sábado, 5 de febrero de 2022

Feb 4 2022 Part 1-2 SIT ECON y POL

 

Feb  4 2022 Part 1-2 SIT ECON y POL  

ND denounce- 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

INFLATION AND THE COMING COMMODITY SUPER-CYCLE 

BY akrainer

Commodity futures are far and away the best available inflation hedge

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CRYPTOS JUMP, STOCKS SLUMP AS BONDS & THE DOLLAR DUMP

by Tyler Durden

...worst week for the USDollar since the election.

Today was a wild day with AMZN's strength underlying and the good-news-bad-news payrolls data being shrugged off, leaving Nasdaq up 2% and all the majors in the green into the last 30 minutes... then a wave of selling pressure hit all the majors and actually managed to push The Dow into the red for the day

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_13-00-04.jpg?itok=ydXqdOEp

 

S&P and The Dow bounced off their 200DMAs today

See Charts:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_12-41-56.jpg?itok=yQF2nrAX

 

Notably, despite the surge in rates this week, growth outperformed value...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_12-50-26.jpg?itok=kie6gWX4

 

A massive divergence in the FANGMAN group over the last couple of weeks...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_10-31-34.jpg?itok=sw6IE0Wx

 

And in case you wondered just how it is that stocks like FB and PYPL can eviscerate market cap like this, here is SpotGamma to explain...

See Chart:

https://i.ytimg.com/vi_webp/AsS_pp0IDIg/sddefault.webp

 

The week was dominated by Monday and Tuesday's flows enabling a huge short-squeeze...

See Chart:

Most Shorted Stacks

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_12-31-50.jpg?itok=8XXQJC1N

 

While the major indices bounced today (thank you AMZN), the median US stock is hovering back near its lowest levels since Feb 2021.

See Chart:

S&P 500 vs Median US Stocks

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_11-48-51.jpg?itok=O4GG4uHN

 

Bonds bloodbath'd this week with the entire curve up between 15 and 17bps...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_12-18-51.jpg?itok=5tDRo3p5

 

Rate-hike expectations surged again today after the 'good' news from BLS on the surprise labor market gains. March is now pricing a 45% chance of a 50bps hike and December is now pricing in a 40% chance of a 6th rate-hike by year-end..

See Chart:

March 2o22 Rate – Hike Expectations

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_11-36-00.jpg?itok=zK771JKs

 

And while STIRs shifted hawkishly, the yield curve shouted at The Fed to stop, flattening significantly and signaling policy error problems right ahead...

See Chart:

UST 2s30s Yield Spread

https://www.zerohedge.com/markets/cryptos-jump-stocks-slump-bonds-dollar-dump

 

It wasn't just US bonds that bloodbath'd - as the rest of the world scrambled to catch up as they realize that Central Bankers are serious this time...

5Y Bund yields went positive...

SEE Chart:

5Y Bund Yield

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_06-52-28_0.jpg?itok=Q9sZXIDP

 

Real yields continued to surge higher this week with 30Y real yield is back above 0...

See Chart:

30Y real yield

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_05-47-25_0.jpg?itok=j0XJfHkb

 

And if real yields are right, then stocks have a long way to go before reality is met...

See Chart:

DOW vs !0 Y real yield

https://www.zerohedge.com/markets/cryptos-jump-stocks-slump-bonds-dollar-dump

 

This was the worst week for the USDollar (against its fiat peers) since Nov 2020 (the election week), erasing all of last week's post-FOMC spike gains and more...

See Chart:

Bloomberg Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_12-21-09.jpg?itok=Ux6gvT0q

 

Cryptos had a big week with Ethereum leading the way...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_12-19-46.jpg?itok=zvnplM3c

 

Bitcoin bounced back above $40k today (and Ether pushed up to almost $3,000)...

See Chart:

‘Russia ban’  vs Bitcoin

https://www.zerohedge.com/markets/cryptos-jump-stocks-slump-bonds-dollar-dump

 

Will it or won't Ethereum manage closing above the negative trend channel? Key for further upside is to close above the 3k for starters. The 50 day is still way up at 3300. Interesting to note is the pick up in ETH skew, especially the short maturity. People starting to believe in some ETH bull again?

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_12-44-59.jpg?itok=Q82OHzE5

 

Commodities were higher this week led by Crude (and copper)..

