jueves, 13 de agosto de 2015

AUG 13 SIT EC y POL



AUG 13 SIT EC y POL

ZERO HEDGE



In a culture where vigilance is encouraged rather than labeled paranoia, in a culture where productivity is enabled rather than obstructed, in a culture where free thought is treated with interest rather than disdain,government holds no value. The only people who understand the true nature of government and still value the existence of an overreaching state are the people who would like to take advantage of the unchecked power such a state affords. We often call these people “elitists.”They often call themselves elitists. Big government serves only the interests of these elites. Everyone else is either a hapless victim of it, a useful idiot in service of it, or a revolutionary opposed to it.

[ Never coexist ? 
1- No in the mind of a naïve anarchist who reject the ABC of political science:  A. State-Govt  is the basic organization for a NATION  to exist.  B. The worse crime against a Nation is the suppression of its State (Case in point Irak, Libya, and now Syria. C. The worse political crime against democracy  -in current times- is the practice of “regime-Govt change” at the will of super-power nations (Case Chile and other elected goverments). 

2- The most advanced and rapid periods of Econ-Pol & Social development have been achieved worldwide when freedoms and central planning went hand-on-hand.  The most amazing balance between both Freedom & Central Planning  was achieve in America, during the Govt of FDR …. almost 40 years of continue development .. without the booms & busrt of the neoliberal system.

3- Twisting & decrying  the positive side of “elitism” inside any elected  goverment .. is another idiocy  of the anarchist. When a Govt serves the interest of the few  .. is a  symptom  & evidence of any type of dictatorship .. the worse:  Nazism-fascism-falangism  .. nothing to do with the best for all ..  (the elite of qualified & effective State manager) at the service of the whole nation and at the level  of Econ-Pol & sociology. ]
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Heading into the China session, offshore Yuan signaled a 1% devaluation was on the cards. Of course, all media eyes were focused on the disaster in Tianjin but after 3 days of what was supposed to a 'one-off' adjustment, The PBOC has in fact surprised with a modestly stronger fix at 6.3975 from yesterday's 6.4010 Fix. That leaves the CNY Fix devaluation to a 4.60% loss in 4 day. Of course, its a bit hypocritical of Americans or Europeans to regard the Chinese as mean and nasty and currency warriors because they're letting their currency adjust against a constantly-devaluing dollar and euro. The US has been devaluing the dollar for years, but that's a-ok for Western commentators, apparently. It appears - judging by the opening devaluation and closing intervention - that China is as set on crushing the herd of one-way carry traders as any export-enhancing currency debasement.
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"...Given that “transparency” has such positive connotations, it is hard to imagine a reversal of these measures. But the public interest would not be served if the internal deliberations of the US Federal Reserve or the Supreme Court were put on CSPAN, as some have demanded."

[ THE REAL PROBLEM IS "TOO MUCH CORRUPTION” .. from GOP neocons  & Hillary DEMs  ]
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The College Bubble 2.0 Submitted by Tyler Durden on 08/13/2015 

On Monday, we got some color on Hillary Clinton’s $350 billion plan to make college more affordable.  As we recently noted,.. As we recently noted, "there’s no way they’re going to pay it back.".. But at this point, extra funding is backfiring. Half of young graduates are either unemployed or only working part-time, which is a startling sign that the jig is up… College is in a bubble, and it is going to pop soon...

[ From one fiasco to another .. Do you remember Hillary’s health bubble fiasco? .. same circus again ]
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"John and Volcker discussed all the pitfalls of Keynesian and monetarism and Volcker didn’t rule out an eventual collapse of the dollar and second deflationary depression. I remember Volcker asking John when he would begin dropping short term rates and John commented that rates would have to drop soon or else the economy would fall off a cliff. It’s interesting that it wasn’t long after our session that rates started to come down. John Exter spelled out his scenario for Volcker and warned him of how badly the Keynesian experiment would end if it went on for an extended period of time. Volcker just sat there and listened and showed his concern."
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What Happens Next?. Submitted by Tyler Durden on 08/13/2015

The last three times Asian currencies collapsed against the US Dollar at this rate,the global financial system was shaken to the core. With China piling on this time, we wonder - what happens next, as a tsunami of deflation is exported towards the shores of the "we'll hike no matter what" Fed's American shores...
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All of this raises an interesting question about the future of the US dollar. Becauseif an economy as large and powerful as China’s has had to concede defeat, does this mean that “King Dollar” will rule forever? No chance.
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Everyone knows the disparity between CEO pay and worker pay is vast in America. Now, the SEC is set to require companies to publish how much more their executives make than their employees. According to Bloomberg, at least one of these 11 CEOs "may have some explaining to do."

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Submerging Markets.  Submitted by Tyler Durden on 08/13/2015 

New lows in Mexico, Brazil, Peru, Chile, South Korea, Taiwan, Malaysia, Australia, Indonesia, and Thailand... but apart from that - Fed rate hikes and Yuan devaluation are irrelevant?
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As Bernie Sanders moves ahead of Hillary in one poll, we thought it ironic that the wave of socialism is showing up in American consumer confidence data...

