martes, 30 de noviembre de 2021

NOV 30 2021 P-B ND SIT ECON y POL Part 1 & P 2

 

NOV 30 2021 P-B 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

 

Quick News

ONLY A BANKING CRISIS OR HIGHER RATES CAN STOP INFLATION NOW: TRADER

BY quoth the raven

"...if CPI inflation trends 10% or higher they will have to act with Volckerian resolution."

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Como dicen los franceses: nos estamos yendo a la merda!

US COULD RUN OUT OF CASH IN LATE DECEMBER, CBO WARNS

by Tyler Durden

“If the debt limit remained unchanged and if the Treasury made that transfer in full, the government’s ability to borrow using extraordinary measures would be exhausted soon after it made the transfer.”  [ See Chart ]

After Janet Yellen warned markets a month and a half ago that the US could run out of cash as soon as December 15, analysts did some math and found that this warning seems to be a "conservative estimate" with Goldman estimating that the Treasury can probably maintain at least a $50BN cash balance — the minimum balance that we would expect the Treasury to use to project its deadline — until early January, though a higher deficit scenario would take the Treasury below this around Dec. 15.

See Chart:

The debt limit will need to be raised before the end of the year

https://cms.zerohedge.com/s3/files/inline-images/debt%20limit%20nov%2030.jpg?itok=UymSqbOG

 

In other words, if Yellen was trying to instill a sense of urgency (in hopes that Republicans will fold again and give Democrats carte blanche to hike the debt ceiling to some even bigger ridiculous number), it wasn't working. So to spark at least a little panic and get politicians to move, moments ago the CBO said in a statement that if the debt limit remained unchanged and if the Treasury transferred $118 billion to the Highway Trust Fund on December 15, as currently planned, the Treasury would most likely run out of cash before the end of December.

As a result, the office projects that, “if the debt limit remained unchanged and if the Treasury made that transfer in full, the government’s ability to borrow using extraordinary measures would be exhausted soon after it made the transfer,” it said, referring to a Dec. 15 transfer of funds to a federal highway account.

In that case, the Treasury would most likely run out of cash before the end of December,” the CBO said in a report Tuesday.

This reminds us of what Goldman also said a few weeks ago, namely that since it is unlikely that Congress will be in session in early January, the practical deadline for raising the debt limit is likely to be whenever Congress adjourns for the year (probably sometime the week of Dec. 20).

And yet, if the CBO was hoping to escalate the urgency over the potential US default, it failed because as top Senate Republican Mitch McConnell said moments after the CBO statement was released, the U.S. won’t default on its obligations and he is in talks with Majority Leader Chuck Schumer on a path forward to extend the debt limit.

He also says Congress will continue to fund the government to avoid a lapse Dec. 3.

In short, we are back to where we were just before the mid-October caving by McConnell. Only this time, the Kentucky republican can't afford to fold again having stated that his concession two months ago is as far as he goes. And with Democrats unlikely to move on their own despite recent conciliatory rhetoric, we now have a potential US default to add to the growing number of bricks in the wall of worry as we enter the critical final month of the year.

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[ French people are right! ]

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SOURCE:  https://www.zerohedge.com/markets/us-could-run-out-cash-late-december-cbo-warns

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POWELL SPARKS TAPER TANTRUM, BONDS SCREAM POLICY ERROR

...well that escalated quickly

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BLACK FRIDAY DISAPPOINTS, CYBER MONDAY SALES FALL FOR THE FIRST TIME EVER

This year’s tally marks the first time that Adobe has tracked a slowdown in spending on major shopping days

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DAILY BRIEFING: SURPRISE, SURPRISE: INFLATION IS NOT TRANSITORY?

Fed Chair Jerome Powell just said it’s time to retire the word “transitory”—are you shocked?

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"TEAM TRANSITORY" IS DEAD AFTER POWELL SAYS "TIME TO RETIRE WORD TRANSITORY REGARDING INFLATION"

An entire army of macro-tourist "experts" exposed as clueless hacks.

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VIX GUY IN PANIC - TIME TO SELL VOLATILITY

you listen when the VIX guy speaks..

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Goldman spreading the nasty business of vaccines. They know immune syst is d answer

WILL NEW JABS BE NECESSARY TO FIGHT OMICRON? HERE IS GOLDMAN'S ANSWER

...how can the public decide whether omicron really will necessitate a new round of shots?

