sábado, 29 de agosto de 2015

AUG 29 SIT EC y POL

AUG 29 SIT EC y POL



WALL STREET DAILY. Most Influential articles of the week

Volatility Is Back! Trade This Moving Market Like a Pro
Following Monday's "carnage," 80% of the S&P 500 is ripe for investment - and this technical indicator will show you how. Read More »
----
The Flash Crash of 2015
The morning of Monday, August 24 saw one of the most chaotic stock market events in years. Here's what happenedRead More »
----
Wall Street's Most Hated Stock is About to Break Out
For years, analysts have wrongly predicted GameStop's death. Now, the chart is showing that a breakout is imminent. Read More »
----
----


RED DEL TERCER MUNDO Boletín Nro 224/2015 - 28 de agosto

Los estados miembro de la ONU adoptaron este mes la Agenda de Desarrollo Posterior a 2015, resultado de casi dos años de negociaciones transparentes y relativamente democráticas, pero al final hubo un giro abrupto de consultas a puertas cerradas y regateos de último minuto. Leer más
----
Realpolitik y Weltpolitik. Deflación, depresión, ¿con giro militarista global?. Alberto Graña
¿Las tres devaluaciones consecutivas realizadas por el Banco Central Chino son medidas aisladas? ¿Se trata de una estrategia explícita o de una medida desesperada? ¿O todas las anteriores? Leer más
----
La desinformación oculta la dimensión real del “rescate” griego. Roberto Savio
La mayoría de los europeos están convencidos de que la responsabilidad de la situación de Grecia cabe exclusivamente a sus ciudadanos y a su gobierno. Pero esto solo se debe a que el sistema de los medios de comunicación cesó de proporcionar puntos de vista alternativosLeer más
----


IPS WEEKLY

For years, Latin America has exported its raw materials to China’s voracious factories, fuelling economic growth. But now that the Asian giant is putting a priority on domestic consumption over industrial production, how will this region react? China’s dizzying growth gave a boost to the ... MORE > >
----
Along the road to the Viñales valley, travelled by thousands of tourists to Cuba, lies the home of self-taught artist Miguel Antonio Remedios, which he has turned into a sort of museum to show visitors a wooden home typical of this mountainous area in the west of the country. “It would be a big ... MORE > >
----
The United States is providing a thinly-veiled cover virtually legitimising the use of cluster bombs – banned by an international convention – by Saudi Arabia and its allies in their heavy fighting against Houthi rebels in Yemen. Asked if cluster bombs are legitimate weapons of war, “if used ... MORE > >
----




ZERO HEDGE



The race issue has even begun to split the Democrats. When former Maryland Governor Martin O’Malley, a card-carrying liberal, attended a conference of Netroots Nation and responded to a chant of “Black Lives Matter!” with the more inclusive, “Black Lives Matter! White Lives Matter! All Lives Matter!” he was virtually booed off the stage.

O’Malley proceeded to apologize for including the white folks.

To many Americans, even many who did not vote for him, the election of Barack Obama seemed to hold out the promise that our racial divide could be healed by a black president. Even Obama’s supporters must concede it did not happen, though we would, again, argue angrily over why.

---- 
---- 

Lagarde: "China's Slowdown Was Predictable, Predicted"... Yes, By Everyone Except The IMF. Submitted by Tyler Durden on 08/29/2015 

[ el colmo de la complicidad y la hipocresía  .. ella es la jefe del IMF ]

"The [Chinese] slowdown was predictable, predicted, unavoidable," Lagarde was quoted as saying." Well, yes, it was... by everyone but the IMF. Here is the history of the IMF's Chinese GDP growth forecasts taken straight from its World Economic Outlook quarterly pieces. The graph needs no explanation.
----
---- 

Simply put, a perfect storm of failing trends...
Five Interconnected Trends
1. The China Story is Over..    I explained why in a previous essay, Is China’s “Black Box” Economy About to Come Apart? 

2. The Emerging Market Story Is Also Done. Emerging currencies and markets have soared on the back of the China Story, as China’s insatiable demand for oil, iron ore, copper, soy beans, etc. drove global demand to unparalleled heights.

This demand pushed prices higher, which then pushed production (supply) higher, as the low cost of capital globally enabled marginal resources to be put into production with borrowed money.

Now that China’s demand has fallen off—by some accounts, China’s GDP is actually in negative territory, despite official claims that it’s still growing at 7% annually—commodity prices have crashed, taking the emerging markets’ stock and currency markets down. (Source)

3. Diminishing Returns on Additional Debt. The simple truth is that expanding debt has fueled global growth. Though people identify China as the driver of global demand for commodities, China’s growth is debt-driven. As noted above, China quadrupled its officially tracked debt from $7 trillion in 2007 to $28 trillion as of mid-2014—an astonishing 282 percent of gross domestic product (GDP).

