already hot economy."
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USD rejected in our country: they prefer bitcoins
LIGHTNING LAP DANCES? VEGAS STRIP CLUB NOW ACCEPTS BITCOIN PAYMENTS
"With the new stadium officially opening just steps away from our front door, this new crypto power move allows us to give all of our customers more purchasing power!"
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Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption.
BOVARD: THE COMING "JANUARY 6" TRAIN WRECK
With the DOJ’s first sentencing, the legal realities are disappointing the left’s lust for blood...
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Biden violate Constitution by prohibiting self-protection to Americans
DESPITE WHAT BIDEN SAYS, GUNS FACTOR IN ONLY A SMALL PERCENTAGE OF VIOLENT CRIMES
"About 92% of violent crimes in America do not involve firearms..."
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BIDEN'S ANTI-GUN ATF PICK DAVID CHIPMAN WILL UNDERMINE INDUSTRY COOPERATION
"If Chipman is the head of ATF, members of the industry will be far less likely to work cooperatively with the bureau..."
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CA dis-protected from global climate change devastation
THINGS ARE SO BAD IN CALIFORNIA THAT FARMERS ARE EMPLOYING "WATER WITCHES"
"I haven't ever used a geologist to find water."
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Texas prepares to confront imminent heat wave
"LIGHTS WILL STAY ON:" TEXAS GRID OPERATOR PREPARES FOR IMMINENT HEAT WAVE
"We know the heat is coming, but we are ready for it."
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FEDERAL COURT RULES CDC'S COVID-19 EVICTION MORATORIUM IS UNLAWFUL
A federal court on Friday ruled that the U.S. Centers for Disease Control and Prevention (CDC) overstepped its authority by halting evictions during the COVID-19 pandemic.
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Vaccinac is private business. It put US health in hands of nasty Corp who kill people
BIDEN GAFFE RENEWS QUESTIONS ABOUT COVID TRANSPARENCY
President Biden so desperately wants the vaccine-hesitant part of the country to get their shots that he may have spread a little misinformation..
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First put US health in the hands of State medical teams instead of priv corp. Second make Pfizer ++ responsible for killing people and put them in jail. 3rd Federal Govt should be accuse in Court of corruption If continue supp-priv-corp.
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Kill innocent people with Wars abroad + war business + war mong cause viol-clima in st
MASS SHOOTINGS ON COURSE FOR RECORD YEAR AS US TRANSFORMS INTO VIOLENT MESS
Compared with the last several years,
mass shootings are way above trend in 2021.
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Segregation of transgender woman is a new type of misogyny & attack to human rights
A GOLD MEDAL QUESTION: SHOULD WOMEN'S SPORTS EVEN EXIST?
Put simply, if there are good reasons for holding separate competitions at all, then transgender women should not compete against other women..
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Masks don’t create immune system to protect agst CV. Mothers did it & it last 12 years
TWO PARENT ADVOCACY GROUPS SUE CALIFORNIA GOV. OVER COVID-19 MASK MANDATE FOR SCHOOL CHILDREN
“It’s clear that [the health department] has chosen to ignore the overwhelming evidence that show children are at a very low risk from being infected with COVID-19, transmitting it to others, or becoming
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After 12 year the immune system depends on what the Nation does to support the immune syst. If our system is privatized and pro-greed not chances to support Nation health system.
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We are facing the collapse of neo-liberalism. Big Corp pro greed are ruining the Nation
PENTHOUSE ATOP NYC'S TALLEST BUILDING LISTED FOR $169 MILLION DESPITE TENANT COMPLAINTS
Some are describing the move to put the penthouse on the market at such an aggressive price as the first "test" of the Big Apple's post-COVID real-estate market.
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US-WORLD ISSUES (Geo Econ, Geo Pol & global Wave
Global depression is on…China, RU, Iran search for State socialis, D rest in limbo
Here more on Biden’ terrorist policy on Cuba: already devastated by blockage
BIDEN SAYS NEW CUBA SANCTIONS ARE "JUST THE BEGINNING"
"The United States will continue to sanction individuals responsible for oppression of the Cuban people," Biden said.
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There is not such oppression in Cuba: few paid mercenaries can’t disrupt Rev. IF Biden abuse continue Cuba will be force to demand RU-CH protection.
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China destruction is the aim of US military: this I why US invent pretext to start WW3
THE DEEP SEABED IS CHINA'S NEXT TARGET
In late 2020, a Chinese submersible, the Fendouzhe, descended over 30,000 feet to the bottom of the Marianas Trench, home to the deepest point in the earth’s oceans, known as Challenger Deep
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Of course China will respond to US imminent attack
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KODAK DELETES INSTAGRAM POST AFTER PHOTOGRAPHER CALLED XINJIANG "ORWELLIAN DYSTOPIA"
"We apologize for any misunderstanding
or offense the post may have caused."
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DUBAI MAKES ARTIFICIAL RAIN WITH DRONES THAT SHOCK CLOUDS
"monsoon-like downpours across the country"
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We don’t have chance of be 1st winner of gold medals in Olympics & we sabotaged
THE MASSIVE COSTS BEHIND THE OLYMPIC GAMES [ See Chart ]
Sadly, the enduring legacy of hosting the Olympics is now nothing more than a slew of abandoned and overgrown venues in multiple former host cities.
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Global terrorists conflict each other
TALIBAN WARNS OF RETALIATION AS US IS CONTINUING AIRSTRIKES IN AFGHANISTAN
US launched airstrikes in Kandahar amid national forces' retreat
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SPUTNIK NEWS : https://sputniknews.com/
- Kyrgyz Border Guard Reports Firefight on Border With Tajikistan
- New Haiti Prime Minister Unlikely to Bring Unity Amid Legitimacy Crisis and Foreign Meddling
- 'This is not a Trump Rally': Joe Biden Heckled at Virginia Gathering
- 'Import Duties are Highest in World': Elon Musk Raises Concerns About Launching Tesla in India
- 'Worse Than Useless': UK Councils Warn 'Pingdemic' May Disrupt Key Sectors for Weeks to Come
- 'Pingdemic': Could BoJo's Approach to Self-Isolation Close Down UK Economy Rather Than Open It Up?
- Catholic Archbishop Says Pelosi Is Not a 'Devout' Believer Because She Supports Abortion Stupic Arch made propaganda to Pelosi
- Regional Mechanism Should Be Used to Contain Taliban if Kabul Falls, Ex-Indian Diplomat Says
- ‘Let Cuba Live!’ Activists Take Out Full-Page NYT Ad Asking Biden to Drop 243 Trump-Era Sanctions
- Biden-Ghani Phone Call: Taliban's Offensive Contradicts Their Claim to Support Negotiated Settlement
-Researchers Say High Coffee Consumption Linked to Increased Risk for Dementia, Smaller Brains
- US, EU Call on Taliban to End Offensive, Engage in Peace Process, Joint Communiqué States
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