viernes, 15 de enero de 2016

JAN 15 16 SIT EC y POL



JAN 15 16 SIT EC y POL







BBC MAP & REPORT: Twenty people died in an attack by al-Murabitoun and al-Qaeda on a Mali hotel in November. Al-Qaeda in the Islamic Maghreb (AQIM) claimed it was behind the attack. Last month, the group announced it had merged with AQIM & the veteran Algerian militant Mokhtar Belmokhtar, the commander who fought Soviet forces in Afghanistan in the 1980s. AQIM and al-Murabitoun said they were behind an attack on a hotel in Burkina Faso's neighbour Mali in November, that left 20 people dead. (http://www.bbc.com/news/world-africa-35330169 ). Who are al-Murabitoun?  Is a jihadist group formed about three years ago has said it was behind two attacks on hotels in West Africa in two months. The group, which calls itself al-Murabitoun, is based in the Sahara desert in northern Mali and contains fighters loyal to the veteran Algerian militant, Mokhtar Belmokhtar. (Source : http://www.bbc.com/news/world-africa-34881170 )
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ZERO HEDGE



ECONOMICS





[ There are chances of hyper-inflation in the US, it could happens if a sudden cut of the current US cycle of wars is set (if war-manufacture-machinery stops), that  could lead to hyperinflation. So peace has its costs and past history have its lessons to consider. Hyperinflation is set when prices increases 50% per month. Such rapid inflation not merely makes money useless as a store of value, but seriously affects its use “as a medium of exchange” and greatly disrupts productive economic activity. It happens after periods of war, like the WW1 in Germany.

“Just two calendar years after the end of the war, the Papiermark was worth 10% of its original value. By the end of 1923, it took 1 trillion Papiermarks to buy a single Goldmark. Just two calendar years after the end of the war, the Papiermark was worth 10% of its original value. By the end of 1923, it took 1 trillion Papiermarks to buy a single Goldmark. All cash savings had lost their value, and the prudent German middleclass savers were inexplicably punished.”  http://www.zerohedge.com/news/2016-01-15/world%E2%80%99s-most-famous-case-hyperinflation-part-1
.. 

I repeat: It is expected a sudden cut of the current US cycle of wars (if war-manufacture-machinery stops), that could lead to hyperinflation. So peace has its costs and past history have its lessons: Germany curtailed hyper-inflation successfully. See  hyperinflations  Part 2 (released sometime the week of Jan 18-22, 2016). Source: The Money Project via VisualCapitalist.com. ]
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Oil, War, & Drastic Global Change. Submitted by Tyler Durden on 01/15/2016: The consequences of all this will be felt all over the world, and for a long time to come. All of our economic systems run on oil, so many jobs are related to it, so many ‘fields’ in the economy, and no, things won’t get easier when oil is at $20 or $10, it’ll be a disaster of biblical proportions, like a swarm of locusts that leaves precious little behind. Squeeze oil and you squeeze the entire economic system. That’s what all the ‘low oil prices are great for the economy’ analysts missed (many still do). Entire nations will undergo drastic changes in leadership and prosperity.

[ This “disaster of biblical proportions” remains me THE ARC OF NOAH. Before the disaster he manage to save all the animals that could suffer the effects of a flood or diluvium coming .. What should be saved from the collapse in process of our neoliberal systems? .. FDR did it but his work was betrayed in the 1985 with Washington consensus and by Clinton when he suppressed the Glass-Steagal Act .. How to restored  and preserve productive capitalism  & State own enterprises who serve the working classes and common people?.  How to eliminate the parasites of the system, the bankers and mafia speculators, and preserve all that count as State social responsibility with the nation? ]
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[ Hayek said that State plans makes difficult the life of individuals. This story tells of von Hayek do not consider that evil individuals inside Banks and Wall Street derail the whole liberal system into the chaos and collapse we are experiencing now. Those evil individuals planned twice this collapse (Washington Consensus and PNAC) and we got now the chaos we are in. The story tells of Misses and Hayek only served to kill the middle classes in America & to ruin the future of emerging economies since they start their experiment in Chile (1970) with Pinochet under the supervision of Milton Friedman and the School of Chicago (experiment blessed by the IMF and WB). This failed neo-liberal experiment is over and their theoretical mentors Misses & Hayek are only story-tellers, liars and deceptive scholars. Read Joseph Stiglitz critique to them in his 2002 book Globalization and its Discontents as an exception to the failure of unregulated free markets and free trade policies in developing nations. Or read  Michael Hudson on effects of neoliberalism in developed economies Michael Hudson 2012: Financialized neoliberalism as a weapon ... or his 2014: Piketty vs. the Classical Economic Reformers ]
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Weekend Reading: Breaking Markets - Season II. Submitted by Tyler Durden on 01/15/2016.: “Fed Chair Janet Yellen will be forced to either acknowledge labor market tightening .. or sounds of warning about the risks of lower oil prices and cheap gasoline (sacrilege to regular Americans) by slowing the hiking pace after a single 0.25 percent increase last month. If she gets it wrong, things could get ugly fast."
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[ Yellen don’t need to read the neocons (in favor of beneficiaries of her current policy) to fix current ugly results of the hike-rate (0.25%) .. all she has to do is check its effects in emerging economies & go back to the zero rate before things get uglier in the coming days. Just slow the roller coaster. If she consider that there is no way out from this cul-de-sac , just renounce, you get out. We need people of strong convictions like FDR in the drive of the US Economy.]

