viernes, 5 de noviembre de 2021

NOV 4 2021 ND SIT ECON y POL Part 1 & P 2

NOV 4 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

 

Big-Tech, Bonds, Bullion, & The Buck All Bid As Taper Tanks Real-Yields

Nasdaq is the most overbought in 14 months...

 and it didn't end well last time...

After yesterday's panic-bid sending all US major stock indices to new record high closes, ironically on the day The Fed unveils the taper, today was much more mixed with Nasdaq accelerating its melt up as The Dow and Small Caps ended lower (despite a late-day buying-panic and the S&P managed modest gains...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-11-04_13-00-07.jpg?itok=z72NvR28

 

Nasdaq up for the 9th straight day - the longest winning streak since Dec. - and the last time the Nasdaq was this overbought did not end well...

See Chart:

Nasdaq 100 vs RSI

https://cms.zerohedge.com/s3/files/inline-images/bfm9C34.jpg?itok=YXyHpnGb

 

Bonds and the dollar decoupled from stocks today after moving in sync yesterday after the taper news...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfmFFD0.jpg?itok=Kciz64IS

 

The immediate squeeze yesterday after the FOMC statement was followed up by an even bigger one at the open this morning, but as Goldman noted earlier, that short-cover faded fast as the day wore on..

See Chart:

“Most Shorted” Stocks

https://cms.zerohedge.com/s3/files/inline-images/bfm3FD8.jpg?itok=-jB5Px2j

 

VIX surged back above 16 (from a 14 handle), reversing yesterday's post-Taper compression, as perhaps anxiety over tomorrow's payrolls print leaked into traders' minds...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2021-11-04_12-26-40.jpg?itok=LbMeMleR

 

UK bond yields crashed today after BoE shocked the market and did not hike rates...

See Chart:

UK 2Y Yield

https://cms.zerohedge.com/s3/files/inline-images/bfm7B55.jpg?itok=Laf-zZVU

 

Cable also tumbled on the news...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm26E8.jpg?itok=4T2rP1Bs

 

The dollar surged back above yesterday's highs today, erasing post-Taper losses, helped by the crash in cable...

See Chart:

Bloomberg Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/bfm5B4E.jpg?itok=mleuXcMf

 

And as the dollar rallied, crypto was sold. Bitcoin tested back to $61k...

See Chart:

Bitcoin

https://cms.zerohedge.com/s3/files/inline-images/bfm3791.jpg?itok=cQSIOiYu

 

Treasury yields plunged today, erasing all of yesterday's taper tantrum. The buying started as Europe opened and accelerated as US cash equity markets opened. The belly outperformed the wings today (2Y and 30Y -6bps, 5Y-10Y -9bps)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/bfm797B.jpg?itok=CmehJ3da

 

US rate-hike expectations dropped and pushed back the 2nd rate-hike from Dec into Jan 2023 (although the moves were anything but monumental)...

See Chart:

Market-Implied # of Rate Hickes

https://cms.zerohedge.com/s3/files/inline-images/bfmB90A_0.jpg?itok=usy25hP-

See More charts At:

Source: https://www.zerohedge.com/markets/big-tech-bonds-bullion-buck-all-bid-taper-tanks-real-yields

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Duke Energy Warns Of Higher Power Prices As Tight Coal/Gas Supplies Loom This Winter

Millions of Americans could be impacted...

Duke Energy CFO Steve Young said coal and natural gas prices are the highest since 2014, and these two essential commodities are in short supply. 

"It's been a while," since we've seen commodity prices like this.

"The winter of 2014, we had a very cold polar vortex winter, and we saw spiking of gas prices," Young said, who was quoted by Bloomberg on Thursday. 

He noted the Duke has adequate coal and gas reserves for this fall/winter but stressed a shortage of supplies in the overall commodity market has forced prices higher

See Chart:

Coal Futures vs Natgas Futures

https://cms.zerohedge.com/s3/files/inline-images/Snag_13883623.png?itok=7UzBk2_Q

 

Young said its fossil fuel power generation plants would pass on higher costs to customers. Higher power prices will be another blow to consumers who have already had their real wages crushed by soaring food, gasoline, and shelter costs. 

