viernes, 21 de agosto de 2015

AUG 21 SIT EC y POL

AUG 21 SIT EC y POL


Plan A – more of the same, evidently failed austerity policies that made the country lose 25 percent of its GDP in five years – and a Plan B – a poorly designed Grexit, with unpredictable consequences that could mean the country’s sudden death. .. I t is clear that besides a “Plan A” (a politically humiliating and financially unsustainable agreement) and a “Plan B” (the risk of a Grexit), Greece is in dire need of working out a “Plan C” .. based on civil engagement for participatory mapping and collective management of the assets that influence what is currently under attack: the everyday lives of the people. .. engaging the best actors in key social fields such as health, food, education and social welfare, just to name a few. At this point, this is absolutely necessary in order to maintain social cohesion and explore systemic solutions during the difficult times to come. The starting point should probably be in the fields of ..  agriculture, product manufacturing and Information and Communications Technology (ICT). ..  This new process can only be led by the youth of Greece. Highly skilled, socially networked and internationally educated, many of them are looking back to the land to seek ways out of unemployment. .. All these years, these young Greeks have been deprived access to bank loans, while others were transferring 250 billion euros outside the country. ..

[ CONCLUSION:  “I am not sure whether the “Plan C” is the right name for this process”. MEANING: Poorly defined Plan C .. though .. an endeavor to be considered & worked out. ]
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ZERO HEDGE



America is a gulag. We are ruled by a government that is devoid of all morality, all integrity, all compassion, all justice. The government of the United States stands for one thing and one thing only: Evil. You are part of the new Captive Nation.
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Imagine that the Food and Drug Administration (FDA) was a corporation, with its shares owned by the nation's major pharmaceutical companies. How would you feel about the regulation of medications?  Whose interests would this corporation be serving? Or suppose that major oil companies appointed a small committee to periodically announce the price of a barrel of crude in the United States. How would that impact you at the gasoline pump? Such hypotheticals would strike the majority of Americans as completely absurd, but it's exactly how our banking system operates.
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Coincidence? As China enters the currency wars, crushing carry around the world, it just happens that it also conducted a flight test of its new intercontinental ballistic missile (ICBM) this month(and China’s acquisition of a MIRVed capability is one of the most dangerous nuclear weapons developments that no one is talking about)http://www.zerohedge.com/news/2015-08-21/china-tests-most-dangerous-nuclear-weapon-all-time

[ The defense of the “National Interest”  is really the defense of interest of big corporation profiting from wars abroad .. They want the FED expend more in defense and we already have more than 10 times the whole expend by other nations in “their national interest”.. this competition is a suicide, a path to holocaust.. and it has to be stoped .. if China make a stinky far, doesn’t mean we have to do the same.  .. To me China nor Russia are our enemies & I don’t trust nothing said on them by the US war mongers  ]
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Paul Krugman "What Ails The World Right Now Is That Governments Aren’t Deep Enough In Debt" Submitted by Tyler Durden on 08/21/2015 [ Is he asking for more QEs to feed crook bankers  greet? ]

"Believe it or not, many economists argue that the economy needs a sufficient amount of public debt out there to function well. And how much is sufficient? Maybe more than we currently have. That is, there’s a reasonable argument to be made that part of what ails the world economy right now is that governments aren’t deep enough in debt."

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Saudis Could Face An Open Revolt At Next OPEC Meeting. Submitted by Tyler Durden on 08/21/2015

