sábado, 25 de septiembre de 2021

SEP 24 2021 ND SIT ECON y POL Part 1 & P 2

 

SEP 24 2021 ND SIT ECON y POL Part 1 & P 2

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 Shrug As Taper Tantrum Sparks Bond Bloodbath; Beijing Batters Bitcoin

Evergrande default, Hawkish Fed/BoE, FDX/NKE cuts, Debt Ceiling doubts, Crypto carnage... BTFD in stocks!!!

US equity markets rebounded from Monday's pukefest on Evergrande fears (which actually came to be realized as the giant property developer did indeed default on its foreign dollar bonds). But then headlines about SOEs preparing for collapse and the payment of a local yuan bond's coupon seemed to spark exuberance. A brief taper tantrum ensued in equities after the FOMC statement, which ignited momentum higher and shorts were squeezed as rates spiked. The surge in rates, however, hammered the growthier assets and Nasdaq underperformed, ending the week lower (for the 3rd straight week), while Small Caps (value) outperformed.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-09-24_13-00-04.jpg?itok=q2n_XnLO

 

In case anyone doubts that algos are running the show - just look at how Nasdaq futs were levitated desperately to get back to unchanged on the week. Additionally, 4450 was the key level for S&P...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-09-24_12-50-33.jpg?itok=oy0reAvg

 

...pinned by today's option expiration...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-09-24_12-50-08.jpg?itok=DjTXqWhE

 

If one were to guess the S&P's weekly performance after everything that happened – Evergrande's missed coupon payment, Evergrande's EV unit liquidity crunch, more hawkish than expected FOMC/BOE decisions, the FDX/NKE outlook cuts signaling supply chain stress is here to stay, chaos in DC with debt ceiling doubts and complete uncertainty over the size (if any) of a new stimulus bill, crypto carnage, and weak seasonals - we suspect the vast majority of people would have predicted steep declines... as opposed to modest gains.

After the Monday rout, the short squeeze was unleashed and got back to even on Thursday... running out of ammo again to maintain the lift into Friday...

See Chart:

“Most Shorted” Stocks

https://cms.zerohedge.com/s3/files/inline-images/bfm413A.jpg?itok=w-roPD10

 

Notably the rotation back to Small Caps (value) from Nasdaq (growth) stalled today at a key resistance level...

See Chart:

Russel 2000  /  Nasdaq 100

https://cms.zerohedge.com/s3/files/inline-images/2021-09-24_12-27-17.jpg?itok=rJGx426_

 

Energy stocks went from worst to first this week after plunging almost 6% on Monday to ending the week over 3% higher (followed by Financials). Utes  were the biggest losers...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm457D_0.jpg?itok=wg9UV6A8

 

Evergande's dollar bonds are trading 25c on the dollar and the stocks tumbled another 7% this week (helped by a brief reprieve midweek which was reversed quite quickly) following last week's 30% plunge...

See Chart:

Evergrande Stock

https://cms.zerohedge.com/s3/files/inline-images/bfmABF6_0.jpg?itok=ZuryEb2p

 

Oh, and don't forget the debt ceiling debacle looms over all of this...

See Chart:

Debt Ceiling Anxiety Proxy

https://cms.zerohedge.com/s3/files/inline-images/bfm1000.jpg?itok=GfNFJNWb

 

Treasury yields rose for the 5th straight week (biggest weekly spike in yields since March). Notably, the move was entirely contained in the last two days which were the biggest 2-day spike since the first week of March. Aside from 2Y, the move was surprisingly uniform with the entire curve up around 9bps...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm6A68_0.jpg?itok=uB69uUMk

 

30Y Yields spiked up to post-payrolls highs...

See Chart:

Payrolls  vs  FOMC

https://cms.zerohedge.com/s3/files/inline-images/bfm6871.jpg?itok=2UpWjzTB

 

The Dollar ended marginally higher on the week but was whipsawed around on China and Fed headlines...

See Chart:

FOMC

https://cms.zerohedge.com/s3/files/inline-images/bfm56A7_0.jpg?itok=wB6vUbit

 

Bitcoin has remained above $40k though for now...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmCC28.jpg?itok=MOjIhb1_

 

Continue reading & see more charts at:

SOURCE:  https://www.zerohedge.com/markets/taper-tantrum-sparks-bond-bloodbath-3rd-straight-weekly-loss-nasdaq

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Here's How Many Shares Big Tech CEOs Have Already Dumped This Year

When CEOs of major companies are selling their shares, investors can’t help but notice...  [ See Chart ]

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First Weekly Outflow From Stocks In 2021

... with pessimism over the passage of the $1tn Bipartisan Infrastructure Bill and the $3.5tn Build Back Better Reconciliation caused the 2nd biggest outflow ever from infrastruct funds and largest consumer funds outflow  [ See Chart ]

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Why The West Can't Ban Bitcoin The Way China Did

"The power structures of the nation states won’t go gently into the dustbin of history. They will go down swinging..."

