jueves, 6 de agosto de 2015

AUG 6 SIT EC y POL



AUG 6 SIT EC y POL

ZERO HEDGE




The real issue is whether the country is controlled by its aristocracy (a dictatorship), or instead by its public (its residents). Let’s be frank and honest: an aristocratically controlled government is a dictatorship, regardless of whether that “aristocracy” is in fascist Italy, or in Nazi Germany, or in Communist USSR, or in North Korea, or in the United States of America.
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Emerging Market Mayhem: Gross Warns Of "Debacle" As Currencies, Bonds Collapse. Submitted by Tyler Durden on 08/06/2015

Things are getting downright scary in emerging markets as a "triple unwind" in credit, Chinese leverage, and loose US monetary policy wreaks havoc across the space. Between a prolonged slump in commodity prices and a structural shift towards weaker global trade, the situation could worsen materially going forward.
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Today’s visualization breaks down $59.7 trillion of world debt by country, as well as highlighting each country’s debt-to-GDP ratio using colour. The data comes from the IMF and only covers external government debt. Combining the debt of the United States, Japan, and Europe together accounts for 75% of total global debt.

SEE IMF GRAPHIC AT:
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Concentrated poverty in the neighborhoods of the nation's largest urban cores has exploded since the 1970s. The number of high poverty neighborhoods has tripled and the number of poor people in those neighborhoods has doubled according to a report released by City Observatory...

 To be poor anywhere is difficult enough, but a growing body of evidence shows the negative effects of poverty are amplified for those who live in high-poverty neighborhoods - places where 30 percent or more of the population live below the poverty line. Quality of life is worse, crime is higher, public services are weaker, and economic opportunity more distant in concentrated poverty neighborhoods.


Critically, concentrated poverty figures prominently in the inter-generational transmission of inequality: children growing up in neighborhoods of concentrated poverty have permanently impaired economic prospects.
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Aside from the socialist utopias of Greece and Venezuela, who else is on the default chopping block? The CDS heatmap below lays out all the countries which according to the market, are most likely to tell their creditors the money is gone... it's all gone.
Below, in order of declining default risk, are the ten most likely to follow Venezuela and Greece into the great default unknown:
  1. Ukraine
  2. Pakistan
  3. Egypt
  4. Cyprus
  5. Russia
  6. Brazil
  7. Kazakhstan
  8. Turkey
  9. South Africa
  10. Vietnam
And which are the three countries least likely to default? No surprise, these are Germany, Switzerland, and Sweden. The US is 4th least risky.

Source: Bank of America   [ NO FIABLE ]
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In case you’ve been living under a geopolitical rock for the last couple of years, you’d know that despite a brief period of time during which Egypt appeared headed toward a democratic form of government, it went from one brutal dictator to another. As was the case during Hosni Mubarak’s decades of rule, this is precisely how the U.S. government likes it. So much so, that U.S. officials are not only selling arms to the latest despot, General Abdelfattah al-Sisi, but they are actively bragging about it on Twitter.
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6 Months Of Ignorance - You Are Here.  Submitted by Tyler Durden on 08/06/2015

In early 2007, market internals began to weaken dramatically. Talking heads and asset gatherers said fears were overblown, risk was contained, Fed has it under control, stay the course. Six months later, the equity markets began to collapse and then accelerated lower. Today, in an eery case of deja vu all over again, it has been six months now since US equity market internals began to decouple from the manipulated index levels that manufacture wealth and happiness across America... what would you do?
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The Atlanta Fed's Q1 and Q2 GDP forecasts were virtually spot on with what the BEA ultimately reported. Which is why if its accuracy persists, not only the Fed, but Wall Street strategists suddenly have a very big headache on their hands. Moments ago, the Atlanta Fed just released its much anticipated first estimate for Q3 GDP. It was a doozy, at just 1.0%, or more than 2% below the consensus sellside estimate.
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So where did all this growth of the economy end up? How can the economy grow by roughly one-third in real dollars while real median household income drops like a rock and real wages/salaries are essentially unchanged for 15 years?
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Russia is resubmitting its claim of more than 460,000 square miles of the Arctic, including the North Pole, as its sovereign territory, saying it has enough evidence to convince the United Nations that its claim is valid. The Arctic, which is believed to contain as much as one-quarter of Earth’s undiscovered oil and gas, is part of a territorial dispute involving not only Russia but also Canada, Denmark, Norway and the United States. This is the second time Moscow has submitted a claim in the Arctic.

