miércoles, 17 de junio de 2015

JUN 17 SIT EC y POL



JUN 17 SIT EC y POL

ZERO HEDGE


The statists are coming for your kids, and the conditioning has already begun...
----

"Greece not only does not have the ability to pay this debt, but also should not pay this debt first and foremost because the debt emerging from the Troika’s arrangements is a direct infringement on the fundamental human rights of the residents of Greece. Hence, we came to the conclusion that Greece should not pay this debt because it is illegal, illegitimate, and odious."
----
"If the federal government were to try and do something like [confiscation], the reality is: There is a motto in the office of almost every state legislator in Texas, and it’s a flag that we have [from the Texas Revolution], it’s below a cannon and what the motto says is, 'Come and Take it.'"
----
Somehow, in the stupor of false patriotic pride, Americans are unwilling to accept that their enemy is not scattered around the seven seas, as they are being told, but has pitched its bivouac tent right here at home; government and most endearing American institutions having been hijacked by a ruling elite that have placed Washington under their thumb. For self-preservation, America’s ruling elite might consider optimizing its position, not just domestically but internationally, by accepting conviviality as its foreign coup. A farfetched proposition...?  Of course; but world peace can benefit us all.
----
Reform is impossible in a system optimized for centralized power and financial predators and parasites. The predators and parasites will gorge themselves until the system collapses.
----

When and what will break the chains on gold by those seemingly omnipotent forces that so assuredly keep its price in check? In essence, the belief is (and I expect for most honest and impartial analysts this is true) that because there is potentially significant downside risk to a global monetary system built upon a currency to which gold represents the proverbial kryptonite (we’ll discuss why), there are checks in place within the system, to ensure that kryptonite doesn’t become too potent. The architects of the existing system would have been foolish not to implement checks on gold.
----
"Goldbug" Analysts Capitulation. Submitted by Tyler Durden on 06/17/2015

The gold market has been in a profound lethargy (at least in dollar terms) for over a year. This is as frustrating for the bulls as it is for the bears. These days we are witnessing an avalanche of bearish commentaries on the price of gold for the coming 6 to 12 months. The psychological $1,000 threshold is attracting analysts like a magnet attracts iron dust... They can’t continue to fight this market, because they’ve lost all their credibility, some capital, and are about to lose all of their clients! They capitulate... this is the kind of sign that is expected before a definitive trend reversal.
----
America, You're Fired!. Submitted by Tyler Durden on 06/17/2015
They call it "voting," and we're told it's our civic duty. But it's just an illusion. Just like in Caesar’s time, the election will go to the people who spend the most money. But we're not talking about the candidates. They're just puppets. Entertainers. We're talking about the people who bankroll them.
----
Two critically important themes which have far-reaching geopolitical and economic consequences came together recently when it became apparent that Gazprom had begun settling all crude sales to China in yuan. This marked the intersection of yuan hegemony and the death of petrodollar mercantilism. Now, the trend continues as Russia and China will de-dollarize hundreds of millions in natural gas settlements.
----
Reflecting on the rate hikes undertaken in the 2004-2006 period (ensuring the world not think that The Fed would repeat that) Janet Yellen appears to have thrown Greenspan and Bernanke under the bubble-blowing bus with an off the cuff comment that "with hindsight, The Fed should have hiked rates faster," during that period... which is odd since we assumed it was The Fed's job to inflate financial assets to prove the real economy was doing great?
----

Every Fed watcher’s favorite word these days is “lift-off”. As if the Fed’s first rate increase, whenever that comes to pass, is the ignition of some giant Saturn V rocket that will inexorably carry interest rates up, up, and away. Please. This is Narrative creation … really, Narrative abuse … of the first order. The next time you read or hear someone use the word “lift-off”, I’m begging you to remember Jim Mora’s classic press conference when he was asked about the Colts’ chances of making the play-offs, because it’s a dead ringer for what Janet Yellen is saying in her heart of hearts.
----
With 75% of invested capital trapped in private Unicorns, that’s pretty dry. So for now at least — it’s a roach motel. All this money is going in at higher, all time higher, valuations — but very little is coming back out. The optimists believe it’s just a matter of time... Bill Gurley thinks there is a dry bubble.
----
The Greece saga continues. This is a story that does not deserve to be derided by whines of “I’m sick of reading about Greece” and “If it weren’t for Greece”, blah, blah, blah. The next B level economic number that HFT traders can jump on is not more interesting nor important. This is a Western democracy, member of NATO and the euro zone in the throes of social and economic revolution. Their problems go to the very heart of EU problem... Today is the Fed’s day, but don’t dismiss this story for small mindedness.
----
Excluding All That Is Bad, Things Are Good.Submitted by Tyler Durden on 06/17/2015 [Nice sarcasm]
"...excluding Energy and rate sensitive sectors such as Telecom and Utilities, which have been bringing down the average, most sectors continue to show very strong breadth. In particular, Healthcare, Consumer Discretionary and Financial stocks continue to show very strong uptrends."
----

