miércoles, 19 de agosto de 2015

AUG 19 SIT EC y POL

AUG 19 SIT EC y POL

WALL STREET LATEST NEWS

This fall, the International Monetary Fund (IMF) will meet to discuss sweeping new global currency rules. This could drastically impact the U.S. dollar and its use worldwide, virtually overnight. Already, it appears that three or more well-known American billionaires could be preparing for this huge currency shift. They're moving considerable sums of money out of the stock market and into hard assets like gold and real estate. Experts say this announcement could trigger one of the most profound transfers of wealth in our lifetime. Click here to see full analysis of the situation by a renowned PhD currency expert
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ZERO HEDGE

Lehman's Gift To Jeb Bush For Funneling Pension Money: A $1.3 Million Consulting "Job". Submitted by Tyler Durden on 08/19/2015. [ These elections are full of corruption in both sides Dem & GOP ]

At this point, it almost feels like kicking someone while he’s down. Jeb Bush can’t even stand up to Donald Trump, let alone his own growing series of scandals.
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Last year, when alternative economic analysts were warning that the commodities crush and oil crash just after the taper of QE3 were blaring signals for a downshift in all other financial indicators, the general response in the mainstream was that we were overreacting and paranoid and that the commodities jolt was temporary. Perhaps the fact needs repeating that it’s not paranoia if they are really out to get you.Only a short time later, it is truly amazing how the rhetoric from the mainstream economic yes-men is changing. So now that the mainstream is willing to report on clear economic dangers, what happens next?
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At the risk of sounding like a broken record we'd like to say a bit more about economists' tendency to get their monetary history wrong; in particular, the common myths about the gold standard. If there's one monetary history topic that tends to get handled especially sloppily by monetary economists, not to mention other sorts, this is it.Sure, the gold standard was hardly perfect, and gold bugs themselves sometimes make silly claims about their favorite former monetary standard. But these things don't excuse the errors many economists commit in their eagerness to find fault with that "barbarous relic." The point, in other words, isn't to make a pitch for gold.  It's to make a pitch for something - anything - that's better than our present, lousy money.
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In particular, I'd like to take aim at common myths about the gold standard. ..    Sure, the gold standard was hardly perfect, and gold bugs themselves sometimes make silly claims about their favorite former monetary standard.   But these things don't excuse the errors many economists commit in their eagerness to find fault with that "barbarous relic."

Here is a "jump to" list of the 10 points covered:

1. The Gold Standard wasn't an instance of government price fixing. Not traditionally, anyway.
2. A gold standard isn't particularly expensive. In fact, fiat money tends to cost more.
3. Gold supply "shocks" weren't particularly shocking.
4. The deflation that the gold standard permitted  wasn't such a bad thing.
5.  It wasn't to blame for 19th-century American financial crises.
6.  On the whole, the classical gold standard worked remarkably well (while it lasted).
7.  It didn't have to be "managed" by central bankers.
8.  In fact, central banking tends to throw a wrench in the works.
9.  "The" Gold Standard wasn't to blame for the Great Depression.
10.  It didn't manage money according to any economists' theoretical ideal.  But neither has any fiat-money-issuing central bank.
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The PBOC set the Yuan fix 0.08% stronger - the biggest 'strengthening' in 2 months, which is interesting because  The IMF's confirmation of a delay to Yuan inclusion in the SDR basket to Oct 2016 (pending a year-end decision) asked for more flexibility. For the 3rd day in a row, The PBOC injected massive liquidity (120bn today, 110bn yesterday, 120bn Monday). Shanghai margin debt declined for a 2nd day in a row and Chinese stocks look set to open weaker.

[ The aim of IMF is to save “the dollar”  & allied currencies now in big trouble. .. China do not need such “basket” .. their aim is to compete with those in the basket .. by relying on gold .. Who control the huge market .. is what is at stake. .. In this regard: China is winning this currency war .. and is the IMF that wants China inside the basket .. Not in reverse]
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The rise of populism is not just a U.S. issue.Globalization and deregulation, especially with regard to the open adoption of new technology and work structures, is increasingly being called into question. As we have discussed previously, there is increasing potential that major political and economic changes will emerge from this vote. The emergence of Donald Trump and Bernie Sanders is a reflection that the populists want a change in the direction of American policy. We will be watching closely to see whether any serious changes result.

