martes, 21 de septiembre de 2021

SEP 21 2021 ND SIT ECON y POL Part 1 & P2

SEP 21 2021 ND SIT ECON y POL Part 1 & P2

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

 

WTI Extends Gains After Across The Board Inventory Draws

                by Tyler Durden

“There are supply issues all around the market,”

Oil prices managed gains today, rebounding off an ugly tumble back below $70 (WTI) around the US cash equity open, as supply constraints trumped any Evergrande or Delta related demand concerns.

The rise came as "the oil market will remain tight" for as long as demand concerns do not materialize, Carsten Fritsch, energy analyst at Commerzbank Research, said Tuesday in a note.

"U.S. oil production in the Gulf of Mexico is likely to remain hampered for considerably longer than previously anticipated," he said.

Algos' eyes wil be on API tonight and the official data tomorrow to see just how lasting the effects of Hurricane Ida will be.

API

  • Crude -6.108mm (-3.8mm exp)
  • Cushing -1.748mm
  • Gasoline -432k
  • Distillates -2.72mm

Analysts expected crude stocks to drop for the 7th week in a row as the effects of Ida continue, and they were right as API reported a much bigger than expected 6.108mm barrel crude draw (and draws across products and at Cushing)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm7C98.jpg?itok=LNcnTBuT

 

WTI hovered around $70.60 ahead of the API print.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-09-21_13-31-00.jpg?itok=2Yp3AgC7

 

Some of the volatility in Tuesday’s trading session may have stemmed from traders adjusting positions ahead of the expiration of Nymex October crude futures.

“There are supply issues all around the market,” said John Kilduff, a partner at Again gegesCapital LLC.

Notably, U.S. stockpiles of the so-called big 4 - crude oil, gasoline, distillate, and jet fuel - are combined, below 2018 levels now, according to data compiled by HFI Research

See Chart:

US Big 4 Storage (Crude + gasoline +Distillate + Jet Fuel )

https://cms.zerohedge.com/s3/files/inline-images/1631897831-o_1ffqb1f5l1h511mkc4dn1ilpgrk8_large.jpg?itok=4A1RMzKF

 

Low stocks of crude and fuels are a key reason why gasoline prices are not falling after the busiest driving season ended.

….

SOURCE: https://www.zerohedge.com/energy/wti-extends-gains-after-across-board-inventory-draws-1

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FedEx Tumbles After Missing Earnings, Guiding Lower On Soaring Labor, Transportation Costs

"Our results for the first quarter reflect higher operating costs we are incurring during this uncertain and challenging operating environment,”

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'Dr.Doom' Warns "Goldilocks Is Dying", Fears 'Stagflationary Debt Crisis' Ahead

...the rosy scenario that is currently priced into financial markets may turn out to be a pipe dream...

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Stocks Pump'n'Dump As Crypto Slumps Ahead Of Taper-Talk, Debt-Ceiling Doubts

            by Tyler Durden

"...it's that time of the month..."

See Chart:

S&P 500 Sept seasonality 1985-2019

https://cms.zerohedge.com/s3/files/inline-images/SEPTEMBER_0.png?itok=1lDZeWrC

 

As infamous market-seer, W.D. Gann once noted, September 22nd (the Autumnal Equinox) is the most important date in markets - when markets are more likely to reverse than any other day of the year. For some reason, stocks, commodities and currencies have a curious tendency to make major tops or bottoms on this day.

See Chart:

S& P 500 1987

https://cms.zerohedge.com/s3/files/inline-images/bfmF9B8.jpg?itok=iRw_4N1b

 

The European close sparked some renewed buying and then algos kept things green in the last hour. Dow and S&P ended the day in the red with Nasdaq and Small Caps marginally higher...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-09-21_13-00-02.jpg?itok=BBbYM10-

 

So much for Turnaround Tuesday!

"Most Shorted" Stocks were unable to hold yesterday's late-day squeeze-fest

See Chart:

“Most Shorter Stocks”  PUKE

https://cms.zerohedge.com/s3/files/inline-images/bfm429B_0.jpg?itok=rFp6rjhD

 

Citing uncertainties around the impact of the Evergrande credit fallout and the potential for disappointing earnings and economic data as risk factors for an extended market pullback, Minerd told BloombergTV that "the next question we have to ask ourselves: How much further could it go if we get there?"