Check this: We are going fast to precipice:

Source: Townhall.com. Zerohedge.com
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Bill Gross' Advice To Traders As Stocks Crash. Submitted by Tyler Durden on 01/15/2016. :  "Stay out of the bathroom."  ..

[ When Bill finished making philosophy in the toilet, he arrives to a nice conclusion .. I would say, he expresses the nice illusion of the big crooks: "The wealth effect is created by leverage based on QE’s and 0% rates... In other words, it was all an illusion.” For them this is merely an illusion.. for us neo-liberal economics  was and is an ugly nightmare .. a torture. ]
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What If There Is No "Fed Put" - Paul Brodsky Thinks Yellen Will Not Bailout Markets This Time. Submitted by Tyler Durden on 01/15/2016: Earlier today, Art Cashin summarized most (very desperate) traders' thoughts when he said that as a result of today's market crash, "the Fed will try anything" to prop up the wealth effect it had so carefully engineered with seven years of central planning in the aftermath of the financial crisis.  Yet one person who is far less sanguine abou the latest in a long series of central bank bailouts of the stock market is Macro-Allocation's Paul Brodsky, who believes that instead of the Fed Put, the time of the Fed Call has come.

[ So, is this the end of the illusion for big crooks? .. She is a servant of them.. she may do it again. Art  Cashin is more realistic: Art Cashin Comments On Today's Crash: "The Fed Will Try Anything" .. "it doesn't matter that it hasn't worked in the past," The Fed will unleash moar QE to save the world.” .. save the world??” .. that is a lie not artistically set. .. He should’ve said “to save us” .. more realistic.]
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WalMart To Fire 16,000 As It Closes 269 Stores Globally. Submitted by Tyler Durden on 01/15/16: 
[ Las quiebras masivas empiezan .. el desempleo arrecia.. la recession mundial avanza . ]
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Recession Imminent As Business Inventories-To-Sales At Cycle Highs. Submitted by Tyler Durden on 01/15/2016 : Just as Wholesale inventories-to-sales ratios flash recessionary signals so Business inventrories-to-sales point to US heading towards an inventory-dump recession. At 1.38x, the ratio is the highest since the last crisis as both sales and inventories fell Mom but year-over-year, sales tumble (-1.4% YoY) and inventories rise (1.6% YoY).

[ Los remates a la orden del dia .. a vender a vender.. que el mundo se va a joder.. Pero que si nadie quiere comprar. ]
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With Stocks in Freefall, Nasdaq Breaks... (Stocks Soar). Submitted by Tyler Durden on 01/15/2016 : Exchange says Nasdaq/Finra TRF -- a service dark pools and other off-exchange venues use to report stock trades -- is experiencing technical issue.
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World's Largest Miner Books Massive $7.2 Billion Writedown On US Shale "Assets". Submitted by Tyler Durden on 01/15/2016. “Yeah well, considering you’ve got a book value of $20 billion and you haven’t reported an operating EBIT gain in the last two years, I think they’ve been lucky to get away with such a modest amount. I think they’ll be having the same discussions with their auditors in July." Billonarios con suerte?..[ En el amor y en los negocios siempre hay caídas fatales .. 7.2 Bll no es nada para ellos.]