[ TWO FACTS are clear: 1st. The bubble Trump was artificially inflated to cope with the Clinton-mafia menace .. Trump contribute to put down such nasty figure. 2nd fact: None of them –neither Hillary nor Trump –both of them added- have even 50% of the national electorate. “As The Hill reports, Donald Trump tops Hillary Clinton (45% to 42%) in the latest poll from swing-state North Carolina. Clinton tops Jeb Bush and Rand Paul, so there's that, but eight Republicans (including Trump) are beating the former secretary of state”. YOU CAN TAKE WHATEVER “RELIABLE POOL” TO VERIFY THIS FACT. .. MEANING: the dirty couple have destroyed themselves and they do not have real candidate. It is up to the population to help TO put together and alliance of the best in both collapsing parties (to me the alliance between SANDERS & RAND PAUL) and bye bye to the nasty figurines of the dirty couple. THAT IS THE ONLY LIKELY OPTION TO REBUILD AMERICA  ]
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When we see guys like Bernie Sanders get visibly angry at guys like Alan Greenspan it behooves all of us to go beyond the entertainment of it or some prima facie agreement and to truly understand why the anger is justified. If we were to all take the responsibility to understand the lifeblood of our American existence i.e. the economy, we will most certainly be moved to remove not only the policymakers but the system that together serve only those at the top of the economic food chain and at a cost to the rest of us. When we do we will be asking why in the hell is no one yelling at Janet Yellen??
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[Check these graphs and convince yourself about the reality of our economy]. OPEN: http://www.zerohedge.com/news/2015-08-19/clusterfed-bonds-bullion-pumped-while-stocks-dollar-dumped
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To keep the credit induced boom going,policy makers have convinced themselves that more credit and more money, provided at ever lower interest rates, are required. Why then, as The FOMC Minutes just showed, do the decision makers at the Fed want to increase rates? If Fed members follow up their words with deeds, they might soon learn that the ghosts they have been calling will indeed appear — and possibly won’t go away. The sooner the artificial boom comes to an end, the sooner the recession-depression sets in, which is the inevitable process of adjusting the economy and allowing an economically sound recovery to begin.
As The FOMC Minutes just showed, The US Federal Reserve is playing with the idea of raising interest rates, possibly as early as September this year. After a six-year period of virtually zero interest rates, a ramping up of borrowing costs will certainly have tremendous consequences. It will be like taking away the punch bowl on which all the party fun rests.

