ND JUN 21
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
EL TITANIC se hunde: no hay botes salvavidas.. A
desembarcar a quienes lo tienen
Gold!!! Dramatically
outperforming since The Fed capitulated...
See Chart:
Gold vs
USD
The market's response to
Powell's promises this week... It's Never Enough!!
Global stocks are pushing up
near record highs once again (but BAML points out that consensus 12 month
forward global EPS growth expectations has turned negative (-0.3%) for first
time since Sept'16)
See Chart:
Global
Stocks vs. Global Stocks forward EPS
Global
negative-yielding debt exploded this week, now at a record $13 trillion
market-value...
See Chart:
Not
surprising with so much of European sovereign debt now trading below 0...
US
equity markets love war, love dismal economic data, and love Fed promises of
moar liquidity - that's all there is really...Nasdaq outperformed, Trannies
were the laggard but still managed decent gains. [[ We are wasting love.. pero no nos aman ]]
See Chart:
Small
Caps are unch post-Powell...
See Chart:
S&P is on target for the best June since 1995
See Chart:
Bank
Stocks are at their weakest relative to the S&P since Sept 2016...
Global
bond yields are collapsing as global stocks soar back to record highs...
See Chart:
The Dollar (DXY) suffered its worst week since
Feb 2018 (down over 1%), dumping to its lowest weekly close since
March ...
See Chart:
DXY
Dollar Index: Payrolls vs FOMC
A weak
dollar and safe-haven flows from Iran sent all commodities higher this week...
See Chart:
Finally, some chart food for thought...
It's
all about Fun-Durr-Mentals...
See Chart:
Because
all that matters is Central Bank Liquidity:
See Chart:
S&P
Global Money Supply Proxy vs. US MACRO Surprise Index
….
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----
The private “greed war” escalates
Behind the scenes, the financial war between
America and China is escalating dangerously into a war to secure global
financial resources.
At a time of growing liquidation of dollar
assets by foreigners, the US Treasury’s internal analysis will highlight future
government funding problems in the light of a developing US recession. This will result in an over dependency on inflationary
financing, threatening to destabilise the dollar’s purchasing power. For
these reasons, America needs foreign portfolios to invest in US Treasuries, at
a time when China also needs them to help finance her infrastructure plans and
future development. We face a battle for these
funds, and the outcome will determine all our futures.
The British involvement
America’s strategy has
included putting pressure on her allies to fall into line with her interests
against China. All NATO members have been told not to buy Huawei equipment. Protective
of the special relationship, the British have gone along with it. But
Cheltenham’s GCHQ (the UK’s cyber monitoring agency) has at least given Huawei
the opportunity to address the security issues that have been raised.
A greater problem is bound to arise, and that
is the role of the City of London. In 2014, the then Chancellor of the
Exchequer, George Osborne, agreed a plan with the
Chinese leadership for the City to work with Hong Kong to internationalise the
yuan. The Chinese wanted to bypass New York for obvious reasons.
Depending on how Johnson acts, China may have
to put her plans to internationalise the yuan on hold. The risk for China
is that with her international financial plans threatened and the Americans
determined to strengthen the dollar in order to undermine the yuan, she will
not have access to the international portfolio flows she needs to help finance
her infrastructure plans and her Made in China 2025 project.
Put another way, we
face no less than a dangerous escalation of the financial war between America
and China, with America trying to close off international finance to China.
China’s policy predicament
In a tactical retreat, Hong Kong has put plans
to introduce the new extradition legislation on hold. All
it has achieved is to redirect demonstrators’ demands towards Hong Kong’s Chief
Executive to resign, and the demonstrations continued.
One option would be to
increase interest rates, but this will risk being read as a panic
measure. In this context, an early and definite rise in interest rates would be
better than a delay or a lesser adjustment to monetary policy. For the domestic
economy, this would favour savers in an economy already savings-driven, but
disadvantage exporters and many small and medium-size businesses. It would
amount to a reversal of recent economic and monetary policies, which are
intended to increase domestic consumption and reduce export surpluses.
