Nueva Democracia: SEP 30 2021 ND SIT ECON y POL Part 1 & P2

SEP 30 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

Stocks Suffer Worst Month Since COVID Collapse As USA Sovereign Risk Soars

by Tyler Durden

"This has been crazier by a substantial margin

than 1929 and 2000, in my opinion,"

September started excitedly for stocks with 2-3 big up days but since then - as fears of a tapering Fed and a defaulting Treasury increase - stocks and bonds have puked in September (along with gold) as the dollar spiked...

See Chart:

FOMC

https://cms.zerohedge.com/s3/files/inline-images/bfm2B76.jpg?itok=SbPnjhVf

...despite a surge in USA sovereign risk...

See Chart:

US Sovereign risk (1Y CDS): DEBT Ceiling

https://cms.zerohedge.com/s3/files/inline-images/bfmE6FA_0.jpg?itok=pxqEnbBc

For Q3, The dollar was the biggest gainer, bonds made very modest gains while stocks and gold lagged (but were only down modestly - both down 1% on the quarter)...

See Chart:

FOMC twice below -2.00

https://cms.zerohedge.com/s3/files/inline-images/bfmF73F_0.jpg?itok=G4hFPhE6

Global stocks ended the quarter unchanged and US Majors were mixed with Small Caps, Trannies, and the Industrials red while Nasdaq and S&P managed to cling to their gains on the quarter. The selling pressure began at the start of September

See Chart:

-4.87

https://cms.zerohedge.com/s3/files/inline-images/bfm1942.jpg?itok=TB8J8YG3

Financials outperformed in Q3 with Energy and Industrials lagging...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm5A85.jpg?itok=tlR4EBbi

All the major US equity indices were red in September with Nasdaq the biggest loser - its worst month since last March 2020 - the start of the pandemic...

See Chart:

FOMC

https://cms.zerohedge.com/s3/files/inline-images/2021-09-30_13-03-32.jpg?itok=mWWjnRxa

Only Energy stocks ended the month green with Utes and Materials the biggest losers...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmD9F6.jpg?itok=oXSMDvk7

The median US stock fell over 2% in September (the worst month since last September), and is down 3% in Q3 - the first quarterly drop since Q1 2020's COVID collapse...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmD53C_0.jpg?itok=r1-AwV3w

All the major US equity indices broke key technical levels today and bounced back...

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/2021-09-30_12-09-11.jpg?itok=kdWNaiTQ

Perhaps most notably, Risk-Parity funds saw their worst month since the March 2020 COVID crash. This helps explain why stocks and bonds are both being sold and why vol is rising as RP is forced to degross...

See Chart:

Rik Parity Fund

https://cms.zerohedge.com/s3/files/inline-images/bfm1B09_1.jpg?itok=NNs1f1dO

Before we leave stocks, here's how things went today. Several positive headlines and votes out of Washington (but the realization that $3.5tn ain't gonna happen) left the debt ceiling debate uncertain but govt funded for a few more weeks. Dow was hit hardest...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-09-30_13-00-25.jpg?itok=rgdJv-Uz

Continue reading more comments & Charts at:

SOURCE: https://www.zerohedge.com/markets/slumptember-big-tech-bonds-bitcoin-bullion-dumped-dollar-jumped

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It is all about yields - how do you hedge NASDAQ n much more

by The Market Ear…

( with ugly note )

( Don’t open it! )

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Nomura Warns Of Large "Accelerant Flows" Into Month-End, OpEx

by Tyler Durden

...potential fireworks inside the Equities space will more than likely be generated from the absolutely mongo-sized qtrly SPX Put Spread Collar that is being rolled...

Another day, another rollercoaster for stocks as futures were bid overnight until the European open and selling started...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-09-30_6-28-00.jpg?itok=osagwubX

But notably, Treasury yields have "stabilized" in a narrow range after their explosive surge higher recently. Nomura's Charlie McElligott suggests that it does feel like the worst of the “short Gamma” dynamics clearly seen in both UST futs and ED$ futs early this week are now in a “cleaner” place..

See Chart:

UST 10 Y Yield

https://cms.zerohedge.com/s3/files/inline-images/bfmD0_0.jpg?itok=QdiahQ-O

But, the Nomura strategist suggests that today’s potential fireworks inside the Equities space will more than likely be generated from the absolutely mongo-sized qtrly SPX Put Spread Collar that is being rolled, where paper needs to buy 44,600 SPX SepQ 4430 Call (on the cover) to buy the DecQ 3490 / 4140 Put Spread while selling the DecQ 4515 Call x 44,600 - the trade will lift the Street on ~$3.1B in Gamma and SELL 14.5mm in Vega.

