lunes, 25 de enero de 2016

JAN 24 16 SIT EC y POL



JAN 24 16  SIT EC y POL
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[ According to corporate media reports, former New York City mayor and billionaire Michael Bloomberg is considering a third-party to run for president if race comes down to Democratic candidate Bernie Sanders and Republican frontrunner Donald Trump. Clinton was upset with the idea of being taking out of the race, either legally (FBI) or democratically (defeated by Sanders inside the Dem party) and now is terrified with the idea of Bloomberg getting inside the context . THE QT IS WHO WILL WIN OR LOSE WITH ANY THIRD OPTION party?. Bloomberg won the Mayor nomination of NY as GOP in 2001 & 2005. He dropped his Republican Party affiliation on June 19, 2007, and won his 3rd term mayor nomination as independent.  This divorced billionaire (17 bll worth) has been mentioned as independent candidate for Presidential elections since 2008. If he run for President now  whole electoral picture will change. Imaginer a Front Majors for Peace at national level & Bloomberg picking up the best for every party (including the left) he simply win the context in one click.  People is fed up with both parties (dems & reps) and it is a fact that today an INDEPENDENT 3RD OPCION is more real than ever for 20116 elections ..specially because the bipartisan system is under fire for corruption (buying elections). So today right question is How the political panorama will be changed with 2 independent candidates running as 3rd option: A-the Bernie Sanders PEOPLES FRONT with Rand Paul as partner.. and  B-the billonarie Bloomberg  with a Front (say) Majors for Peace, both as independent parties? .. To me the billionaire Bloomberg can win easily NY (the biggest electorate in the US and that at expenses of the dirty bipartisan couple) but not the rest of the national electorate (unless he launch a front) . If the principles of proportionality and decentralization is respected & agreed between A & B then the immediate loser will be Hillary (she will be dumped democratically, even if the inefficient FBI surrendered to her). Then the fight between A & B  will be the fight between the Nation vs. the 1%. And the main issue will be either peace or corruption. The billionaire can talk more free than Sanders on cutting budget for the military or reducing the production of guns in agreements with RU-China or do the reverse. Corruption will be a more sensitive issue for Bloomberg.  WHO IS MORE IMMUNE TO THE FIRE CORRUPTION.. SANDERS OR BLOOMBERG?. Considering the FACT that:  when Bloomberg  ran for a third term in 2009 as an independent, he spend a record-breaking sum—the equivalent of $174.53 per vote (more than ten times his competitor) according to New York Daily News ,November 27, 2009. See: (http://www.conservapedia.com/Michael_Bloomberg  [note-2] ) then the logical winner on this debate will be THE PEOPLES FRONT lead by Sanders-Paul, .. they have the advantage of departing from Unions already existing .. but if & only if.. they manage to set up the PEOPLES FRONT. On other issues, the Bloomberg front will have the advantage of departing from LOCAL municipalities, from the bottom- up.. ”nada crece de arriba para abajo” .. but if & only if ..he manage to set up a MAYORS FRONT or something like that. ] 
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ZERO HEDGE


"A Historic Wealth Illusion Built On A Foundation Of False Promises" . Submitted by Tyler Durden on 01/24/2016 : Amazingly, U.S. inflationism took the world by storm. The issue today goes much beyond a stock market correction, a bear market or even global financial crisis. Contemporary central banking has failed. Theories have failed. Doctrine has failed. The inability to spur self-sustaining economic recovery has been a major issue.
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Wrong For The Right Reasons: And Why It Matters Submitted by Tyler Durden on 01/24/2016 : What is currently transpiring in the markets today is exactly what the "everything is awesome" crowd stated wouldn’t happen – and exactly what many others argued – was inevitable. And, suddenly it is they who are finding out the rarefied air of "brilliance" The Fed enabled them to breathe has indeed been shut off – and all that’s left to inhale is their own exhaust fumes.
[ NEXT  .. YOU WILL SMELL THOSE EXHAUST FUMES FALLING DOWN..]
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1-The One Chart Which Explains "Why Markets Are All Falling Down", Submitted by Tyler Durden on 01/24/2016 : We hope that after they see the following chart,which shows not only DM net liquidity injections (i.e., q-easing), but also EM net liquidity outflows (i.e., quantitative tightening) and which explains not only the recent selloff, but also shows how to trade global central bank and sovereign wealth fund and reserve manager flows, all confusion and denial will end.

