MAR 1 18 SIT EC y POL
ND denounce Global-neoliberal
debacle y propone State-Social + Capit-compet in Econ
ZERO HEDGE ECONOMICS
Neoliberal globalization is
over. Financiers know it, they documented with graphics
The US Economic
situation today:
Gluskin Sheff's David Rosenberg summed it
all up nicely..."Hmmm. Let's see. Tariffs. Sharp bond selloff. Weak dollar policy.
Massive twin deficits. New Fed Chairman. Cyclical inflationary pressures.
Overvalued stock markets. Heightened volatility. Sounds eerily familiar (from
someone who started his career on October 19th, 1987!)."
A very chaotic day
across asset classes today amid headlines from Powell, Dudley, and Trump (note
the post-Trade-War move sent USD, Bond yields, and
stocks all lower together - a different regime from earlier in the day)...
SEE Chart:
…
See more charts at:
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It all started
in January...
SEE Chart:
Therefore, during a period when
higher interest rates cause higher VIX, stock prices should fall. As DB
explains, since 5 February, higher (lower) VIX has led to lower (higher) rates.
See Chart:
…
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As good as it gets,
just got good-er...
See Chart:
As Bloomberg notes, the latest decline in weekly claims shows a tight labor
market is increasingly pushing employers to hold on to existing staff amid
a persistent shortage of qualified workers.
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"Let me describe to you where I think Jerome Powell is
right now as he takes the reins at the Fed. I would liken Powell to General George Custer before the Battle of the
Little Bighorn, looking down at an array of menacing warriors."
Read nice debate on US Econ :
Allison Nathan vs Paul
Tudor Jones
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Source: https://www.zerohedge.com/news/2018-03-01/apocalyptic-paul-tudor-jones-warns-fed-about-lose-control
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Who is sabotaging the US
economy: here two answers:
The company's trading systems were
recently upgraded to enable trading in bitcoin derivatives like the futures contracts
offered by the CBOE and CME...
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Outside of
the U.S., there is a deterioration of stability in many oil-producing regions, aggravating risks for both oil companies and the oil market,
according to a new report.
The results are not encouraging.
See
Chart:
The number of countries expected to see a deterioration of stability “significantly outnumber those we see becoming more stable,” the
firm said.
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"In
fact, that's one of the really major factors determining equity price ratios,
and therefore, as real long-term
interest rates rise, stock prices fall..."
Read this:
In response to a question from CNBC's
Morgan Brennan about his view on markets, Greenspan
said he believes we are in a bond-market bubble, and that rising long-term
rates will ultimately push the US economy into a state of stagflation.
Morgan
Brennan: Fed Chairman Greenspan, this is Morgan
Brennan. In Light of the comments you just made and sort of this talk about
budget deficits, I mean, we've heard a number of high-profile investors
recently, Paul Tudor Jones, Ray Dalio, Bill Gross all say they think the bond
market is a bear market. What is your take on the markets right now in light of
this fiscal situation?
Greenspan: Well, you mean what do I think of
markets generally?
Brennan: Yes.
Greenspan: Yeah, well I would say we are in a
bond market bubble. And a
bond market bubble really means that prices are too high and when they move
down, long-term interest rates move up. And if you take a look at the
structure of not price earnings ratios, but earnings price ratios in the stock
market, you find that the
critical issue of what engendered some of the strength in the recent period is
essentially the decline in real long-term interest rates, as is factored into
the market. That is in the process of changing. And I think that the bond market bubble is now
beginning to unwind, and that is going to bring
us ultimately into a state of stagflation. And beyond that it's very
difficult to tell. This is not an easy economic outlook because there are too
many variables, which we haven't seen in recent decades.
Of course, the fallout from
rising inflation and yields will have far-reaching reverberations across
markets, particularly the equity market, Greenspan said. That's because, as
real long-term interest rates rise, equity markets will inevitably decline.
Quintanilla: I guess, do we anticipate any
noticeable effects on ancillary markets, equities, for example?