When taking into account the almost unprecedent magnitude of the Nasdaq options Dealer “short Gamma” (-$1.1B, 0.3%ile)…and the aggregate “negative $Delta” (-$30.2B, 0.2%ile), with SPX / SPY consolidated options positioning analytics too showing Dealers in ‘short Gamma” territory and “negative Delta” territory vs spot (just less historically extreme)... we remain open to large hedge “accelerant” flows in both directions, PARTICULARLY because the macro Rates move behind this Equities Volatility spasm hasn’t yet stabilized

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/image003%20%2823%29.png?itok=ITJjkq1t

Finally, we note that "it's different this time."

The default response of every dip since March of ’20 has been aggressive buying/volatility shorting. Therefore, as SpotGamma notes, its surprising that the market is unable to catch that bid, given that this current setup would seem like a “fat pitch” for those short dated vol sellers. Using the 50DMA as a drawdown barometer, you can see how quickly the “buy the dip” response is.

See Chart:

S&P 500 vs sodma

https://cms.zerohedge.com/s3/files/inline-images/bfmC1C3.jpg?itok=v1rBWg0Q

However, on this recent decline there was a tepid attempt, but that bid has receded. What happens next is unclear, but SpotGamma's view is not: we’re bullish above 4400 and bearish below.

….

SOURCE: https://www.zerohedge.com/markets/nomura-warns-large-accelerant-flows-month-end-opex

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...the number of new Robinhood app downloads (a proxy for account openings) is down -78% from 2Q21 and daily active users (a proxy for activity levels) have declined -40% from 2Q21.

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Even The Liberal Media Is Warning Of A "System Collapse" Due To The Failure Of Global Supply Chains

... warned of a “global transport system collapse” if governments do not restore freedom of movement...

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JPMorgan Blocked From Texas Muni-Bond Market

...broke-banks mounting...

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Stagflation Risk: Stephen Roach Latest Economist To Sound Alarm On '70s-Style Inflation

"One supply chain glitch away from stagflation..."

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Collar strategy explained

JPMorgan Spooks Market With $3 Billion Crash Hedge

The trade will lift the Street on ~$3.1B in Gamma and sell 14.5mm in Vega.

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US DOMESTIC POLITICS

FED centralizat in favor of Big Corp’ greed open doors for REV to use it for Pub Need

Biden's Nominee For Top Bank Regulator Earned "Lenin" Award, Praised USSR's "Equality", And Wants To "End Banking As We Know It"

"Ms. Omarova thinks asset prices, pay scales, capital and credit should be dictated by the federal government..."

….

This ‘satiric’ note contains the formula for a new type of SOCIALIST REV in the US: the assault of leftist military elites for a coup d’ etat against big corp that are destroying nations with their explosive inequality. Instead of REV from the bottom up, the REV comes top-down & rapidly get the support of their nation. It happens in Yugoslavia & other countries at world level. It happen also in Peru with General Velasco (then he got d support from RU). In the US Franklin D Roosevelt (FDR) got the support of key military cadres to tax and expropriate the rich who didn’t care for the Public Need in time of Economic depression. FDR implemented a semi-coup d etat in favor of PUBLIC NEED, BUT FDR became subordinate to the US military when he bombed JAPAN (Hiroshima & Nagazaki) apparently to contain the advance of Stalin from Rusia. But at NATION level: FDR implemented a real TOP-DOWN Revolution in US.

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Thursday Infrastructure Vote Uncertain As House Progressives Presented With "Framework"

"The Continuing Resolution contains a number of key items

that Republicans call for..."

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An Institute: is what I plan to create to give continuity to ND in US if I travel outside

YouTube Suddenly Deletes, Then Restores Ron Paul Institute's Channel After Backlash

Former Congressman Paul cited "no warning, no strikes, no evidence."

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Texas Acquires COVID-19 Monoclonal Antibodies, Bypassing Biden HHS Limits: Governor

"...working around the limitations that President Biden has put on us..."

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"It's About To Get Wild..."

We’ve just moved onto a new phase of the Biden/Fink Energy Crisis.

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Follow China: d most developed Nation where Public Need prevail over Private-greed

"Tax The Rich" Mantra Is Rooted In Sociology, Not Economics

This leads to questions about who decides “fairness,” and how much that “fair” amount should be..

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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

China Says US Must Correct Its 'Cognitive Problems' After Tense Military-To-Military Talks

Washington "lacks self-awareness and an understanding of the world..."

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China Power Crunch Could Force Global Food Prices Even Higher

"The crisis is stoking concern that China..."

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Taliban Condemns US Drone Flights Over Afghan Airspace, Warns Of "Consequences"

"The US has violated all international rights and laws as well as its commitments made..."

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Es lo que quiere el US: crear pánico, pero no le surtió. Las casas tienen hoy luces artific

China Panics: Beijing Orders Energy Firms To "Secure Supplies At All Costs"

"Blackouts won’t be tolerated"

….

