jueves, 29 de enero de 2015

JAN 29 SIT EC y POL



JAN 29 SIT EC y POL
Recuerde que todo lo que viene en brackets me pertenece. Hugo Adan]

INFORMATION CLEARING HOUSE

‘Empire of Chaos’ in the House. Is The House of Saud Starting To Have Second Thoughts.  By Pepe Escobar. The real ‘Masters of the Universe’ who run the ‘Empire of Chaos’ want the House of Saud to do most of their dirty work against Russia
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I Do Not Trust The Policy Of The United States. By Fidel Castro Ruz. The grave dangers which today threaten humanity must yield to norms which are compatible with human dignity. No country can be denied such a right.
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Is Democracy Dead In The West?. By Paul Craig Roberts. The Greeks, despite their glorious history, could not stop their conquest by the EU and a handful of German and Dutch banks.
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Code Pink Tries to Arrest Kissinger for ‘War Crimes. Video. “Get out of here you low life scum.” - Senator John McCain.
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FFF- FUTURE FAST FORWARD

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GLOBAL RESEARCH

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Tensión en la Península Arábiga: EEUU prepara un asalto a Yemen. Obama ha pisoteado en Yemen incluso las propias leyes “antiterroristas” del Congreso que le autorizan solo a atacar las posiciones de Al Qaeda en otros países (¡imagínense si todos los países del mundo tuviesen este derecho!), al bombardear las posiciones de los simples opositores, matando a los combatientes de a pie y los jefes milicianos locales, que no representan una amenaza para la seguridad de EEUU, con el fin de sujetar al régimen títere de Saná. ¿O es que los zaidies chiitas también pertenecen a Al Qaeda wahabita?
*Con  el fin de la era antiBush en EEUU, vuelve a a aplicarse la táctica de “poner las botas sobre el suelo”, o sea, ocupar países estratégicos, bajo la bandera de la supuesta lucha contra el terror. En Yemen, al menos de momento,  los intereses de EEUU no han sido atacados.  SOURCE: http://blogs.publico.es/puntoyseguido/2414/tension-en-la-peninsula-arabiga-eeuu-prepara-un-asalto-a-yemen/
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VOLTAIRE NETWORK   http://www.voltairenet.org/en

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WASHINGTON BLOG

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SUPUTNIK-RT

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PRESSTV

Belarus to host Ukraine peace talks. Belarus says it is to host a new series of peace talks on Ukraine.
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Marathon talks with P5+1 not easy: Iran due to the divisions among the six powers
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Debate: Worldwide Warlords. In this edition of The Debate, we will discuss the role of the US and its Western allies in the creation of militant groups, including the ISIL.
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King Salman dismisses Prince Bandar . Saudi King Salman dismisses Prince Bandar bin Sultan from the National Security Council.
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Obama 'figurehead' of military empire . The US is providing money to its military-industrial complex at the expense of domestic social programs, an analyst says.
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Moscow peace talks positive: Envoy. Syria's top representative to Russia peace talks describes the negotiations as positive.
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Scientists make bio-fuel from algae. Scientists use a common algae as a potential source for biodiesel and jet fuel. [FINALLY LIGHT AT THE END OF THE TUNNEL]
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Egyptians slam female activist’s death. Egyptian women stage a massive rally to denounce the recent killing of a female protester. [SE ENCIENDE LA HOGUERA DE LA REV DE NUEVO]
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UK summons Russian envoy  Britain summoned the Russian ambassador after Russian military planes were found flying close to British airspace. [CUALQUIER CUENTO SIRVE A LOS CON Y FLEMATIC BRITTs PARA EL PIRATAJE. Cuando los aviones rusos pasen sobre Londres .. adiós a los modernos medievales]
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Israel lobby 'overplays' its hand on Iran . By arranging a visit of Netanyahu to the US, the Israel lobby has overplayed its hand
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Senate panel OKs Iran sanctions bill  [carrot & stick at the same time against a rabbit that is not in their ground.. what stupid game from the dirty couple in power. There is not sense of Governance at all. Whatever Obama said on Iran is wiping out in the Senate. This is a circus of chaos with too many clowns and no single manager]  
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US military superiority edge ‘eroding’ . The US is deeply concerned about the rapid military technological advances made by China and Russia, says a Pentagon official.
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Obama seeks largest military budget. Obama will unveil his fiscal 2016 budget proposal, requesting the largest base military budget in American history.
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MI5 secret docs expose failure in Libya. MI5 secret documents show failure in pre-revolution operations in Libya.
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US military superiority edge ‘eroding’ . The US is deeply concerned about the rapid military technological advances made by China and Russia, says a Pentagon official.
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Iran, EU3 end first round of talks. Iran and the EU3 end their first round of negotiations over Iran’s nuclear program in Istanbul.
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West facilitating rights abuses: HRW. Human Rights Watch says Western powers in some cases are facilitating rights abuses by the likes of ISIL Takfiri terrorists.
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‘100 Ukraine forces killed in east’. An official in Luhansk says up to 100 members of the Ukrainian armed forces have been killed in the past day.
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Gorbachev warns of US-Russia conflict . Former Soviet leader warns the US against the risk of a new Cold War with Russia.
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Press TV interviews pundit on Mideast. Press TV interviews Executive Director of the MIT Center for International Studies John Tirman.
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ZERO HEDGE