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DID POWELL JUST SPARK "SHUT IT DOWN & PROTECT RETURNS" MODE INTO YEAR-END? 

RIP Powell Put...

The sources of synthetic “negative Gamma” accelerant-flows are now too coinciding with Dealers increasingly nearing actual “short Gamma vs spot” territory in major US Equities index options:

  • SPX / SPY $Gamma $0.8B (30.1%ile), barely “short” but effectively “neutral” with spot here ~4610 vs “Gamma flip” at 4618 (while SPX $Delta remains substantial at $297B, 81%ile)
  • QQQ $Gamma $355mm (83.3%Ile), still “long” with spot here $397.20 vs “flip” down at $395.77 (while QQQ $Delta stays VERY LONG at $15.3B, 97%ile)
  • IWM $Gamma -$127.8mm (29.6%ile), VERY “short” with spot here $219.52 vs “Gamma flip” up at $231.22 (IWM $Delta too VERY short now at -$10.7B, 5.5%ile)

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/image011%20%284%29.jpg?itok=cfjItgpG

 

So with this backdrop of vol / risk control selling, CTA signal pivots and Dealers increasingly in “short Gamma vs spot” territory, the Nomura strategist warns that we should then too think about what was discussed here last week, which is the “burned-hands” of discretionary longs who were playing for the bullish risk-asset seasonality of Q4 who have instead been chopped-up over the past few weeks...

...all-in-all alongside the threat of ongoing de-allocation supply from Vol Control, it creates a weakened backdrop for the year-end trade, as the psychology shifts to a “shut it down and protect returns” mentality where fresh risk-capital may in-fact NOT be deployed but instead be taken-off the table, instead of the prior assumed “return chasing” and buying of both highs and / or dips

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SOURCE: https://www.zerohedge.com/markets/did-powell-just-spark-shut-it-down-protect-returns-mode-year-end

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US  DOMESTIC POLITICS

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

 

Quick News:

EPSTEIN'S PILOT NAMES, RECALLS SHUTTLING CLINTON, TRUMP, SPACEY AND PRINCE ANDREW

Visoski spent most of Tuesday talking about

girls Epstein brought aboard the plane...

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OXFORD PROFESSOR: OFFICIAL DATA SHOWS FACE MASKS "MADE NO MEANINGFUL DIFFERENCE" TO INFECTION RATES

Face coverings “unlikely to have much of an impact” in fighting Omicron...

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La ultra derecha (TRUMP) tambien tiene sus traidores

TRUMP'S FORMER CHIEF OF STAFF MARK MEADOWS CHANGES STANCE, IS NOW COOPERATING WITH JAN. 6 COMMITTEE

Meadows’s lawyer, George Terwilliger, told news outlets on Tuesday that the former White House chief of staff won’t be handing over information subject to executive privilege.

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GOVERNMENT HANDLING OF COVID HAS BEEN "A CRIME", EXPECT MORE SELLOFFS: TRADER

"...there will be plenty of blame to go around the table when a proper post-mortem analysis is conducted years from now"

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Criminal violence rampant:

3 DEAD IN SHOOTING AT MICHIGAN HIGH SCHOOL, SUSPECT IN CUSTODY: OFFICIALS

The three who were killed are believed to be students, while six others were shot, including a teacher...

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BUCHANAN: RETURN OF THE "LAW AND ORDER" ISSUE

...crime, race, law and order will be blazing issues in 2022 and 2024... and as of now, Biden and his Democratic Party are not on the side of America’s majority...

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JUDGE BLOCKS BIDEN’S COVID-19 VACCINE MANDATE FOR FEDERAL CONTRACTORS

“The question presented here is narrow. Can the president use congressionally delegated authority to manage the federal procurement of goods and services to impose vaccines on the employees of federal contractors and subcontractors? The answer to that question is

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THE PERFECT CON JOB

CON

...the herd is in for a rude awakening...

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MICHAEL FLYNN REPORTEDLY CALLS QANON A 'CIA DISINFORMATION CAMPAIGN'

"Total nonsense..."

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FDA ADVISORY COMMITTEE NARROWLY VOTES TO APPROVE MERCK'S COVID 'MIRACLE DRUG'

The decision comes after we learned that the drug isn't quite as effective as initially believed...

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LOS ANGELES NOW ENFORCING VACCINE MANDATES FOR INDOOR BUSINESSES

...SafePassLA, requires all people eligible for a COVID-19 vaccine, including kids 12 and above, to show photo ID and proof of full vaccination against COVID-19...