See Chart:

https://www.zerohedge.com/markets/cryptos-jump-stocks-slump-bonds-dollar-dump

 

Every time gold was hammered back below $1800, a bid appeared.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_12-38-05.jpg?itok=4dzNMlEo

 

WTI rallied above $93 today, its highest since Oct 2014...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_12-39-34.jpg?itok=16Ew2jH5

 

Soaring oil prices mean that President Biden is in trouble as gas prices are about to explode...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_05-57-27.jpg?itok=sUY0j5Us

 

But then again, President Biden just suffered the 'death cross', dropping below Trump's approval rating for the same time in his term...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_11-34-50.jpg?itok=rH79txnH

 

Finally, judging by credit markets and real yields, there's a lot further to go in this downswing...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-04_11-40-18.jpg?itok=XDRIzqNE

 

And right as the central bankers’ nemesis strikes the world – STAGFLATION

See Chart:

Global stagflation

https://cms.zerohedge.com/s3/files/inline-images/2022-02-03_17-18-49_0.jpg?itok=VASKYNaB

 

Get back to work Mr.Powell, Bailey, Kuroda and Ms. Lagarde! We leave you with one remark (from Nomura's Charlie McElligott) that all should reflect on as the equity market bounces...

"...there is an overhead "lid" on Equities, where the Fed is effectively shorting Calls / upside because anytime US Equities rally higher substantially higher, US FCI eases... and that’s exactly when we have to anticipate them to “up” their “hawkish” messaging."

Trade accordingly.

….

SOURCE:  https://www.zerohedge.com/markets/cryptos-jump-stocks-slump-bonds-dollar-dump

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HERE IS WHAT'S BEHIND TODAY'S STUNNING PAYROLLS BEAT

"There has never been a January Seasonal Adjustment of this magnitude"

Digging deeper shows that this was not just an ordinary seasonal adjustment.

As South Bay Research notes in his NFP postmortem, "there has never been a January Seasonal Adjustment of this magnitude" and visually

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/jan%20seasonal%20adjustment.png?itok=l6Rmom-E

See more interesting  at:

SOURCE:  https://www.zerohedge.com/markets/here-whats-behind-todays-stunning-payrolls-beat

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FOR THE FIRST TIME IN 10 YEARS, AMAZON QUIETLY REPURCHASED OVER $1 BILLION IN STOCK AS THE PRICE TUMBLED

Historically AMZN's repurchases "have been positive signals about the equity value, as they would have earned an average return of 42% over a 6 month return period."

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BOFA SAYS ENDGAME BEGINS: GLOBAL RATE SHOCK HAS TRIGGERED TECH WRECK, RECESSION COUNTDOWN AND "SYSTEMIC EVENT"

"Historic week as rates shock goes global, tech wreck threatens systemic damage, recession scare goes mainstream."

This article is so good, it is not for you
it's for premium members only. Said Tyler Durden

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WATCH: HUGE BEEF BREAKS OUT OVER STEAK SHORTAGE AT GOLDEN CORRAL  

"All I wanted was some steak."

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US  DOMESTIC POLITICS

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

 

Adan Carolla is the misogenous IDIOT, perhaps close to sixty

Adam Carolla: If AOC Was 'Fat And In Her Sixties' Nobody Would Listen To Her

 

"Her opinions are idiotic 95 percent of the time..."

….

Carolla is insulting the people who re-elect AOC. Such idiocy only occurs to him

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MORE THAN HALF OF TEACHERS LOOKING TO QUIT DUE TO PANDEMIC BURNOUT, POLL FINDS

Survey found that 55% of NEA members

plan to leave the field sooner than planned...

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Racism is a PANDEMIC:

ANTI-DEFAMATION LEAGUE CHANGES DEFINITION OF RACISM AFTER BACKLASH

..because their definition of racism... was racist...

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So sad and shameful news:

WAR MANIA LEADS WHITE HOUSE TO CONDEMN US SENATOR AS RUSSIAN PROPAGANDIST

That the White House target is a member of the Senate, which is constitutionally charged with declaring war, is even more alarming. 

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IS COVID STILL A "NATIONAL EMERGENCY"? BIDEN MUST SOON DECIDE...

In the next month, Biden must decide whether to extend the national emergency status, which expires at the end of February..

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LONG FUNERAL HOMES, SHORT LIFE INSURERS? EX-BLACKROCK FUND MANAGER DISCOVERS DISTURBING TRENDS IN MORTALITY

Follow the breadcrumbs.

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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

 

US COORDINATED WITH RUSSIA AHEAD OF RAID TARGETING ISIS LEADER

Pentagon warned Moscow of highly classified mission in advance.

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WORLD FOOD PRICES ACCELERATE IN JANUARY, SET FOR RECORD HIGH  

Meat prices rose the fastest last month.

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AI 'NANNY' BEING CREATED BY CHINESE SCIENTISTS TO GROW BABIES IN ROBOT WOMBS

Researchers say the technology could help

 with imminent population crisis

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CCP BUILDS "SOUTHERN GREAT WALL" TO SEAL OFF BORDER AND STOP COVID  

But most of these changes will likely remain in place long after COVID has gone.

