Nueva Democracia: Mar 29 2022 SIT ECON y POL

Mar 29 2022 SIT ECON y POL

ND denounce- debacle y propone State-Social + Capit-compet in Eco

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UKRAINE'S MILITARY SAYS RUSSIA NOW PARTIALLY WITHDRAWN FROM KIEV & CHERNIHIV AFTER US EXPRESSED DOUBT

Turkey confirms that Tuesday marked "the most significant progress since negotiations began."

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ZERO HEDGE ECONOMICS

Neoliberal globalization is over. Financiers know it, they documented with graphics

US DOMESTIC POLITICS

Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption.

US-WORLD ISSUES (Geo Econ, Geo Pol & global Wars)

'RUSSIA-REVERSAL' REPORT ROUTS OIL & GOLD, BONDS SIGNAL RECESSION INEVITABLE

by Tyler Durden

The Fed have never been as behind the curve as they are today.

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More FedSpeak to normalize an extremely hawkish expectation for the next 9 months today.

St.Louis Fed's JIM BULLARD reiterated, in an essay on the Fed's website, that he favors raising rates above 3% by year-end. Thay all reiterated the need to 'keep inflation expectations anchored'... well, given the explosion in de-anchoring this morning from The Conference Board, The Fed is completely missing the mark.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_07-19-45_0.jpg?itok=pEfsB0iz

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And as Deutsche's Jim Reid remarked, The Fed have never been as behind the curve as they are today.

For a sense of just how far behind, The Taylor Rule suggests given the current inflation rate and unemployment rate, The Fed needs to hike by an absurd-sounding 1155bps to get back to 'normal'...

See Chart:

FED black line

Blue Line: Taylor Rule estimate

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_09-55-59_0.jpg?itok=6gLh64iw

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And amid all this, the most-watched part of the yield-curve - 2s10s - inverted briefly (and the rebounded)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_12-13-48.jpg?itok=IJJTkh67

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And the market is now pricing in 9 25bp rate-hikes this year... and more importantly 3 25bp rate-cuts in 2023/24...

See Chart:

Market expect -9 more rate-hikes this year

Market expect 3 rate-cuts in 2023-24

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_11-14-14.jpg?itok=eTM090se

[This will have effects on Govt Legitimacy: It seems Biden is out of power BEF Putin]

And those positive sounding headlines on Russia-Ukraine talks lifted stocks, bonds, and the Ruble, while gold, oil, and other commodities (e.g. wheat and palladium) were monkey-hammered lower.

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Stocks continued their surge higher with Small Caps leading (up almost 3%)...

See Chart:

Russia-Ukraine Headlines

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_13-00-04.jpg?itok=haBRWzF0

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'Most Shorted' stocks were squeezed yet again and that actually lifted the 'most shorted' index into the green for the YEAR...

See Chart:

“More shorted” Stocks

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_12-34-33.jpg?itok=c2lNImqe

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A chaotic day in the meme-stocks today which lost some of their momentum into month-end...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_12-55-25.jpg?itok=sEbGE2DW

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Bonds and stocks have dramatically diverged over the last 10 days...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_12-28-33.jpg?itok=Q7SVa_WP

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The spread between the S&P rally and Treasury selloff over the last 10 days is the 5th biggest since the GFC. Even more absurd, the increase in rates vol (MOVE Index) relative to falling equity vol (VIX) has been the largest since 2009 and one of the largest ever.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_12-31-59.jpg?itok=tc5km7dR

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The Dollar tumbled [on the head of Biden] today to two-week lows (having tagged the stops at pre-FOMC yesterday)...

See Chart:

FOMC [down]

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_12-17-57.jpg?itok=VO8ktC0E

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The Ruble soared higher once again today, managing to fully erase all losses since the invasion crashed the Russian currency...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_06-24-59_0.jpg?itok=FdZwb2R4

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Bitcoin held on to its gains yesterday, hovering just below $48,000...

See Chart:

Bitcoin

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_12-19-53.jpg?itok=e5X9Y2Ol

[ Este bebe meo la cama pero el otro -USD- la cago. Que hacer con estos bebes? Dijo la mama. La abuela respondio: engregalos en adopcion a RU. A los caníbales? NO WAY ]

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When the Russia-Ukraine headlines hit, gold was immediately puked lower, breaking below $1900. But once again, buyers stepped back in at that level...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_12-20-53.jpg?itok=HtTeQ5gK

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Crude prices were also clobbered on the optimistic peace talks reports, sending WTI back below $100 briefly before rational dip-buyers stepped back in...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_12-24-59.jpg?itok=fxGELwSQ

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Finally, over the last two weeks, the S&P has produced one of its sharpest rallies in history, larger than the biggest 10-day rallies in 7 of the S&P's 11 bear markets since 1927.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-29_11-57-16.jpg?itok=tUs04-qh

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And it's all been because the 'gamma-squeezers' are back.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/image008%20%2810%29_0.png?itok=v8D6xp_z

As Nomura's Charlie McElligott noted earlier, Emboldened by passive Systematic bid to spot markets and feedback loop into Vol compression: The WSB-crowd is back in a major way on this Equities bounce, where for the past 2 weeks, we see the collective “upside grabbing” activity at levels only previously witnessed during prior speculative frenzy periods in the COVID / WSB / “stimmy” era (our basket of 10 of the most prominent “meme stocks” has seen their aggregated daily Call option volumes jump to over +2 z-scores as of last Friday vs the 2 year lookback).

