martes, 27 de julio de 2021

JUL 27 2021 ND SIT EC y POL Part 1

 

JUL 27  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

 Quick news 1

WHY INFLATION IS ABOUT TO GET A WHOLE LOT WORSE  

BY Phoenix Capital Research 

Everything boils down to just two words.

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Quick news 2

$10,000,000,000,000 TUESDAY – 6 STOCKS ARE 25% OF THE MARKET

BY ilene

This distorted market is dangerous to play.

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 ZERO HEDGE  ECONOMICS

 

STOCKS, DOLLAR, & BOND YIELDS TUMBLE AFTER BEIJING BLOODBATH, MASK-MANDATE MIASMA 

                by Tyler Durden

China's carnage spread to US markets amid

 rumors of a "Asia-focused fund in trouble"...

What a shitshow! All the narratives are breaking (tech's not a bubble, growth to the moon alice, and vaccines work).

More China pain overnight prompted total carnage in the Nasdaq Golden Dragon China Index, which is now down 50% from its highs.

See Chart:

Nasdaq  Golden Dragon: China Index

https://cms.zerohedge.com/s3/files/inline-images/bfmE303.jpg?itok=JqYqLWet

 

Spread to US markets amid rumors of a "Asia-focused fund in trouble". Markets did their usual magical levitation back after around 1330ET..

See Chart:

China vs Mask mandate & Fund rumors

https://cms.zerohedge.com/s3/files/inline-images/2021-07-27_13-00-26.jpg?itok=PXKT6e-g

 

 Cyclicals were slammed as defensives maintained modest gains today...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm693E_0.jpg?itok=DTDv9ebi

 

VIX rose back above 19 today as China's chaos spread to FX vol and could mean more trouble ahead...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm7B4.jpg?itok=SVuV1-95

 

The dollar took a dive too today...

See Chart:

Bloomberg Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/bfm4BF6.jpg?itok=Dj961h4C

 

As did Yuan, plunging to 3-month lows...

See Chart:

Offshore Yuan

https://cms.zerohedge.com/s3/files/inline-images/bfm67F7.jpg?itok=nsZah5N_

 

Bonds were bid (the chart shows the double pump from China and then the mask mandate rumors)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm45C1_1.jpg?itok=tGOeo8_a

 

UST 10Y yields fell back below 1.25% again...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmAC01_0.jpg?itok=ESIhHFXC

 

Real yields tumbled to yet another record (negative) low, decoupling from gold for now...

See Chart:

10Y Real Yield (inv)  vs Spot Gold

https://cms.zerohedge.com/s3/files/inline-images/bfm5EE_0.jpg?itok=I356d1X4

 

Gold oscillated around $1800 once again...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-07-27_12-30-40.jpg?itok=rOfI-FHs

 

Oil prices ended lower today and like gold, choipped around wildly...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-07-27_12-43-30.jpg?itok=UtD4MzLZ

 

Finally, here is why the CDC just re-engaged their mask mandate!! No one is f**king dying!!!

See Chart:

Last Price

https://cms.zerohedge.com/s3/files/inline-images/bfm38F7.jpg?itok=zbZSPZcs

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SOURCE:  https://www.zerohedge.com/markets/stocks-dollar-bond-yields-tumble-china-chunder-mask-mandate-miasma

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Powell vs. Greenspan: Who's Right? "Hands-Off" Or "Hands-On" Policy To Confront Cyclical Inflation

                By Joseph Carson, former chief economist at Alliance Bernstein

Greenspan's "hands-on" policy worked, and early results indicate Powell's "hands-off" isn't. How long will it take before investors realize Powell will eventually need to follow Greenspan's plan?

See Chart at:

https://assets.zerohedge.com/s3fs-public/styles/teaser_desktop_2x/public/2021-07/core%20consumer%20prices.jpg?itok=rjVLiDu4

 

In 1994, Greenspan used a "hands-on" approach, quickly and rapidly tightening monetary policy, arguing that letting the pipeline inflation pressures go unchecked was too risky. In 1994, pipeline inflation pressures measured by the producer price index of core intermediate materials rose 5.2%. In the first six months of 2021, those prices have increased 14.7%, nearly three times faster.

Greenspan's preemptive policy was successful as pipeline pressures never percolated to the consumer level. The headline and core CPI ended 1994, advancing 2.6%, some 20 to 50 basis points below the inflation rates of 1993.

Powell acknowledges that the uptick in 2021 inflation rates has been far more significant than the Fed expected. Yet, Powell takes comfort in that longer-term market inflation expectations remain well-anchored, and the drop in long bond yields shows little market fear of sustained inflation.