"Regions that rely more on gas or coal for heat and electricity will see rates increase more than regions where a greater proportion of power comes from nuclear, hydropower or renewable energy," he said.

See MAP:

https://cms.zerohedge.com/s3/files/inline-images/2021-11-04_11-59-40.png?itok=hVplFbO2

 

The cause of the energy crunch is due to the rising global demand for fossil fuel as the global energy transition to alternative power sources, such as solar and wind, has been nothing short of a disaster. 

Ernie Thrasher, CEO of Xcoal Energy & Resources, the largest U.S. exporter of fuel, also warned about coal supply constraints. He said power companies are already "discussing possible grid blackouts this winter." 

Last month, NOAA's 2021 Winter Outlook was published. For the second consecutive winter, it outlined that La Nina conditions are emerging and will impact weather across the U.S.

"Consistent with typical La Nina conditions during winter months, we anticipate below-normal temperatures along portions of the northern tier of the U.S. while much of the South experience above-normal temperatures," the report said. 

Heating demand across the country is rising as temps drop

See Chart:

US Lower 48 heating degree days

https://cms.zerohedge.com/s3/files/inline-images/Snag_138ec14f.png?itok=hcFfwmgP

 

In short, the millions of Americans that rely on Duke for power could be slapped with higher power bills if cold weather is seen. More evidence that inflation is not as "transitory" as the Federal Reserve wants everyone to believe. 

….

SOURCE: https://www.zerohedge.com/commodities/duke-energy-warns-higher-power-prices-winter-amid-energy-crunch

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Our interest is reducing CO2 emission not to save oil business nor press OPEC to save it

Depleted US Oil Inventories Leave Market Vulnerable To Shocks

At this point, supply problems or unexpected strength in demand could result in sharp price increases because there is no slack left to absorb them in the short term, unless OPEC+ can be persuaded to increase its output faster

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US  DOMESTIC POLITICS

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

 

False Flag: The recent governor victory in NY by Black-man was done by BLM

More Americans Now Oppose Than Support 'Black Lives Matter', New Poll Finds.  Opium Dream!

Driving the turndown in sentiment towards the group is the views of Independents and Hispanic/Latino voters.

….

That victory set the temple for the future of politics in US: 2024 Election. Not only latinos will be in this cause, also white American independents: d most

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Democrats win d blacks + latinos & independent whites. Virginia is nothing in comparis

All Of The Talking Heads Are Wrong About Why The Democrats Lost Virginia

Voters are moved by things that affect them personally more than anything else... ruining careers is not a political winner...

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US fascist terrorism similar to Japan 1936-fdr is back. No ethics at all, just genocide

Biden Approves $650 Million Missile Sale To Saudis After Earlier Vowing To End War In Yemen

Admin says repressive Saudi kingdom a "force for progress" in Middle East

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The worse of vaccine terrorism is that they can divide US families

San Francisco To Force 5-Year-Olds To Show Vaccine Passport To Enter Restaurants

Parents given two months to give their kid the shot...

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US Constitution prevailed on right to have guns

Locked-And-Loaded: Supreme Court Argument Appears To Confirm A Major Gun Rights Victory In The Making

...in one telling moment, Roberts noted that gun rights should be more expansive in cities to allow self-defense... "How many muggings take place in the forest?"

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US-UK + ISR are pressing for WW3 in different places. Iran is one of them

US Says Iran Seized Vietnamese Oil Tanker After Video Revealed Intense Stand-Off With US Warship

The two sides came very close to a 'shooting war' near Iran's coast...

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Taibbi: The Red-Pilling Of Loudoun County, Virginia

Notes on a "realigning" election...

