viernes, 24 de abril de 2015

APR 24 SIT EC y POL



APR 24 SIT EC y POL

ZERO HEDGE

Presenting De-Dollarization In One Simple Map. Submitted by Tyler Durden on 04/24/2015 - 21:30  Sometimes a picture is indeed worth a thousand words (or a thousand yuan) which is why we present the following map which shows all of the countries that have joined the China-led Asian Infrastructure Investment Bank with no comment other than to say "spot the odd G-7 nations out"...

----
----
The Rehypothecation Of Gold, And Why It Matters. Submitted by Tyler Durden on 04/24/2015. Claiming to own X quantity of gold is one thing, and reporting how many times the gold has been pledged as collateral is another.
The word rehypothecation  basic understanding means assets pledged by counterparties (such as the infamous copper stored in Chinese warehouses) are reused as collateral/repledged--in effect, the same assets are pledged as collateral multiple times. 
But beyond this, I have not had a clear understanding of how the rehypothecation of gold reserves threatens the whole shaky edifice of Infinite Greed, oops, I mean neoliberal capital markets.
               
China isgetting ready to release their gold reserves. That is, they will do like the Fed and say how much they have. We cannot call them on their real reserves, because then they can do the same to us. Now, if all the gold is still in Fort Knox and the Federal Reserve, then the US can call for a real accounting and show ours as well.

However, if we don’t and China does, and calls for the US to do the same, then a lot of fear enters the market. There is a reason that people say "never own paper metals." This is that reason. You might get the value of that gold, but it will be in fiat currency and if things are crumbling then fiat promises become flat losses.
Thank you, Scott, for the explanation. It's a funny thing about financial games; whatever the Mainstream Financial Media mocks as conspiracy theories often later turn out to be accurate.
In a transparent financial system, the citizens of the U.S. would be invited to tour Fort Knox (in small, secure groups, of course) and count the nation's gold directly. What's the harm in showing off the gold to anyone willing to go through security?

Why keep the nation's gold reserves so mysteriously secret? What's the point in being so cagey about it? Maybe rehypothecation isn't the reason for the secrecy; then what is? Fear of precisely what? Isn't gold supposed to be a foolish relic? What's the danger in letting people look at the foolish relic and count the bars and note the serial numbers on the bars? What's the risk in that?

I propose turning Fort Knox into a profitable tourist attraction. If gold is just a foolish relic, then charge $50 a person to wander around "our" gold. It's not like anyone can slip a heavy bar into their purse or pocket without being detected. Put it behind bulletproof glass if you want. What's the risk?
----
----
China Could Face "Sharp" Rise In Capital Outflows If Stocks, Economy Lose Momentum. Submitted by Tyler Durden on 04/24/2015. "The downside risk would be to have broad-based outflows if the macro story deteriorates further or the stock exchange collapses, which would create a confidence crisis,” one analyst tells Bloomberg, as capital continues to flow out of China. The country faces accelerating capital outflows, a looming economic downturn, and an epic stock market bubble, and ironically, efforts to combat the latter two problems are very likely to exacerbate the former.
----
11 Signs That We Are Entering The Next Phase Of The Global Economic Crisis.  by Michael Snyder via The Economic Collapse blog.  Submitted by Tyler Durden on 04/24/2015. Well, the Nasdaq finally did it. So if you invested in the Nasdaq at the peak of the dotcom bubble, you are just finally breaking even 15 years later.  Unfortunately, the truth is that stocks have not been soaring because the U.S. economy is fundamentally strong.  Just like the last two times, what we are witnessing is an irrational financial bubble.  Sometimes these irrational bubbles can last for a surprisingly long time, but in the end they always burst.  And even now there are signs of economic trouble bubbling to the surface all around us. 

The following are 11 signs that we are entering the next phase of the global economic crisis… [quotations for several point are skipped. Go to the art:  http://www.zerohedge.com/news/2015-04-24/11-signs-we-are-entering-next-phase-global-economic-crisis ]

#1 It is being projected that half of all fracking companies in the United States will be “dead or sold” by the end of this year.

#2 The rig count just continues to fall as the U.S. oil industry implodes.  Incredibly, the number of rigs in operation in the United States has fallen for 19 weeks in a row.

