jueves, 20 de junio de 2019

ND JUN 19 19 SIT EC y POL



ND  JUN  19 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


Powell: "There was not much support for cutting rates now at this meeting. It would be better to see more before moving."
How much moar will the market demand now?
Just how dovish was it? While 8 Fed members now see at least one cut in 2019, the median rate expectation did not change (not that dovish)..

See Chart:
Implied Fed Funds Target Rate


But 2020 median rate expectations did continue to slide...
See Chart:
Implied FED Founds target Rate slide


Stocks overall ended higher on the day... (thanks to a panic bid around 1540ET)
See Chart:
FACT: The S&P is less than 1% from record highs


Thanks to a huge buying program that suddenly appeared...
See Chart:
NYSE Uptick – Downtick


Financials slumped into the red after The Fed...
See Chart:


Bonds and stocks keep diverging further...
See Chart:
S&P vs 10Y Yield


Treasyry Yiels Plunge on the FED Statement
See Chart:


With 10Y testing yesterday's cycle spike lows with a 2.01% handle...
See Chart:
UST 10Y Yield


And 2Y Yields crashed over 10bps to its lowest since Nov 2017...
See Chart:
UST 2Y Yield


Inflation Breakevens jumped after The Fed statement... mas inflacion
See Chart:


The Dollar tumbled on the Fed Statement el dollar se deprecio mas
See Chart:


Commodities all rallied on the Fed statement... los precios subieron


Investors rushed into gold as the dovish Fed statement struck, pushing the precious metal back above $1350 once again...
See Chart:


Finally, we note that this is only the 2nd time in Powell's 11 meetings that the S&P closed green on FOMC day...
See Chart:
S&P Performance on Powell FOMC Day
Los de abajo se jodieron y los de arriba siguen nadando en mierda


As Fed rate-cut expectations accelerate lower...
See Chart:


And The National Financial Conditions Index shows that things are already about as loose as can be, lower than before the 2008 financial crisis.
See Chart:
Loose conditions

And that's before The Fed cuts. As Bloomberg's Cameron Crise noted, John Williams suggested a few weeks ago that the Fed wouldn’t be beholden to bond markets. I guess he was wrong.

The ultimate justification for the change in tune looks to be a downgrade to the inflation profile, even though just six weeks ago the inflation shortfall was deemed to be “transitory.” It’s hard to escape the notion that the Fed was dragged into this shift by market pricing; it seems as if bond traders are running policy now.
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MY COMENTARIO:
Mas claro que el agua: la economia neoliberal NO SIRVE A NADIE .. EL GBNO MENOS..  Pero no va a caer solo.. Either top-Dawn or Bottom-Rev can take Trump from power.

The BOTTOM UP REV puede empezar con la victoria socialista en las elecciones.. pero deberá  actuarse con rapidez: con apoyo del labor, del capital medio, de los pequenios productores, de los farmers y de los militares for PEACE (veteran association que están contra la guerra) .. con todos ellos deberá hacer notar que el Gbno Socialista es la victoria  del PUBLIC NEED sobre el PRIVATE GREED. Por esto se debe empezar decretando  the best free Educ y free best health for all. Luego y/o simultaneamente   debera  pasarse a disolver las instituciones que apoyaron a big Corp & monopolies que lucraron con la producción de armas y guerras (las corp del MIC). Se deberá cambiar los Jueces de la Corte Suprema, sacar a los que avalaron a war-mongers y sus delitos de corrupción.  Luego hay encausar a los actores tanto con nuestra Constitucion y con los mandatos del Nurenberg trial  a todos aquellos que cometieron  war crimes & crimenes contra la humanidad. No es tarea fácil, pero hay que estar dispuestos a abandonarl el modelo neoliberal y a sus benefactores.

LA OTRA OPCIÓN ES ORG LA REV POPULAR SI EL GBNO INICIA Y/O DECRETA EL WW3 sea contra Iran o cualquier otro país del Mundo. Como lo quería EL CHE será el tiempo de las brigadas revolucionarias y esta vez no tendrán que ir a Africa a liberar pueblos sometidos a la barbarie colonialista, esta vez tendrán que actuar aquí en el US contra la peor barbarie de todos los tiempos: el terrorismo imperial que asola a todos los pueblos libres del mundo. Esa será la tarea de las brigadas socialistas que tendrán que crearse aquí en la clandestinidad y aquí en nuestra América. No queremos que se lucre más con las guerras infames con las que aterrorizamos el mundo.  