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California Forced To Embrace Natural Gas

... the planned closure of gas-fired plants could be delayed yet again

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To those who give their life to US Nation nobody can say give it 1st to vaccine owners

Thousands Of Active-Duty Air Force Members Miss Deadline For COVID Shots 

"Commanders retain the full range of disciplinary options"

….

Then vaccine the commanders: we don’t need them nor their wars abroad

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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

 

We don’t need Taiwan with US missiles pointing China. We need China peace deal

Senate Bill Would Give Taiwan $3 Billion In US Military Aid Annually

"to deter or, if necessary, defeat an invasion by the People’s Republic of China"

….

We don’t need stupid-corrupt senators designing how to waste Nation’ money. Their income should be taxed heavily IF they insist in wasting our money

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SPUTNIK NEWS :  https://sputniknews.com/

- Brazilian President Bolsonaro Prompts Meme Wave After Calling Tower of Pisa 'Pizza Tower'

- 'Invasive and Really Violent': Danish Trade Unions Berate Shipping Giant Maersk Over Vax Mandate

- Justice Department Sues Texas Over New Voting Law That Will 'Disenfranchise' Voters

- Old Dominion Whirlwind

- Angelina Jolie Speaks Out About On-Set Gun Safety After Alec Baldwin's 'Rust' Shooting

- Former ISR-IDF Intel Chief: New Nuke Deal ‘Will Likely Be Worse’ But May Delay Iran’s Nuclear Threat

- US Senate Bill Would Give Taiwan $2 Billion in Annual Military Aid, Including Hypersonics

- USMC Pushes to Retain Marines, Abandon 36 Years of Recruiting 'Replaceable' Troops

- Senior Rep Senators Want Hearings on $1.75 Trillion Budget, Claim Details Hidden

- US Rate of New Retirees More Than Doubles During Pandemic

- US Homeland Sec Chief Says Hopes to Roll Out New Asylum Rule Before End of Year

- Moderate Democrats Aren't the Answer to Right-Wing Republicans. They're the Cause

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NOV 4 2021 PART 2 ND SIT EC y POL SPANISH  ++  

 

REBELION

Econ:  Nuestra América, la más desigual  P Curcio

Julian Assange  La disidencia encarcelada  Jordi Córdoba

Facebook: La caja de bobos más grande que pudo existir: L Bonilla

ALC:  Nicaragua sandinista: la década prodigiosa   J G

Ecol-S:  Los retos de una transición ecosocial E Cantos

Econ:  Si no aplicam renta básica pronto, nuestra socied colapsará

FEM: El fútbol femenino se rebela contra abusos y acoso sexual RU

COL:  La Corte Penal Internacional se fue, ¿quién nos salvará ahora?

España: La IV Ola de la Democracia   Raimundo Viejo

MX: Migración y la política de expulsión  C León

África: La situación del Sáhara Occidental no es la misma desde 1991

PAL-OP: Coalición militar contra el sionismo  PJL

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RT EN ESPAÑOL

- Congreso de Perú aprueba la cuestión de confianza al Gabinete de Castillo https://actualidad.rt.com/actualidad/409288-congreso-peru-cuestion-confianza-gabinete

Si no lo hacían Castillo disolvía el Congreso… se salvaron

….

Fiscal general de VEN califica d "victoria instituc" el apoyo d Corte Penal Internacional https://actualidad.rt.com/actualidad/409340-fiscal-general-venezuela-califica-victoria-memorando

….

China: "nadie ni ninguna fuerza" podrá separarla de Taiwán e insta a US a no aumentar tensión  https://actualidad.rt.com/actualidad/409295-china-nunguna-fuerza-poder-separar-taiwan

….