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SOURCE: https://www.zerohedge.com/markets/russia-reversal-report-routs-oil-gold-bonds-signal-recession-inevitable

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SPUTNIK NEWS : https://sputniknews.com/

- US Stocks Up 4th Day in Row on Russia-Ukraine Peace Talks, Economic Optimism

- Biden Signs Into Law Legislation Making Lynching Federal Hate Crime

- Arab Coalition Command in Yemen Announces Suspension of Military Operations

- YouTube Continues its Assault on the Press, Removes Chris Hedges' RT Show

- Oil Prices Hit 2-Week Lows, US Crude Breaks Below $100 Support

- Chinese Engineers Test Skids for Landing Hypersonic Aircraft

- RU Not Posing Threat to Freedom of Navigation, Set up Humanitarian Corridor

- Did Biden Spill Beans About Secret Plans to Train Ukrainian Troops

- 'This Man Cannot Remain in Power': Tucker Carlson Invoke 25th Against Biden

- RU Special Forces Capture Ukrainian Nationalists Who Tortured RU Soldiers

- FDA Authorizes 2^nd Booster Shot as Omicron BA.2 Now Dominant Strain in US

- Rand Paul Says Biden Using Cheat Sheets is Sign of 'Cognitive Decline'

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March 29 2022: SIT EC y POL in SPANISH

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REBELION

US DE REGRESO David Brooks

Mund: Las esquirlas del conflicto Ucr-RU hieren en África y Med Oriente Sergio Ferrari

Mund: RU Y EL TABLERO GEOPOLÍTICO GLOBAL: Isaac Enríquez

War: De qué sirve condenar a los demás por crímen que uno está dispuesto a cometer?

Ucrania: CÓMO Y POR QUÉ SE FABRICÓ LA GUERRA? Atilio A. Boron

War: Africanos tienen razon al no condenar a RU por Ucrania Dr. M F

Ecol S: Ucrania podría ahorrar 10.000 tons de trigo que EU quema en biocombustibles

War: SI ES CON GAS, QUE SEA PERFUMADO PARA LOS USANOS A Marcó del Pont

NNUU La ocupación israelí de los territorios palestinos desde hace 55 años es apartheid

BOL: BOLIVIA SIGUE SOÑANDO CON UNA SALIDA AL MAR Elaine Tavares

[ Puede ser realidad si el Plan truncado d 1971 regresa: La unión tras-atlantica de BRA con Perú, Bol y Chile (carretera y tren) financiada e implementada por China vuelve a debate ]

ALC: El referendo mostró polarización de un Uruguay partido al medio Luvis Hochimín

ALC: Puerto Rico ES TIEMPO DE HACER LO NECESARIO

Hondur: Fin a la mordaza XIOMARA CASTRO DEROGÓ LA LEY DE SECRETOS G Villagrán

Peru: ‘Castillo abandonó lo había prometido en el proceso electoral’ MH

Castillo NO recibió ningún apoyo de la falsa izquierda empezando por Napuri. Lo único que le queda es armar brigadas REV desde las alcaldías rebeldes de la Nación. Con ellos puede ORG un FRENTE POPULAR y debe ya viajar a China o enviar personas de confianza para reactivar el proyecto tras-atlantico de unir con tren y carretera a los países del sur. Esto dará trabajo a millones de latinos e impulsara el desarrollo Econ del SUR latino La derecha y la izquierda de BRA lo quieren asi y hay que contactar con ellos.

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ALC: El insuperable rechazo del ‘progresismo’ hacia Malvinas Fdo Cangiano

Ecol S La agricultura tropical alimentará al mundo, auguran en Brasil Mario Osava

BRA: LA POSIBLE VICTORIA DE LULA EN LA 1RA VUELTA Mario Hernandez

BRA: CLASE MAGISTRAL DE DESTRUCCIÓN Eric Nepomuceno

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RT EN ESPAÑOL

Rusia exige explicacion por uso de vehículo ONU por nacionalistas UCR en combates https://actualidad.rt.com/actualidad/425454-rusia-exigir-explicaciones-onu-vehiculo-combate-jarkov

ES inaceptable que la ONU apoye a neo-nazis NATO: tienen prontuario criminal en varios paies del mundo. Hay que pedir la destitución del Sec Gran de la ONU en prox asamblea

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RU reducirá actividad militares en Kiev tras los avances en las negociaciones de paz https://actualidad.rt.com/actualidad/425392-delegacion-rusa-negociaciones-ucrania-rusia-reducir-actividad

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Empresas chinas ven en RU "una tierra de oportunidades" tras éxodo d empr d occident https://actualidad.rt.com/actualidad/425426-empresas-chinas-rusia-oportunidades-exodo-occidente

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Crisis política en Ecuad: Lasso gobernará "sin considerar que existe la Asamb Nacional" https://actualidad.rt.com/actualidad/425442-ecuador-lasso-gobernar-sin-asamblea-nacional

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Corrupción evangélica en BRA: el escándalo que impacta la campaña de Bolsonaro https://actualidad.rt.com/actualidad/425411-corrupcion-evangelica-brasil-escandalo-impacta

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INDIA: el país que PODRIA beneficiarse de la escasez del trigo en el mundo https://actualidad.rt.com/actualidad/425452-pais-trigo-escasez-oracion

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políticos italianos y sectores del Vaticano critican a Biden por declaraciones sobre Putin https://actualidad.rt.com/actualidad/425401-italia-vaticano-criticar-biden-declaraciones-putin