The Next War In The Middle East Has Begun And Israel Vows "To Act Powerfully On All Fronts". Submitted by Tyler Durden on 01/29/2015. Israel and Hezbollah are at war.  On top of everything else that is going on in the world, now we have a new war in the Middle East, and nobody is quite certain what is going to happen next.  Israel has been preparing for this moment for more than 8 years.  So has Hezbollah...
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The New Greek Finance Minister Has Some Questions For The World's Journalists. Submitted by Tyler Durden on 01/29/2015. "Our Foreign Minister, Nikos Kotzias, briefed us that on his first day at the job he heard in the news bulletins that the EU had approved new sanctions on Russia unanimously. The problem was that he, and the new Greek government, were never asked! So, clearly, the issue was not whether our new government agrees or not with fresh sanctions on Russia. The issue is whether our view can be taken for granted without even being told of what it is!" - Greek finance minister Yanis Varoufakis. "The EU's decision on Russia sanctions was unanimous", - European Union's Federica Mogherini
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"They're Out Of Their Minds" Gorbachev Slams US 'Triumphalism' For "Turning Cold War 'Hot'". Submitted by Tyler Durden on 01/29/2015. In November of last year, Mikhail Gorbachev first warned "the world is on the brink of a new Cold War." Then around the turn of the year he escalated his warning, fearing "a war of this kind could lead to a nuclear war," hoping that no one "loses their nerve in this overheated situation." Today, in an interview with Russian news agency Interfax, the 83-year-old former Soviet leader, asks "have they lost their minds?" raging that "the U.S. has already dragged us into a new Cold War, trying to openly implement its idea of triumphalism," warning that "the 'cold' war will "lead to a 'hot' war," concluding "The U.S. has been totally 'lost in the jungle' and is dragging us there as well."
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SYRIZA'S ORIGINAL 40 POINT MANIFESTO. Submitted by Tyler Durden on 01/29/2015.
The daily bulletin of Italy’s Communist Refoundation Party published today the apparently official program of the Greek coalition of the left, Syriza. Here the 40 points of the Syriza program... 
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Alexis Tsipras Most Outrageous Outburst Yet?. Submitted by Tyler Durden on 01/29/2015. "We should not accept or recognize the government of neo-Nazis in Ukraine"
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Thursday Humor: The Pros & Cons Of Fracking. Submitted by Tyler Durden on 01/29/2015 Gas prices are plummeting across America thanks in part to the country doubling its daily oil exports, which is made possible by chemical fracturing technology that scientists have said wreaks havoc on the environment. Here are some pros and cons of fracking: http://www.zerohedge.com/news/2015-01-29/thursday-humor-pros-cons-fracking
Pros
  • Blasts tens of thousands of gallons of chemicals deep underground, out of harm’s way
    Prompts important conversation about whether or not people have a right to clean water
    Chemical balance of breathable air getting a little staid
    Fact that shale well blowout could happen at any moment emphasizes ephemeral beauty of life
    Cancer research could use few more confounding variables
    Those hardest hit will be the voiceless
Cons
  • Dilutes perfectly good chemicals
  • Family history providing enough birth defects as it is
  • Class action lawsuits always take forever and are super boring
  • Noise of drilling day and night could keep up the oh-so-precious rural farmers who live nearby and need all the sleep their sweet little heads can get
  • Fewer excuses to spend time with oil-rich dictatorships
  • Gas still not zero dollars