Bolivia dice: ORG que "tomaron por la fuerza el poder" hoy llaman a paro indefinido https://actualidad.rt.com/actualidad/409335-gobierno-bolivia-organizaciones-paro-indefinido

La fuerza armada está en la obligación se hacer respetar el orden. Pero de debe confiar que lo hagan, lo mas seguro es ORG al pueblo mediante Decreto ley de apoyo a la Educ, Salud, Vivienda y mejores salarios. Esta 1ra etapa requiere de un mínimo de ORG política a nivel de Pdo y Frente. No se debe esperar que el Congreso los apoye. Lo importante es movilizar los Municipios y sacar el pueblo a las calles y buscar AMIGOS en las Cortes y en las FFAA. Si se logra estos amigos se suprime el Congreso y se gobierna con el Ejecutivo (Las Constitucions del  mundo lo permiten). Hay que buscar un buen abogado en Constitucion para reforma leyes y gobernar con el Ejecutivo. La ORG y apoyo del pueblo es lo mas importante. Sin pueblo no existe el poder político.

La 2da etapa combina el trabajo político publico con el clandestino: las brigadas. Esta 2da etapa arranca con la transferencia de los medios de producción (minas, bosques, aguas y todo lo que da la naturaleza mas las maquunarias) a productores directos y org  en cooperativas. Sin esto no existe poder económico.

La parte clandestina refiere la creación de brigadas. A esto de denomina crear ‘situacion REV’ y  sin situación REV  jamás habrá cambio radical del sistema Politico y Econ del país. Lo clandestino refiere la creación de brigadas de 9 hombres: 3 snipers o franco tiradorores para dotar de ingresos a la org, 3 choferes para bloquear calles y la salida de tanques del ejercito o la policía y 3 encargados de la prensa y comunicación. Solo con las brigadas de 9 se crea Situacion REV.

Nota aparte 1:

 El termino Sit-Rev lo creo Lenin y su real ejecutor fue Trotsky, el encargado de asuntos militares y de org la REV permanente pues había intentos de aplastar la Rev Rusa desde países vecinos. La victoria de Trotsky permitió a Lenin aplicar la NEP (nueva polit-economica) que combinaba capitalismo con socialismo.

Nota aparte 2:

Pero ambos Lenin ni Trotsky pudieron solucionar conflictos internos con el campesinado y otros a quienes no llego el socialismo. De la Rev permanente de Trotsky se paso a la REV en un solo país con la dictadura de Stalin. Este aplasto la rebeliones internas y enfrento el ataque nazi cuando quisieron destruir la REV RUSA. Los nazis fueron destruidos por RU y este se expandio por varios países de Europa. Nació el imperio Ruso que solo fue derrotado  por los Talibanes de Afganistan.

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GLOBAL RESEARCH

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

- The FDA’s “Intentional Malfeasance”: Vaccine Injuries include “Deadly Strokes, Bizarre Rashes, Cardiac Arrest, Blood Clots, Neurological Symptoms By Edmond B. Paré,

- Whistleblower Reveals Fraud in Pfizer COVID Vaccine Trials as 5 to 11-Year-Olds Begin to be Injected – Vaccine Deaths and Injuries to Follow By Brian Shilhavy

- Electoral Contras: U.S. Plotting to Sabotage Nicaraguan Democracy Yet Again By N M

- Doctors for Assange Say UK May be Liable for His Torture By Doctors for Assange

- Fold, Call or Raise? China’s Potential AUKUS Reactions By Yun Sun

- History: Nazi Germany’s “Operation Barbarossa” against the Soviet Union, an Overview By Shane Quinn

- COP 26: Can a Singing, Dancing Rebellion Save the World? By Medea Benjamin ++

- China and the New Maritime Cartography By Germán Gorraiz López

- Trump-Biden Policy of ‘Maximum Pressure’ on Tehran Backfired By Michael Jansen

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DEMOCRACY NOW

Amy Goodman’  team

- Former Maldives President Mohamed Nasheed on Climate Risk & Surviving Assassination Attempt

- Meet the Climate Lawyer Who Helped Write 2015 Paris Agreement & Superglued Herself at Shell’s U.K. HQ

- How a Fossil Fuel Non-Proliferation Treaty Can Guide a Global Just Transition & Emission Cuts

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