#3 McDonald’s has announced that it will be closing 700 “poor performing” restaurants in 2015.  Why would McDonald’s be doing this if the economy was actually getting better?

#4 As I wrote about the other day, we could be right on the verge of a Greek debt default.  In fact, we learned on Thursday that the Greek government has been “running on empty” for months…

 #5 Coal accounts for approximately 40 percent of all electrical generation on the entire planet.  When the price of coal starts to drop, that is a sign that economic activity is slowing down.  Just prior to the last financial crisis in 2008, the price of coal shot up dramatically and then crashed really hard.  Well, guess what?  The price of coal has been crashing again, and it is already lower than it was at any point during the last recession.

#6 The price of iron ore has been crashing as well.  It is down 35 percent in the last nine months, and David Stockman believes that this is because of a major deflationary crisis that is brewing in China…

#7 At this point, China accounts for more total global trade than anyone else in the world.  That is why it is so alarming that Chinese imports and exports are both absolutely collapsing

#8 The number of publicly traded companies in the United States that filed for bankruptcy during the first quarter of 2015 was more than double the number that filed for bankruptcy during the first quarter of 2014.

#9 New home sales in the United States just declined at their fastest pace in almost two years.

#10 U.S. manufacturing data has been shockingly weak lately…

#11 When priced according to “the average blue-collar hourly wage“, U.S. stocks are the most expensive that they have ever been in history right now.  To say that this financial bubble is overdue to burst is a massive understatement.

It may not happen next week, or even next month, but big financial trouble is coming.

And when it finally arrives, it is going to shock the world, even though anyone with any sense can see the coming crisis approaching from a mile away.
----
----
8 Charts That Prove The US Is Already In A Recession. Submitted by Tyler Durden on 04/24/2015. The evidence is mounting...
While broadly-speaking, both 'hard' and 'soft' macro data has disappointed, as we noted previously, the scale of those 'missed expectations' is stunning - worst since Lehman. While this is blamed on weather, the fact is that America had 30% less snow this year than last and still, as the following charts strongly suggest, the YoY drops are on a scale that screams "recession"...
US Macro Data has surprised to the downside on a scale not seen since Lehman...


----
----
 ====
The 'Relentless' Greek Debt Payment Schedule. Submitted by Tyler Durden on 04/24/2015. Greece, which owes €324 billion to the International Monetary Fund, the European Central Bank, and euro zone governments, faces a relentless debt payment schedule over the next few months.
As Bloomberg reports, little money has been coming into the country, however, and talks over the release of bailout funds are progressing slowly. The government has been meeting obligations by drawing on its cash reserves.
In a move that could keep the country afloat until the end of May, Prime Minister Alexis Tsipras ordered municipalities to transfer funds, estimated at about €1.5 billion, to the central bank.
----
Electric Car Sales Plunge To 4 Year Lows. Submitted by Tyler Durden on 04/24/2015. But low oil prices are supposed to be unequivocally good? On the day when Ford lays off 700 Michigan plant workers in small cars and hybrids manufacturing, The Detroit News reports that, according to Edmunds.com, sales of electric cars and hybrids are at the lowest level since 2011. What is even more worrisome, motorists who leased those first-generation cars, and have decided not to buy them, are turning them in, leaving dealer lots full of low mileage cars at huge discounts to new ones. As Edmunds concludes, while "the government's going to keep pushing it, there is time to pause right now."
----
Puerto Rico Warns Of Imminent Government Shutdown Due To "Liquidity Crisis". Submitted by Tyler Durden on 04/24/2015. "A government shutdown is very probable in the next three months due to the absence of liquidity to operate," Puerto Rico's finance officials warn, in an effort to shock lawmakers into action and avoid a potential "PRimbo".
----
"Greece Can No Longer Withstand The Waves Of Desperate People Arriving From War Zones". Submitted by Tyler Durden on 04/24/2015. "The EU and US need to hear the pleas coming from the southern European countries, as well as those of the refugees. The humanitarian catastrophe has reached large scale, with profound and irreversible consequences. Greece is paying a disproportionately high price, although Greece played no role in triggering this catastrophe. The EU and the US have the moral obligation, which is also consistent with their long-term interests, to take the necessary steps to put an end to the suffering of those in war zones, while at the same time preventing Greece’s collapse under the mounting pressure of refugees."
----
A Plot To Hold Down Oil Prices Or Just A Happy Coincidence?. Submitted by Tyler Durden on 04/24/2015. The recent unprecedented surge in oil imports has again prompted a review of things here. In a prior story, we wrote that the lack of capacity to process light sweet crude at refineries produced via shale plays could be playing a role in the stock build. As mentioned previously, refineries over the next 24 months are expected to add 700,000 B/D in capacity to handle this type of crude. In the meantime, we have noticed an unusual amount of crude being imported, possibly as a result of this imbalance in refinery capacity. Or could it be that a more sinister plot is afoot?
----
Submitted by Tyler Durden on 04/24/2015 - 07:38
  • Obama’s Drone-Strike Rules to Be Reviewed (WSJ)
  • Hostage locations difficult to track - and may be getting harder (Reuters)
  • Varoufakis Said to Take Hammering From Riled EU Ministers (BBG)
  • EU Frustration Mounts as Greeks Try to Bypass Aid Process (BBG)
  • Kleiner Perkins seeks almost $1 million in costs in Pao case (Reuters)
  • Google Misses, Caps Costs as Growth Slows (WSJ)... stock surges 
  • Oil prices trade near 2015 highs on Yemen worries (Reuters)
  • Pentagon Announces New Strategy for Cyberwarfare (NYT)
  • Bloomberg Oil at $65 Seen Freeing 500,000 Barrels From Shale Fracklog (BBG)
  • ‘Flash Crash’ Trader Navinder Sarao: It Was Wits, Not Bits (WSJ)
----