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Before They Were An Inconvenience, But Now The Shortages Are Really Beginning To Sting

            Authored by Michael Snyder via TheMostImportantNews.com

In my entire life, I have never seen anything like this...

Have you noticed that store shelves are starting to get emptier and emptier?

That is extremely alarming, because in many areas the shortages are already quite severe

Even the Federal Reserve is admitting that we have a major problem at this point.  In fact, in the latest Beige Book the Fed referred to the shortages a whopping 80 times.

Continue reading at:

SOURCE:  https://www.zerohedge.com/economics/they-were-inconvenience-now-shortages-are-really-beginning-sting

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US  DOMESTIC POLITICS

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

 

Black Lives Matter NYC Leader Promises "Uprising" Against City's "Racist" Vaccine Passports 

Modern-day segregation? ...according to data provided by NY state, about 85% of black residents have not received one dose of a COVID-19 vaccine...

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Blackmail from vaccine owners: get vaccine against CV ‘Delta variant’ they will create

"It's A Ghost Town" - Shocking Images Show Downtown Chicago "Depressingly" Empty During Day

"...there are two things that have converged: the Delta variant has taken away a lot of that early enthusiasm and crime is up again, Downtown is not as safe..."

….

Now we have a ghost ‘Delta variant’ created by real evil monsters who own our heath system. How many people the plan to kill? How many so far with previous CV variants? It is time for Supreme Court to investig & put them in jail

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CAL:  Renewables Not So Reliable As US Hydropower Plunges 14%

Maybe it's time for California to admit their "green" push has been a complete disaster? 

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AZ 2020 Election Audit Finds Massive Irregularities, But Biden Still Wins State

"Ballot images on the EMS were corrupt or missing..."

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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

 

Iran: Nuclear Talks To Resume "Very Soon"; Confirms Surprise Dialogue With Saudis On Yemen War 

Biden officials have lately said US patience is running out...

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“The Housing Market Is Almost Frozen" - An Even Bigger Problem Emerges For China

“The radical change in policy and environment has seriously disrupted our business and made it very difficult to maintain normal operations.”

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What's Really Going On In China

Either pop the bubble when you still have some control over it or let it expand and pop when you've lost all control...  [ See Chart ]

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TEC: out of our personal control?

Personal Tracking Devices Moving Toward A "Dangerous" New Era

They're not just for finding your keys or wallet anymore...

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China Is Responsible For More Than A Third Of World GDP Growth - This Is A Problem

"Systemic risks of the unfolding property developer crisis aside, if the last few months experience are signaling a regime break in Chinese tolerance for what authorities have termed "low quality" growth, the world  [ See Chart ]

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US-UK blackmail to bomb China via Australia. CH will not submit, CH + RU will respond

China Should Alter Nuclear "No First Strike Policy" To Counter US Pressure: Ex-Diplomat

More nuclear jawboning after US-Australia pact as influential official urges China to "fine tune" its nuclear policy...

….

We are very irresponsible: we foster nuke-weaponization world-wide & now we declare War to China. This is the meaning of current blackmail. We want WW3 knowing that there will not be winner in this stupid imperial genocide.

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Kim's Sister Says North Korea Open To "Constructive" Talks With South

Cited "preconditions" including assurances of relaxed US sanctions..

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SPUTNIK NEWS :  https://sputniknews.com/

- Pakistani Prime Minister Calls for International Support for Taliban-led Afghan Government

- Local Sheriff Praises Efforts to Mitigate Del Rio Migration Crisis Amid Biden's Criticism

- Bitcoin, Ethereum Fall as China Declares All Cryptocurrency-Related Transactions Illegal

- Huawei CFO Expected to Plead Guilty to US Charges in Plea Deal

- Everyday Life in Post-War Kabul

- Sweden, Denmark, and Norway Embark on New Military Cooperation Against 'Big Neighbour in the East'

- France, Sweden to Deepen Defence Cooperation to Meet 'Challenges' From Russia, China

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SET 24 2021 PART 2 ND SIT EC y POL SPANISH  ++  

 