[ To say IS FALLING  because speculators are selling too much the get easy money  -as usual- and now faster because of the coming collapse … it does not make sense at all .. not coherent explanation.. ]
EXTRACTS:   "Why are markets all falling down?" the answer by Citigroup's iconic, and one of Wall Street's very best, analyst Matt King who adds that "many investors have been struggling to explain the magnitude and violence of the recent sell-off. Why are EM and commodity price weakness proving such negatives for DM as a whole?"
The answer, hopefully not a surprise to our readers, is as follows:
..the ECB and BoJ were continuing to make the equivalent of over $300bn of asset purchases per quarter, yet rather than rallying 10% – as had been the relationship in the past for both credit and equities – markets sold off (figure 11).
.. The expansion of FX reserves previously was, after all, both another form of price-insensitive buying of DM government bonds, and (since it was financed almost entirely by an expansion of the EM domestic monetary bases) a form of global money printing.
.. Now, of course, EMFX reserves are contracting rather than expanding (even when adjusted for exchangerate movements), and the exact mechanism by which this affects risky assets in developed markets is not entirely clear.And yet the quality of the correlation over the last few data points would seem to argue in this direction (Figure 13 & Figure 14).


As we have argued for a while, it is not that we are straight bearish, and that these developments can only be resolved in a new crisis. Rather, it is the profound uncertainty, which comes in part from the potential for a regime change, and in part from the circular feedback loops at work in markets, which we have found it so hard to reflect in point forecasts and yet argued should be the central feature of investors’ portfolio positioningWhat is concerning at present is that some policymakers still seem in denial about how interlinked everything is.
We hope that after they see the following chart, which shows not only DM net liquidity injections (i.e., q-easing), but also EM net liquidity outflows (i.e., quantitative tightening) and which explains not only the recent selloff, but also shows how to trade global central bank and sovereign wealth fund and reserve manager flows, all confusion and denial will end.


Or perhaps not. As King himself pessimistically concludes, "Perhaps if this sell-off fizzles out by itself, as it did last October, central banks will again be spared the need to face up to the distortive effect they have had upon markets, and can continue the pretence that markets are still following fundamentals. After all, for many of them, this has been the sell-off which ‘isn’t supposed to be happening’."
We couldn't have said it better ourselves.
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2- With EMs And SWFs Pushing Markets Lower, Here Are The Three Dramatic Conclusions. Submitted by Tyler Durden on 01/24/2016 : Earlier today we showed an amazing schematic courtesy of Citi's Matt King: if one includes the reserve liquidation by various EMs and SWF, and nets it against liquidity injections by DM central banks (and the PBOC), one gets a perfect quantitative, not just qualitative, walk thru on how to trade markets: in other words one can measure, using high frequency data in real-time, just where markets should trade based on liquidity flows and promptly profit from any arbitrage opportunities. But aside from the potential for substantial profits, there are more profound implications. Matt King lays them out as follows..  [Here a 3 round of exhausted fumes falling down..]
If this relationship were to continue to drive markets, it would point to three conclusions.

Firstif outflows from EM continue to be “worse than previously thought”, as the IIF put it this week, that may continue to weigh also on developed markets. We recommend the IIF’s monthly ‘portfolio flows tracker’ as the best high-frequency indicator as to how those flows are developing; we also use data from those EM central banks that promptly publish reserves information as a guide to the broader universe.

Second, the relationship suggests individual central banks are considerably less in control of their own destinies than they might have hoped. Our rates strategists have already pointed out that long-term inflation expectations in Europe and the US have more in common with a global – Chinese – factor than with domestic wage and price developments. With the current magnitude of EM outflows seemingly entirely offsetting ongoing ECB and BoJ QE, it seems fair to wonder whether the sorts of increases likely from the BoJ next week and the ECB in March will have as great an effect as investors seem to be hoping.

Thirdthe fact that just one variable, with nothing in common with credit or equity fundamentals at all, does such a good job of explaining changes in market prices is in itself disturbing. It points to just the sort of herding effects we have argued were in play all along, and suggests that recent complaints of illiquidity, and sudden bouts of volatility, are being driven by more than just regulatory constraints on dealer balance sheets. Such a relationship leaves little room for heterogeneous market views.
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3- "But It's Only A Manufacturing Recession, What's The Big Deal" - Here's The Answer : Despite the services economy starting to turn down towards manufacturing's inevitable recessionary prints, there remains a hope … “manufacturing is only 12% of economic output and thus is no longer a good bellwether for the overall economy "narrative”. Here is why .. if they are wrong .. not to worry...”
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The Ultimate "Truth Bomb" - The East Knows The West Is Bankrupt  Submitted by Tyler Durden on 01/24/2016 : What would the world look like the day following a “truth bomb” dropped by Mr. Putin and the Chinese.
..
 [ Much worse than US bombing of  Iraq, Libya & Syria together, and perhaps 1000 times worse than our bombing in Hiroshima & Nagazaki. ]
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Exposing The Fiction Of Mainstream Macroeconomics (In 9 Simple Questions). Submitted by Tyler Durden on 01/24/2016: The game is simple: we know that macroeconomics is a fiction from top to bottom, the challenge is to expose it as such.Here are some apparently innocent questions to ask of economists, journalists, financial commentators and central bankers, which are designed to expose the contradictions in their economic beliefs. A pretence of economic ignorance by the questioner is best, because it is most disarming.
…. 

