viernes, 26 de junio de 2015

JUN 26 SIT EC y POL



JUN 26 SIT EC y POL

ZERO HEDGE


Greek PM Tsipras just delivered the biggest Friday night bomb in recent European history: he stunned the Troika and his peers in Europe with the biggest shocker of all - a referendum announcement, aka the Greek "nuclear option", something which cost his predecessor George Papandreou his job. At this point there is no turning back, and the Greeks - of which 80% want to stay in the Euro even as 80% want an end to austerity - will get to choose their own fate. Whatever choice they make, they will now only have only themselves to blame.
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The Fed's QE policies of recent years have, for all intents and purposes told the world that “the dollar is our currency and your problem.” And, in recent years, the dollar has been a genuine problem for a number of emerging countries. Following this traumatic event, and the change in the perception of US stability, China went around the world and invited the likes of Brazil, Indonesia, South Africa, Turkey and Korea to shift some of their China trade away from the dollar and into renminbi. China started doing this in 2011 and, as we see it, the renminbi’s attempt to become a trading currency is potentially one of the most important financial developments. Yet no-one seems to care.
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What Would Happen In Case Of Grexit? .  by Pieter Cleppe, of the independent think tank Open Europe in Brussels.   Submitted by Tyler Durden on 06/26/2015 [Here only extracts ]

An extensive look at what would happen if Greece were to leave the Eurozone, through a legal fudge.
1.    Default
If Greece wouldn’t have already defaulted before it would introduce a new currency, Grexit would  make it virtually certain that the country would default. It’s not wise to take out a considerable loan in a foreign currency, but that’s what Greece has done since 2001, when it entered the Eurozone. If Greece would introduce a new currency, which then likely would lose value against the euro, it would still need to pay back its debt in euro, which woud appreciate in value as compared to the new Drachma, making this task even harder.

2.    The Greek banking system would be cut off from the ECB’s cheap money canal, with real austerity to follow
A default would only relieve Greece from its excessive external public debt burden, not from the exposure it has to its banking system. Almost half the “capital” in the four largest Greek banks really consists of “deferred tax assets” or discounts on future tax bills. When banks make no profit, they won’t enjoy such discounts.

3.    Depreciation of the new Greek currency
As explained, the main problem of Greece’s Eurozone membership wasn’t so much the fact that it had an overvalued currency, but rather that the euro served as a massive debt machine for the country. Still, the country did lose a lot of competitiveness, contributing to the inability to serve its debt obligations, after it entered the euro. One must give Greece credit for having partially restored competitiveness, through labour market reform, rising 48 places in the World Bank’s Doing Business report between 2010 and 2015. Given that the currency would lose value, economic sectors like tourism may benefit, but this effect has already been partially achieved by the efforts to achieve an “internal devaluation”.

4.    (Long term) Contagion
A more likely risk is long term contagion. Grexit would set a precedent. After Grexit, once another Eurozone state would get in trouble, much more money may be needed to assure that the country would stay in, for example Portugal. This may make it less likely that Eurozone countries would bail out Portugal, in turn raising attention to Italy and Spain, increasing the chance of a complete Eurozone break-up.

Conclusion:
Regardless of whether one thinks the Eurozone should be broken up or not: if it can only survive through continuous transfers, states mingling into each other’s national policy choices, which strains once-beneficial relations between European countries, it may not be such a great idea to continue with it. Those who believe that if only we do a few more transfers, everything may turn quiet, have been trying for five years. There will be no calm in a transfer union which lacks sufficient political unity. But perhaps the euro can survive, without transfers. Those who believe so, and I doubt that they're right, may now try Grexit to prove their point.
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"A judicial victory doesn’t automatically translate into a political victory, let alone a policy success."
In a free society, debate is over only when the people decide it’s over.
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"When I think of America’s place in the world today, the image that comes to mind is of a very large animal, perhaps a huge bull elephant or even prehistoric mammoth, which long roamed as the unchallenged king of its domain but has become trapped by its own missteps, as caught in a tar pit or some quicksand, and it is violently flailing about, making a terrifying noises in its effort to free itself and re-establish its authority. Any observer immediately knows the animal ultimately cannot succeed but certainly is frightened by the noise and crashing that it can sustain for a considerable time."
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It is impossible to wean an economy that relies on debt and leverage for its "growth" of excessive debt and leverage.
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Greece is the proverbial early harbinger of everything that’s wrong with the world, and of everything that could be done about it.
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Submitted by Tyler Durden on 06/26/2015 - 07:33
  • Chinese Stock Plunge Leaves State Media Speechless (BBG)
  • China’s Market Selloff Accelerates (WSJ)
  • Any Deal on New Greek Bailout Funds Put Off Until Weekend (WSJ)
  • ECB keeps ELA funding limit for Greece unchanged for third day in a row (Reuters)
  • Impoverished Greek City Stands With Alexis Tsipras (WSJ)
  • Why It Won’t Be a Default If Greece Misses IMF Payment Next Week (BBG)
  • Valeant Makes Takeover Approach to Zoetis (WSJ) - or how Ackman assures himself another good T+3 quarter
  • Obamacare ruling puts Supreme Court on hot seat in U.S. presidential race (Reuters)
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INFORMATION CLEARING HOUSE


US To Begin Invasion of Syria. By Tony Cartalucci
US policymakers sign and date paper calling for the division, destruction, and US occupation of Syria.
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Neocons pushing for an explicit alliance with Al Nusra are thus attempting to plunge the U.S. ever more deeply into a growing sectarian war.
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“If that coup, meaning violent overthrow of an elected government, had not happened, we would not be in this situation and the Ukrainians would have been spared this,” US US Congressman from California Dana Rohrabacher stated.
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The Empire is once again on the offensive. It is shaking with fury. It is ready to invade, to smash, burn to ashes all the hopes, all that which had been achieved.
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Greece – The Way Out. By Peter Koenig
What the troika is doing to Greece these days is the pinnacle of financial terrorism. It is economic waterboarding.
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They are keen to inflict a political defeat on a leftwing government that has dared to challenge the European status quo.
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