Continue reding at:

SOURCE: https://www.zerohedge.com/economics/powell-vs-greenspan-whos-right-hands-or-hands-policy-confront-cyclical-inflation

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INFLATION SHOCK: ARE YOU READY TO START PAYING "$40 OR $50" FOR A HAMBURGER? 

After decades of living in a relatively low inflation environment, it is hard for most Americans to believe that THINGS HAVE GOTTEN SO BAD SO QUICKLY...

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FEDERAL RESERVE FOLLY  

"...this has the potential to go down as the GREATEST POLICY ERROR IN CENTRAL BANK HISTORY..."

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YELLEN DISCUSSED SYSTEMIC RISKS POSED BY TETHER, FACEBOOK COIN WITH PRESIDENT'S WORKING GROUP

...likened the situation to an unregulated money-market mutual fund that COULD BE SUSCEPTIBLE TO A CHAOTIC INVESTOR EXODUS...

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Repeat:

Stocks, Bond Yields, & The Dollar Are All Diving After 'Delta'-Masking-Mandate Headlines 

This is Nasdaq's biggest daily drop since early May...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-07-27_8-29-07.jpg?itok=35oukZZY

Debacle total del neoliberalism.  Mas claro que esto.. ni el agua

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SOURCE:  https://www.zerohedge.com/markets/stocks-bond-yields-dollar-are-all-diving-after-delta-masking-mandate-headlines

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US  DOMESTIC POLITICS

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

 

BIDEN MULLS MANDATING VACCINES FOR FEDERAL WORKERS, THREATENS LOCKDOWNS 

"That's UNDER CONSIDERATION right now..."

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ARIZONA SENATE ISSUES FRESH SUBPOENA FOR 2020 ELECTION AUDIT

...ordered Maricopa County’s Board of Supervisors to hand over ballot envelopes or ballot envelope images, voter records, and routers or router images.

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OVER 40,000 MOSTLY-UNVACCINATED MIGRANTS RELEASED BY BIDEN SKIP OUT ON ICE APPOINTMENTS   

He's killing people...

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BUCHANAN: WHY THE LEFT CAN'T LET GO OF JAN. 6 

As of today, Jan. 6 is the biggest and last best stick the Democrats have for retaining control of Congress in 2022...

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A TALE OF TWO COVID NARRATIVES

...which sounds more reasonable?

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Neither one, both make propaganda to the nasty business of vacines

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MICROSOFT SHARES SLIDE DESPITE TOP- & BOTTOM-LINE BEAT

“People seem to worry Azure will never be as big as Amazon.”

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TEXAS HOUSE SPEAKER ISSUES FIRST ARREST WARRANT FOR FUGITIVE DEMOCRAT WHO FLED STATE 

Cortez has "irrevocably broken" his "trust and the trust of this chamber." 

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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

 

TWO KOREAS EXCHANGE LETTERS, AGREE TO "RECOVER TRUST" IN POTENTIAL OPENING FOR BIDEN

Pyongyang wants to get past "SETBACK AND STAGNATION" in relations...

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Dangerous provocation: it is pro WW3

PLA MILITARY ON ALERT AS BRITISH WARSHIPS ENTER SOUTH CHINA SEA

HMS Queen Elizabeth has now been spotted traversing the contested waters

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"GREATEST DANGER TO NATIONAL SECURITY" - ED SNOWDEN EXPOSES THE 'INSECURITY' INDUSTRY

The greatest danger to national security has become the companies that claim to protect it...

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KYLE BASS SAYS THERE IS "NO DEFENSE" FOR INVESTING IN CHINA, WARNS COVID LIKELY A BIOWEAPON

"Even Stevie Wonder could see what's going on..."

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THE TECH BUBBLE FINALLY BURST... IN CHINA 

We've all been closely watching for signs big US tech will be heavily regulated going forward but it's actually been China that has aggressively moved on this.

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SPUTNIK NEWS :  https://sputniknews.com/

 

- House Hearing on Capitol Attack Charges Rioters With Attempted ‘Coup’, Doesn’t Mention FBI Role

- At Least Two Dead After 'Chemical Incident' at LyondellBasell Chemical Plant in Texas

- Greta Thunberg Reveals She Got Her First COVID Vaccine Shot

- South Korea Registers Highest-Ever Daily Rise in COVID-19 Cases

- Texas National Guard to Begin Arresting Illegal Migrants on Southern Border

- Belarus to React to UN Missions' Meetings With Opposition Leader Tikhanovskaya

- New Election, New 'Meddling': Biden Claims Russia Interfering in US 2022 Midterms

- Chinese Navy Hold South China Sea Drills Amid Arrival of UK Carrier Strike Group

- Taiwanese Armed Forces to Travel to US for PAC-3 Test-Fire Drills

- EU Welcomes Restoration of Inter-Korean Communication Lines, Ready to Facilitate Dialogue

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