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OVER 7,000 MARINES UNVACCINATED AS COVID-19 VACCINE MANDATE DEADLINE HITS

No religious exemptions approved.

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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

 

Quick News:

BRITISH PM BORIS JOHNSON WARNS WESTERN EUROPEAN LEADERS

BY Capitalist Exploits

An unexplained death occurred at the Russian embassy in Berlin

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It was our Govt fault: Europe defeated inflation

EURO AREA INFLATION SMASHES EXPECTATIONS, SOARS TO RECORD HIGH AHEAD OF CRITICAL ECB MEETING

"While energy costs and statistical effects can explain the bulk of this month’s jump, today’s reading also revealed some stronger than anticipated underlying pressure."

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We are ready said Putin to the chances of US’ WW3

PUTIN SAYS RUSSIA READY TO UNVEIL NEW HYPERSONIC MISSILE 

"We will have in service a sea-based hypersonic missile of Mach 9."

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US OFFICIALS CONFIRM ISRAEL BEHIND CYBERATTACK ON IRANIAN GAS STATIONS

The plan was to get Iranians angry at the government & to create unrest...

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WTI EXTENDS LOSSES AFTER SMALLER THAN EXPECTED CRUDE DRAW

Crude stocks fell 747k barrels last week, less than expected...

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JOE ROGAN WANTS TO KNOW WHY "NO ONE IS BEING HELD ACCOUNTABLE" OVER 'RUSSIAN COLLUSION' FAKE NEWS

“The collusion between the media and the government is pretty apparent”

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SPUTNIK NEWS :  https://sputniknews.com/

- Three Russian Aircraft Arrive in Kabul to Evacuate People, Deliver Cargo, Defence Ministry Says

-Santa Fe-CAL killing: 'Rust' Tragic Shooting's Live Round Might Have Been Left by Previous Movie Team

- Protesters in Minnesota Welcome Biden With 'You S*ck', 'Let’s Go Brandon' Banners

- New Variant, Old Problems

- Chilling Footage Allegedly Shows Michigan Shooter Impersonating Officer in Order to Enter Classroom

- Jussie Smollet Was Reportedly Caught on Video Rehearsing Alleged Attack, Prosecutors Claim

- Major Fashion Brands May Have Ties to Deforestation of Amazon Rainforest, Research Suggests

- Leftist Castro’s Victory in Honduras Vote Spells End of US-Backed ‘Narco-Politics, Neoliberalism’

- Pentagon Withholding Pay to National Guardsmen Refusing COVID-19 Vaccine  IF vax don’t prevent nor cure the malady & instead kill many peopke..why to used vaccines?

- North Korea Decries AUKUS For Being US 'Tool’ That Threatens Nuclear War

- CNN Host Chris Cuomo 'Suspended Indefinitely' Over Coverage of Accusations Against Brother Andrew

- Judge Halts Biden's Vaccine Mandate for Healthcare Workers Nationwide

- Bradley Cooper Says He Could've Been Stabbed on NYC Subway While Picking Daughter Up From School

- Best Way to Fight Inflation Is by Killing Democrats' Massive Social Spending Bill, McConnell Says

- Moscow Ranks First Among Top 3 Cities in Terms of Innovations Against COVID-19

- Josephine Baker Becomes First Black Woman Honored at Pantheon in Paris

- ‘Difficult’ to Tell if Omicron CV Variant More Transmissible Than Delta, Fauci Says

- Pandemic Pushes Hunger in Latin America, Caribbean to 15-Year High, UN Says

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

 