Subtitles in this art:
1- Low Central Bank Rates have been Fueling Asset Price Inflation
2- A Brief History of Low Interest Rates
3- Why Raise Rates Now?
4- Conclusion:
In any case, if Fed members follow up their words with deeds, they might soon learn that the ghosts they have been calling will indeed appear — and possibly won’t go away. For instance, higher US rates will suck in capital from around the word, pulling the rug out from under many emerging and developed markets.
 To be on the safe side: It would be the right thing to do. The sooner the artificial boom comes to an end, the sooner the recession-depression sets in, which is the inevitable process of adjusting the economy and allowing an economically sound recovery to begin.
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Market pundits robotically suggest that the Fed should not raise rates because inflation is too low.  Well, if zero rates and $4 trillion in asset purchases did not boost inflation, do they really believe that another few months at zero rates will do the trick?  Some Fed researchers are actually asking whether policies have become counter-productive to their dual mandates. The path to rate normalization will not come without pain.On the contrary, there will be a difficult period, potentially even a damaging recession.  Fed doves will likely feel vindicated.  However, while a period of hardship is likely inevitable, purging both bad businesses and market speculation is vital for long-run economic health and will allow more productive businesses to evolve over time.
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Having waited for over a year for the Ukraine civil war/conflict to be relegated to back page status, if that, Putin has finally given the green light, and as Xinhua reportsleaders of the self-proclaimed "Donetsk People's Republic" are planning to hold a referendum on seceding from Ukraine and joining Russia, the Donetsk-based Ostrov news agency reported Wedne
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1. China Hard Landing - Last week China decided to devalue their currency which brings into question the strength of the global economy.
2. Football - With football season kicking off, there are a lot of Fantasy Football lineups to be filled out.  Paying attention to the draft is much more important than a 0.25% rise in short term interest rates.
3. Off The Highs - The market has been range bound almost the entire year.  The S&P 500 recently had a couple of brief scares below 2100 but Janet (Yellen) is looking for 2150-2200 before a rate hike can even be put on the table (Update: $SPY just went below 200DMA).  The US equity market is currently in the 3rd longest bull market ever.  Janet will not settle for anything less than gold (which is now also worthless).
4. The Plague - With a couple of cases of people catching The Plague in California and Colorado, Janet doesn't want to further sicken the market by raising interest rates.  See last year's Ebola scare.
5. Commodities and Inflation - Prices of most commodities have been hammered the past few years (still waiting to see this tax cut passed on to the consumer).  This weakening of commodity pricing could be bad news if it is a sign that global demand is also weakening.  The Fed has also been keeping their eye on inflation (deflation), but we haven't hit the magic 2% inflation target since 2012.
6. Donald Trump - With Donald Trump leading the polls and dominating the news, this gives Janet the perfect distraction to kick the can until after the 2016 election.  An even better distraction would be for Janet to announce her plans to run for President.  I'd vote for her, but only if she agrees to nominate me as Treasury Secretary.
7. IMF Warning - Back in June, the International Monetary Fund (IMF) warned about potential risks of a Fed tightening.  At this point, the Fed's only job is to fall in line and listen to what the IMF says.  If they can "fix" Greece, I'd swallow my pride and listen to them too.
8. Addiction - We are addicted to free money (and fast food). Once an addict, always an addict.  From the federalreserve.gov website: "Low interest rates help households and businesses finance new spending and help support the prices of many other assets, such as stocks and houses."  Key emphasis on stocks.
9. Labor Market - The Fed won't raise rates because we haven't hit our full unemployment (moving) target.
10. The Ghost of 1937 -  I know it sounds super scary.  Anyways, about 80 years ago the Fed tried to pull off an unsuccessful rate hike after the Great Depression causing another recession and a 50% market decline.  Good enough for me.  If it happened 80 years ago it MUST be exactly the same today because nothing has changed since then.
Bonus: In case I'm wrong and the Fed does raise rates at least we know they can always lower them again when things turn to shit.
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“Over the past five years, our businesses have created more than 11 million new jobs. Our economy is growing and creating jobs at the fastest pace since 1999.” - President Obama
Despite those feel-good headlines, the average American is far, far from solid financial footing.
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Naysyers are warning that the recent plunge in Bitcoin prices - from almost $318 at its peak during the Greek crisis, to $221 yesterday - due to growing power struggle over the future of the cryptocurrency that is dividing its lead developers could spell the end of the cryptocurrency. On Saturday, a rival version of the current software was released by two bitcoin big guns. As Reuters reports, Bitcoin XT would increase the block size to 8 megabytes enabling more transactions to be processed every second. Those who oppose Bitcoin XT say the bigger block size jeopardizes the vision of a decentralized payments system that bitcoin is built and represents a "governance coup.". However,the turmoil in the price also coincides with some rather notable global macro events from Asia (where Bitcoin is extremely popular).
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One Word Defines This Era: Stagnation. Submitted by Tyler Durden on 08/19/2015 

what have we accomplished?

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The Next Leg Of The Commodity Carnage: Attention Shifts To Traders - Glencore Crashes, Noble Default Risk Soars. Submitted by Tyler Durden on 08/19/2015

