OCT 14 2021 ND SIT ECON y POL Part 1 & P 2
ND denounce-neoliberal debacle y propone State-Social + Capit-compet in Eco
Brace For Price Shock: Americans' Heating Bills To Soar Up To 50% This Winter
Bills would be 50% higher if the winter is 10% colder than average and 22% higher if the winter is 10% warmer than average.
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ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics
Quick News:
Two Fallacies That Will Devastate The U.S. Are Right In Front Of Our Eyes
Is there enough time and/or common sense left in the U.S. to right all of the economic wrongs we invite unto ourselves daily?
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"Market Is Unstable": Bonds & Stocks Bid Ahead Of OpEx, CTAs MaxShort Cash/TSYs
by Tyler Durden
...this squeeze move higher plus OPEX removes substantial put support...
The US equity market has taken the taper threat in its stride and soared without a break since the Minutes dropped yesterday afternoon. Nasdaq is outperforming as yields drop... because the bond market is pricing in a Fed policy error..
See Chart:
FOMC Minutes
https://cms.zerohedge.com/s3/files/inline-images/2021-10-14_13-00-05.jpg?itok=u4X49CDy
That was the best day for the S&P since March 5th! And best day for Nasdaq since May.
Today's rally lifted all the major indices green for the week (led by Small Caps and Nasdaq)...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-10-14_12-59-43.jpg?itok=fbxWH4zb
Despite today's PPI hitting a new record high, some have suggested that the combination of a new pandemic low for initial jobless claims (offsetting last week's abysmal payrolls print) and the fact that PPI was a little less hot than expected means that stagflation fears are overdone and hence today's inftation
We suspect however that the real driver of today's melt-up was as simple as gamma-squeeze ahad of tomorrow's opex.
As SpotGamma warned early on:
this is a short cover rally, and the market is unstable.
See Chart:
‘Most Shorted” stocks
https://cms.zerohedge.com/s3/files/inline-images/bfm6F46.jpg?itok=L9ieoKkc
Notably, things could change quickly tomorrow as there is a lot of gamma set to expire (light grey)
See Chart:
Spy Gamma levels vs Spot gamma.com
https://cms.zerohedge.com/s3/files/inline-images/2021-10-14_9-08-03.jpg?itok=snPGZwV3
This does not mean that the market has to decline sharply next week but SpotGamma believes that this squeeze move higher plus OPEX removes substantial put support.
S&P and Dow surged up to key technical resistance at their 50DMAs...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-10-14_12-15-14.jpg?itok=3PXKWhJx
But as the close loomed, the major indices could not hold those gains as the algos ran out of ammo...
Financials rallied along with everything else today after a slew of big bank earnings but remain lower on the week. Materials are the week's best performer...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfmFC13.jpg?itok=dYyfNihK
WFC is the week's biggest loser while MS and BAC are outperforming, The rest of the big banks are still red for the week...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfmA3DF_0.jpg?itok=CVaL5dgk
As yields edged up and price pressures breaking out, the $340 billion complex of Commodity Trading Advisors is now "100% short" on everything from Dollar to British pound rates according to Nomura estimates. These systematic investors are also building outsized short positions across the entire yield curve, according to Dynamic Beta Investments. The firm, which runs an ETF that mimics a CTA, says such exposures are particularly intense in 10-year U.S. Treasury notes.
This systemic short may help explain why long-end yields are suddenly plunging and the curve flattening dramatically (2Y +4bps this week, 30Y -15bps)...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfmEB82.jpg?itok=wFztrRvN
With 30Y Yields back down to 2.00%...
See Chart:
UST 30Y Yield
https://cms.zerohedge.com/s3/files/inline-images/bfm2F48.jpg?itok=AxTp3Qnx
The Dollar ended lower - after extending yesterday's bloodbath - but bounced off recent support...
See Chart:
Bloomberg Dollar Index
https://cms.zerohedge.com/s3/files/inline-images/bfm5CBC.jpg?itok=_qK-y2gj
Crypto & Bitcoin also rallied today (topping $58,000 intraday) but ETH continued its recent outperformance up to a resistance level...
See Chart:
ETH / BTC
https://cms.zerohedge.com/s3/files/inline-images/bfmF929.jpg?itok=g2KOzOu6
Gold continued to rally, pushing up above $1800 again...
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/2021-10-14_12-04-14.jpg?itok=P2vrqWWE
The LME Metals Index surged to its record high...
