Nueva Democracia: SEP 26 2021 ND SIT ECON y POL Part 1 & P2

SEP 26 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

"Changes In Markets Happen Slowly... Then All At Once"

Authored by Lance Roberts via RealInvestmentAdvice.com,

...don’t be lulled into complacency. [ See Chart ]

Correction Is Over As Bulls Jump Back Into The “Risk Pool.”

3 Signs Of The Next Bear Market

Key Question: “Is this the beginning of a bear market?”

The answer is “no.”

Currently, bullish sentiment remains high, global liquidity flows are strong, and stock buybacks are at a record.

See Chart:

Flows into global equity funds

https://cms.zerohedge.com/s3/files/inline-images/flows-peaking-1.jpg?itok=7ap3AfW-

While those issues are supportive of stocks currently, they are also dependent on rising asset prices.

So, for investors, there are 3-signs that will signal the next bear market or recession is approaching, requiring a more defensive investment posture.

1. Yield Curve Inversion (Not Yet)

The yield curve is one of the most important indicators for determining when a recession, and a subsequent bear market, approaches. The chart below shows the percentage of yield curves that invert out of 10-possible combinations.

See Chart:

Percent of 10-Yield Curve Inverted

https://cms.zerohedge.com/s3/files/inline-images/Yield-Curve-Invrsions-vs-SP500-081121_0.png?itok=-KRuean2

At the moment, given there are no inversions, there is no immediate risk of a recession or “bear market. “

Historically speaking, from the time yield curves begin to invert, the span to the next recession runs roughly 9-months. However, note that yield curves are currently declining, suggesting economic growth will weaken. If this trend continues, another “inversion” would not be a surprise.

See Chart:

Are Yields & Yield Spread suggesting the ‘peak is in’

https://cms.zerohedge.com/s3/files/inline-images/Yield-Curve-10-3mo-092221.png?itok=brp70Cit

Given the strong track record of predicting recessions historically, when the subsequent inversion occurs, the media will quickly dismiss it just as they did in 2019.

Such would not be a wise thing to do.

2. Fed Taper (Coming)

The issue of “tapering” is not as much about the Fed’s actual reduction of bond purchases as it is about psychology.

“The key to navigating Quantitative Easing and Fed policy in general is to recognize that their effect on the stock market relies almost entirely on speculative investor psychology. As long as investors get inclined to speculate, they treat zero-interest money as an inferior asset, and they will chase any asset with a yield above zero (or a past record of positive returns). Valuation doesn’t matter because investors psychologically rule out the possibility of price declines in the first place.” – John Hussman

In other words, “QE” is a mental formation. Therefore, the only thing that alters the effectiveness of the Fed’s monetary policy is investor psychology itself. As shown, there is a very high correlation between the expansion of the Fed’s balance sheet and asset price increases.

See Chart

Cumulative growth of FED Balance Sheet 2009-present

https://cms.zerohedge.com/s3/files/inline-images/SP500-Fed-Balance-Sheet-Correlation-092321.png?itok=RirYktK1

Whether the correlation is due to liquidity moving into assets through leverage or just the “psychology” of the “Fed Put,” the result is the same.

Therefore, it should also not be surprising that when the Fed starts “tapering” their bond purchases, the market tends to witness increased volatility. The grey shaded bars in the chart below show when the balance sheet is either flat or contracting

See Chart:

Fed Balance Sheet Expansion/Contraction vs. S&P 500

https://cms.zerohedge.com/s3/files/inline-images/SP500-Fed-Balance-Contraction-Only-092321.png?itok=eYXY6t1-

See more charts & go to conclusion:

Investors have several primary indicators to follow to navigate market risk and potential bear markets. While there is currently no indication of a recession or bear market, the Fed starting to “taper” its asset purchases will increase volatility.

Once the Fed begins to hike rates or yield curves start to invert, the time to become much more defensive will become evident.

However, such could all change quickly with the introduction of an exogenous event.

In the meantime, remain invested but don’t be lulled into complacency.

Changes in markets always happen slowly, then all at once.

SOURCE: https://www.zerohedge.com/markets/changes-markets-happen-slowly-then-all-once

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US DOMESTIC POLITICS

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

MUST READ!

30 Facts You Need To Know: A COVID Cribsheet

Authored by Kit Knightly via Off-Guardian.org

...'religions' aren’t susceptible to argument... but if you are fortunate enough to find yourself in a real argument, here’s an invaluable resource...

You asked for it, so we made it. A collection of all the arguments you’ll ever need.

Here are key facts and sources about the alleged “pandemic”, that will help you get a grasp on what has happened to the world since January 2020, and help you enlighten any of your friends who might be still trapped in the New Normal fog: “Covid deaths” – Lockdowns – PCR Tests – “asymptomatic infection” – Ventilators – Masks – Vaccines – Deception & Foreknowledge

PART I: “COVID DEATHS” & MORTALITY

READ THE WHOLE ART AT

SOURCE: https://www.zerohedge.com/covid-19/30-facts-you-need-know-covid-cribsheet

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Pelosi Plays Chicken With House Progressives, Schedules Three Votes For Next Week That "Must Pass"

September 30th is a "date fraught with meaning..."

Next week is going to either be a massive victory for Congressional Democrats, or a deflating defeat which will send the Hill into chaos.

On Saturday, Pelosi warned in a "dear colleague" letter to members of the Democratic Caucus that they'll have one week to "pass a Continuing Resolution, Build Back Better Act and the BIF" (Bipartisan Infrastructure Framework), adding that September 30th is a "date fraught with meaning" due to expiring programs that the Senate-passed BIF will provide fresh funding for, as well as the date that government funding will run out at midnight - risking a US default.

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Democrats In Congress Try To Abolish Space Force

"...since its creation under the former Trump administration, the Space Force has threatened longstanding peace and flagrantly wasted billions of taxpayer dollars..."

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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

Gazprom: We're Not Withholding Gas To Europe

By Charles Kennedy of OilPrice.com

Russian gas giant Gazprom dismissed speculation and accusations that it is not supplying enough natural gas via pipeline to Europe, a senior official at Gazprom Export said, just days after the IEA demanded Russia deliver more nat gas to a continent facing an unprecedented energy crisis.

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Iran Demands IAEA Closely Monitor Nuclear Fuel For Australia Submarines In Wake Of AUKUS Deal

Tehran blasts "vulgar facade of double standard and hypocrisy"..

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Shock Ruling By Italy Court Overturns Mafia Verdicts Rooted In 1990's 'Reign Of Terror'

For years it was widely believed top Italian state officials were in collusion with powerful Cosa Nostra figures...

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SPUTNIK NEWS : https://sputniknews.com/

- Ex-Nazi Oberlander's Case Sets Precedent for Holding War Criminals to Account in Canada

- 'Whipping' Story is Attempt to Divert Public Opinion From Biden's Political Failures

- Turkish President Reveals Ankara Still Considering Purchase of Second Batch of S-400 Defence System

- Merkel's Potential Successor Laschet Reveals His Vote Preference in Election Blunder