sábado, 29 de junio de 2019

ND JUN 28 19 SIT EC y POL



ND  JUN  28 19  SIT EC y POL 
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco

NO MORE WORDS..THE TIME FOR ACTION HAS ARRIVE
WE HAVE TO TAKE STREETS & DEMAND UN GRAL ASSEMBLY
TO DECREE “WORLD PEACE=UNDERSTOOD AS DISMANTLING
NUKES &  THE BALISTIIC MISSILS TO PERPETRATE WAR CRMES”.

BASTA DE PALABRAS.. LLEGO LA HORA DE LA ACCION:
A TOMAR LAS CALLES  y EXIGIR ASAMBLEA GRAL de la ONU
QUE DECRETE LA PAZ MUNDIAL ENTENDIDA COMO
DESMANTELAMIENTO NUCLEAR  Y SU BALISTICA LETAL.

This is the most effective way of responding Trump intention
of using National festivities to promote war mongerism, Sera
también oportunidad para quemar su fantoche y para reiniciar  
la recolección de firmas para su impeachment.
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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics


Well that was a month... and good luck if you're long (or short) into this weekend's headline horrors
Neo-liberalism benefit only ultra-billonaires:
Global Bond and Stock Markets added $4.5 trillion to global wealth in June
See Chart:

Powell Pivot, Fed Fold, or Complete Capitulation by Cowardly PolicyMakers...
See Chart:

Credit markets dramatically compressed in June - decoupling from equity risk...
See Chart:

Bond vol has dramatically decoupled from equity vol too...
See Chart:

The decoupling between bonds and stocks is unprecedented...
See Chart:

Treasury yields tumbled in June (but notably the long-end dramatically underperformed)...

While The Dollar Index trod water this week after the Powell plunge, June's 1.6% drop was the worst month since Jan 2018
See Chart:
Bloomberg Dollar Index

Finally, among all the superlatives in markets, June saw US Macro data collapse most since April 2017...
See Chart:
S&P  vs. US MACRO Surprise Index

So, US stocks are within an inch of record highs and macro-economic data is near its weakest since 2011?
Well, it sure looks like the poorest Americans aren't loving it...
See Chart:

SO WHAT HAPPENS NEXT?
See Chart:
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

Harris is everything the US empire’s unelected power establishment wants in a politician: charismatic, commanding, and completely unprincipled. In that sense she’s like Obama, only better...
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Ropbot Comp has to be heavy taxes to compensate job lost
Across the world, a new wave of investment in automation could displace 20 million manufacturing jobs by 2030.
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Regime change billionaires, the CIA, and Saudi royals....
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We are literally losing our country, and only a very small minority of the people care enough to get involved...
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To avoid having another clown Pres like Trump we have to stop his intention of converting the 4th of July ceremonies into a REP political raly. We have to take strees across the Nation to demand WORLD PEACE & NUCLEAR DISMANTLE.
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US-WORLD  ISSUES (Geo Econ, Geo Pol & global Wars)
Global depression is on…China, RU, Iran search for State socialis+K-, D rest in limbo

India under Modi, an essential cog in US strategy, gets cozy with China and Russia...
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The highest King-Kong against the work.. nobody is afraid of him..is only bad ficcion
If the US does indeed retaliate and proceed with sanctions against European banks, than the global trade war is about to turn far, far uglier.
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION
ARG: Derechización. Los pequeñxs bolsonarxs  Maristella Svampa
ECOL:   Darwin y las nueces venenosas  Santiago Alba Rico
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ALAI ORG
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RT EN ESPAÑOL
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


-Monsters Walk the Earth. Why These Three Countries Are the Real Troika of Evil
By Philip Giraldi 
Americans, Saudis and Israelis have become monsters
- Memo to Trump: Trade Bolton for Tulsi  By Patrick Buchanan
- Demasking the Torture of Julian Assange By Nils Melzer, UN  : Psychological Torture? Telling the truth became a crime, while the powerful enjoy impunity. Or Naked Fascism
- The Propaganda Ministry Known as “the Free Press”  By Paul Craig Roberts  A press that lies to you is not free press, but propaganda tool for the powerful who are not interested in your freedom but only in advancing their own greed.
- Justin Raimondo, RIP (1951-2019)  By Antiwar Staff  We have to show the American People that War is not Pariotic” JR
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FOR TOMORROW:
Para maniana:
GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies
DEMOCRACY NOW
Amy Goodman’  team
PRESS TV
Resume of Global News described by Iranian observers..
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jueves, 27 de junio de 2019

ND JUN 27 19 SIT EC y POL



ND  JUN  27 19  SIT EC y POL 
ND denounce Global-neoliberal debacle y propone State-Social + Capit-compet in Eco

TWO GREAT NEWS: The big one is
YA TENEMOS PRESIDENTE: We Got it, we have it

1. This 2nd Debate defined who is going to be the next President:
BERNIE SANDERS
He made the most coherent presentation on all issues debated.

2. This debate also added one more option for VPs:
Sen. Kamala Harris of California: she buried the nasty past of US Politics

Now comes the big problem for Sanders:
to select who is going to be the VP.
The options are:
Elizabeth Warren, Tulsi Gabbard y Kamala Harris.