One month ago we asked: "Which will be first: Trafigura, Mercuria or Glencore." Today we got our answer.
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"Evidence in support of Bernanke's view of the channels through which QE works is at best mixed. There is no work, to my knowledge, that establishes a link from QE to the ultimate goals of the Fed inflation and real economic activity. Indeed, casual evidence suggests that QE has been ineffective in increasing inflation."
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After yesterday's slamming efforts, precious metals are well bid this morning following the USD flash crash this morning.Silver has regained yesterday's losses and gold is hitting one month highs...
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Now that the PBoC has created a situation where it’s forced to prop up the yuan via open FX ops just about as often as it’s forced to prop up the SHCOMP via China Securities Finance, concerns are growing about liquidity and a severe tightening of money markets, prompting the PBoC to inject hundreds of billions in emergency funding.
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Submitted by Tyler Durden on 08/19/2015 - 07:46
  • $1 trillion in Emerging Market outflows in the past 13 months (FT)
  • German lawmakers back third Greek bailout (Reuters)
  • Dutch government faces test in "junkie" Greece debate (Reuters)
  • China c.bank offers selected banks medium term lending facility (Reuters)
  • Another "expert network" busted: Promontory settles over StanChart probe (FT)
  • Angola to Ship Most Crude in Four Years to Meet Asian Demand (BBG)
  • Hackers dump data online from cheating website Ashley Madison (Reuters)
  • Yuan’s Devaluation Brings Losses for Some (WSJ)
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With a Greek payment to the ECB due tomorrow, there was no doubt that Germany's parliament would ratify the Third Greek bailout, and the only question was whether political opposition to a Greek rescue would be larger or smaller than expressed in the last such Bundestag vote on July 17. Sure enough, following a speech by Schauble urging his fellow MPs to give Greece a "chance for a new start", moments ago the German parliament approved the third bailout with 454 votes for, 113 against - of which 63 were Merkel's lawmakers - and 18 abstentions.
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Only The Date Is Unknown. Submitted by Tyler Durden on 08/18/2015  [ Nice picture ]

TO SEE THE PICTURE PRESS THE TITLE
The US and world economies are frauds that are coming unraveled. The Greek bailout is the most recent example of “kick the can down the road” solutions. The US housing bubble was an attempt to cover up/recover from the dot-com bust. Now the US is in a financial bubble engineered to recover from the housing bubble debacle. Soon this bubble will burst. Only the date is unknown.
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NEWS IN SPANISH


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Bolivia. Respuesta a  “llamado a la reflexión": Sobre el papel de las ONG en Bolivia y su financiamiento. Álvaro García Linera
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Ecuador La represión como límite. Raúl Zibechi y Decio Machado
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Ecuador. -Pese a la agresividad de la derecha.  Avances socio-económicos en Ecuador
Hedelberto López
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Cultura. Reseña de “En la fragilidad de la vida”, de Joaquín Sánchez Sánchez. Precariedad de la existencia y conflicto social. Enric Llopis
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Opinión. -Entrevista radial con James Petras.  “En Brasil se está dando la desintegración de la política centrista que impuso Lula". Efraín Chury Iribarne
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Bolivia. -Energía asediada. Andrés Soliz Rada
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Chile. -Entrevista con Verónica de Negri.  “En Chile la represión sigue, como sigue el programa impuesto por Pinochet”. Andrés Figueroa Cornejo
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Chile. Propuestas para una alternativa de Izquierda.  Chile requiere cambios de fondo. Jorge Franco
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Colombia.  -El “congresito” de Santos. Alberto Pinzon Sánchez
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GLOBAL RESEARCH


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PRESS TV


Iran says committed to supporting Syria. Wed Aug 19, 2015 Iran's Parliament (Majlis) Speaker Ali Larijani says Tehran will continue providing humanitarian assistance to the Syrian nation.
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‘US out to fuel violence in Muslim states’. Wed Aug 19, 2015 Iran’s Velayati says the US tries to spread violence and extremism inside the Muslim nations.
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Turkey’s Erdogan predicts early elections. Wed Aug 19, 2015 President Erdogan says Turkey is headed toward early elections, following the parliament's failure to set up a coalition government.
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Hezbollah backs Aoun for president. Wed Aug 19, 2015 The Lebanese resistance movement, Hezbollah, supports a presidency bid of Michel Aoun.
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Russia sends new arms to US border. Wed Aug 19, 2015 The United States says Russia is planning to deploy new air defense systems to its arctic border with the US and Norway.
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‘Russia, Iran agree on S-300 delivery’. Wed Aug 19, 2015 A Russian diplomat says Moscow and Tehran have agreed on the delivery of the S-300 defense system.
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US objects Russia’s sale of S-300 to Iran. Wed Aug 19, 2015 The US says it would object to Russia’s decision to sell the S-300 missile defense system to Iran.

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