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3 Things - Fed Mistake, ECB QE, Housing. Submitted by Tyler Durden on 01/29/2015. It is my expectation, unless these deflationary trends reverse course in very short order, that if the Fed raises rates it will invoke a fairly negative response from both the markets and economy.  However, I also believe that the Fed understands that we are closer to the next economic recession than not.  For the Federal Reserve, the worst case scenario is being caught with rates at the "zero bound" when that occurs. For this reason, while raising rates will likely spark a potential recession and market correction, from the Fed’s perspective this might be the “lesser of two evils.”
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Unleash The Veto: Senate Passes Keystone XL Pipeline Bill. Submitted by Tyler Durden on 01/29/2015. Following Congress, The Republican-led Senate just passed The Keystone XL Pipeline Bill - as expected:
*SENATE PASSES BY 62-36 BILL TO APPROVE KEYSTONE, DEFYING OBAMA
Nine Democrats joined all of the Republicans who were present in supporting the legislationNow, it is time for President Obama to unleash The Veto Pen...  [If Obama veto is signed It means that there is division among big corporations. If does not sign the veto, there is no difference between democratas & republicans, so the abstention in coming election will be the PEOPLES veto against both demos & reps]
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Cramer Does It Again: Box Is "Home-Run" In "Remarkably Healthy Market". Submitted by Tyler Durden on 01/29/2015. On Monday, none other than CNBC's Jim Cramer announced to his dwindling audience that "he's calculated that it's actually a remarkably healthy" market... The Dow is now over 300 points lower, despite his showing investors the "eight signs of a healthy market." However, it is his energetic pitch for the looming Shake Shack IPO on the heels of the "home-run" Box IPO (which is now below its release price and down well over 20% from the highs in 3 days) that, we suspect, confirms the utter collapse of his listening or viewing audience (no matter how 'wrong' the surveys are).
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 The Wreck Of The Monetary Hesperus. Submitted by Tyler Durden on 01/29/2015  History proves beyond a shadow of doubt that bubbles fueled by bad money ultimately splatter into a world of harm. The Fed is not only ignoring the coming storm, but is actually fueling its intensity with malice of forethought.
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Either Oil Soars Back To $88, Or Energy Stocks Have To Tumble By Over 40%. Submitted by Tyler Durden on 01/29/2015. The energy market in a nutshell: Either energy sector earnings have to surge by 70%, implying a near doubling of oil prices to $88, for the forward P/E multiple to return to normal, or the Energy sector prices have to crash from 549 today to 323, where it would trade down to its historic forward P/E multiple, suggesting a price drop of over 40%!
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Signs That The Economy Is Weakening.  by Lance Roberts of STA Wealth Management, Submitted by Tyler Durden on 01/29/2015. For months now we have been discussing that despite the "hopes" that this time is different, there is little chance that the U.S. can remain an island of economic prosperity in the sea of global deflation. The following series of charts all suggest that current hopes of surging economic growth in the U.S., over the next several quarters, will likely be met with disappointment.

For months now I have been discussing that despite the "hopes" that this time is different, there is little chance that the U.S. can remain an island of economic prosperity in the sea of global deflation. To wit:
"While none of this analysis suggests that a domestic recession is imminent, it does suggest that the hopes that the U.S. can "decouple" from the rest of the world's deflationary drags are likely misplaced. As shown in the chart below, the U.S. economy has historically been unable to achieve accelerating rates of economic growth when both the EuroArea and Japanese economies have been weak."

"The implications to investors are important. The current growth in domestic profits is one of the last remaining footholds of market "bulls." With valuations now expensive, interest rates near zero and yield spreads flattening, the risks to the markets have risen substantially. While this doesn't seem to be the case as markets push up against all-time highs; it is worth remembering that we saw much the same in early 2000 and 2007. This time is likely no different, only the timing and catalyst will be."

The following series of charts all suggest that current hopes of surging economic growth in the U.S., over the next several quarters, will likely be met with disappointment. I have added brief comments, but primarily you should judge for yourself.

LEI COINCIDENT TO LAGGING RATIO
The coincident-to-lagging ratio is like a "book-to-bill" ratio for the economy. It is hard to suggest that the economy is "firing" on all cylinders when this ratio is languishing at levels normally indicative of a recessionary economy.