The economic theories
that the central planners in Beijing actually believe in will become
centre-stage. China has adopted the global neo-Keynesian standard of economic
planning and credit expansion. When the country moved rapidly from a peasant
economy, credit was able to expand without the regular pitfalls of a credit
cycle observed in an advanced economy being noticeable. This was because economic progress eclipsed the consequences of monetary
inflation.
How will it be resolved?
If the funding of the US
deficit is the underling problem, then a continuation of China’s longstanding
policy of not reacting to America’s financial aggression is no longer an
option. A weaker yuan will be the outcome and a second Asian financial crisis
involving China would be in the offing. It also means the progression of
China’s economy would become more dependent on domestic inflationary financing
through the expansion of bank credit at a time when food prices, partially due
to the outbreak of African swine fever, are rising as well.
It must be clear to the
Chinese, who are no slouches when it comes to understanding political strategy,
why America is taking a far more aggressive stance in their financial
war. The absence of foreign buyers in the US Treasury market could turn out to
be the most serious crisis for America since the end of Bretton Woods. The Deep
State, driven in this case by the US Treasury, will not permit it to happen.
For both China and America, these are desperate times.
China must therefore
counter dollar strength by means other than simply raising interest
rates. Inevitably, the solution points towards gold. Everyone knows, or at
least suspects that China has accumulated significant undeclared reserves of
gold bullion. The time has probably come for China to
show her hand and declare her true gold reserves, or at least enough of them to
exceed the official gold reserves of the US.
If Xi attends the Osaka G20 at the end of this
month, the purpose would be less to talk to Trump, but more to talk to the
other leaders to make it clear what the Americans are up to and to ensure they are aware of the consequences for the global
monetary system when China takes positive action to protect her own currency
and domestic capital markets.
….
----
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AMERICA'S
MIDDLE CLASS IS COLLAPSING.
This is the first year in a little over a
century since life expectancy fell for three consecutive years.
See the suicide rate
increase more than 33%
See Chart:
Decades of stagnant wages,
deindustrialization, the largest ever wealth gap between rich and poor,
financialization of the economy that only benefits rich, insurmountable student
loans, a housing affordability crisis, and automation and artificial
intelligence, have culminated into the perfect financial storm that has not
just financially rapped millennials but has also led to unintended mental
health consequences: suicide is the second-leading cause of death for 10- to
34-year-olds.
With President Trump requesting rate cuts and more quantitative easing that will only drive
the wealth inequality gap further, the middle class is expected to feel more
financial hardships that will ultimately lead to increased suicides and drug
overdoses into 2020.
…
----
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El gran capital dice que paso el test, abra perdidas, y goza de buena salud..PERO
"The
results confirm that our financial system remains resilient..."
See Charts:
PERO:
US banks have been
dramatically underperforming the market as rates and the yield curve have
collapsed...
See Chart:
KBW Bank Index S&P
Probably nothing.
Full Report below
….
SOURCE: https://www.zerohedge.com/news/2019-06-21/all-banks-pass-fed-stress-test-would-lose-410-billion
----
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
Oficially, political division
has started
"I’m not
going to be a political prisoner in the state of
Oregon."
….
The only
option is absolute power to the current monarchy, not fascism
====
IF
Free educ for all was agreed & debt condemnat was expected.. is it salary
intention?
U.S.
college students currently working on their degree are in for an unpleasant surprise when negotiating their
first salaries... [[ Who is
unpleasant with it? ]]
See Chart:
IF SO, only those parents who
don’t have students or don’t expected, may be “unpleasant”.. most of them must
be happy.. if the salary is intended to pay for students “debt”.. or to
continue their studies. IF so, stud are in the right
track!.
…
----
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Only ANTS are really FREE in
America.. QUE VIVA la patria del “real working labor”!
"...ants ants ants spill out, running in every which direction."
…
Al diablo with “United Fricks” .. we must
welcome the ANTS & learn from-them
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Los Chinos tienen sentido de lo que es “equivalence & reciprocity”. We threaten them..