OPEC next gathers December 4 in Vienna, just over a year since Saudi Oil Minister Ali Al-Naimi announced at the previous OPEC winter meeting the Saudi decision to let the oil market determine oil prices rather than to continue Saudi Arabia’s role of guarantor of $100+/bbl oil. Despite the intense financial and economic pain this decision has inflicted on Saudi Arabia, its fellow OPEC members, and other oil producers, the Saudis have given no indication they plan to alter course. Given the Saudi decision’s positive impact on their and their Gulf Arab allies’ relative position within OPEC and its negative impact on OPEC outsiders, it is possible, perhaps even likely, the Saudis will face an OPEC outsider revolt at the December 4 OPEC meeting.. with three possible outcomes - Reconociliation, Separation, or Divorce.
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QUAND-HEDGE-TRADING BLAMED FOR CHINA’S MARKET CRASH. HFTs Get Blamed For China's Market Crash, Submitted by Tyler Durden on 08/21/2015
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Courtesy of the following chart by BofA, we have the answer: while for the most part of 2015, the move in the price of oil was a combination of both supply and demand, the most recent plunge has been entirely a function of what now appears to be a global economic recession, one which will get far worse if the Fed indeed hikes rates as it has repeatedly threatened as it begins to undo 7 years of ultra easy monetary policy.
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One of the big problems with China's FX move is that although they've "only" seen a 3% currency fall (in the onshore Yuan) since their announcement last week, as Deutsche's Jim Reid explains... others have subsequently followed suit either deliberately or via market pressure. Emerging Market FX has been falling for 9 straight weeks but the last 2 have seen a dramatic escalation in the carnage...
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Central bankers are watching Marx's dictumall that is solid melts into air play out in global stock markets with a terror informed by the scalding memories of 2008's global financial meltdown.  The herd must be turned away from selling by any means available, and at this point, that means coordinated buying by all the world's Plunge Protection Teams.
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Carnage - everywhere. A surging EUR - as CNHcarry traders unwind en masse - has led to an unwind across most risky assets in Europe. This week saw EuroStoxx 600 - the broad index - crash almost 6%, its biggest drop since September 2011. Perhaps most stunningly, Germany's DAX was the biggest loser - collapsing 7.4% on the week. European bonds are are also seeing risk increase dramatically with Portugal and Italy worst (aside from Greece's blowout). Europe'sVIX topped 30 this week, as US VIX surges.
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The S&P 500 index has broken below the crucial psychological 2,000 level for the first time since late January. This is the biggest collapse in stocks since June 2013 (bigger than October's plunge - which was only rescued by Bullard's threat of QE4). What is perhaps most worrisome for the trend-followers - theS&P is now down year-over-year for the first time since May 2012... which once again brought The Fed out with moar QE.
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Members of Syriza's Left Coalition, led by Panagiotis Lafazanis who once plotted to storm the Greek mint, seize the country’s reserves, and arrest central bank governor Yannis Stournaras, have broken away and formed their own political party which they say will support Grexit and stand firm in the face of German "blackmail."
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“August’s survey highlights a lack of growth momentum and continued weak price pressures across the U.S. manufacturing sector, which adds some fuel to the dovish argument as policymakers weigh up tightening policy in September. With the headline PMI swiftly losing ground after a modest rebound during July, the latest figure now points to the weakest overall pace of manufacturing growth for almost two years."
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Perhaps the most important price point in the entire equity market was broken today... The odds of the post-2009 bull market continuing unimpeded are now significantly reduced.
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Nestle has found itself more and more frequently in the glare of the California drought-shame spotlight than it would arguably care to be - though not frequently enough, apparently, for the megacorporation to have spontaneously sprouted a conscience.
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"YTD investor performance has been plagued by “non-stop pain trades” as liquidity expectations weaken and investment horizons shorten. For example, July/August saw the S&P 500 media sector lose $100bn of market cap in 15 trading days, as well as significant losses in Asian and Emerging Market currencies following the Chinese yuan devaluation."
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Militants, allegedly acting on the orders of an Iranian commander, fired rockets into Israel on Thursday, prompting a swift response from the Israeli military which launched a series of airstrikes across the border in Syria killing at least four. 
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Submitted by Tyler Durden on 08/21/2015 - 07:49
  • No End in Sight for Oil Glut (WSJ)
  • Dozens of Clinton emails were classified from the start, U.S. rules suggest (Reuters)
  • China August Manufacturing Activity Hits Lowest Level Since 2009 (WSJ)
  • German Manufacturing Strengthens as Economy Shifts Up a Gear (BBG)
  • Israel responds to rocket attack with protest and air strikes (FT)
  • ASX carnage: 2015 fast becoming a year to forget  (Canberra Times)
  • Hong Kong Stocks Enter Bear Market After Falling From April Peak (BBG)
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"Lower commodity prices and falling farm incomes are continuing to pressure demand for agricultural machinery, with the declines most pronounced in higher-horsepower models. Conditions are more positive in the U.S. livestock sector, supporting some improvement in the sales of smaller sizes of equipment. Based on these factors, industry sales for agricultural equipment in the U.S. and Canada are forecast to be down about 25 percent for 2015."
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Perhaps the biggest surprise about the overnight Chinese stock rout is which followed the lowest manufacturing PMI since March 2009, is that it happened despite repeat sellside pleas for a PBOC RRR cut as soon as this weekend: usually that alone would have been sufficient to push the market back into the green, and it almost worked when in the afternoon session stocks rebounded after dropping as much as 4.7% below the "hard" floor of 3500, but then a second bout of selling just before the close took Chinese stocks right back to the lows with the Shanghai Composite closing at 3,507, down 4.3% on the day, having wiped out the entire 18% rebound from July 8 when the PBOC first threatened both sellers and shorters with arrest.
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Chinese media are describing tonight's market action as "Judgment Day" for China, as SCMP's George Chen explains, the crusade of 'malicious short sellers' against the Communist central planners and their 'funds' is in full swing. The "manage-the-economy-by-technical-analysis" strategy appears to have failed as Shanghai Composite has broken notably below its 200-day moving average - which six times before has been defended aggressively. Chinese Stocks are back at 7-week lows, just off the crash lows in July.