BRIEF SUMMARY:
Commentary follows each question, which is in bold.

1. How do you improve economic prospects when monetary policy destroys wealth by devaluing earnings and savings?
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2. What makes you think that targeting a continual rise in the general price level allows you to overturn the normal price relationship between supply and demand?
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3. What are "animal spirits", and how do you measure them?
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4. It's commonly believed that a lower currency stimulates production. If this is the case, how did Germany and Japan in the post-war years develop into the strongest economies despite their currencies consistently rising against those of their trading partners?
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5. Experience of government intervention in the economy clearly shows that it usually fails. Why do you continue to support intervention, when the evidence is so clearly against it?
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6. The difference between national socialism and communism was that the former controlled people through regulation, while the latter compulsorily acquired their property. Is the government at all troubled to be pursuing the economic policies of the fascists?
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7. You say you are a socialist and yet you despise communism. Isn't socialism just a milder form of communism? Please explain where, other than in their degree, these beliefs differ in their economic effect.
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8. Keynesians believe that deficit spending is necessary to make free markets work when they fail. If deficit spending is needed to supplement free markets when this apparently happens, why is it not appropriate at other times as well?
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9. If these things [signs of financial failure] were so large, how come everyone missed them?
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This was the question Queen Elizabeth famously asked the professors at the London School of Economics about the symptoms that foretold the financial crisis in 2008, when opening the LSE's New Academic Building later that year. The result was that a group of the foremost British economists met seven months later for a roundtable discussion to answer her question. You read that right: it took seven months to cook up a reply.
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This was it: "Risk calculations were most often confined to slices of financial activity, using some of the best mathematical minds in our country and abroad. But they frequently lost sight of the bigger picture."
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It is a public admission that macroeconomists are unable to see the big picture. This defies the meaning of the word macro.
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POLITICS 
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The Bernie & Hillary 'Group Think' Show - Cynics, Cowards, Or Populist Propagandists. Submitted by Tyler Durden on 01/24/2016 : When Sunday’s Democratic presidential debate turned to world affairs, the NBC correspondents and both Sen. Sanders and ex-Secretary Clinton fell in line behind "group thinks" about Syria, Iran and Russia that lack evidentiary support. The two possibilities for such behavior are both scary: either these people, including prospective presidents, believe the propaganda or that they are so cynical and cowardly that they won’t demand proof of serious charges that could lead the United States and the world into more war and devastation.
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GLOBAL RESEARCH


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WASHINGTON BLOG  


Targeted Individuals: testimony of current government covert torture & control experiments. Posted on January 24, 2016 by Carl Herman : We’ve documented US government use of harmful and deadly experiments upon the public (herehere,herehereherehereherehere for just a few, and that the US tortures people in Orwellian violation of six binding areas of law). This is the story of a reader who contacted us. Another reader with similar testimony, Elizabeth Coady of Chicago, submitted the following image: “Here is an X-ray showing what I’ve deduced is telemetry wire. It’s activated several times a day, and is only one of the devices in me. They have ‘triangulated’ devices in me to cause severe internal burning, and once a three-week bout of radiation enteritis. I cannot find a doctor to remove this device.”
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US criminal oligarchy: top 20 Americans own more than bottom 50%, 0.1% own more than 90%; ~$30 TRILLION stored in ‘tax havens’. Posted on January 23, 2016 by Carl Herman.  : US “leaders” in government, banking/finance, and media are obvious criminals that should be legally stopped by arrests for the following Emperor’s New Clothes obvious crimes:

These crimes annually cost millions killed, billions harmed, and trillions looted, with recent history continuing literal centuries of US lie-began Wars of Aggression that involved nearly all families in two horrific global wars for colonial empire.
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Bernie v. Media. Posted on January 22, 2016 by DavidSwanson. Originally published by American Herald Tribune.  Bernie is something new. The major media has given him ridiculously little coverage, and belittled him in most of that coverage. Yet he has surged in the polls, in volunteers, in small-donor fundraising, and in real world events.
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Russia acts as free donor of Western countries. Russia finished 2015 with a surplus of trade balance - $145.6 billion - and a triple reduction in the outflow of capital ($56.9 billion in 2015 compared with $153 billion in 2014). How did Russia manage to keep both the balance of trade and the balance of payments positive under the conditions of low oil prices? - Valentin Katasonov, a Professor at the Moscow State Institute of International Finance, said .. we cut our export revenues, we have reduce our imports as well. Everything is interconnected. In fact, Russia has acted as a donor for countries of the West by exporting natural resources there. We continue doing so, but we receive not even candy wrappers, but some records in accounts in return. They are not even sanctions, because sanctions can block all those records," Valentin Katasonov told Pravda.Ru. http://www.pravdareport.com/news/russia/22-01-2016/133135-russia_donor_west-0/
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RUSSIA SENDS CLEAR MESSAGE TO NATO. “By the beginning of the Russian special operation, President Bashar al-Assad was controlling about 30 percent of the country, where nearly 70 percent of the Syrian population was staying at that time.. "Why did Russia start the operation? The analysis shows that the fall of Damascus would have become a powerful factor for the Islamic State to strengthen and expand further. We could not give Islamic militants a possibility to take Damascus, because it would legitimize Islamism. “We started delivering military hardware and ammunition to Syria, the Hmeimim airbase had to be reconstructed. The base had to be protected too, so we had to redeploy several groups of the Black Sea Fleet to Syria. Surprisingly, the US intelligence and intelligence services of other NATO countries missed all that out of their attention." .. http://www.pravdareport.com/russia/politics/22-01-2016/133141-russia_nato_message-0/
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NOTICIAS IN SPANISH


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PRESS TV


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[ According to corporate media reports, former New York City mayor and billionaire Michael Bloomberg is considering a third-party to run for president if race comes down to Democratic candidate Bernie Sanders and Republican frontrunner Donald Trump. Clinton was upset with the idea of being taking out of the race, either legally (FBI) or democratically (defeated by Sanders inside the Dem party) and now is terrified with the idea of Bloomberg getting inside the context . THE QT IS WHO WILL WIN OR LOSE WITH ANY THIRD OPTION party?. Bloomberg won the Mayor nomination of NY as GOP in 2001 & 2005. He dropped his Republican Party affiliation on June 19, 2007, and won his 3rd term mayor nomination as independent.  This divorced billionaire (17 bll worth) has been mentioned as independent candidate for Presidential elections since 2008. If he run for President now  whole electoral picture will change. Imaginer a Front Majors for Peace at national level & Bloomberg picking up the best for every party (including the left) he simply win the context in one click.  People is fed up with both parties (dems & reps) and it is a fact that today an INDEPENDENT 3RD OPCION is more real than ever for 20116 elections ..specially because the bipartisan system is under fire for corruption (buying elections). So today right question is How the political panorama will be changed with 2 independent candidates running as 3rd option: A-the Bernie Sanders PEOPLES FRONT with Rand Paul as partner.. and  B-the billonarie Bloomberg  with a Front (say) Majors for Peace, both as independent parties? .. To me the billionaire Bloomberg can win easily NY (the biggest electorate in the US and that at expenses of the dirty bipartisan couple) but not the rest of the national electorate (unless he launch a front) . If the principles of proportionality and decentralization is respected & agreed between A & B then the immediate loser will be Hillary (she will be dumped democratically, even if the inefficient FBI surrendered to her). Then the fight between A & B  will be the fight between the Nation vs. the 1%. And the main issue will be either peace or corruption. The billionaire can talk more free than Sanders on cutting budget for the military or reducing the production of guns in agreements with RU-China or do the reverse. Corruption will be a more sensitive issue for Bloomberg.  WHO IS MORE IMMUNE TO THE FIRE CORRUPTION.. SANDERS OR BLOOMBERG?. Considering the FACT that:  when Bloomberg  ran for a third term in 2009 as an independent, he spend a record-breaking sum—the equivalent of $174.53 per vote (more than ten times his competitor) according to New York Daily News ,November 27, 2009. See: (http://www.conservapedia.com/Michael_Bloomberg  [note-2] ) then the logical winner on this debate will be THE PEOPLES FRONT lead by Sanders-Paul, .. they have the advantage of departing from Unions already existing .. but if & only if.. they manage to set up the PEOPLES FRONT. On other issues, the Bloomberg front will have the advantage of departing from LOCAL municipalities, from the bottom- up.. ”nada crece de arriba para abajo” .. but if & only if ..he manage to set up a MAYORS FRONT or something like that. ]
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