[ Una chela del Cusco para los del shale Americano .. Tómala con calma gringuito .. y recuerda que con paciencia y saliva un hormigo macho se comió una elefanta .. como lo hizo? .. creo que empezó por atrás.. ni modo empezar por la trompa. .. No fue así como los del shale se comieron el bailout anterior? .. por lo bajo.. ]
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Welcome To The Recession: Industrial Production Crashes Most In 8 Years. Submitted by Tyler Durden on 01/15/2016 : There comes a time when you just have to admit you were wrong... You were wrong. Industrial Production plunged 1.8% year-over-year - the fastest pace of collapse since May 2008 and a level that has never not produced a recession.
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If It Walks Like A Bear, Growls Like A Bear.... Submitted by Tyler Durden on 01/15/2016.: BofAML says that clients are no longer in "denial" about recession/bear market risks; but clients not yet willing to "accept" we are already well into a normal, cyclical recession/bear market. How about now?
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Empire Fed Crashes At Fastest Pace "Since Lehman". Submitted by Tyler Durden on 01/15/2016: Against hope-strewnm expectations of a bounce from -4.6 to -4, Empire Fed printed a disastrous -19.37 - the largest miss on record. New orders collapsed, shipments plunged, and employees and workweek continue to contract. Forward-looking employment expectations also plunged. The last time Empire Fed crashed to these levels was the immediate aftermath of the Lehman bankuptcy and the global financial crisis and the peak of the recession in 2001... but we are sure this is just transitory.
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Frontrunning: January 15. Submitted by Tyler Durden on 01/15/2016 - 07:45
  • Crude sinks 4 percent as market braces for more Iranian oil (Reuters)
  • Plunge in crude oil prices send stock futures sliding (Reuters)
  • Oil Slides, Deepening Gloom in Stocks as Bond Buyers Celebrate (BBG)
  • China Stocks Enter Bear Market, Erasing Gains From State Rescue (BBG)
  • Friendly no more: Trump, Cruz erupt in bitter fight at Republican debate (Reuters)
  • Dollar in Best Run Since July on Haven Bid Even as Fed Odds Fall (BBG)
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Global Risk Off: China Reenters Bear Market, Oil Tumbles Under $30; Global Stocks, US Futures Gutted. Submitted by Tyler Durden on 01/15/2016 : Yesterday, when looking at the market's "Bullard 2.0" moment, which in many ways was a carbon copy of the market's response to Bullard's "QE4" comments from October 17, 2014 until just a few minutes before the market close when suddenly selling pressure appeared, .. as a very unpleasant surprise .. "the market is very oversold" bulls..
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Dow Dumps 250Pts, Nikkei Plunges 500Pts After China Credit Concerns, Kuroda Comment. : Submitted by Tyler Durden on 01/15/2016 :  .. the surge in China credit which merely extends the life of already zombified firms, thus spreading more deflationary stress to the world and stocks from China (SHCOMP -3%), Japan (NKY -500) to US (Dow -280 points from Bullard Bounce highs) are tumbling.
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WASHINGTON BLOG



One of the Main Causes of Our Economic Problems. The central banks of the United States, England, and German – as well as 2 Nobel-prize winning economists – have all shown that banks create money out of thin aireven if they have no deposits on hand.

Economics professor Richard Werner – the creator of quantitative easing – noted in September that the field of economics has been lost in the woods for an entire century because it has failed to understand how banks actually create money. Professor wrote an academic paper in 2014 concluding:  What banks do is to simply reclassify their accounts payable items arising from the act of lending as ‘customer deposits’, and the general public, when receiving payment in the form of a transfer of bank deposits, believes that a form of money had been paid into the bank.”  Keep Reading ..
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German Economic News:  You recently issued a highly acclaimed essay in the London Review of Books in which you demonstrate that the US military was against the US invasion of Syria, but Obama didn’t listen to their advice. Why?  Keep Reading.
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GLOBAL RESEARCH


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NOTICIAS IN SPANISH


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Economia . Futuro y fuga del dinero. Miguel Iradier
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ALC. Puerto Rico como metáfora. Demián Morassi
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Israel ama el Holocausto. Carlos de Urabá [ Por eso aplasta Palestina? ]
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PRESS TV


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