ND JUN 27
19 SIT EC y POL
ND denounce Global-neoliberal
debacle y propone State-Social + Capit-compet in Eco
TWO
GREAT NEWS: The big one is
YA TENEMOS PRESIDENTE: We Got it, we have it
1.
This 2nd Debate defined who is going to be the next President:
BERNIE SANDERS
He made the most coherent presentation on all issues
debated.
2. This
debate also added one more option for VPs:
Sen. Kamala
Harris of California: she buried the nasty past of US Politics
Now comes the big problem for Sanders:
to select who is going to be
the VP.
The
options are:
Elizabeth Warren, Tulsi Gabbard
y Kamala Harris.
IF the socialist future of the
US is a factor,
one
more name has to be added to the list of potential VPs:
AOC: Alexandra Ocasio Cortez
….
….
ZERO HEDGE
ECONOMICS
Neoliberal globalization is
over. Financiers know it, they documented with graphics
Clearly unacceptable China
pre-conditions for a trade-deal and ugly consumption and housing data was just
what the doctor ordered for a buying spree in stocks today (presumably
because the worse things get fundamentally or geopolitically, the closer The
Fed gets to delivering its 50bps "insurance" cut in July)... WHAT A BLOODY JOKE!
So
before we start, there's this... "Soft" data has collapsed (Kansas
Fed joins a long list today) catching down to "hard" data's dismal
levels...
See Chart:
Soft
data & hard data vs. HOPE
And
that bad news sparked a dovish push in market expectations for The Fed...
See Chart:
FED
rate-change expectations
Which
was all that was needed to bid bonds and stocks higher on the day...
See Chart:
Which was all that was needed
to bid bonds and stocks higher on the day...
Small
Caps and Trannies surged on the day (which means it was all a short-squeeze)
with Dow underperforming (weighed down by Boeing)...Total meltup short-squeeze at the close in small caps...
See Chart:
And
indeed, it was the biggest short squeeze in June as "Most Shorted"
spiked...
See Chart:
Treasury
yields tumbled on the day with the long-end outperforming...
See Chart:
The
Dollar was unchanged, remaining in the very narrow range since the post-FOMC
plunge...
Commodities
and Bonds seem convinced all is not well (as stocks near record highs)...
See Chart:
Finally, as Bloomberg's Ye Xie
notes, the collapse in regional
Fed surveys leaves the stock market vulnerable. With the Kansas
City Manufacturing Activity Index posting a reading of zero, all five regional
Fed surveys of business activity deteriorated this month. That points to the
risk that the ISM manufacturing index next week may fall below 50, the dividing
line between growth and contraction. Take a look at
this chart tracking the ISM PMI and the excess year-on-year return of the
S&P 500 over three-month Libor.
See Chart:
Have
trades given up on giving a shit?
See Chart:
Besides...
when did fun-durr-mentals matter?
See Chart:
S&P
Global Money Supply vs. US MACRO
"IT'S NOT THE
ECONOMY... OR TRADE... IT'S THE FED, STUPID!"
….
SOURCE: https://www.zerohedge.com/news/2019-06-27/crypto-craters-bonds-stocks-bid-bad-macrotrade-news
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"I'm expecting the possibility
of a significant market downturn."
Earlier today, in a stark
reversal from its traditionally cheerful demeanor, a Goldman Sachs strategist
warned that "purely based on elevated equity valuations, as measured
by the S&P 500 Shiller P/E, and current growth, according
to our US Current Activity Indicator (CAI), the risk of an equity drawdown of
more than 10%", i.e. a sharp market drop, or for lack of a better word,
crash, "is the highest since the GFC."
See Chart:
Purely
based on Equity Valuations
….
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It's a stagflationary mess... Incessant reporting of strong economic health and
the defiant dismissal of declines is not the behavior of a Fed that is about to capitulate on tightening...
….
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Once central bank credibility is lost
in one place, very soon the market will test to see just how unstable
the entire house of cards is.