Though a
negotiated settlement or a managed continuation of the status quo are
possible, a sharp escalation is
now the most likely scenario...
….
Yes, We threatened them.. by given “heavy arms” to Taiwan, before 1st
meet. Now we must learn to eat rice with china chopsticks.. even if rice come from
JA
====
Si se viola la Constitucion.. cada “US citizen” tiene obligación de
defenderla con su vida
...if
passed, this would set a dangerous
precedent...
…
IF passed there will be many death in both
sides., those in favor & Agst Constitu
====
Toda tirania criminal tiene su respuesta.. siempre
existe la posible respuesta
Nanny
state rules on driving seek to control every aspect of your life...
====
La obesidad es la puerta por donde ingresan
muchas enfermed.. la obesid es un crimen
"People
are eating away at their brain with
a really bad fast-food diet and little-to-no exercise."
…
Lo grave
es que se quiera legitimar este crimen poniendo obesas en Propag-TV
====
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 real inferno will come if
we Start WW3.. al diablo vende weapons no les importa
"In
other words, before any of the
science had been done, the IPCC’s assumption was that man-made activity was
responsible and that Nature was not an active participant in a
process within its own sphere of interest."
….
.. pero a
nosotros SI nos importa.. no queremos morir fritos por resuid-nuke..
====
Good news.. the opposite to teck-trap: la migra tendra puerta abiert cuando se necesit
"DHS S&T is interested in
evaluating robotic communication capabilities to characterize underground structures, contents, threats and
obstacles along the U.S. southern border"
…
Es cierto:
los US-farmers del SUR necesitan la migra para bajar L “salary-rates”
====
COCKED SENSE OF “RECIPROCITY”.. we canceled the massacre after 150 Iranians killed..
"I am in no hurry... 10 minutes before the strike I stopped it, [150
Dead Iranians] not proportionate
to shooting down an unmanned drone..."
…
Sera cierto que los diablos tienen “Corazon” y
hasta podrian irse al cielo?
====
Sigo creyendo que la Nation Irani no está
dispuesta a morir sola..que se llevar imperial
The first
message is that Iran is ready for
an all-out war, no matter what the consequences. The second message is
that Iran is aware that the US
President has cornered himself...
…
En Buena hora si se llevan varias bases
imperialistas con su suicidio: real tit-f-ta
…
The teck-avanza a la creación
del “new enslavement” o “new servants” of fascist State
The possible consequences of this technology
are horrifying to ponder...
…
La llamada “trampa del progreso” es ya una realidad: es real involución
del progreso humano. No se podrá detener eso si no se cambia los megalómanos
del Gobierno que creen que allí reside el poder del Estado.. Si los inhumanos
que manejan el poder no son sacados de allí cualquier desgracia puede ocurrir
desde que esa Teck esta privatizada y apunta hacia el “greed”.
….
====
Iran tiene amigos en quienes tien- iguales
intereses..Si allí emp la guerra.. será el WW3
Russia on Friday announced it was
ready to help Iran export its crude and ease restrictions on its banking system
if Europe fails to launch its dollar-evading SPV, Instex.
====
Aprende a defenderte 1ro y sin amenazar.. nosotros
haremos el resto, dijo China
To say that Pyongyang rolled out the
'red' carpet for President Xi would be both a bad pun and an understatement.
====
El Capital no tiene amigos.. tiene socios abiertos y encubiert.. será
cierto que enviaron..
"The Communist Party of China
has used its access to U.S. consumer and capital markets for a predatory economic strategy..."
….
será cierto que enviaron similar carta a China.. por que hay muchos alli?
====
Orgullosos de querer destruir el mundo en pocos
minutos.. problema psicopathico
Hypersonic missiles - which travel at more than 15 times the speed of sound - are
touching off a new global arms
race that threatens to change the nature of warfare.
….
La pregunta clave es How many minutes will take
the dismantle of all threats against Human PEACE and survival? Es el problema que solo los socialistas en el poder podrian resolver si
rápido se desmantela el sistema de poder anterior .