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A public school district in Eastern Texas is under fire amid allegations it made up quotes by famous figures in order to promote Christianity to its students, posting them to the walls of the four schools in the district. The Mount Vernon Independent School District is accused of misattributing quotes to George Washington and Ronald Reagan among others and faces demands to remove the false statements from its walls.
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WTI Crude is back below $45 again this morning - pressing towards 2015 and cycle lows -after Goldman Sachs' Jeffrey Currie warns 'lower for longer' is here to stay, with price risk "substantially skewed to the downside." His reasoning are manifold, as detailed below, but overarching is oversupply (Saudi Arabia has a challenge in Asia as it battles to maintain mkt share, the Russians are coming, andother OPEC members want a bigger slice) and, even more crucially, storage is running out. As Currie concludes, this time it is different. Financial metrics for the oil industry are far worse.
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Explain This...  Submitted by Tyler Durden on 08/06/2015

Initial jobless claims rose modestly this week but remain near 40 year lows as hoarding continues, and job cuts are at 4-year highs. So, we ask, just what is going on in this chart?
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Submitted by Tyler Durden on 08/06/2015 - 07:37
  • Trump at center stage as Republicans square off in first debate (Reuters)
  • Cleveland Debate Offers GOP Hopefuls a Chance to Break Away from the Pack (WSJ)
  • Bank of England Keeps Key Interest Rate at 0.5% in 8-1 Vote (BBG)
  • Emerging stocks submerged, UK gears up for 'Super Thursday' (Reuters)
  • No IMF decision on Greek bailout until autumn, Swedish rep tells paper (Reuters)
  • Japan Heads Toward Nuclear Unknown With Post-Fukushima Restarts (BBG)
  • Activist Ackman Takes $5.5 Billion Stake in Snacks Giant Mondelez (WSJ)
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INFORMATION CLEARING HOUSE

There’s going to be US boots on the ground in Syria. You can bet on it.
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Critics are questioning what exact authority the White House has to go ahead with the mission
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Turkey is perpetuating an outright myth in their supposed strategy to create “Islamic State-free zones” along the border
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Five European forces will work with the US, the EU and the UN, in an operation expected to number several thousand
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In front of the new totalitarianism of the “Markets”, the same if not more dangerous than totalitarianisms of the ‘30s and ‘40s, we don’t have other alternative than to unite and fight
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Greetings, 2016: a leadership choice so pitiful, reactionary, confrontational as to provide a macabre shadow over the land.
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See also
New estimates put cost of US nuclear weapons upgrade at $963 billion: President Barack Obama’s plans to modernize the U.S. nuclear arsenal over the next 30 years could cost taxpayers nearly $1 trillion, according to a new study that suggests the project’s long-term price tag will far outpace available Pentagon estimates.
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NEWS IN SPANISH


Acuerdo Nuclear. Obama bajo presión de AIPAC y Republicanos. Pablo Jofré Leal
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Brasil . Camina Brasil hacia un golpe de Estado?. Alfredo Iglesias Diéguez
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Guerras y recesión. Las promesas de la pax norteamericana. Emir Sader
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PRESS TV

Iraqi airstrikes kill 52 ISIL militants. Thu Aug 6, 2015 The Iraqi Air Force kills over 50 ISIL terrorists during separate strikes in Anbar Province.
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Russian hackers attack Pentagon. Thu Aug 6, 2015 Russian hackers carried out a cyber attack against the Pentagon in July, a report says.
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'Greece deal with lenders after Aug. 15'. Thu Aug 6, 2015 ​Greek Prime Minister Alexis Tsipras says Greece "can and must" reach a deal with its international lenders over a multi-billion-euro bailout after August 15.
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Muscat, Damascus to up ties on Syria crisis. Thu Aug 6, 2015 Muscat and Damascus agree to work together in order to end the conflict gripping Syria.

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