The Obese States Of America, And How To Profit From It. Submitted by Tyler Durden on 06/17/2015

As Americans continue to gain weight, heart attacks and emergency room visits should increase, doughnut consumption will rise, gyms will close, and healthy food stores will be stuck with inventory they cannot sell. But on Wall Street, greed is good. So if someone is going to have a heart attack, there's nothing wrong with making a few bucks from it right?
----
In its latest long-term budget outlook, the Congressional Budget Office  CBO has some troubling numbers. According to the CBO if the US wants to return back to its long-term debt/GDP average of 38% of GDP, it needs to boost revenues by 14% or slash spending by 13%. Alternatively, if it wants to keep debt/GDP at its current level of 74% of GDP, the US will need to boost revenues by 6% of cut spending by 5.5%.
According to the CBO, "mainly because of the aging of the population and rising health care costs, CBO's projections show a substantial imbalance in the federal budget over the long term, with revenues falling well short of spending. As a result, budget deficits are projected to rise steadily and federal debt held by the public is projected to exceed 100 percent of GDP by 2040, a level seen only one previous time in US history - the final year of World War II and the following year."
There's that World War II reference again.
----
----
Submitted by Tyler Durden on 06/17/2015 - 07:28
  • Greek central bank issues 'Grexit' warning if aid talks fail (Reuters)
  • Kerry says 'patience wearing thin' on Syria's Assad (Reuters)
  • Juncker accuses Athens of misleading Greek people (FT)
  • Al Qaeda kills two Saudis accused of spying for America (Reuters)
  • Hedge-Fund Bet Hits Pensions (WSJ)
  • ‘Flash Crash’ Trader Navinder Sarao Worked With Fund Network Now Under Investigation (WSJ)
  • 'Me? Rich?' U.S. presidential hopefuls play middle-class card (Reuters)
  • You’ve Been Warned: Central Bankers Turning Less Market-Friendly (BBG)
----

With the Fed's June FOMC statement in just over 7 hours and a Yellen press conference to follow shortly, one in which nobody expects the Fed will announces its first rate-hiking cycle in nine years despite repeated clues by Yellen that not only is there froth in the market but that the Fed has no dry powder to contain the next crisis when it emerges (even though a rate hike will catalyze the next crisis), traders have chosen to ignore the chatter from Greece which is getting worse by the hour, and unlike recent days, have bought risk overnight based on one simple technical: of the five press conferences in ten Fed meetings held by Yellen as Chairman, the S&P finished higher 80% of the time.
----

Syriza has stuck to what it said all along: negotiations are possible, but not about everything. Not about making a desperate people even more desperate. Not only is that useless and harmful to all parties involved in the talks, it’s also immoral. Granted, ‘immoral’ may be considered a subjective view too. Then again, it shouldn’t be. But let’s get real: What does any of this have to do with democracy anymore? And, more importantly, where does it leave the democratic rights of the Greek people? Do they need to be fed lies too to participate in this game?
----

TRNN INTERVIEW MICHAEL HUDSON ON QUANTITATIVE EASING & DEBT DEFLATION
EXTRACT:
Jessica:  Welcome to The Real News Network. I’m Jessica Desvarieux in Baltimore. Thank you, Michael, for joining us. So Michael, Now that the federal government though is talking about ending quantitative easing, also known as QE, who would be the winners and losers of this policy ending?