See Chart:
LME Metal Index
https://cms.zerohedge.com/s3/files/inline-images/bfm4FF5.jpg?itok=T0bJ_OPP
Oil prices ended higher once again, after a choppy swing on a big crude inventory build...
See Chart;
https://cms.zerohedge.com/s3/files/inline-images/2021-10-14_12-08-33.jpg?itok=LerY-rdx
And finally, while this year has already brought records for materials from copper to coal, today saw the oldest commodity index in the world finally take out an all-time high. The Commodity Research Bureau BLS/U.S. Spot Raw Industrials Index, which tracks its origins to January 1934, excludes energy products, focusing instead on less-glamorous materials like hides, tallow, burlap, print cloth, rosin and metal scraps.
See Chart:
https://cms.zerohedge.com/s3/files/inline-images/bfm88C0.jpg?itok=Wi5qoBHU
Part of the index’s appeal is that most of its components trade only in the physical market, not on a futures exchange, so price formation isn’t impacted by financial speculative activity.
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SOURCE: https://www.zerohedge.com/markets/market-unstable-bonds-stocks-bid-ahead-opex-ctas-maxshort-cashtsys
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Biden Admin Reinstates Andrew McCabe's Full Pension After 2018 Firing For Lying Under Oath
It's a BIG club, and Andy's in it...
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Tyrants Of The Nanny State: When The Government Thinks It Knows Best
It’s time for a bracing dose of reality, America...
“Whether the mask is labeled fascism, democracy, or dictatorship of the proletariat, our great adversary remains the apparatus—the bureaucracy, the police, the military. Not the one facing us across the frontier of the battle lines, which is not so much our enemy as our brothers’ enemy, but the one that calls itself our protector and makes us its slaves. No matter what the circumstances, the worst betrayal will always be to subordinate ourselves to this apparatus and to trample underfoot, in its service, all human values in ourselves and in others.”
- Simone Weil, French philosopher and political activist
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Inflation is killing US companies. Bye Bye American cars
Average New Car Prices Hit Record High
Another loss for "team transitory."
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We are Ok, said the consensus. FACT is that we are going down
Once again, Bank of America's uncanny forecast record stands ready to trounce the consensus.
While the delta between BofA data and Census is small, in a market where a miss is a miss, and a beat is a beat, will certainly be felt. This is how the delta between BofA's numbers and the Census Burea has looked over time.
See Chart:
Retail sales ex-auto: Census Bureau data vs BAC Car data
https://cms.zerohedge.com/s3/files/inline-images/retail%20sales%20ex%20auto%201.jpg?itok=E972UKXT
Sea more charts and read this final comment:
The improvement is not felt evenly across the country, however: in NY and PA spending on entertainment services has been particularly weak (-20% and -12% over a 2-year period, respectively) vs. FL where entertainment is up 16% over a 2-year period.
Once again, it is the south that knows how to party while the northeast excels mostly in locking itself down.
SOURCE: https://www.zerohedge.com/markets/brace-retail-sales-miss
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Treasury Slams 'Misinformation' Over $600 Bank Reporting Provision
"This is unequivocally false..."
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Larry Summers Slams "Woke" Fed "Losing Control" Of Inflation
“We have a generation of central bankers who are defining themselves by their wokeness,”
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Treasury Official Warns Using Stablecoins For Payments "Raises A Whole Set Of Issues"
The people who brought you the US dollar don't want any competition...
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US DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption.
10,000 John Deere Workers Walk Off Job In Strike Over Labor Contract
"We stay committed to bargaining until our members' goals are achieved."
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Against stupid RU-CH phobias.
John Durham & The Amazing Disappearing DNC Hack
Evidence grows that the alleged Russian hacking of the DNC server in 2016 was an inside job.
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There are decent people in America
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Is America Becoming Rome Versus Byzantium?
Our Byzantine interior and Roman coasts are quite differently interpreting their shared American heritage as they increasingly plot radically divergent courses to survive in scary times..
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Covid vaccine put at risk the life of soldiers. If they gona die..better in war than Vax
Navy Announces Plans To Expel Those Refusing Covid Vaccine, Revoke Benefits
"If all the services take the same hard line that the navy is taking, it risks losing as many as 46,000 troops."
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Anti-Americans wants to kill USD asap: opium dream
Coinbase Asks Congress To Create New Standalone Crypto Regulator
Laws drafted in the 1930s to facilitate effective oversight of our financial system could not contemplate this technological revolution...