This is why I point to the signs. The signs are everywhere that the market is currently a "bug in search of a windshield." It will eventually find one, and as the old saying goes, the last thing that goes through the mind of the bug is its ***.
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Putin Pivots Back: Russia Confirms Willingness To Provide Financial Aid To Greece. Submitted by Tyler Durden on 01/29/2015. We suggested the Greek pivot from Europe to Russia was building previously, and now, we get confirmation from Russia's finance minister Anton Siluanov that the pivot could be mutual, who told CNBC in the interview below:
*RUSSIA WOULD WEIGH FINANCE FOR GREECE IF ASKED, SILUANOV: CNBC
With fire and brimstone spewing from Germany over the potential for Greece to veto any and everything, it seems Russia may just have stymied Europe's leverage over the newly democratic nation.
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Ukraine Is "Pressing" Obama For $3 Billion In Financial Aid. Submitted by Tyler Durden on 01/29/2015. It would appear Gazprom has once again come knocking for payment - or else. As Bloomberg reports, Ukraine is pressing the Obama administration to provide political support, as much as $3b in financial aid and “non-lethal weapons,” with the goal of some progress by the end of February, Ukrainian Deputy Foreign Minister Vadym Prystaiko says. Of course, given Europe's agreement to further sanction Russia (asEU agrees more "punitive" steps are now possible) President Obama will be happy to lend Ukraine more American taxpayer money (despite the market's perception that Ukraine's default probability is over 80% - six year highs).
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The Fed Has Boxed Itself Into A Corner. Submitted by Tyler Durden on 01/29/2015. It appears markets are on the verge of learning just how damaging the unintended consequences will be from multiple years of extreme central bank promises now that the Fed has run out of the ammunition to keep the utopian market façade alive.  The structure of the ECB QE and the Greek situation make the backdrop considerably more troubling and difficult.
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Putin's Unexpected Victory: Europe Furious That Greece Is Now A Russian Sanctions Veto. Submitted by Tyler Durden on 01/29/2015 Two days ago, Zero Hedge first, and shortly thereafter everyone else, pointed out something stunning: the biggest surprise to emerge so far out of the new anti-Troika/austerity Greek government was not so much its intention to proceed with the first test of "Odious Debt" - this was largely known in advance - but its dramatic pivot away from Germany and Europe, and toward Russia: The most important message that Tsipras is sending to Europe is that (after meeting the Russian ambassador first upon his election) Greece is now effectively a veto power when it comes to future Russian sanctions!
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Initial Jobless Claims Collapse To 15 Year Lows But Shale States Job Losses Explode. Submitted by Tyler Durden on 01/29/2015. After 4 weeks missing expectations (and 3 above the crucial 300k mark), initial jobless claims totally and iutterly collapsed last week. Printing 265k (beating the 300k expectation by the most in years), the 13.9% drop WoW was the biggest since September 2005!!! This is the lowest initial claims data since the financial crisis and in fact the lowest since April 2000. But it is the story from the Shale states that is most troubling as initial claims through the 2nd week of January (data is lagged by state) show a massive surge in initial claims as unambiguously good news is very much not for many thousands across these regions.
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Bill Gross Slams Broken Capitalism: "Policymakers Must Promote A Future Which Offers Hope As Opposed To Despair". Submitted by Tyler Durden on 01/29/2015. "Officials at the Federal Reserve – the most powerful and strongest of Parker Brothers – seem to now appreciate the hole that they have dug by allowing interest rates to go too low for too long.... While there is no better system than capitalism, it is incumbent upon it and its policymakers to promote a future condition which offers hope as opposed to despair. Capitalism depends on hope – rational hope that an investor gets his or her money back with an attractive return. Without it, capitalism morphs and breaks down at the margin. The global economy in January of 2015 is at just that point with its zero percent interest rates."
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Germany Is Officially Back In Deflation: Stocks Slide. Submitted by Tyler Durden on 01/29/2015. For the first time since October 2009, Germany saw Consumer Price Inflation fall in January. Missing expectations for the 2nd month, Germany's deflationary 0.5% drop in CPI is the worst deflation since July 2009 and comes just 3 weeks after Europe broadly entered the dreaded deflation spiral of doom so many status quo economists are terrified of. Just a good job Draghi unleashed Q€ ... oh wait inflation expectations have tumbled since then too...  [es hora de cerrar el chiquero,  los cerdos neoliberales de Europa no tienen acogida en el propio Mercado… el sálvese quien pueda, es la ley… Alemania puede, no necesita del resto y menos de NATO.. ]
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2015 Currency Wars Year-To-Date Summary: 13 Rate Cuts, 5 Rate Hikes. Submitted by Tyler Durden on 01/29/2015. For those keeping track of currency wars around the globe, 2015 - a year in which two central banks, those of Switzerland and Singapore have already admitted defeat, is shaping up as nothing short of historic. As DB's summarizes: just about 31 countries have, in less than a month, eased in the form of 13 mostly "surprise" rate cuts, while just 5 have tightened monetary policy
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Submitted by Tyler Durden on 01/29/2015 - 07:26
  • Who Doubts Yellen's Policies? Summers for One (BBG)
  • Samsung, Apple Back in Dead Heat for Global Smartphone Dominance (WSJ)
  • Islamic State purportedly sets new deadline for hostage swap (Reuters)
  • Turkey's $7.9 Billion Mystery Money That's Simply Vanished (BBG)
  • How a Two-Tier Economy Is Reshaping the U.S. Marketplace (WSJ)
  • U.S. Prisons Grapple With Aging Population (WSJ)
  • Hasenstab Sees $3 Billion Vanish in Ukraine as One Big Bet Sours (BBG) - maybe he should BTFD, pardon, "invest" in Belarus next?
  • Belarus May Seek Debt Restructuring in 2015, President Says (BBG)

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