Michael Hudson.  The Federal Reserve created $4 trillion worth of credit electronically on its computers when the economy was in trouble in 2008. It could have used this $4 trillion to write down the debts. It could have used it to spend into the economy and create sort of a recovery. But instead it gave all the money to the banks, and its claim was that if you give $4 trillion to the bank reserves this is going to help the economy, because the bank is going to lend more money to the economy and drive it in, $4 trillion deeper into debt.
What happened when they did the quantitative easing. When they did it,  it drove interest rates down to, as I said, to a fraction of a percent, what did the banks do with the money? They didn’t lend to industry to hire, they lent to industry to essentially arbitrage. They lent to corporate raiders to buy out industrial corporations, and they, most of all, they lent to companies to buy back their own stock.

So in the last year alone, Standard & Poor’s and other agencies … the winners are going to be the corporations .. that are going to spend over a trillion dollars in buying back their own stock. Because they can borrow so cheaply, why not buy back their own stock with interest rates so low. So this trillion dollars is not going to be invested in new goods and services and production. It’s not going to be invested in hiring labor. So who will be the winners?

[LOSERS?] … Well first of all, the pension funds have been complaining that interest rates are so low that they haven’t been able to make enough money in their funds to be assured to pay the pensions that are falling due. The cities and states, California, New Jersey now, Illinois, are all saying wait a minute, we’re so far behind in our pensions because we haven’t been able to make the money, that we need higher interest rates in order to make enough money to pay the pensions. And the insurance companies have said, well, look, we need higher interest rates to solve the problem that we’re making so little money securely that we promised to pay all these annuities, and we may go broke.
So in principle the whole idea is to help the pension funds, insurance companies and retirees make enough money to live on. That’s the promise. But it’s a false promise. It’s just really the cover story.

[ Regarding losers and winners] So look at who the losers will be if the Federal Reserve stops quantitative easing. Well for one thing, if they raise interest rates here–and when they say stopping quantitative easing, Janet Yellen really means let’s raise interest rates and get them high again, as if that’s going to help the economy. Well  the first thing is -if the United States raises interest rates-  that’s going to push the dollar way up against the Euro, and most of all against third world and Asian countries. This means that countries that owe foreign debt, that’s almost all denominated in dollars, especially to the International Monetary Fund or the World Bank, they’re going to have to pay much more money in higher-priced dollars for their own currency. So this is going to aggravate debt deflation and defaults in third world countries.
Secondly, all of a sudden when they raise the interest rates, all this arbitrage that’s been occurring to bid up the stock market, to bid up the bond market and to bid up real estate markets is going to be reversed. Because if interest rates rise, banks are not going to lend as much money to buy stocks and they’re not going to make as much money to lend real estate.
[My comment:  The US is not going to be the winner is this situation –more QEs +raising interest rates- happens. Besides the above, exporting US products to world market with a strong dollar will make our products  less competitive .. we are going to be the losers at political & economic level if we raise interest rates .. simply,  third world countries won’t pay high interest rates .. they will exit the dollar-market .. we gona have a huge Greek situation]
FOR MORE NEWS FROM TRNN: http://therealnews.com/t2/latest-news
----
----

INFORMATION CLEARING HOUSE

Syria: a Serious Situation for Us All. By Roya Arab. I really wonder are human lives, cultures and histories that can be violated, dismantled and erased intentionally in so many places around the globe without it reverberating?
----
----
----
U.S. Terrorism List a Lesson in Hypocrisy. By DeWayne Wickham. If Cuba had its own list, America would take top spot.
----
----
Let Me Be Clear – Edward Snowden Is A Hero. By Shami Chakrabarti. The government, claiming Snowden has ‘blood on his hands’, is using scare tactics to shut down debate.
----
Making the Rich Richer Is Not Good For Growth, Says International Monetary Fund. By Oxfam. By releasing this report, the IMF has shown that ‘trickle down’ economics is dead
----
Prisons Without Walls. We’re All Inmates in the American Police State. By John W. Whitehead. Take the warning signs seriously. And take action because the paths to destruction are well disguised by those in control. This is the lesson of history.
----

GLOBAL RESEARCH

----
----

WHO: World Health Organisation’s classification of glyphosate as a ‘probable carcinogen’ (see [1] Glyphosate ‘Probably Carcinogenic to Humans’ Latest WHO AssessmentSiS 66) will be the final nail in the coffin for the world’s most popular herbicide and Monsanto’s flagship product.
----
----
----
----

NEWS IN SPANISH

"Posneoliberalismo no implica poscapitalismo”. Mateo Aguado/Carlos Benítez Trinidad. Entrevista a Alberto Acosta, economista y político