REBELION

Noam Chomsky  Qué futuro tiene la paz en el mundo

Periodistas saharauis: el peligroso trabajo de informar  Enric Llopis

CELAC:  la delicada integración latinoamericana  H López

El Ártico: bomba climática que bancos e inversor quieren que estalle

Econ: Crisis internacional, ¡son los mercados financieros, estúpido! DR

COL: Solución política al conflicto: Asamblea Nacional Constituyente

Urug: Luis  Pou, el fusible provocador de la Casa Blanca  N Centurión

Perú:  Unidos contra el terrorismo   Raúl Allain

Guatemala:  No es sorpresa   Kajkoj Máximo

ALC:  Tarará, amor eficaz por la humanidad   Alejo Brignole

ARG:  Textos escogidos sobre teletrabajo  M Hernandez

BOL:  Segundina Flores, embajadora, recibe ataque machista Verónica

Ecol S: Cumbre de Sist Aliment, nuevas tecnologías y el agronegocio

BRA:  Cuando habla el presidente   Marcel Lhermitte

COL: Visita d jefe del Coman Sur de US genera preocup

COL:  Villavicencio y el derecho a la ciudad  H Duque

Opin:  Las bibliotecas vaciadas   Julio García

Opin :  El papelazo de Lacalle   Darío Machado

Cuba:  Educ sexual: campo de fuerzas en tensión  Karla R.  

Cuba:  Sexualidad con enfoque de género y derechos  Ada

Ecuad:  La florista del barrio   Ileana Almeida

Ecuad:  Sin derechos laborales   Jonathan Báez

España: ¿Por qué la derecha está obsesionada con historia ‘patriótic’?

España: Formación Profesional y empresas: controvertido idilio Sarah

España:  Constitución y correlacion de fuerzas   M Ruiz

MX:  Ayotzinapa; siete años y contando Cristóbal León C

MX: : Al descubierto nueva estafa maestra   Miguel Ángel F

VEN:  USA: obsesión destructiva contra VEN  PJ Leal

US: Haitianos recibidos con látig y grillet en la frontera  Amy - Denis

África: Si las campesinas fueran políticas el mundo sería bien alimenta

Mund:   subimperialismo en Medio Oriente   Claudio Katz

Israel boicotea varios países en reunión sobre racismo en ONU  S N

Gavin Walker marxismo y años rojos en Japón  S Nadi

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RT EN ESPAÑOL

Biden arremete contra patrullas montadas de US captadas agrediendo a inmigrantes y promete que "pagarán" por su actitud https://actualidad.rt.com/actualidad/405054-indignante-biden-arremete-patrullas-montadas

….

Qué hay de nuevo en la represión de China contra las criptomonedas?  https://actualidad.rt.com/actualidad/405045-hay-nuevo-represion-china-criptomonedas

….

Canadá libera a Meng Wanzhou, la directora financiera de Huawei detenida en el 2018  https://actualidad.rt.com/actualidad/405052-canada-libera-meng-wanzhou

….

Luis Arce: "El potenciamiento de la Celac es una alternativa para enterrar a la OEA" https://actualidad.rt.com/actualidad/405010-bolivia-luis-arce-entrevista

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

Going Underground

Ex-German NATO permanent rep on AUKUS alliance: UE needs RESET relation with US

Here is discusses the formation of the AUKUS security pact behind the backs of European NATO allies, especially France, which has had a major diplomatic row with Australia. He also addresses the West’s increasing militarisation against and encirclement of China.

SOURCE:  https://www.rt.com/shows/going-underground/535796-europe-us-aukus-alliance/

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GLOBAL RESEARCH

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

 

- Biden Pushing for Dishonourable Discharges, Court Martials for Troops Who Refuse Vaccines By Steve Watson

- COVID-19 Vaccine Injuries and Deaths Cover-up! Nurse Whistleblowers Reveal How They Are Pressured to Not Report Deaths and Injuries to VAERS By Brian Shilhavy,

- Physician ‘Horribly Injured’ after Pfizer Vaccine Pleads with Top U.S. Public Health Officials for Help — and Gets None By Megan Redshaw

- CEO of Moderna Says Even Young Will Need to Take Vaccine Booster Shots Indefinitely By Paul Joseph Watson

- 30 Facts You Need to Know: Your COVID Cribsheet By Kit Knightly

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VOLTAIRE NET ORG   https://www.voltairenet.org/en

The AUKUS preparing a nuclear war to sustain Taiwan

by Thierry Meyssan

The official reactions to the announcement of the Australian-British-US pact (AUKUS) are only about the termination of the Australian-French arms contract. As terrible as this is for the shipyards, it is only a collateral consequence of a reversal of alliances aimed at preparing for a war against China.

SOURCE:  https://www.voltairenet.org/article214159.html

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DEMOCRACY NOW

Amy Goodman’  team

 

- “Our Health or Our Homes”: Tenants Facing Eviction Help Introduce New “Keeping Renters Safe Act”

- Former Member of Afghan Parliament Says U.S. War Ushered in “Another Dark Age” for Women

- Rep. Maxine Waters: Biden Admin Must End “Inhumane” Deportation & Whipping of Haitian Asylum Seekers

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