“When you look at the technicals, you look at the charts, you look at the prospects that we’re going to disappoint on the earnings front because of the Covid slowdown, we’re ripe for a correction.”

Breadth (% of S&P < 200DMA) has been a bloodbath...

See Chart:

S&P  vs  Breadth

https://cms.zerohedge.com/s3/files/inline-images/bfm7E55.jpg?itok=H7Fu5OJr

 

The Dollar traded in a narrow range today, ending the day very marginally lower...

See Chart:

Bloomberg  Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/bfm22BF.jpg?itok=DYkSPPSP

 

Precious metals extended gains today as crude and copper slipped lower...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmBB0E.jpg?itok=TP7AeXyK

 

Finally, this week's slide in U.S. stocks may help reset a historical tie between earnings and inflation that has been out of whack for months. As Bloomberg notes, the relationship is based on the S&P 500 Index’s earnings yield and the annual rate of change in the U.S. consumer-price index. While the yield is typically higher, the opposite has been true since April, according to monthly data compiled by Bloomberg

See Chart:

S&P 500 Index real earning yield

https://cms.zerohedge.com/s3/files/inline-images/bfm861D.jpg?itok=g0knJK1e

 

Real yields for the last four months were about minus 1.6% -- the lowest level since 1980 and half a percentage point away from another low, set in 1974.

SOURCE:  https://www.zerohedge.com/markets/stocks-pumpndump-crypto-slumps-ahead-taper-talk

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Jim Rogers Warns The "Worst Bear Market Of Our Lifetime" Is Fast Approaching

"...next time when we have a serious bear market it’s going to be the worst in my lifetime..."

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'Dr.Doom' Warns "Goldilocks Is Dying", Fears 'Stagflationary Debt Crisis' Ahead 

...the rosy scenario that is currently priced into financial markets may turn out to be a pipe dream...

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Inflation Is Killing The Recovery 

Keynesian policies always destroy what they pretend to protect...

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FOMC To Provide "Advance Notice" For November Tapering; May Deliver Two Potential Hawkish Surprises

The two most likely hawkish risks according to Goldman would be...

See Chart:

Monthly  QE (SBN)

https://cms.zerohedge.com/s3/files/inline-images/tapering%20nov%202011_2.jpg?itok=G-ehDIZo

See more charts & comments at:

SOURCE:  https://www.zerohedge.com/markets/fomc-provide-advance-notice-november-tapering-may-deliver-two-potential-hawkish-surprises

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US  DOMESTIC POLITICS

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

 

'10 For The Big Guy': Politico Confirms Hunter Biden's China, Ukraine Emails Are Legit

by Tyler Durden

Time for another special counsel investigation?

Several emails from Hunter Biden's laptop have been confirmed as legitimate, according to Politico, citing claims in a new book, along with emails released by a Swedish government agency.

Ben Schreckinger’s “The Bidens: Inside the First Family’s Fifty-Year Rise to Power,” out today, finds evidence that some of the purported HUNTER BIDEN laptop material is genuine, including two emails at the center of last October’s controversy.

A person who had independent access to Hunter Biden’s emails confirmed he did receive a 2015 email from a Ukrainian businessman thanking him for the chance to meet Joe Biden. The same goes for a 2017 email in which a proposed equity breakdown of a venture with Chinese energy executives includes the line, “10 held by H for the big guy?” (This person recalled seeing both emails, but was not in a position to compare the leaked emails word-for-word to the originals.)

MORE: Emails released by a Swedish government agency also match emails in the leaked cache, and two people who corresponded with Hunter Biden confirmed emails from the cache were genuine. -Politico

Recall that news of Hunter Biden's laptop was broken by the New York Post shortly before the 2020 election - resulting in a multi-week Twitter ban on the outlet, and a baseless claim spread throughout the MSM and by notable Democrats including Rep. Adam Schiff (D-CA) and Sen. Chris Murphy (D-CT) that it was Russian disinformation.