See Chart:
Survey expectations of US
Inflation [ surveys are not reliable if not details on
sample ]
….
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Rapid curve steepening is now
occurring, suggesting recession may indeed either be imminent or else it has
already arrived
See Chart:
Steepening
on US yield curve is well underway in longer maturities
….
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US DOMESTIC POLITICS
Seudo democ duopolico in US is
obsolete; it’s full of frauds & corruption. Urge cambio
Juan
Guaidó and his gang are merely following
in a long line of CIA crooks and criminals who conduct their illegal affairs
with a wink and a nod from Langley and a sizeable financial cut for
neo-cons like Abrams, Kissinger, John Bolton...
====
Newly
uncovered photos from the border protest attended by a tearful Alexandria
Ocasio-Cortez show thatshe was crying
over an empty parking lot...
….
Perhaps she repented not to postulate to Democratic Presidence. IF is this the case.. nothing have been lost…
you will have many chances
====
The city
of Los Angeles is quickly descending into a cesspool of decay and disease...
….
Las ratas del Gbno son peores: WW3 amenaza asesinar toda la humanidad.
====
Inside the trap of
Teck-progress: Private greed makes obsolete Saudis suicide terrorism
Put your hand up if you know what an
autocallable is. Put your other hand up if you also know that ground zero of
the next volatility catastrophe could be autocallables.
See Chart:
But not
only with Korean cars
…
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Does this include “the
horseshoe “ of animals in the Gov? If so, not need to steal money
The blue blood extracted from the
horseshoe crab is called Limulus Amebocyte Lysate (LAL) and is worth its weight
in gold.
….
Que
extraña coincidencia:
Los señoritos del Gov siempre se creyeron de “sangre azul” y miraron a los
latinos con desprecio: racistas hasta el tuétano, solo que el tuétano no lo tenían
arriba, en el cerebro, sino en las pezuñas.
====
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
“This liberal idea presupposes
that migrants can kill, plunder
and rape with impunity because their rights as migrants have to be
protected... in conflict with the
interests of the overwhelming majority of the population."
====
Estoy seguro que RU no esperan ninguna
‘détente’ de Trump: From a clown only Circ
The Trump-Putin meeting in Japan is crucial for both leaders... and for the world.
….
Y no es que no lo quiera a mi Presid.. la
verdad: si me divierten algunas de sus payasadas. Pero el Gobierno no es un
circo. Y si me gustaría tener Presid real.
====
...appears
that any possibility of a diplomatic
solution is completely dead, and the clock is ticking because two exceedingly important deadlines are
coming up within the next two weeks...
….
I HOPE after the debate
this night we can say: We got the Presid wee need
====
SPUTNIK and RT SHOWS
GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
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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
- Putin y Trump se reúnen en el marco de la cumbre del G20 en Japón
- Putin: "Los BRICS deberían buscar la reforma del FMI"
- Una nueva filtración sobre pagos millonarios secretos de Odebrecht sacude a América Latina
- Diario oficial chino avisa a EE.UU.: "Eligieron al rival equivocado en el momento equivocado"
- Putin llega a Osaka para la cumbre del G20 y participa en la tradicional foto de familia del evento
- Putin: "Espero que la situación no derive en un conflicto entre potencias nucleares"
- Bloomberg: Empleados de Huawei trabajaron con el Ejército chino en proyectos de investigación
- Alianza o vasallaje?: US recela de los proyectos de Defensa de sus socios europeos en la OTAN
- Keiser Report La Libra de Facebook, una "criptomoneda controlada por una empresa que sabe todo sobre sus usuarios"
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COUNTER
PUNCH
Analysis on US Politics &
Geopolitics
Manuel
García, American
Climate Change Policy: You Don’t Matter
Ramzy
Baroud The
Day After: What if Israel Annexes the West Bank?
Peter
Bolton The
Failed Ven Coup and the Decline of US Hegemony
John Whitehead Mass
Arrests, Power Grabs and the Politics of Fear
Michael
Galant Time
for a Global Minimum Wage
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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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