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COVID VAX: How to kill de Police fast: 50% reduction: Nefastus uses of vaccine
“It’s safe to say that the city of Chicago will have a police force at 50 percent or less for this weekend coming up,”
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Corruption & sex-scandals: usual tricks d elites use to kill competitors: today game:
Is It Time For A Special Counsel On The Hunter Biden Scandal?
“The Big Guy” is now president and his administration is handling an investigation that could have political as well as legal implications for him and his family...
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Is there a tit for tat coming back. I hope so, other wise the nation will kill all PARASITIC ELITES with SOCIAL REVOLUTION.
Is this a long-time project?. It will be ad portas IF -A- WW3 explode, and -B- if the explosive inequality explode due to mishandling of inflation (prices up vs not salaries u). This will put masses on streets & police brutality will force people to armed themselves = Social Revolution
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The reverse will be: taxing billonaires as FDR + expropriation used in similar context
Reverse QE Begins: Treasury To Drain $480 Billion Starting Monday
The infinite liquidity regime is finally ending. [ See Chart ]
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“Finally ending” or an-up-down again? The ‘reverse’ here is a FASE FLAG (pretended to be the opposite to QEs for the rich when in fact give the rich USD printed form the thin air to continue in power). The only solution is to transfer economic power & mean of production from parasitic expeculators to real middle size entrepreneurs and associated labor to stop the nausea-bund greed of the rich to empower those who represent the Publkic Need of the nation (equal right to all in education, health, house ++) . That is the social change that we need & all the Nation will fight for it.
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Compare the above view with the similar one coming here:
Albert Edwards: We Should Start Worrying About The Coming Recession
"The net number of companies expecting a stronger or weaker economy has fallen to levels where we should be worrying about recession."
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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
Imperial stupidity condemned to fail. Syria will defeat US-ISR better than Afghanistan
Blinken Admits US Policy Is To 'Oppose The Reconstruction Of Syria'
US does not intend to "express any support for efforts to normalize relations or rehabilitate Mr. Assad" or lift a "single sanction" unless there is regime change in Damascus.
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Will This affect China?.. I don’t think so. CH is the top on tech nowadays
Microsoft To Shut Down LinkedIn In China Following Censorship Criticism
...facing “a significantly more challenging operating environment and greater compliance requirements in China.”
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Global Ship Backlog Just Got Even Worse As New Supply Chain Nemesis Emerges
"This month will be the most challenging period but hopefully things will start to ease from the fourth quarter."
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SPUTNIK NEWS : https://sputniknews.com/
- Norwegian Bow Shooter Reportedly Handed Over to Health Services
- Taliban Ban Logging in Afghanistan, Spokesman Says
- Unextinguished Incense Believed to Be Behind Deadly Fire in Taiwan's Kaohsiung, Reports Say
- Danish Comedy Postponed Due to Uncanny Similarities With Kongsberg Bow-and-Arrow Shooting Spree
- Deputy PM: Gazprom to Increase Production Capacity if Europe Increases Volume of Long-Term Contracts
- Norwegian Police First Let Kongsberg Archer Escape, Despite Being Armed
- UK Gov't Warned that Plan to Boost Face-to-Face Appointments May Force GPs to ‘Hang Up Stethoscopes’
- US Marine Officer Who Critiqued Pentagon Top Brass Over Afghan Exit Pleads Guilty to Several Charges soldiers life belongs to the army: is that Constitutional?
- Former FBI Deputy Director Fired During Trump Administration Wins Back Pension
- Texas Official Caught Instructing Teachers to Balance Holocaust Books With ‘Opposing’ Views That is fair.. we don’t have to eat all stupid dogmas from ISR
- Russia Interested in Consultations With Israel on Security in Middle East – Lavrov RU must support Syria & Iran instead of ISR. STPOP the double game!