WASHINGTON BLOG

----
The World Happiness report finds that Mexicans are happier than Americans:

----
Does Peter Lynch’s Theory Translate To The Resource Sector?
When explaining what insider buying meant, Peter translated this from a company perspective; ignoring interest rates, and market forecasts. But when a company insider purchases company stock in the energy sector, management can’t afford to ignore oil price forecasts.

By James Stafford Of Oilprice.com
----
----
----
The Trans Pacific Partnership (TPP) would take sovereignty away from the American government … and hand it to a bunch of giant corporations, many of them foreign.  It would also take sovereignty away from state, county and local governments …
----
Obama expressed his desire for Saudi dictator Abdulaziz to continue his illegal assault on Yemen, “pushing for a continuation of the war” and announcing, mafia-like, that “the job is not done”.
----

GLOBAL RESEARCH

----
----
----

NOTICIAS EN ESPAÑOL

----
Entrevista al economista Leonidas Vatikiotis, miembro de la comision de auditoria de la deuda
----
TTIP Tratado de libre comercio entre la UE y EEUU
----
Acuerdo de libre comercio EEUU-UE
----
----

PRESSTV

US pushing Saudi to continue Yemen war. Fri Apr 24, 2015 Political analyst James Petras says the United States advised Saudi Arabia to continue its attacks against Yemen.
----
Drone strikes 'ugly part' of US wars. Fri Apr 24, 2015 US drone strikes against Muslim countries are an “ugly part” of American war fare, a political analyst in Boston says. [WHERE is the NICE one?]
----
Iran, P5+1 start bans removal draft. Fri Apr 24, 2015 A senior Iranian nuclear negotiator says Iran and the P5+1 countries have started drafting on removal of sanctions.
[the planned blackmail is on and IRAN still there playing this idiotic game]
----
‘US presence in Ukraine breaches truce’. Fri Apr 24, 2015 An analyst says the presence of 300 US paratroopers in Ukraine is in breach of the Minsk peace deal.
---
‘US presence in Ukraine breaches truce’. Fri Apr 24, 2015 An analyst says the presence of 300 US paratroopers in Ukraine is in breach of the Minsk peace deal.
----
$1.3 billion of Afghan aid missing . Fri Apr 24, 2015 The Pentagon cannot account for $1.3 billion of an emergency funding which was directly routed to US military officers in Afghanistan.
----
US Senate begins debate on Iran bill . Fri Apr 24, 2015 The US Senate is set to begin debate on bipartisan legislation that would give Congress the authority to review any final nuclear deal with Iran.
----

No hay comentarios:

Publicar un comentario