ND
JUN 18 19 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social
+ Capit-compet in Eco
ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
We hate to be the bearer of bad news, as stocks near record
highs, bond yields hit record lows, and global macro collapses to cycle lows...BUT...
Chinese stocks missed out on today's fun (watch them catch
up tonight) as they closed before Draghi rescued assets around the world and
cornered Powell...
Sending Bund yields to new record
lows...
SEE Chart :
10
Y Bund Yield
And pushing yields on various
European sovereign notes below 0 for the first time in history.
SEE table:
Mal de
todos:.. recession mundial.. Consuelo de tontos: US=
-3.8
But drifted lower after the European
close with some weakness in the last 30 mins... Nasdaq was the best performer
but the S&P 500 lagged...
See Chart:
1.153%
BYND opened above $200, then plunged
back into the red...
See Chart:
Notably, BofA's survey suggests
market participants say that drop in the S&P to 2430 would prompt an
immediate rate cut by The Fed and to 2350 would prompt Trump to do a trade deal
no matter what...
See Chart:
S&P vs. FED would Cut… Trump
Folds on Trade Deal
Treasury yields plunged on Draghi's
comments and Trump's follow up, but as the day went on, rates recovered some of
the drop (though the long-end notably outperformed)...
See Chart:
Dramatically flattening the yield
curve...
See Chart:
UST 2Y30Y SPREAD
and 10Y traded like a penny stock
after trading as low as 2.01%!!!
See Chart:
UST 10Y Yield
Ahead of tomorrow's Fed statement,
expectations for Fed rate cuts continue to be extremely dovish...
See Chart:
-0.4700
The Dollar spiked as Draghi's
comments drove the euro lower but by the close the dollar ended dovishly lower
as Trump-Xi headlines hit...
See Chart:
Bloomberg Dollar Index
Tu
dinero se deprecio y las mercancias subieron:
Commodities were all higher on the
day, led by oil's gains...
Bitcoin held about $9,000 esta crypto currency mantiene su valor. Good
for Bill
See Chart:
la
esperanza de que China no reciba blackmail in coming negot.. IS a HOPE
WTI soared today on the heels of
China trade hopes...ripping off the $52 level once again
See Chart:
Finally, we note that global macro
data is double-dipping to cycle lows - and the longest period of negative
surprises in history...
See Chart:
Global Macro Surprise Index
Nos vamos a
la mierda pero estamos vivos.. aunque bien enmierdados
Who's right? Global Bonds,
Global Stocks, or Global Macro? The green one of course
See Chart:
So, maybe The Fed should cut rates,
right? Trouble is, the market already did, sending financial conditions to near
record 'easy' levels.. si te
estas ahogando en ..say help
See Chart
Financial Conditions vs FED Funds..Tighter
Does The
Fed really want to be easing with financial conditions already so easy? If you
ask stocks, yep!!
My
Comment:
WHY.. porque en tiempo de crisis todo se
vende más caro.. si hay compradores.. SO: I
will buy si me dan un QE or money free.. demandan los billonarios.. si es así.. Ellos no pierden .. SO: BE HAPPY .. Jodimos al mundo con nuestro modelo
neoliberal: ahora nos respetan. FACK: no nos respetan, nos temen, once US is attacked, they will retaliate..Y no
pienses en “evil empire”.. IT is just the
survival Law from C-Darwin: it is the greater “fitness
of the wealthy” that explain any gap between rich & poor. But such
“fitness” don’t
explain inequality better than plunder, bombing innocent people & piracy. Is it?
….
----
----
In a new note out early this week, J.P. Morgan has shot down the idea of a second half resurgence in the
automotive sector that many had expected would be the turning point
for the industry, which is now mired in
recession.
….
The survival of the “fitness” doesn’t work we can’t order at gun-point
to buy our car polluters to any country. We have not power.. We’re in severe
crisis.
See Chart:
Vehicle Production by Region (% change)
The future turned even gloomier when outgoing Daimler CEO
Dieter Zetsche said last month that "sweeping
cost reductions" are coming to prepare for what he is calling
"unprecedented" industry disruption.
Bank of America Merrill Lynch analyst John Murphy said at
the same time: “The industry is right now staring
down the barrel of what we think is going to be a significant downturn”.
….
----
----
Not since 2008 have we seen so much bad economic data come
rolling in all at the same time...
Not since
2008 have we seen so much bad economic data come rolling in all at the same
time.
