martes, 15 de septiembre de 2015

SEPT 15 15 SIT EC y POL

SEPT 15 15 SIT EC y POL


ZERO HEDGE


SEPT 15 15 SIT EC y POL


ZERO HEDGE 



Reports that the official unemployment rate has fallen to 5.1 percent may appear to vindicate the policies of easy money, corporate bailouts, and increased government spending. However, even the mainstream media has acknowledged that the official numbers understate the true unemployment rate. Disappointingly, but not surprisingly, few in Washington, DC acknowledge that America’s economic future is endangered by excessive spending, borrowing, taxing, and inflating. Instead, Congress continues to waste taxpayer money on futile attempts to run the economy, run our lives, and run the world.
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Imagine for a moment the sentiment shock for mainstream Americans if Goldman Sachs' Lloyd Blankfein was probed for insider-trading and publicly scapegoated for causing a nation's equity market (and economy) to collapse. While it may be true, it would never happen in America... But in China, as part of what authorities call "purifying the markets," the president of China’s biggest brokerage has been swept up in a widening campaign to root out financial wrongdoing and assign blame for the nation’s $5 trillion stock rout.  As Bloomberg notes, shares are falling further in today's markets as the probe of Citic Securities President Cheng Boming comes after the state-run Xinhua News Agency reported last month that four executives at Citic had admitted to so-called insider trading.

[One more probe that American’ mafias were involved in the crisis of China ]
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How The Justice Department Is Actively Preventing Civil Asset Forfeiture Reform. Submitted by Tyler Durden on 09/15/2015 [ efforts of correction in American Ec  started ]

When we say that the rule of law is dead in America, we are not exaggerating. Civil asset forfeiture is one of the most unethical and barbaric practices routinely performed by law enforcement in these United States today.Naturally, the Department of Justice is doing everything it can to protect the practice.
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How Our Energy Problems Lead To A Debt Collapse Problem. Submitted by Tyler Durden on 09/15/2015 [ How to move out from oil to clean sources of energy is the main problem ]

Usually, we don’t stop to think about how the whole economy works together. A major reason is that we have been lacking data to see long-term relationships. What we are doing now is building debt to unsustainably high levels, thanks to today’s high cost of producing energy products. This can be turned around. To do so would require immediate production of huge quantities of incredibly cheap energy products - that is oil at less than $20 per barrel in 2014$, and other energy products with comparably cheap cost structures. Of course, such a low-price, high-growth scenario isn’t really sustainable in a finite world either.
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Jesus College, Cambridge hosted, once more, the world’s leading Symposium on Economic Crime, and over 500 distinguished speakers and panelists drawn from the widest possible international fora, gathered to make presentations to the many hundreds of delegates and attendees.

What became very quickly clear this year was the general sense of deep disgust and repugnance that was demonstrated towards the global banking industry.

I can say with some degree of certainty now that a very large number of academics, law enforcement agencies, and financial compliance consultants are now joined, as one, in their total condemnation of significant elements of the global banking sector for their organised criminal activities.

Many banks are widely identified now as nothing more than enterprise criminal organisations, who engage in widespread criminal practice and dishonest conduct as a matter of course and deliberate commercial policy.

– From the excellent article: The Banking Criminals Exposed
My prediction is that bankers will be jailed in the next economic/financial crisis. Lots and lots of bankers. .. [ WE HOPE SO !! ]
"What became very quickly clear this year was the general sense of deep disgust and repugnance that was demonstrated towards the global banking industry. I can say with some degree of certainty now that a very large number of academics, law enforcement agencies, and financial compliance consultants are now joined, as one, in their total condemnation of significant elements of the global banking sector for their organised criminal activities. Many banks are widely identified now as nothing more than enterprise criminal organisations, who engage in widespread criminal practice and dishonest conduct as a matter of course and deliberate commercial policy."
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Putin Accuses World Of "Using Terrorist Groups" To Destabilize Governments. Submitted by Tyler Durden on 09/15/2015

"Countries need to put aside geopolitical ambitions [and] direct or indirect use of terrorist groups to achieve goals that include regime change, in order to counter the threat of Islamic State. Elementary common sense responsibility for global and regional security demands the collective effort of the international community."