[ En el sur latino se decia despues de la 2da Guerra Mundial que “si cae Colea .. cae pantalón”. Ahora se dice “si cae China.. cae el bribon” .. en referencia al imperio americano .. donde se acaba de anunciar que 19 Bancos están por cerrar.  El QE 4 es inminente y la caída final del dólar también ]
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NOTICIAS EN SPANISH


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RED TERCER MUNDO
La volatilidad de las monedas ocupó el primer lugar de la información económica la semana pasada. Malasia es uno de los países más afectados, pero muchos otros enfrentan situaciones parecidas. Tres hechos interrelacionados tuvieron mucho que ver en la situación de Malasia: la depreciación del yuan chino, el fortalecimiento continuo del dólar y la rápida caída de la moneda local, el ringgitLeer más
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Experiencia de Ecuador con el Arbitraje Internacional de Inversiones  Andrés Araúz G.

El autor, el ministro Coordinador de Conocimiento y Talento Humano de Ecuador, examina en este documento del Centro del Sur la experiencia de su país con los tratados internacionales de inversión y arbitraje, comenzado con la presentación de la Comisión de Auditoría sobre el tema
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Crisis política en Brasil: fin de un ciclo sin otro a la vista. Mario Osava

La crisis que atormenta a los brasileños es básicamente política y no permite vislumbrar una salida. Es el fin de un ciclo, según variados análisis, pero no hay indicios de que se esté gestando algo nuevo
Leer más
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REBELION. Org
Es posible salir del facilismo?. Raúl Zibechi y Jorge Rath
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Colombia. -¡Qué vergüenza!  69 defensores de derechos asesinados en 2015. Manuel  Restrepo 
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INFORMATION CLEARING HOUSE

The United States, as is well known, holds the world championship title in regime change and Israel is no laggard either
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Insouciance Rules The West. By Paul Craig Roberts
Unless the world wakes up and realizes that total evil has the reins in the West, humanity has no future
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Those who wage war should, at least, shoulder part of the moral responsibility of addressing the horrible consequences that armed conflict inflicts upon innocent people.
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I used to be one of those people who took issue with the label of apartheid as applied to Israel. Not anymore.
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The Corbyn movement offers the chance of a break with a disastrous austerity regime – and for a real democratic opening.
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If you want a picture of the future, to paraphrase Orwell, imagine an endless succession of Sandra Blands hanging in their cell – forever.
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GLOBAL RESEARCH

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