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Which States Will Suffer The Most From China's Devaluation?.  by Jim Quinn via The Burning Platform blog,  S-by Tyler Durden on 08/13/2015

In case you missed it, China has devalued their currency for three consecutive days. The devaluation has been just under 5% and it has caused markets around the world to implode. This is just the beginning. They plan on devaluing their currency by 10% in a desperate attempt to revive their floundering economy. What they are really doing is crushing the economies of the US, Europe and Japan as their companies have a harder time competing in world markets.

Without the tremendous increases in exports to China, these states would be in far worse shape than they already are. When this devaluation is complete, the companies in these states will be 10% less competitive. Their exports will decline. When exports decline, companies fire workers.
Get ready. The fireworks are just beginning. Fourth Turnings sure are entertaining.

Those who don’t think the US is heavily dependent on China as a market are delusional. Check out this chart.


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Total business inventories for June rose 0.8% MoM - the biggest rise since Jan 2013. Great news for Q2 GDP as we stacked 'em high, but as sales lagged dramatically, the inventory-to-sales ratio hit a new post-crisis high at 1.37, flashing a very recessionary level going forward (dampening hype hope for Q3 GDP). Once again it was autos that saw the biggest relative jump in inventories (+1.4% MoM) relative to sales (-1.5%).
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Earlier this week, Russian Foreign Minister Sergei Lavrov met with his Saudi counterpart Adel al-Jubeir to discuss options for Syria’s future. At the post-meeting press conference, Russia's top diplomat let his real feelings for the Saudis slip.
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Consider... Zero Interest Rate Policy and a 42-year low in the 4-week average initial jobless claims data... one of these things is not like the other... What Happens Next?
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Minutes from the ECB's July meeting underscore the central bank's misgivings about the pace of growth and inflation but more importantly, the governing council hinted that it would be ready to move if "financial developments in China" should conspire to further derail progress.
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The Greek parliament is expected to meet on Thursday for a final vote on the country's new €86 billion aid package. PM Alexis Tsipras, with the help of opposition lawmakers, will likely succeed in passing the draft, which includes some 40 new laws. Meanwhile, Greeks are increasingly staging Grexits of their own by eschewing the euro in favor of alternative payments systems.
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Submitted by Tyler Durden on 08/13/2015 - 07:46
  • China central bank tries to soothe global markets, says no reason for yuan to fall further (Reuters)
  • Huge blasts at Chinese port kill 44, with hundreds injured (Reuters)
  • China efforts to slow yuan fall hoist Europe shares, bond yields (Reuters)
  • Greek Economy Unexpectedly Surged Before Capital Controls (BBG)
  • Joe Biden Is Sounding Out Allies About a 2016 Bid (WSJ)
  • U.K. Tries to Kick-Start Shale Gas With Planning Speedup (BBG)
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With everyone now focused on what China's daily Yuan fixing will be ever night, there was some confusion why last night the PBOC decided to devalue the CNY by another 1.1% to 6.4010, despite its promise that the devaluation would be a "one-off" event, taking the 3 day devaluation to just about 4.5%. However, subsequently in a press conference, central bank vice-governor Yi Gang said that the PBoC will continue to step in when the market is ‘distorted’, that there is no economic basis for the Yuan to fall continuously and that it will look to keep the exchange rate ‘basically stable’. The Vice-Governor also said that the PBoC will closely monitor cross-border capital flows and that reports suggesting the Central Banks wants to see the currency depreciate 10% are ‘groundless’. Which is ironic considering after just 3 days, the PBOC is already half the way there!
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GLOBAL RESEARCH


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NEWS IN SPANISH

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Ecuador  Qué pasó con el Yasuní? (I). Carmelo Ruiz Marrero
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Derrotar al neoliberalismo. Eulogio Gonzalez
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RT-SPUTNIK & LATEST SHOWS


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Cross Talk. Iran: Game changer?
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 Cross Talk.  When China rules
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PRESS TV

'ISIL hackers steal US military data'. Thu Aug 13, 2015 The ISIL Takfiri group has released a hit list of US military personnel complete with sensitive details it claims it obtained through hacking.
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'Mercedes-Benz pays compensation to Iran' . Thu Aug 13, 2015 German carmaker Mercedes-Benz has paid Iran Khodro 42 million euros in compensation for leaving Iran in the heyday of Western sanctions on the Islamic Republic, Tehran-based media reports say.
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India lines up $1.4 billion to pay Iran debt . Thu Aug 13, 2015 The Indian government has asked the country’s refiners to prepare $1.4 billion for payment to Iran in an outstanding oil debt, media reports from New Delhi say.
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Syrian army repels Aleppo attack. Thu Aug 13, 2015 Syrian government troops repel another attack by Takfiri terrorists.
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Yuan fall fuels China-West currency war . Thu Aug 13, 2015 China devalues the yuan for the third straight day, raising new fears that the measure could bring a fresh wave of price weakness to the West and trigger a currency war.
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Iran to go ahead with nuclear R&D: Salehi. Thu Aug 13, 2015 Iran’s top nuclear official says the country will continue research and development (R&D) activities in the field of nuclear energy.
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