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.
…
….
…
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.
====
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:
….
SOURCE: https://www.zerohedge.com/news/2019-06-19/10y-treasury-yield-plunges-below-200-first-time-nov-2016
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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:
…
SOURCE: https://www.zerohedge.com/news/2019-06-19/why-odds-recession-next-year-are-even-higher-you-think
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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 ]]
….
SOURCE: https://www.zerohedge.com/news/2019-06-19/there-now-real-time-index-us-china-trade-deal-odds
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SPONSORED FINANCIAL
CONTENT
This chart
proves stocks could collapse by 70% as soon as next Month
See Chart:
….
SOURCE: https://www.zerohedge.com/news/2019-06-19/there-now-real-time-index-us-china-trade-deal-odds
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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.
====
EL CAPITAL
PRODUCTIVO SE VA DEL US Y NADA MENOS QUE A CHINA
Trump is going to be furious...
….
This was Trump’ fault
====
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..."
====
"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!
====
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.
====
And the FDA
is telling patients that they should continue taking the blood pressure
medication even if it’s recalled...
====
"People don’t leave their families and country to cross three
frontiers and a desert because things
are fine."
====
...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...
====
For many Midwest farmers, this
will be their last year in operation...
====
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..."
====
Congress is
investigating the Trump angle, and right now, it appears the Feds are looking
into other alleged 'misconduct.
====
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
====
ALAI ORG
====
RT EN
ESPAÑOL
- EN VIVO: Vladímir Putin responde a las preguntas de los ciudadanos rusos en 'Línea directa'
- Comandante iraní: "El derribo del dron estadounidense es un mensaje claro a Washington"
- ¿Es posible ganar una guerra nuclear? Un nuevo documento del Pentágono muestra que EE.UU. así lo cree
- Michelle Bachelet de visita en Venezuela: ¿cuál es la agenda con el Gobierno y la oposición?
- Moscú: Al enviar sistemas de misiles Patriot a Oriente Medio EE.UU. quiere "enseñar músculo"
- La "nueva colonización" que pone en peligro la práctica ancestral de la ayahuasca en Perú
- Apple sopesa trasladar hasta el 30 % de su manufactura fuera de China
- Alertan de que el uso de 'smartphones' está provocando el crecimiento de un 'cuerno' en el cráneo humano
- El Zoom Ormuz: un cerco estrecho
- Keiser Report "Cuando la economía vuelva a entrar en recesión, no habrá munición para combatirlo"
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
-US Planning “Massive” Airstrike On An Iranian
Facility By Caitlin Johnstone
- US Agrees To Completely Withdraw Forces From
Afghanistan By M Sheikh
- Exposed: The Pentagon’s cyberwar against
Russia By Brian Becker
- US Cyber Attack on Russia’s Power Grid is an
‘Act of War’ By Dave LIndorff
- UN Report Says 'Inconceivable' Crown Prince
Not Involved By Jake Johnson
- Half Of Americans Are Effectively Poor Now By
Umair Haqueg
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COUNTER PUNCH
Analysis on US Politics & Geopolitics
David Schultz The
Intellectual Origins of the Trump Presidency
Sabri Öncü Thus
Spoke the Bond Market
Cesar Chelala The
Pope is Wrong on Argentina
Kim C. Domenico A
Soul-based Anarchist Vision for Peace-making
Wim Laven We
Need Evidence-Based Decision Making
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
-US
Is Now India’s Number One Trading Partner and Ally, Jeopardizing Russia’s
Pipeline Plans By Andrew Korybko
- ‘Eve of
Destruction’ that Never Ends. From the “Old” and “New Cold War”… to the “Hot
War”? By Philip A Farruggio,
- ‘What
Is Trump’s Motivation to be Provocative with Iran?’ Pelosi Asks– and the Answer
Is Adelson
By Philip Weiss,
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DEMOCRACY NOW
Amy Goodman’ team
-Big
Tech’s War for Your Wallet: Facebook Sparks Outrage After Announcing Plans for
Digital Currency
-“I
Thought We Were Going to Be Executed”: Police Held Family at Gunpoint After
4-Year-Old Took Doll
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PRESS TV
Resume of Global News described
by Iranian observers..
- ‘Trump taking US on dangerous path with hateful rhetoric’
- Ex-Interpol chief admits receiving bribes: Chinese media
- China’s Xi meets with North Korea’s Kim in Pyongyang
- 'US escalates tensions by sending drones over Iran'
- US Senate to vote on Trump’s arms sales to Saudi, UAE
- Hamas: Trump’s plan cannot deprive Palestine of al-Quds
- 'Yemeni retaliatory attacks humiliated Saudi Arabia'
- Iran’s IRGC shoots down intruding US spy drone
- ‘US to also send Patriot missiles to Mideast’
- Fed may cut rates under pressure from Trump
- Yemen cruise missile strikes Saudi power plant in Jizan
- 'No more US wars based on White House lies'
- PROGRAMS
- Kushner's Economic Workshop: A Non-Starter
- 'Saudi crown prince linked to Khashoggi murder'
- Iran busts major CIA cyber spy ring
- Eurovision dilemma
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