4. Limits on Deficit-Spending (Borrowed) Fiscal Stimulus. When the global economy rolled over into recession in 2008, governments borrowed money by selling sovereign bonds to fund increased state spending.  In the U.S., federal borrowing soared to over $1 trillion per year as the government sought to replace declining private spending with public spending.
Governments around the world have continued to run large deficits, piling up immense debts since 2008.  The global move to near-zero yields has enabled governments to support these monumental debt loads, but even at near-zero yields, the interest payments are non-trivial. These enormous sovereign debts place some limits on how much governments can borrow in the next global recession—a slowdown many think has already started.

5. Central Bank Stimulus (Quantitative Easing) as Social Policy Has Been Discredited. In the wake of the Global Financial Meltdown of 2008-2009, central banks launched monetary stimulus programs aimed at pumping money into the economy via bank lending. The stated goals of these stimulus programs were 1) boost employment (i.e. lower unemployment) and 2) generate enough inflation to stave off deflation, which is generally viewed as the cause of financial depressions.
While it can be argued that these unprecedented monetary stimulus programs achieved modest successes in terms of lowering unemployment and pushing inflation above the zero line, they also widened wealth and income inequality.
Even as these programs made modest dents in unemployment and deflation, they pushed asset valuations to the moon—assets largely owned by the few at the top of the wealth pyramid.

[Summing up:… ]
The 2008-09 Fixes Are No Longer Available  In summary, the fixes for the 2008-09 recession are no longer available in the same scale or effectiveness.  Expanding debt to push up demand and investment, rising state deficit spending, massive monetary stimulus programs—all of these now face limitations. This means the central banks and states have very limited tools to reignite growth as global recession trims borrowing, investment, hiring, sales and profits.

What Ultimately Matters: Capital Flows. In Part 2: What Happens Next Will Be Determined By One Thing: Capital Flows, we’ll look at the one dynamic that ultimately establishes assets prices: capital flows.
Click here to read Part 2 of this report (free executive summary, enrollment required for full access)
[ take the Ex summary and live the habanero of this enchilada (enrollment) para los USAnos ]
----

---- 
What Happens When A Company, Or An Economy, Can’t Squeeze Any More Juice Out Of The Lemon. Submitted by Tyler Durden on 08/29/2015

The more we think about it, the less the classical division between microeconomics (which studies the behavior of individuals and production entities) and macroeconomics (which deals with the performance of the economy as a whole and not its individual markets and components) makes any sense - certainly not in the 21st century. And in our view it is this disconnect between the two that is at the heart of the failure of Keynesian economics – which at best is incomplete and at worst is all just baloney. [ Easy Qt. .. change the lemon is the answer .. What if other were also squeezed like Brazil ? ]
----


INFORMATION CLEARING HOUSE

Lebanon – What If It Fell?.  By Andre Vltchek
If Lebanon collapses, the entire region will once again become a colony
----
Norway’s NRK broadcaster has obtained a copy of the formal requests US authorities sent to Norway’s Foreign Ministry and Ministry of Justice asking it to arrest NSA whistleblower Edward Snowden and effectuate his return to the United States.
----
I’m not only a pacifist, but a militant pacifist. I’m willing to fight for peace. Nothing will end war unless the people themselves refuses to go to war” Albert Einstein “
----
How could anyone who finds Israel’s actions unacceptable imagine that they had the right to become leader of a major British political Party?
----
When can we stop referring to this activity as “buybacks” and call it by its real name; looting?
----
Today the Navajo and their Apache cousins are once again under threat.
----
Is it possible, that the way we act is often in direct conflict with who we think we are?
----


RT – SPUTNIK & SHOWS


----
----
Kim Jong-un: ‘Landmark’ deal with S. Korea [Reconciliation in process  ... bye, bye America ]
----
What Else Are They Scared of? Russia, China Again in US Media Spotlight. http://www.sputniknews.com/military/20150829/1026343376/us-russia-china-aircraft-carrier.html

----
Busting the Myth of Polish Sympathy for Ukraine. http://www.sputniknews.com/europe/20150829/1026345836.html
----
----
----
----
CrossTalk. Recession 2015?
----
----


GLOBAL RESEARCH


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


NEWS IN SPANISH


----
----
----
----
EE.UU. Acuerdo nuclear de EE.UU. con Irán. Demos una oportunidad a la diplomacia Amy Goodman
----
----
----
----
----


PRESS TV.


60,000 US settlers live in West Bank. Sat Aug 29, 2015 An estimated 60,000 Jewish American settlers live in the occupied West Bank, according to a study by an Oxford University scholar.
----
Iran nuclear agreement 'deeply flawed'. Sat Aug 29, 2015 An influential Republican US congressman has said the nuclear agreement with Iran is “deeply flawed.”
----
Turkey hits Syria as part of US-led coalition. Sat Aug 29, 2015 Ankara says it has launched its first airstrikes in Syria as part of the US-led coalition allegedly targeting the Daesh Takfiri terrorists .
----
Sexual violence in Iraq, Syria ‘war crime’. Sat Aug 29, 2015 The United Nations Security Council says sexual violence against women in Iraq and Syria is a war crime.

---- 

No hay comentarios:

Publicar un comentario