REBELION

Pand-global: Covid, discapacidad y vuelta a la normalidad  Keith R

Econ: Microcrédito y deuda pública refuerzan desigualdades de géner

COP26: planeta acechado por geoingeníe, combust fósiles y agric digit

Ecol: GOB subvenc combustib fósiles con seis bill de dólares en un año

BRA: Basta de desgracias: el exjuez Moro, candidato  Leonardo Boff

Honduras Xiomara Castro se declara ganadora sobre candid oficialista

Perú La vacancia como método para derrocar a Castillo  C Zelada

ARG: Radiografía de una conmoción electoral   Claudio Katz

Econ: Sin derechos human las relac comercial entre España y México

Econ: Kornai y su concepción del capitalismo y socialismo  M  Roberts

Chile: Una segunda vuelta con resultado incierto   Pablo Jofré Leal

España: Lo que la amnistía dejó y deja de lado  Emmanuel Rodríguez

Cuba: la Iglesia y el Estado:  RÉPLICA   Max Lesnick

Ecuad:  Al gobierno, a Guillermo Lasso no lo quiere (casi) nadie E O P

MX:  Tragedia y deshumanización   Cristóbal León

VEN: Los resultados de las elecciones de noviembre  Varios aut

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RT EN ESPAÑOL

Hondur: Nasry Asfura reconoce la derrota en las elecciones y felicita a Xiomara Castro https://actualidad.rt.com/actualidad/412238-asfura-reconocer-derrota-honduras

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Washington y Pekín se encuentran en "una carrera de armas hipersónicas"  https://actualidad.rt.com/actualidad/412220-secretario-fuerza-aerea-eeuu-declara-hay-carrera-armamentistica

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BRA: Identifican dos primeros casos de la variante ómicron en América Latina  https://actualidad.rt.com/actualidad/412216-agencia-sanitaria-brasil-identificar-omicron

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El FBI es capaz de ingresar a los datos personales de usuarios de WhatsApp y iMessage https://actualidad.rt.com/actualidad/412189-fbi-capaz-acceder-tiempo-real-whatsapp-imessage

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Expiloto de Jeffrey Epstein revela que Clinton, Trump y el prínc Andrés viajaron con el multimillonario en su avión privado https://actualidad.rt.com/actualidad/412230-expiloto-jeffrey-epstein-revela-clinton-trump-principe-andres-viajaron-avion

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En película taquillera Colombia refleja el país y por qué prescinde de un gran villano? https://actualidad.rt.com/actualidad/412112-encanto-pelicula-disney-colombia

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El rapero estadounidense Big Wan muere a los 19 años en un tiroteo  https://actualidad.rt.com/actualidad/412239-rapero-estadounidense-big-wan-morir

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Argentino mata 300 pichones de pingüinos y destruye 140 nidos de esa especie https://actualidad.rt.com/actualidad/412219-argentino-matar-300-pichones-pinguinos-topadora  Un enfermo mental que merece ir a la cárcel

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Marines de China lleva a cabo ejercicios militares masivos https://actualidad.rt.com/actualidad/412218-video-cuerpo-marines-china-lleva-cabo-ejercicios-militares

Se preparan contra un posible ataque del US

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

Keiser Report

The legal & moral code now justifies plunder (E1782)

Max and Stacy look at the mass looting sweeping America as the legal and moral code now allows it. In the second half, Max chats to Aleks Svetski of Amber.app about his thoughts on the hyperbitcoinization in El Salvador.

SOURCE:  https://www.rt.com/shows/keiser-report/541655-mass-looting-legal-moral-code/

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GLOBAL RESEARCH

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

- Video: Finally! Medical Proof the COVID Jab Is “Murder”: By Dr. Vernon Coleman

- mRNA Vaccines Put You at Risk for Acute Coronary Syndrome By Dr. Joseph Mercola

- Ready for Nuclear Holocaust with Russia Over Ukraine? By Rep Tulsi Gabbard

- Rising Up Against COVID Inoculations and the Health Pass By Stewart Brennan

- Northern Syria is Volatile As Ever. Militants in Greater Idlib Ramp Up Their Provocations. By South Front

- Dangerous Crossroads: Goading China to Go to War By Dr. Chandra Muzaffa

- Trump-Appointed Judge Blocks Biden’s Vaccine Mandate for Healthcare Workers in 10 States By Cristina Laila,

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

Focus

The European Union begins its dissolution

by Thierry Meyssan

The Quirinal Treaty, concluded by France and Italy, as well as the government project of the next German chancellor, Olaf Schotz, are incompatible with the history of the European Union. Paris and Berlin have just taken concrete steps that can only lead to the inevitable dissolution of the European Union.

SOURCE:  https://www.voltairenet.org/article214886.html

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DEMOCRACY NOW

Amy Goodman’  team

- “A Moment of Hope”: Xiomara Castro’s Likely Win in Honduran Election Ends Years of Right-Wing Rule After Coup

- As NATO Weighs Expansion in Eastern Europe, Russia Amasses Military on Ukraine Border

- Get Off Our Territory: Wet’suwet’en Land Defenders Condemn Canadian Police Raid on Pipeline Protest

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