martes, 18 de junio de 2019

ND JUN 18 19 SIT EC y POL



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 Posta 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

Since the TITANIC’ economics is sinking, that means ‘Keep America sinking’
----
----


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

REBELION

España  Españoles a garrotazo limpio  Víctor Arrogante
España  Quo vadis, Podemos  Marisa del Campo Larramendi

ALAI ORG

====

RT EN ESPAÑOL

----
----


INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3

-The War Hoax Redux  By Edward Curtin
----
----

COUNTER PUNCH
Analysis on US Politics & Geopolitics

----
----

GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies

-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.
----
----


DEMOCRACY NOW
Amy Goodman’  team

----
----


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


----
===

No hay comentarios:

Publicar un comentario