More:

Giuliani & NY Post are pushing  Russia Disinformation

https://cms.zerohedge.com/s3/files/inline-images/crazy%20theory1_0.png?itok=AbXdIy2E

 

This story is very simple – Hunter Biden dropped off three computers with liquid damage at a repair shop in Wilmington, Delaware on April 12, 2019. The owner, John Mac Issac, examined the three and determined that one was beyond recovery, one was okay and the data on the harddrive of the third could be recovered.

The laptop - while allegedly containing inappropriate photographs of underage girls - revealed that President Biden lied when he said that he had no knowledge of Hunter's business dealings - and was in fact involved with them.

The laptop, which was protected by the password "Hunter02" according to the Daily Mail, was considered a national security nightmare.

One interesting aspect of the fact that it's a POLITICO reporter with a new book confirming the authenticity of the Hunter docs: It was POLITICO -- through the co-Queen of Russiagate frauds, @NatashaBertrand -- who first used CIA to dismiss the docs as "Russian disinformation."

2) CNN's

@camanpour

-- the week before the election -- explicitly refusing to discuss the reporting on the Biden family by claiming that it's not the media's job to determine if the documents are or are not authentic. Watch this shit:

https://twitter.com/i/status/1440344233416687616

Continue reading & listening tapes at:

SOURCE: https://www.zerohedge.com/political/10-big-guy-politico-confirms-hunter-bidens-china-ukraine-emails-are-legit

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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

 

Big countries se arman para el WW3. El genocidio global esta muy cerca

Buchanan: Are The US And China Stumbling Toward An "Islands War"? 

If World War III breaks out between China and the U.S., it is likely to be over islands in no way vital to the security of the United States...

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Kyle Bass: President Xi Wants Evergrande Blowup To Help Lower Housing Prices

"You still have an economy with a closed capital account they have one-way capital flows of dollars in... Now, imagine if dollars start heading out."

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Book Reveals Putin Directly Confronted Biden Over 'He's A Killer' Remarks 

Putin directly called out Biden in tense phone exchange..

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"Recipe For Trouble": UN Chief Urges US-China Dialogue, Biden Says US Seeks To Avoid "New Cold War"

"This is a recipe for trouble.

 It would be far less predictable than the Cold War."

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Biden wanted to return to Afganistan & the Taliban stopped ISIS

Taliban Say No ISIS, Al-Qaeda In Country Despite String Of ISIS-K Terror Attacks

“We thought that since the Taliban have come, peace will come... But there’s no peace, no security. You can’t hear anything except the news of bomb blasts killing this one or that,”

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Biden Tells UN He Still Wants To 'Return To Full' Nuclear Deal 'If Iran Does The Same'

Critics lambast Biden's failure to go after Iran's human rights record...

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SPUTNIK NEWS :  https://sputniknews.com/

 

- US 'Has No Intention to Extend Nuclear-Powered Sub Support' to Other Countries After Australia

- Elysee Palace: US Never Mentioned AUKUS and Never Answered France's Questions

- Sweden Raises Taxes to Finance Largest Military Investment in Modern Times

- US Man Tells Wacky Story of Russian-Made Mi-17 of 'Secretive Agency' Landing in His Backyard

- France Says It Cannot Trust Australia in Trade Talks After Canberra Ditched Joint Sub Deal

- Pentagon Contract Seeks Alternate GPS Using Low Earth Orbit Satellites

- From Stratospheric Drones to an Underwater Flagship: UK Navy Unveils Futuristic Autonomous Fleet

- China Shares Video Allegedly Showing Taliban Fighters Using US Planes as Swings

- Taiwan Scrambles Jets on Reports of China's Nuclear-Capable Bombers Breaching Its Air Defence Zone

- Can China-Operated Port Project in Israel Boost Beijing Position in Middle East and Anger US?