- World Bank Chief Says Held 'Informative' Talks With Overchuck on Energy, Climate, Debt
- WHO Creates SAGO Group to Track Down Origins of ‘Novel Pathogens’ Including SARS-CoV-2
- US Attorney Alex Murdaugh Charged With Stealing Insurance Money From Dead Housekeeper's Children
- US Court Rules in Favor of Allowing Texas' Six-Week Abortion Ban to Remain in Effect Amid Litigation Women still Hv no right to define their own life. It is shameful
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OCT 14 2021 PART 2 ND SIT EC y POL SPANISH ++
REBELION
Ecol: Cinco lecc del COVID-19 para prevenir crisis climática Marc V
ALC: Asesinato del pres de Haití en las sombras PJ Leal
UE: Iniciativa ‘Tres Mares’ y la Gran Bretaña global L S
Econ: Uruguay: TLC con China, el present y futur del Mercosur L H
US: Las universidades de US y sus «invitados» J Majfud
ALC: Salud mental y bienestar social Raúl Allain
Perú Por qué se derrumbó el régimen velasquista? CZ
Cine: Thelma y Louise: Mujeres bellas y fuertes María J S
BOL: Bolivia y amenazas de desestabilización Boris A
BRA: Empresas y bancos UE en la destrucción de bosques y sabanas
Chile: Poder constituyente y poder destituyente L L M
Migracion : El drama de los niños haitianos C R M
Opin: La soledad de los muertos Juan Montaño
Paulo Freire Pedagog crítica REV para la escuela de hoy
Cuba: De lo posible a lo próximo y lo irreal R P
Cuba: puntero de América en vacunación Ángel G
Ecuad: Por la unidad de las izquierdas Gabriela G
España: Einstein y la España política Jaime Richart
VEN: López y Guaidó quieren “dinamitar” misión electoral de la UE
PAL: Si estás detenida, Juana Rishmawi, es por la ocupación israelí
PAL-OP: Sheikh Jarrah, no al destierro, no al neocolonialismo R P
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RT EN ESPAÑOL
- Qué se sabe de Corovax G3: vacuna de 1 sola dosis que desarr Arg contra el CV https://actualidad.rt.com/actualidad/407115-corovaxg3-argentina-desarrollo-vacuna-coronavirus
-Biden sube temporalmente el techo de la deuda y evitar un posible 'default' https://actualidad.rt.com/actualidad/407199-biden-orden-subir-techo-deuda
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Keiko y Peru Libre llaman al bloqueo: no dar el voto de confían a nuevo gabin de Pedro Castillo https://actualidad.rt.com/actualidad/407166-peru-libre-llamar-bloque-congresistas-no-dar-voto-confianza-gabinete
Soluciones: 1-destituir senadores de Keiko que no lograr el 50%=1 del total de electorado por región. Y nominar en Asamblea Popular a su reemplazo. 2- La otra opción es desconoc todo el Senado y gobernar solo con el ejecutivo si la Constituc lo permite. 3- Si no lo pemite pues a convocar la Constituyente via Asambleas Pop y a cambiar la Constitucion. 4- La otra via es trabajar con la Corte Suprema. 5- Si todo esto falla: a crear situac Rev (tomar por asalto el poder en regiones donde la derecha no tiene el 50+-1 del electorado total). Solo asi se puede aplastar a la derecha cavernaria. No queda otra solución. Todo eso supone decretar con el ejecutivo los derechos democ del pueblo a Educa, salud, techo, comida y salarios para la población que no lo tiene.
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CROSS TALK https://www.rt.com/shows/crosstalk/
Energy crises & everything shortages (E1762)
Max and Stacy look at the ongoing consequences of the pandemic response: from everything shortages to energy crises. In the second half, Max chats to bitcoin podcaster Mark Moss about how he had predicted the energy crisis and how bitcoin fixes it.
Source: https://www.rt.com/shows/keiser-report/537378-pandemic-shortages-energy-crises/
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO allies
- The New American Leadership: Biden Tells the World What He Wants It to Know By Philip Giraldi
- US Trying to Boycott Energy Cooperation Between Moscow and Europe By Lucas Leiroz
- The Pentagon’s Dilemma: The Covid Vaccine Impairs the Performance of U.S. Fighting Forces By Prof Michel Chossudovsky,
- Lies and Torture Cover-up: U.S. State Secrets Doctrine Is a Fraud By Judge Andrew
- Blinken: US Policy Is to ‘Oppose the Reconstruction of Syria’ By Dave DeCamp,
- Thousands of U.S. Special Forces and Combat Troops Discharged as Total Force ‘Vaccination’ Decimates Military Readiness By David DeGraw,
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DEMOCRACY NOW
Amy Goodman’ team
- Snipers Fatally Attack Protesters in Beirut as Lebanon Reels from Devastating Economic Collapse
- Afghan Interpreter Who Rescued Biden in 2008 Is Evacuated from Afghanistan with His Family
- The Nation’s John Nichols: Trump’s Coup Nearly Succeeded. He Will Try Again in 2024
- Family Searching for Migrant Father Who Went Missing in Texas Desert as Border Deaths Hit Record
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