See Chart:
Even without a war with Iran, which by the way is looking
increasingly likely with each passing day, it definitely appears that the U.S. economy is steamrolling toward
recession territory. The employment numbers for last
month were
abysmal, global trade has collapsed to the lowest level that we have
seen since the
last recession, and manufacturing numbers just keep getting worse and
worse. In fact, the New York Fed’s Empire State
manufacturing index just suffered the worst one month decline in
history…
At this
point, it is simply not possible for anyone to credibly claim that the U.S.
economy is still in good shape. All
of the numbers are pointing in the same direction, and Morgan Stanley’s chief
US equity strategist Michael Wilson made this point exceedingly well on
Monday…
Decelerations and disappointments
are mounting:
- Cass Freight Index
- Retailer earnings
- Durable goods orders
- Capital spending
- PMIs
- May payrolls
- Semiconductor inventories
- Oil demand
- Restaurant performance indices…
This index has a tight relationship with ISM new orders and analyst earnings
revisions breadth. Our analysis shows downside risk to ISM new orders (25%
y/y), S&P earnings revisions breadth (6-13%) and the S&P 500 y/y (8%)
if historical links hold.
So now a
crisis is coming which many believe is going to be even worse than what we
experienced in 2008, and most of us are going to be completely blindsided by
it.
….
----
----
If you ask
a majority of Wall Street investors what they think their neighbors are doing,
the answer - for the first time in years - will be "buying
bonds."
….
Whose money is been used by WS
speculators?. Do they have to returned?
….
Like in the case of the "biggest tail risk", here
the market leadership has been relatively narrow since 2013, shifting from high
yielding debt; long US$; long Quality; long Tech, long Emerging Markets, then
short Europe in the spring before reversing again to long tech, and now for the first time since 2013, "Long US
Treasuries" is seen as Wall Street's most crowded trade.
See Chart:
As we showed yesterday, there is a simple reason why
investors are concerned: yields have collapsed. However, they have done so as
equities have soared, so it is somewhat surprising that
investors have focused on long bonds being the most crowded trade, instead of,
say, being long stocks.
See Chart:
….
----
----
What you see are positions
getting crushed, people taken out on stretchers (to repurpose an
old euphemism) for reasons that have nothing directly to do with T-bills...
See Chart:
….
----
----
...not all Americans have
recovered from the Great Recession.
READ THIS:
Could that mean that the economy is not all that robust? We certainly think so. But speaking
the truth is a revolutionary act in times of deceit.
When asked about their salaries, less than half of the
respondents said their wages were better than before, while more than a third
say that it is worse. But if you’re a millennial (29-38) you’re in luck: Only
16% of this demographic who were adults during the Great Recession say their
pay is worse now. That’s compared to 26% of baby boomers (aged 55-73). “If you take this data at face value — where less than half
of the adult population say that their pay is better — and most indicate it is
not better, that tells you enough and raises enough of a question about the true improvement that Americans
have experienced,” Hamrick said.
But some have been questioning this economy for a while
now. It is heavily manipulated
by the Federal Reserve and the government is doing nothing to prevent
the devaluation of the dollar or inflation. For this reason, we have
taken to suggesting financial preparation as incredibly important to consider
at this time. Storing food and water will always be good ideas, however,
we should take the time to get our finances straightened out as well. There are several ways to go about it, but an easy to follow plan
is Dave Ramsey’s “baby steps.” He
suggests paying down your debts and has often said he “hates debt more than
anyone.”
====
US
DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds
& corruption. Urge cambio
But it was
okay when Obama did it, right?
…
It wasn’t right… same thing..
different colors
====
"Who wants a U.S. war with Iran? Primarily the same people who goaded us into wars in
Iraq, Syria, Libya and Yemen, and who oppose every effort of Trump’s to extricate us from those
wars..."
….
Trump’ know it!.. It is what RU-Ch
an allies are expecting to hit the Banks of London & their nuke basis..
plus hitting Saudis’ nuke sites + Poland & ISR.. if US respond, we will
be immediately hit it up to surrender.. all this can happens in single day..
enough to kill millions of people. The US is going to be blamed.
====
In what
appears to be a win for President Trump, a bipartisan agreement has been reached in the Senate
Appropriations Committee on a $4.6
billion funding package to address the "humanitarian crisis" at the
southern border with Mexico.
….
Accountability on this money… will
say the truth
====
The unique
patient identifier system puts the
desires of government bureaucrats and politically powerful special interests ahead of the needs of individual patients and
health care providers.
====
The best Trump can do to improve his image is take out
Bolton & Pompeo
IRGC chief
said its ballistic missiles capable of hitting "carriers in the
sea" with great precision.
====
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
If some countries take to the destruction of the Earth in the name of
“climate change,” war could break
out...
….
Who and how will clean the mess of WW3?