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SET 21 2021 PART 2 ND SIT EC y POL SPANISH  ++  

 

REBELION

Ecol:  Cómo alimentar al mundo sin agotar agua dulce del planeta PM

Africa: Ejército d Ruanda representa a Francia en suelo africano  V P

Mund:  US y sus aliados d OTAN estan listos a usar fuerza militar  M F

CV:  Niñez y pandemia   Hermann Bellinghausen

ARG:   Es la economía…   Alejandro Marcó del Pont

ALC: MOV sindical uruguayo muestra fuerza esperanzadora   N C

ALC: El cuento de la Independencia  Carolina Vásquez

Perú:  Abimael Guzmán y el senderismo   Gvo Espinoza

ONU:  Cumbre sobre los sistemas alimentarios   Mario H

ARG: “No hay licencia social para la mega-minería en Andalgalá”

BRA:  La derecha no sabe qué quiere   Emir Sader

BRA:  Bolsonaro : crear “esperanza” es necesario

Chile:  Sergio Grez: ‘El secret Valech: manioba de Lagos a fav d terror

Chile:  ¿Por quién votarán hoy los torturadores?   P Nariño

COL:  Los talibanes colombianos   Carlos Meneses

Opin:  Celac: señales del porvenir  Cristóbal León C

Cuba:  Los futuros posibles (I)   Agustín Lage D

Cuba: desgaste del sistema de salud  Estado delicado  A V

España :  Camagroga: trabajo, tierra y resistenciA  Enric Ll

España :   El dedo de Fernández Díaz  Puño en alto

MX:  Política de paramilitarismo: el caso de los petules

US:  Repatria migrantes haitianos, varados en la frontera con México

Africa: VERDE La gran muralla africana en respuest a cambio climátic

PAL-OP: Fracasos, falacias y replanteos en el Oriente Medio   C Katz

US: Del apogeo al ocaso no hay más que un paso   R B

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RT EN ESPAÑOL

- ONU: "China nunca ha invadido o atropellado a otros, ni buscado hegemonía" https://actualidad.rt.com/actualidad/404664-xi-jinping-asamblea-general-onu

….

- imágenes de la destrucción dejada por el terremoto de 5,9 en Australia https://actualidad.rt.com/actualidad/404724-primeras-imagenes-destruccion-terremoto-australia

Lo que esta debajo de 7 en la escala R es temblor no es terremoto, dice Perú

….

Venezuela denuncia que un dron del Ejército colombiano violó su espacio aéreo https://actualidad.rt.com/actualidad/404714-venezuela-denuncia-dron-estadounidense-viola-espacio

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Presid Lasso d Ecuad anuncia en ONU que negocia con RU un Lab d vac Sputnik V https://actualidad.rt.com/actualidad/404670-ecuador-guillermo-lasso-asamblea-general-onu

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

 

Hughes

US support for Israel finished?

Retired US Army Ranger Robin Biro and Ned Ryun of American Majority weigh in on the first day of speeches. They also discuss Democrats’ removal of $1 billion in funding for Israel’s Iron Dome defense system.

SOURCE:  https://www.rt.com/shows/news-views-hughes/535473-us-support-for-israel-finished/

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GLOBAL RESEARCH

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

- The COVID-19 “Vaccine” and the Nuremberg Code. Crimes Against Humanity, Genocide By Prof Michel Chossudovsky

- Privately Operated Charter Schools in America: History and Analysis By Dr. Shawgi Tell,

- Significance of the Resignations of FDA Officials Responsible for Vaccine Safety By Jeffrey A. Tucker

- Capitalism “Has Not Served the American Economy Well” says  Nancy Pelosi By Adeyinka Makinde

- Perspective on the Covid Pandemic. Somebody is Lying through their Teeth. By J H

- How Did the Perpetrators Do 9/11? By Philip Giraldi,

- Joe Biden: Nuclear Sorcerer’s Apprentice By Manlio Dinucci

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DEMOCRACY NOW

Amy Goodman’  team

 

- “We Need to Deliver”: Anger Grows at Sens. Manchin, Sinema over Obstruction of Democratic Priorities

- Rep. Ro Khanna on Border Guards Whipping Haitians, U.S. Drone Strikes, Afghanistan & Ending Iraq War

- “We Are Troy Davis”: 10 Years After Georgia Execution That Galvanized Anti-Death Penalty Movement

- “People Are Desperate”: Biden Vows Mass Deportations as Thousands of Haitian Refugees Shelter in Del Rio

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