====
SPUTNIK
and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
-
US Media Reveals Who Stop Trump From Strik
Iran After Spy Drone Downing That Was false flag according to new info.
- Texas Sends Additional 1,000
National Guard Troops to US-Mexico Border
La invasion
militar del US a MX prosigue con el cuento stupido de controlar la migra. Que
viene?
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NOTICIAS IN SPANISH
Lat Am search f alternatives to
neo-fascist regimes & terrorist imperial chaos
REBELION
Cuba : Diosa, Yo Sí teCreo
====
ALAI ORG
====
RT EN ESPAÑOL
- Trump dice no querer una guerra con Irán pero si sucede "habrá una destrucción como nunca antes vista"
- Equipo de Bachelet permanecerá en Venezuela para hacer seguimiento a los acuerdos con el Gobierno
- Trump incluye otras compañías tecnológicas chinas en su lista negra en vísperas de la reunión con Xi
- Protestas en Honduras, sublevación policial y el arribo de marines estadounidenses: ¿qué está pasando?
- EE.UU. urge a la India a dar marcha atrás en la compra de los S-400 antes de la visita de Pompeo Increible: como un inmenso país se deja manip p US embassy
- Huawei presenta una demanda contra el Departamento de Comercio de EE.UU. por incautarle material Una mujer desenmascara al ladron ultra-armado
- Trump comparte en Twitter un inusual video en el que sugiere que será presidente "por siempre" Fue el sueño de Hitler también
- Especial Rumbo a los grandes hielos
----
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INFORMATION
CLEARING HOUSE
Deep on the US political
crisis: neofascism & internal conflicts that favor WW3
-Iran goes for “maximum counter-pressure” By Pepe Escobar
FALSO: Repetidas
veces Trump amenazo Iran, lo que significa que either no sabe calcular el
efecto de sus palabras (prueba de su incapacidad como diplomático y Pres del US)
o que el White House se informó que iniciada la guerra no podría ser controlable por el US y el WW3 si afectaría la nación
directamente, algo inesperado en lo
inmediato pues el plan de ataque a RU-China no está totalmente preparado. En
este caso el objetivo guerra existe y
Trump y todo su equipo son los peligrosos y directos los responsables a
los que de inmediato hay que retirar. Sin ellos la agenda guerra no deja de existir
pero si el temor a su estallido inmediato. De otro lado, la fabricación de armas y más guerras
continuara, por tanto el WW3 seguirá siendo real peligro mundial. Es el actual
guerrerismo lo que sostiene este Estado y esto es lo que hay desmontar, y esto tiene
que empezar por bajar al Gob de Trump y
el equipo que controla el Estado. Mejor si ocurre un golpe al Estado desde
arriba y antes de las elecciones. Eso es posible con apoyo de la Corte suprema
y los del deep-State, o como lo hicieron con FDR . Hay muchas pruebas de que T
es peligro para la Nacion y el Mundo.
…
-US Claims Drone Was Minding Own Business on
Its Way to Church When Iran Attacked It out of Nowhere Esta es una historia estúpida, que si la
comparte Trump.
-
VIPS Memo to the President: Is Pompeo’s
Agenda the Same As Yours?
By Veteran Intelligence Professionals for Sanity
By Veteran Intelligence Professionals for Sanity
-
US exceptionalism: Exploiting certain
Syrians, ignoring others By Eva Bartlett
-
From Tel Aviv to Tallahassee By Stanley L. Cohen
-
How Many Are Not Blowing the Whistle? By Caitlin Johnstone
-
The veneer of democracy By Craig Murray
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COUNTER
PUNCH
Analysis on US Politics &
Geopolitics
GLOBAL
RESEARCH
Geopolitics & Econ-Pol
crisis that leads to more business-wars from US-NATO allies
DEMOCRACY
NOW
Amy Goodman’ team
ALL THE REST WE CAN TAKE IT TOMORROW
: el resto lo dejamos para mañana
PRESS
TV
Resume of Global News described by Iranian observers..
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