Y nuevas fuentes de energía (sin regresar al carbón) se están ya creando

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Goldman Calculates 1 Trillion Yuan In Evergrande Off-Balance Sheet Liabilities

"This highlights the importance of maintaining the onshore property development business as a going concern, and preventing such contingent liabilities from materializing." [ See Chart ]

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SPUTNIK NEWS : https://sputniknews.com/

- Alleged US Plot to Kill Assange: Activists Ask PM Morrison If They Were on 'Speculative Kill Lists'

- EU Postpones Free Trade Agreement Talks With Australia for Month Amid AUKUS Row

- Text of $3.5 Tn Bill Replaces the Word 'Mothers' With ‘Pregnant, Lactating, Postpartum Individuals’

- Israel Conducts Investigation Into Incident With Drone Reportedly Downed by Hezbollah in Lebanon

- Anarchy in the US? What Would've Happened if the US Government Had Shut Down

What Happened?

The US federal government was about to run out of money appropriated to fund it. According to the US Constitution, only Congress has the power to create funding for federal agencies. Democrats tried to leverage the situation to get Republicans to agree to raise the debt ceiling, but the gamble failed.

The federal government now has enough money to continue paying its bills until December 3.

…

-Manchin Proposed $1.5T Top-Line Number for Reconciliation Bill to Schumer

- US Drone Strike Reportedly Kills Senior Al-Qaeda Leader in Syria

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SET 30 2021 PART 2 ND SIT EC y POL SPANISH ++

REBELION

Ecuad: 118 muertos en peor masacre carcelaria en hist d Ec Silvia A

Cuba: Destruir coop vasca y Cuba-info: nueva diana d bloqueo a Cuba

Ecol: Hidrógeno, ¿la nueva panacea?

Grecia: El pueblo griego estaba dispuesto a luchar Stathis K

CV: Desiguald en vacunas, fracaso moral del capitalismo P Curcio

CV: patentes en medicinas: la bolsa o la vida Á M Martín

Debate: Naturaleza viva vs naturaleza muerta A Turiel

VIDEO : Yanquis no CELAC sí https://youtu.be/fIYDAMVL3e8

ALC: Nuevo ataque contra comunidad LGBTI G Trucchi

ALC: De la esperanza al desencanto: el proceso de paz en Guatemala

La ciudad muerta, de AV: Joya del modernis liter peruano Jesús Aller

ARG: Economía el centro de la disputa política FK

Poema: Las flores no encuentran paz para crecer VP

Poema: Poesía de Nicolás Guillén Mariana Miranda

Cuba: Vacunas a ritmo cubano Ángel Guerra

MX: Renovando juventudes David Luna

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RT EN ESPAÑOL

"Andrés por los aztecas y Manuel por los mayas": Aznar se mofa de López Obrador https://actualidad.rt.com/actualidad/405632-andres-aztecas-manuel-mayas-espa%C3%B1ol-burlar

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Biden firma la ley provisional de presupuesto para evitar el cierre parcial del Gobierno https://actualidad.rt.com/actualidad/405646-biden-ley-evitar-cierre-gobierno-eeuu

….

Pandemia vs la pobreza que alcanza al 40,6% de la población en Argentina https://actualidad.rt.com/actualidad/405618-dramatico-saldo-pandemia-pobreza-aumenta-argentina

….

Qué originó la peor masacre carcelaria de Ecuador y la quinta de América Latina? https://actualidad.rt.com/actualidad/405593-ecuador-bandas-amotinamientos-control-carceles

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Venezuela abre paso al 'Bolívar Digital': por qué y cómo entrará en vigor https://actualidad.rt.com/actualidad/405591-venezuela-ajustar-sistema-bancario-bolivar-digital

….

La Amazonía perdió un área equivalente a Chile en un plazo de 36 años https://actualidad.rt.com/actualidad/405610-amazonia-36-anos-area-chile

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

CrossTalk

Europe’s hard choice

France’s Macron recently said “The Europeans must stop being naive. When we are under pressure from powers, which at times harden their stance, we need to react and show that we have the power and capacity to defend ourselves.” Bold words, but does Europe have the political will to actually defend itself?

SOURCE: https://www.rt.com/shows/crosstalk/536263-europe-choice-political-will/

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GLOBAL RESEARCH

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

- How the Global Elite Is Using Eugenics and Transhumanism to Shape Our Future By Robert J. Burrowes,

- Forced Vaccination Was Always the End Game. America’s Move Towards Authoritarianism By Barbara Loe Fisher,

- The Great Reset Is Accelerating into Global Tyranny By Dr. Joseph Mercola

- Angela Merkel’s Pragmatism Bridged the Divide Between East and West By Johanna Ross

- The Living Dead Pax Americana. War Inc. Rules. Cold War 2.0 against China By Pepe Escobar,

- Biden’s Vax Mandate to be Enforced by Fining Companies $70,000 to $700,000? By Adam Andrzejewski,

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