[ Putin is not accusing the world of  "Using Terrorist Groups" to impose regime change … he is accusing the US-UK and other NATO allies to do so. Putin is right, there are a lot of evidences in this regard.   Check for instance  UNMASKING ISIS Must read Doct ]
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[ I do have HP …. Is a total disaster.. In addition HP cannot compete with CO using new tech .. If HP go out of business is OK .. but the FED must enforce the protection to the workers ]
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[ If nuke-war comes the whole world will pay for the wrong neoliberal system that we couldn’t  control. That includes the speculation-mafias created by this system, the only ones who profit from it..  if they manage they survive, they will be hunt  alive or death .. if alive .. they will be processed by a new Nuremberg Criminal Court for crimes against humanity and other crimes .. We better clean that inhuman trash now: the Co that manufacture WMD  and the wants who create wars to sell them. ]
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"It’s fairly obvious that we reached peak trade in 2007"
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[ if the WTO said that.. it means that a key institution created by The Bretton Woods (originally named GATT) to support the market deregulation in favor of the world financial oligarchy.. is accepting  that this system start becoming  obsolete since 2007.. and there is nothing to do to save it .. we simply had a casino economy, a fake economy .. based on slaved labor from China .. That was unsustainable .. and one single move from a US mafia (the selling-buying of a huge Chinese stock in few hours of one single night ) made it explode .. The correction of this predatory-speculation system is on. China is doing its job .. but,  we don’t .. In the US we are doing the opposite.. we are planning to give these mafias the Nobel price of greed.. In other words, we are planning to give them a QE (now called QT) and a hike in interest rate .. for them to continue damaging emerging economies .. On this coming Thursday Ms Yellen will open the Pandora box .. every body  will be free to poison the economy .. free to die ]
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Separating Fed Delusion From Reality: The Environment Is Fraught With Risk. Submitted by Tyler Durden on 09/15/2015  [ Nice warning!! .. but late. I guess everything is set to feed  the beasts ]

The data continues to suggest that the Fed is contemplating actions inconsistent with those they have taken in the past. It is possible the Fed is motivated to increase interest rates to support the illusion that their higher interest rate projections and rosy economic forecasts are finally coming to fruition. It is incumbent upon investors to separate illusion from reality. Investing in such a misunderstood and distorted economic environment is fraught with risk especially for those failing to grasp this reality. While current Fed monetary policy is clearly unsustainable, the Fed runs the risk of severely damaging asset markets with any deviations from such policy.
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Explosive Allegation: Citigroup Leaked Central Bank Trading Activity . Submitted by Tyler Durden on 09/15/2015 Manipulation is their job

"Our Investor Desk would comply with a weekly request from (a client) for details of Central Bank activity that Citi had transacted."
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Day after day investors are treated to 5-Star Morningstar managers, so-called "strategists", economissseds with entire religions on the line, and circus barkers who proclaim that: 
a) The US is decoupled from the rest of the world; and/or
b) The US is the cleanest dirty shirt; an/or
c) There are no indications that the US economy is near a recession. 
Here are four simple charts - from, just today's data - that destroy this glass half full and rose-colored ignorance of reality...
1) Business Inventories-to-Sales are at recesssion-inducing levels...  see graph
2) Industrial Production is - as would expeted given the inventories - rolling over into recession territory...
3) Retail Sales is not supportive of anything but a looming recession...
4) The last 6 times Auto Assemblies collapsed at this rate, the US was in recession...

So - still think The US is "safe" - because stocks are certainly not priced for anything other than a hockey-stick of hope in earnings rebounds, let alone a collapse into recession.
Charts: Bloomberg
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[ La idiotez of D.Trump : the system doesn’ work , but is worth saving in its current broken form. ..
In other words: esta basura no sirve.. pero a nosotros los cerdos nos alimenta  ]
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Despite all the confidence-inspiring propaganda from any and every mainstream talking-head,CEOs are cautious about the U.S. economy’s near-term prospects and are trimming business plans for hiring and capital investment over the next six months. According to The Business Roundtable, the CEO Economic Outlook Index tumbled 7.2 pts, from 81.3 in Q2 to 74.1 in Q3 with the disparity between CEO's employment perspective and the BLS 'augmented reality' having never been higher.
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How Much Would A Bernie Sanders Presidency Cost? Spoiler Alert: A Lot Submitted by Tyler Durden on 09/15/2015 – [ How much it cost to keep the broken system ? ]

Mr. Sanders, a Vermont independent running for the Democratic nomination, has so far detailed tax increases that could bring in as much as $6.5 trillion over 10 years, according to his staff.