Greenspan: Well, of course. If the real long-term interest rates
go up and you're in the process of having - it's inevitable that the effect on
stock prices is negative. In fact, that's one of the really major factors
determining equity price ratios, and therefore, as real long-term interest rates rise, stock prices fall. And
I'm not saying what we're looking at in the last few weeks is meaningless -
meaningful, but remember, the last few weeks I think are responding to the good
part of the tax cut. You know, before I got into government, I was on a lot of
corporate boards in which I had to sit through preparations of capital
investment expenditure processes. And what struck me all the time is when they
got down to the issue, the very end of it, you had what's the pretax rate of
return on this investment and what is the after-tax return. And the after-tax return is a clean cut. So
when you're going down from a 35% marginal rate to 21%, that's impact on
perspective investments, which is exceptionally high in a marginal sense.
So I, on the one hand, in the
short-term, think the capital goods markets will be okay, but longer term
productivity is in for serious diminution.
In
summary, investors who're trying to discern the beginning of the next
equity selloff should keep an
eye on break-events.
…
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"...
which will be much much worse...Everything
the Fed has done has undermined real economic growth, that is why this coming
collapse is going to be so devastating..."
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POLITICS
Seudo democ y sist duopolico in US is obsolete; it’s full of frauds & corruption. Urge
cambiarlo
"And the most
important thing to realize is that the only solution to our budget mess is genuine
entitlement reform. Which is why we need constitutional (and
comprehensive) limits on total outlays. Politicians
will only do what’s right if every other option is off the table."
See Chart:
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The top exporters of steel to the U.S. in 2017 were Canada, followed by Brazil, South
Korea, Mexico and Russia. China did not
even make the Top 10.
See
Graph:
….
Source:
https://www.zerohedge.com/news/2018-03-01/which-countries-will-be-hardest-hit-trumps-tariffs
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"Sadly, Big Brother is here to stay and, with time, he
will only grow more bigly;
regardless of any transitory elected politicians in the governments of the
world's 'sovereign' nations today. Although Aldous Huxley and George Orwell valiantly
spun fictional narratives in order to warn the real world’s future citizens,
they were not alone in their efforts... consider JFK's 'Secret Society' speech..."
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WORLD
ISSUES and M-East
Global depression is on…China,
RU, Iran search for State socialis+K- compet. D rest in limbo
Putin warned that the creation of
Russian hypersonic systems has made
NATO’s U.S.-led missile defense shields in Europe utterly "useless,"
and means the era of the Western world attempting to prevent Russia’s expansion
is over.
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US
Sells 210 Javelin Anti-Tank Missiles And Launchers To Ukraine against Russia!
Today the Trump administration
announced it would sell Ukraine 210 Javelin anti-aircraft missiles and 37
launchers for $47 million
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"Our goal is to bring crypto banking at least to the
level of quality of classic banking."
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DEMOCRACY
NOW
US politics crisis: Trump
captured by Deep state to reproduce old cronyism without alter-plan
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GLOBAL
RESEARCH
Geopolitics & Econ-Pol
crisis that leads to more business-wars:
its profiteers US-NATO
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INFORMATION
CLEARING HOUSE
Deep on the US political
crisis, their internal conflicts n chances of WW3
“We’ve Got To DO Something About Syria!” By Caitlin Johnstone
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It's 2002 Again - New York Times Makes Bogus
WMD Claims By Moon Of Alabama
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Israel
& Saudis: Blundering Into Iran By Philip Giraldi
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Growing Risk of U.S.-Iran Hostilities - Based
on False Pretexts By Veteran
Intelligence
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Putin: The Man Who Stopped Washington’s
Regime Change Rampage By Mike
Whitney
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Putin’s State of the Union By Paul Craig Roberts
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Espionage and the Leak Culture By
Ray McGovern
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World is Burning – While Western Left is Quarreling By Andre Vltchek
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SPUTNIK
and RT SHOWS
Geopolitics & the nasty
business of US-NATO-Global-wars uncovered ..
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RT SHOWS
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NOTICIAS
IN SPANISH
Latino America looking for
alternatives to neoliberalism to break with Empire:
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PRESS
TV
Global situation described by Iranian observers..
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