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SPUTNIK NEWS :  https://sputniknews.com/

- Man Arrested For Kidnapping Bloomberg’s Housekeeper at Gunpoint

- 5 February Rallies in US to Show Americans Do Not Seek War With Russia

- Pakistan's PM Accuses India on Kashmir Solidarity Day

- Russia Embassy Calls US Criticism of Deutsche Welle Ban Examp of Double Stand Policy

- Scientists Discover First Rogue Black Hole in Our Galaxy

- Farmer Unions Contesting Elections in India's Punjab May Have No Impact

- Who is Zuckerberg Blaming For Dramatic Decline of Meta Stock?

- Florida Man Sentenced to 15 Years for Defrauding Pentagon

- US Panel Approves Transferring 9/11 Suspect to Saudi Mental Health Facility

- US Conducting Information Warfare With Provocation Claims

- Daesh to Choose Another Leader as It ‘Would Like to Continue to Attack West

- Mike Pence Respd to Trump’s Criticism, Says He ‘Had No Right’ to Overturn 2020 Election

- Biden Issues Sanctions Waiver for Iran’s Civil Nuclear Program for First Time Since 2020

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Feb 4 2022 PART 1-2 ND SIT EC y POL SPANISH  ++  

 

REBELION

Ecuad: Banco del Pacífico: historia d venta nada pacíficas  A Acosta

Mund: Banco Mundial y FMI aceptan que se amplía brecha entre Norte y Sur E Toussaint

Ecol:  EL PETRÓLEO NUESTRO DE CADA DÍA, DÁNOSLO HOY  Martin Mantxo

Ucrania: Victoria Nuland, un personaje sombrío en la crisis de Ucrania  Atilio A. Boron

Video R: Banco Interamericano de Desarrollo, vetado para Cuba: culpables y consecuencias

ALC:  LA TAMALEADA GUATEMALTECA   Kajkoj Máximo

ARG:  QUIÉN TIENE QUE PAGAR AL FMI?    Jorge Elbaum

BOL: REPRESENTANTES Y REPRESENTADOS   Estefanía Prado

BOL: MAS, Pacto de Unidad, COB: CARAS DE UNA MISMA MONEDA  Jhonny Peralta

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RT EN ESPAÑOL

- Pedro Castillo volverá a recomponer su gabinete con otras fuerzas políticas de Perú

- Rusia 'prepara’ de ataque= falsa bandera: "Esta mentira es parte d guerra inform contra  Moscú”

- Putin anuncia a Xi Jinping sobre los envíos de gas y petróleo a China

- Pese al rotundo 'no' del canciller alemán, Ucrania vuelve a solicitar ayuda militar a Berlín

- El multimillonario Ray Dalio asegura que Estados Unidos está camino a una guerra civil

- Oklahoma multara con 10.000 dólares a profesores cuya enseñanza contradiga las creencias religiosas del alumnado Los dogmas relig nada qu ver con Edu libre y pro-ciencia

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

- Russia-China relationship now ‘unprecedented’ – Putin

- ‘Donald Trump’s worst nightmare’ found guilty of fraud

- Europe’s gas demand set to decline in favor of coal

- Russia comments on possibility of sending troops to Latin America

- Billionaire says US on ‘classic path’ to civil war

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GLOBAL RESEARCH

- The Year of the Tiger Starts with a Sino-Russian Bang By Pepe Escobar,

- Bahrain-Israel Deal Could Bring Arabs and Israelis in Anti-Iran Coalition

- China Gives Oomph to Russia’s ‘Nyet’ on NATO By Ray McGovern,

- A No-nukes Strategy or a No-win Reality By Kevin Martin,

- Vaccinators Won’t Stop Vaccinating By Dr. Joseph Mercola

- Truckers Protest Turns into Anti-Trudeau Movement By wionews.com

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

News in Brief

140 RUSSIAN WARSHIPS IN SYRIA

140 Russian warships and 10,000 troops are currently stationed in the Syrian port of Tartous. They are poised to launch the first Russian military maneuvers in the Mediterranean.

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DEMOCRACY NOW

Amy Goodman’  team

- “Love & the Constitution”: Rep. Jamie Raskin on Son’s Death, Trump’s Coup Plot & Protecting the Vote

- GOP Grill Fed Nominee Sarah Bloom Raskin over Climate Views; Her Husband Rep. Jamie Raskin Responds

- Ex-Chicago Cop Jason Van Dyke Freed Early over Murdering Laquan McDonald; Activists Seek Fed Charges

- Leonard Peltier Has COVID; His Lawyer — an Ex-Federal Judge — Calls for Native Leader to Be Freed

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