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The party is over for tight oil. Despite brash statements by U.S. producers and misleading analysis by Raymond James, low oil prices are killing tight oil companies. Reports this week from IEA and EIA paint a bleak picture for oil prices as the world production surplus continues. EIA said that U.S. production will fall by 1 million barrels per day over the next year and that, “expected crude oil production declines from May 2015 through mid-2016 are largely attributable to unattractive economic returns.” IEA made the point more strongly. “..the latest price rout could stop US growth in its tracks.”
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After years of militarizing the local police in America, California may just have chalked one up for liberty-seekers (though we are not holding our breath). A bill to stop the militarization of California police departments received final approval in the state legislature last Thursday. The bill, which specifically points out the dangers of police militarization, saying it would “declare that this is a matter of statewide concern,”  is now on its way to the desk of Governor Jerry Brown.
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The tone from investors in the latest Bank of America survey is clear: as Michael Harnett summarizes it, the one prevailing theme is "unambiguous pessimism."  Bottom line: either markets soar, or something bad is about to happen: to wit:"Unambiguous pessimism means risk assets riper for a rally (note investors don’t want a Fed hike this week). If no rally, then markets ominously hinting “recession” and/or “default” imminent." Good luck Janet.
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It seems increasingly likely the next Global Financial Meltdown will arise in the FX/currency markets. The core paradox - that central banks can't control both domestic and global FX markets with the same set of policies - cannot be resolved by printing $1 trillion, or even $5 trillion. Printing money to fix one problem leads to another set of problems that are only made worse by additional money-printing. 
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Industrial Production missed expectations notably, dropping 0.4% MoM (the 6th of the last 8 months) missing expectations of a 0.2% drop (and notably weaker than the +0.9% upward revised July print). Thjis is the biggest MoM drop since August 2012. The big driver of the decline - just as we warned of nightmares ahead - was auto assemblies which plunged to a 4-year low by the most since Jan 2009. The year-over-year rise in IP is just 0.9% - flashing yet another recession-looming indicator.
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Despite some strangely optimistic expectation of a -0.5 print, September Empire Manufacturing printed -14.67, showing absolutely nohockeynesian dead-cat bounce mean-reversion. Hovering at theworst levels since April 2009, the underlying data is a total disaster. New Orders remain firmly negative and inventories collapse (who could have seen that coming?), and even more concerningly,employment and average workweek plunged into negative territory for the first time in over a year. Simply put, this report suggests total carnage in the manufacturing sector and, just as we have pointed out (most recently here and here), the exuberant inventory over-accumulation of the past few years - from Fed-deluded malinvestment - is about to come crashing down.
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Submitted by Tyler Durden on 09/15/2015 - 07:33
  • China stocks resume sharp slide as economic worries mount (Reuters)
  • OECD head says sees further cut to global growth forecasts (Reuters)
  • The U.S. Dollar Is Gaining Like It's the 1980s — For Better or Worse (BBG)
  • Glencore Slumps to Record Low, Erasing Gains Since Debt Plan (BBG)
  • Woman killed, 400 homes destroyed by California wildfire (Reuters)
  • Why Morning Is the Worst Time to Trade Stocks (WSJ)
  • German Investor Confidence Damped by Weaker Emerging Markets (BBG)
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NOTICIAS IN SPANISH


Geopolítica de América latina: Entre la esperanza y la restauración del desencanto: Alfredo Serrano
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[ Sera que Maduro tiene el culo de acero y no le importa sentarse sobre bayonetas? ]
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WALL STREET DAILY

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GLOBAL RESEARCH


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PRESS TV


Japan says intercepts Russian plane. Tue Sep 15, 2015 Japan says it has scrambled four fighter jets to intercept an intruding foreign aircraft, apparently a Russian one. [ Is this a war between RU & NATO? ]
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US air capability falling behind Russia: Gen.. Tue Sep 15, 2015 A US Air Force general has admitted that the Unites States air advantage is shrinking.
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Homeless students more than ever in US. Tue Sep 15, 2015 The number of American homeless students reaches 1.36 million.
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‘US fueled violent conflict in Syria’. Tue Sep 15, 2015 US President Barack Obama has overseen the largest military budget since World War ll, an anti-war activist in Europe says
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‘No US sanctions before Xi’s visit’ . Tue Sep 15, 2015 The United States will not impose sanctions on China before President Xi Jinping's state visit next week, a White House official says.
[ This is a typical US blackmail ]
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'Backing terrorists behind refugee crisis'. Tue Sep 15, 2015 Syrian President Bashar al-Assad says the root cause of the refugee crisis in Europe is the West's support for terrorists.


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