Queremos la PAZ pero en tiempo de guerra mundial tendremos que armar la PAZ para vencer el guerrerismo Imperial.  

Lo dicho, es la forma como piensa la juventud REv del US. Tengo evidencias y muchas.. .  Todos los días leo debates  donde ellos se expresan libremente.
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The 10Y US Treasury yield is now down 11bps from the FOMC Statement, plunging back below 2.00% for the first time since November 2016, as Gold has spiked up to almost $1400...its highest since Sept 2013.

The 10Y US Treasury yield is now down 11bps from the FOMC Statement, plunging back below 2.00% for the first time since November 2016,erasing almost the entire move since President Trump was elected...
See Chart:
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The current probability of a recession is the same as it was during the Big Short heyday of 2007 when subprime was blowing up – just let that sink in for a minute. Do you think “this time will be different“?
See Chart:
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"We now expect cuts in July and September, as well as an end to balance sheet runoff in July. Our base case is for moves in 25bp increments, but a 50bp cut is possible"

Three weeks ago, at the start of June, we mocked Goldman's economics team for having come up with "Schrodinger's Fed Funds", when with Powell telegraphing an imminent easing cycle, the team of Jan Hatzius et al refused to throw in the towel and change its long-running forecast of no rate cuts in 2019 and one rate hike in 2020 even though at the same time it said that its "modal path" called for at least one rate cut by 2020. In other words, Goldman - which last December predicted 4 rate hikes in 2019 - was hoping to have its cake and eat it too
See Chart:
At the botton
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Thank you, Goldman.
See Chart:
Our barometer implies 20% chance that trade Resol could be reached
[[ SO, the Econ collapse will continue ]]
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SPONSORED FINANCIAL CONTENT
This chart proves stocks could collapse by 70% as soon as next Month
See Chart:
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The U.S. trucking industry has not experienced a downturn of this magnitude since the last financial crisis, and this is one of the clearest signs yet that the U.S. economy is steamrolling into a severe economic downturn
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EL CAPITAL PRODUCTIVO SE VA DEL US Y NADA MENOS QUE A CHINA
                Trump is going to be furious...
                ….
                This was Trump’ fault
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Any one of these catalysts alone would be great news for gold... But the fact they are all converging at the same time means an epic gold bull market is on the menu for 2019...

1-Basel III Moves Gold Closer to Officially Being Money Again
2- Central Banks Are Buying Record Amounts of Gold
SEE chart: Central Banks Net purchases of Gold
3- Oil for Gold – China’s Golden Alternative
4- The Fed’s Dramatic Capitulation
5- Takeover Frenzy in the Gold Mining Industry
6- President Trump Is Pro-Gold 
7- Socialism Is on the Rise
8- Gold-Backed Cryptos – A Monetary Revolution

PUTTING IT ALL TOGETHER…
When you take a step back and look at the big picture, the implications for gold are clear:
  • Basel III moves gold toward officially being money again.
  • Central banks are buying record amounts of gold.
  • Excessive U.S. sanctions have pushed countries to use gold.
  • China’s “Golden Alternative” allows for large-scale, oil-for-gold trades.
  • The Fed’s dramatic reversal and the return of easy money bode well for gold’s strength against the dollar.
  • The takeover frenzy in the gold mining industry is bullish for the price of gold.
  • President Trump favors returning to the gold standard and is stacking the Fed with pro-gold people.
  • The Democrats’ embrace of socialism guarantees more currency debasement.
  • Gold-backed cryptos make owning and using gold easier than ever.
Any one of these catalysts alone would be great news for gold.
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The political moment when the "losers" connect their discontent and decline with central bankers is approaching...
The political moment when the "losers" connect their discontent and decline with central bankers is approaching.

The Ruling Elites' Chattering Classes still haven't absorbed the key lesson of the 2016 U.S. presidential election: the percentage of the populace that's becoming wealthier and more financially secure in the bloated, corrupt, self-serving Imperial status quo is declining and the percentage of the populace that's increasingly insecure and financially precarious is increasing, and candidates that mouth the usual platitudes in support of the bloated, corrupt, self-serving Imperial status quo lose to those who speak of the failing status quo as a travesty of a mockery of a sham, i.e. a "populist" speaking truth to power.