[ El anti-neoliberalism –entendido como NO al saqueo financiero del capital buitre –or vulture capital- y de grandes corporaciones que especulan con la deuda pública de países emergentes y NO al uso de derivatives and hedge funds para el mismo propósito. Se trata de un NO a los trucos financieros que derivaron de la Libertad al capital financiero imperial para operar en los mercados del mundo –según lo acordado en el Washington Consensus de 1985 y auspiciado por M- Tatcher y Reagan, luego de la experiencia neo-nazi de Pinochet en Chile por los Chicago boys .. La condena y respuesta a ese liberalismo tuvo sus antecedentes en el proyecto Glass-Steagall ACT de 1936 implementado en el US  por Franklin Delano Roosevelt  -FDR- para frenar los efectos que el liberalismo provoco a nivel mundial con la 1ra recesión mundial que se inició en 1929. El capitalismo quedo intacto –se protegió  al capital productivo y eso dio 40 años de prosperidad económica al imperio.  Con Nixon se empezó a desmontar el proyecto y finalmente fue Clinton quien oficializo el saqueo financiero mundial del nuevo capital especulativo, es decir, se decretó  la muerte del proyecto FDR y la apertura oficial de la nueva recesión mundial,  recesión hoy en proceso y de lo que la crisis del 2008 fue solo un anticipo. Otro anticipo post-neoliberal y quasi socialista fue la experiencia NO CAPITALISMO NI SOCIALISM STALINIANO que implemento Tito en Yugoslavia y Velasco en Perú. Estos fueron el prototipo de lo que hoy se conoce como SOES (State Own Enterprises) en Rusia y China. En este modelo, el capitalismo (el capital privado y el Estado como gestor  e inversor directo en economía) y el Socialismo (protección al capital productivo y del labor) caminan de la mano sin ser ni lo uno ni lo otro, ni capitalismo ni socialismo, solo anti-neo-liberales como lo sonio FDR. Si hay por tanto formula post-neo-liberal que es también post-capitalista  y esto no es solo realidad en Rusia y China, también lo es en algunos paises escandinavos de Europa. A esto apuntan varios de los teóricos, gestores y policy-makers del BRICS ]   
----
----
----
Europa. El futuro de Europa se juega en Grecia. Entre el corralito y el impago desde abajo. Pablo Elorduy.

[ Estamos ya en la finales del partido. Los griegos tienen control de su Banco .. solo falta financiarlos.. la voz y voto lo tienen los rusos y chinos .. El GREXIT  es ya una realidad que podrá ser penosa por un instante pero que les abrirá futuro más alla de la sumisión y esclavismo a los banqueros de la troika. Cualquier represión económica a Rusia y China por la troika va a ser respondida por varios paises de Europa que están dispuestos a desmontar la Union Europea y ya .. Los alemanes no tienen nada que perder si esto ocurre .. quizá solo la risita giocondina de donia Merkel..  el marco alemán regresaría a la escena y una posible alianza anti-NATO  les abriría el camino hacia un nuevo ciclo de prosperidad económica dentro del proyecto euro-asiatico que lidera China ]
----
----
Economía. Entrevista a Maria Lúcia Fattorelli, miembro del Comité de Auditoría de la Deuda Griega. "La deuda pública es un megasistema de corrupción institucionalizado". Por  Renán Truffi
----
----
----
----
II Cumbre CELAC-UE.  El Proyecto de Bolívar, el Plan Patria, firme contra la tesis de Monroe. Del Rosario Ignacio Denis
----
----
----
----
----
----

RT, SUPUTNIK y RECENT SHOWS

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

PRESS TV

US warplane policy over Russia ‘dangerous’ Wed Jun 17, 2015 The US deployment of advanced warplanes to Europe amid tensions with Russia is a “dangerous” policy by Washington.
----
Iran to continue supporting Iraq: Rouhani. Wed Jun 17, 2015 Iranian President Hassan Rouhani says the Islamic Republic will continue to support Iraq in its anti-terror fight.
----
West targeting Iraq unity: Leader. Wed Jun 17, 2015 Leader of Islamic Revolution Ayatollah Seyyed Ali Khamenei says the West seeks to undermine the unity of Iraq.
----
====

No hay comentarios:

Publicar un comentario