IF the socialist future of the US is a factor,
one more name has to be added to the list of potential VPs:
AOC: Alexandra Ocasio Cortez
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ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics

Clearly unacceptable China pre-conditions for a trade-deal and ugly consumption and housing data was just what the doctor ordered for a buying spree in stocks today (presumably because the worse things get fundamentally or geopolitically, the closer The Fed gets to delivering its 50bps "insurance" cut in July)... WHAT A BLOODY JOKE!
So before we start, there's this... "Soft" data has collapsed (Kansas Fed joins a long list today) catching down to "hard" data's dismal levels...
See Chart:
Soft data & hard data vs. HOPE

And that bad news sparked a dovish push in market expectations for The Fed...
See Chart:
FED rate-change expectations

Which was all that was needed to bid bonds and stocks higher on the day...
See Chart:
Which was all that was needed to bid bonds and stocks higher on the day...

Small Caps and Trannies surged on the day (which means it was all a short-squeeze) with Dow underperforming (weighed down by Boeing)...Total meltup short-squeeze at the close in small caps...
See Chart:

And indeed, it was the biggest short squeeze in June as "Most Shorted" spiked...
See Chart:

Treasury yields tumbled on the day with the long-end outperforming...
See Chart:

The Dollar was unchanged, remaining in the very narrow range since the post-FOMC plunge...

Commodities and Bonds seem convinced all is not well (as stocks near record highs)...
See Chart:

Finally, as Bloomberg's Ye Xie notes, the collapse in regional Fed surveys leaves the stock market vulnerable.  With the Kansas City Manufacturing Activity Index posting a reading of zero, all five regional Fed surveys of business activity deteriorated this month. That points to the risk that the ISM manufacturing index next week may fall below 50, the dividing line between growth and contraction. Take a look at this chart tracking the ISM PMI and the excess year-on-year return of the S&P 500 over three-month Libor.
See Chart:

Have trades given up on giving a shit?
See Chart:

Besides... when did fun-durr-mentals matter?
See Chart:
S&P Global Money Supply vs. US MACRO
 "IT'S NOT THE ECONOMY... OR TRADE... IT'S THE FED, STUPID!"
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"I'm expecting the possibility of a significant market downturn."
Earlier today, in a stark reversal from its traditionally cheerful demeanor, a Goldman Sachs strategist warned that  "purely based on elevated equity valuations, as measured by the S&P 500 Shiller P/E, and current growth, according to our US Current Activity Indicator (CAI), the risk of an equity drawdown of more than 10%", i.e. a sharp market drop, or for lack of a better word, crash, "is the highest since the GFC."
See Chart:
Purely based on Equity Valuations
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It's a stagflationary mess... Incessant reporting of strong economic health and the defiant dismissal of declines is not the behavior of a Fed that is about to capitulate on tightening...

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Once central bank credibility is lost in one place, very soon the market will test to see just how unstable the entire house of cards is.
See Chart:
Survey expectations of US Inflation [ surveys are not reliable if not details on sample ]
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Rapid curve steepening is now occurring, suggesting recession may indeed either be imminent or else it has already arrived
See Chart:
Steepening on US yield curve is well underway in longer maturities
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio

Juan Guaidó and his gang are merely following in a long line of CIA crooks and criminals who conduct their illegal affairs with a wink and a nod from Langley and a sizeable financial cut for neo-cons like Abrams, Kissinger, John Bolton...
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Newly uncovered photos from the border protest attended by a tearful Alexandria Ocasio-Cortez show thatshe was crying over an empty parking lot...
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Perhaps she repented not to postulate to Democratic Presidence.  IF is this the case.. nothing have been lost… you will have many chances
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The city of Los Angeles is quickly descending into a cesspool of decay and disease...
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Las ratas del Gbno son peores: WW3 amenaza asesinar toda la humanidad.
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Inside the trap of Teck-progress: Private greed makes obsolete Saudis suicide terrorism
Put your hand up if you know what an autocallable is. Put your other hand up if you also know that ground zero of the next volatility catastrophe could be autocallables.
See Chart:
But not only with Korean cars
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Does this include “the horseshoe “ of animals in the Gov? If so, not need to steal money
The blue blood extracted from the horseshoe crab is called Limulus Amebocyte Lysate (LAL) and is worth its weight in gold.
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Que extraña coincidencia: Los señoritos del Gov siempre se creyeron de “sangre azul” y miraron a los latinos con desprecio: racistas hasta el tuétano, solo que el tuétano no lo tenían arriba, en el cerebro, sino en las pezuñas.
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US-WORLD  ISSUES (Geo Econ, Geo Pol & global Wars)
Global depression is on…China, RU, Iran search for State socialis+K-, D rest in limbo

“This liberal idea presupposes that migrants can kill, plunder and rape with impunity because their rights as migrants have to be protected... in conflict with the interests of the overwhelming majority of the population."
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Estoy seguro que RU no esperan ninguna ‘détente’ de Trump: From a clown only Circ
The Trump-Putin meeting in Japan is crucial for both leaders... and for the world.
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Y no es que no lo quiera a mi Presid.. la verdad: si me divierten algunas de sus payasadas. Pero el Gobierno no es un circo. Y si me gustaría tener Presid real.
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...appears that any possibility of a diplomatic solution is completely dead, and the clock is ticking because two exceedingly important deadlines are coming up within the next two weeks...
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I HOPE after the debate this night we can say: We got the Presid wee need
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION
US-Iran: El amague militar de Trump en Irán  Simón Rodríguez
USA: John Bolton controla al Gobierno y a Trump  Manuel Yepe Evidenc?
Cuba: Che, el amor y la subversión  Miguel Alejandro Hayes
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ALAI ORG
RT EN ESPAÑOL
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COUNTER PUNCH
Analysis on US Politics & Geopolitics

Michael Galant   Time for a Global Minimum Wage
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

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DEMOCRACY NOW
Amy Goodman’  team

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PRESS TV
Resume of Global News described by Iranian observers..

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