Just as we've reached Peak hubris-soaked, self-serving managerial / ruling Elites, we've also reached Peak Central Bank Cargo Cult: from now on the majority that's been abandoned by the managerial / ruling elites will become increasingly aware that the unprecedented asymmetries of wealth and power that have undermined American social and economic life can be traced directly back to the central bank, the Federal Reserve, which has become the all-powerful Cargo Cult of the global economy.

Longtime readers are probably tired of the chart below, depicting the incredible expansion of wealth in the already super-wealthy and the stagnation in the prospects of the bottom 95%. But let's shake off the boiled-frog syndrome and check the temperature of the political water we're immersed in: It's getting hotter--a lot hotter.

The core reality that powers populism Left and Right is the economy no longer works as advertised for the bottom 80%, and by many measures, the bottom 95%. The "conservative" camp generally holds that the "problem" is markets have been throttled by heavy-handed government regulations while "progressives" see private-sector wealth / power as as the problem and "taxing the rich" and redistributing the wealth as the solution.

The political moment when the "losers" connect their discontent and decline with central bankers is approaching. Perhaps the wires will arc in 2020, or maybe it will be 2025; but whatever the timing turns out to be, the all-powerful Cargo Cult of the central bankers will be swept away in a global political convulsion unlike any in memory.

If you harbor any doubts about the demise of the Central Bank Cargo Cult, reflect a bit longer on the meaning of this chart:

Chart :
The Fruit of Financialization: Soaring Income Inequality
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US  DOMESTIC POLITICS
Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambio


"...it represents one segment of corporate oligarchy throwing its hat in the ring, and a very dangerous one... To trust these things to a collection of billionaires and their corporations would represent the pinnacle of short-sightedness and insanity..."
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"If you’re defending AOC, you’re a fraud.
What is worse: the nazi holocaust or the neo-nazi holocaust of Palestinians?
My answer: the neo-nazi holocaust of Palestinians. Why? Because it acts hand on hand with the US imperial terrorism.. The expropriation of land (private property) and the pain that Palestinians suffer is part of the pain & abuses the the US-partner is causing around the world.. millions of innocent people have been caused since the atrocities in Irak, Lybia and in Siria now. All this is terrorism that counts with direct & indirect complicity of Israel. We can’t separate both terrorism.. they are part of the same holocaust with Millions of innocent people death.   And now again: US, Israel and Saudis Pushing for War on Iran? By Stephen Lendman, Then you’re a fraud!
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Until the ideology of socialism is shown to be the morally corrupt, economic destructive, and de-civilizing social system that it has always been, the likes of Bernie Sanders will continue to be a nuisance and quite possibly the new rulers of America. 
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And the FDA is telling patients that they should continue taking the blood pressure medication even if it’s recalled...
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"People don’t leave their families and country to cross three frontiers and a desert because things are fine."
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...over the past decade, crypto has seen its genesis, bubble, collapse, and resurgence... And now there’s finally a catalyst to mainstream use that poses a direct threat to banks’ financial dominance. It’s about time...
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For many Midwest farmers, this will be their last year in operation...
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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


"...the monopoly position of the dollar in international economic relations becomes anachronistic.Gradually, the dollar is becoming toxic..."
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Congress is investigating the Trump angle, and right now, it appears the Feds are looking into other alleged 'misconduct.
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SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

- US Navy Claims to Have Found Mine Fragments, Magnet Pointing to Iran in Oil Tankers Attack  US wanted war.. they will have it! and ISR & London too because all they are involved in the sabotage of oil-tankers. No real reason for Iran to be part of it
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NOTICIAS IN SPANISH
Lat Am search f alternatives to neo-fascist regimes & terrorist imperial chaos

REBELION

USA:  La guerra de Bolton  Rafael Poch de Feliu
Pto Rico: "Revolucionar al país"  Rafael Rodríguez Cruz
Meritoc: Las falsas promesas de la meritocracia  José Antonio Llosa
Opin:   El concepto marxista de nación   Carlos Barros
Guat: Elecciones:  Quién ganó y quién perdió?   Marcelo Colussi
Españ: Reforma de pensiones  Iulen Lizaso
Españ: El origen de la impunidad  Manuel Ruiz Robles
Cuba: "Cartas desde Cuba:  murió en combate"  Miguel Alejandro Hayes
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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

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COUNTER PUNCH
Analysis on US Politics & Geopolitics

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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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