Imagine a nuke close t Yellowstone
====
The big event that was supposed to be Guaido’s watershed moment has
instead turned out to be a
public-relations failure far worse than his quickly quelled
attempted military coup...
====
The Persian
Gulf region has turned into a new hot point in the Middle East.
====
So citizens don't like a foreign power telling them what to do?
====
According
to the Jerusalem Post, a bombing campaign is being planned
that "will be massive but will be limited to a specific
target"...
….
Dimona & 2 more nuke posts are also a “limited specific target”
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO
..Focus on neoliberal expansion via wars & danger of WW3
-US Senators Strike $4.5 Billion Deal on
Border Funds – This won’t get more voters
Since the TITANIC’ economics is sinking, that means ‘Keep
America sinking’
-US-China
Trade War Could Impact Trump Electorate It is & I will be
harder
-Bolton,
Pence Ramp Up Rhetoric Against Maduro as USNS Comfort Set to Leave on
‘Humanitarian’ Mission
----
----
NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes &
terrorist imperial chaos
REBELION
ALAI ORG
====
RT EN
ESPAÑOL
- España recarga un buque ruso pese a presiones de la OTAN y condena la presencia militar británica en Gibraltar
- "Nos estamos muriendo todos": La razón de los casos de cáncer que proliferan en un 'núcleo sojero' de Argentina
- "Hacia una nueva física": Japón planea revolucionar ya este año la ciencia con este invento futurístico (VIDEO, FOTOS)
- Trump sobre el muro fronterizo: "Cambié el diseño; es más fuerte, más grande, mejor y más barato"
- Una página interactiva revela la verdadera escala del cambio climático en cada rincón del planeta
- Los sangrientos episodios de violencia doméstica por los que dimitió el jefe interino del Pentágono No se puede vivir en 2 guerras al mismo tiempo
- Un pueblo del norte de Noruega pide convertirse en la primera 'zona libre de tiempo' del mundo
- La historia y el sentido del populismo, al descubierto
- Denuncian que en Los Ángeles se recurre excesivamente a la pena de muerte
- Keiser Report "Cuando la economía vuelva a entrar en recesión, no habrá munición para combatirlo"
----
----
INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
-Iran at the center of the Eurasian riddle By Pepe Escobar
-Trump offered to suspend sanctions while
negotiating with Iran, Khamenei rejected the offer: more attacks expected By Elijah J Magnie
-Trump-Bolton Duo is just like the Bush-Cheney
Duo: Warmongers Using Lies to Start Illegal Wars By Dr. Rodrigue Tremblay
-The War Hoax Redux By Edward Curtin
-A Proactive Russia and China Could Prevent US
War with Iran By Paul Craig Roberts
-US is cruising toward collapse but still
trying to bully the world By
Dmitry Orlov
-Recruiting American Spies for Israel By Philip Giraldi
-The View from Abroad - America as Others See
it By Fred Reed
----
----
COUNTER PUNCH
Analysis on US Politics & Geopolitics
John McMurtry Koch-Oil
Big Lies and Ecocide Writ Large in Canada
Robert Fisk Trump’s
Evidence About Iran is “Dodgy” at Best
Yoav Litvin Catch
2020 – Trump’s Authoritarian Endgame
T Hon Wing Color
Revolution In Hong Kong: USA Vs. China
Steve Early The
Global Movement Against Gentrification
T Engelhardt If
Trump’s the Symptom, Then What’s the Disease?
----
----
GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
-US
Military Destroyed 66 Japanese Cities Before Planning to Wipe Out the Same
Number of Soviet Cities By Shane Quinn,
-US-India
Military Cooperation: Pompeo Might Have the “Perfect Carrot” to Dangle in Front
of Modi’s Mouth By Andrew Korybko
-Turkish
Artillery Struck Syrian Army Positions Near Idlib By South Front, Son
los mismos Turcos que compraron balistica RU que el US podria usarla contra RU.
Se creen ya los masters del “dirty business” y quieren quitarle este
premio in-noble a ISR. Sin querer- queriendo RU armo al enemigo de Siria y su próximo
enemigo también.
- Gulf
of Oman Recalls Gulf of Tonkin Lies. The Use of “Deepfake Videos” Could Lead to
Global War By Steven Sahiounie
-US
Forces Destroy Syrian Oil While Enforcing Sanctions By S S Are we already in WW3?
----
----
DEMOCRACY NOW
Amy Goodman’ team
----
----
PRESS TV
Resume of Global News described
by Iranian observers..
Acting
Pentagon chief quits amid US escalation in Mideast
----
===
No hay comentarios:
Publicar un comentario