miércoles, 1 de junio de 2016

JUNE 1 16 SIT EC y POL



JUNE 1 16 SIT EC y POL
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HILLARY CLINTON SHOULD BE IMMEDIATELY INDICTED FOR:

1.  Obstruction of justice.  If any average citizen lied to investigative officials, failed to turn over evidence, provided only selective evidence,  they would be prosecuted to the full extent of the law.  If any average military personnel with even the lightest of Security Clearance was in breach as Clinton clearly was, they would be prosecuted.  Why are our officials not held accountable for their actions?

2.  Spoliation of evidence.  If any average citizen wiped the hard drive after requests from authorities to turn it over, they would be prosecuted.  Why are our officials not held accountable for their actions?

3.  Violation of Federal Records Act (perhaps willful).  Our officials agree to be accountable when they hold office.  They also agree to comply with the Federal Records Act.  Why are our officials not held accountable for their actions?

4.  Violation of Espionage Act (perhaps willful).  Our officials with Security Clearances agree to hold sensitive information vital to our country’s security with strict restrictions.  Ignoring these restrictions should be prosecuted in full, and not doing so is treason against every American.  Why are our officials not held accountable for their actions?

The Clinton Foundation ties to weapons deals should also be thoroughly investigated.

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2-
WHAT CLINTON & TRUM REPRESENT IN AMERICAN POLITICS:
According to Anthony Freda :  WHO ARE “THEY”?  
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THEY are the people who fabricated pretexts to Vietnam and  Iraq War.
THEY are the ones who commit war crimes with impunity and jail dissenters.
THEY are the ones who torture and imprison people out of any legal frame
THEY support criminal bankers reward with bailouts instead of indict them
THEY are the ones who buys media Corp to protect people who commit crimes against humanity [Case in point: H Kissinger.] instead of investigating and revealing them.
THEY are being exposed by whistleblowers and journalists. Their days are numbered.
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ZERO HEDGE
ECONOMICS

The tape faces four big catalysts/events between now and probably the end of the year according to JPMorgan...
1) THE FED.  Do they move in June or Jul?  The former has the Brexit problem on June 23 (although the odds of an “out” vote have declined enormously) and the latter lacks a press conf.  Will two hikes this year (one in the summer and another ostensibly in Dec after the elections) spark another steep rally in the USD or will currency markets stay calm?;

2) CHINA FX the CNY hit a high of ~6.60 vs. the USD earlier in the year, rallied to ~6.45 as of the end of Mar, and has since rebounded to ~6.58.  It isn’t so much the absolute level that investors watch (although that is clearly important) but instead the pace of weakness that is most important (Aug saw a sharp devaluation and that repeated around the end of Dec/early Jan).  The messaging from Chinese officials suggests they will avoid additional sudden 1x devaluations but further CNY weakness should be expected (JPM is assuming 6.63 by the end of Q3 and 6.75 by the end of the year);

3) JAPAN POLICY – the surprise adoption of NIRP on 1/29 was a major negative not only b/c it drove a global sell-off in bank stocks but also as it undermined central bank confidence in general.  The BOJ is likely gearing up additional action (at either its 6/16 or 7/29 meeting) and it will be important for it avoid a repeat of 1/29;

4) US ELECTIONS the consensus expectation right now assumes a Clinton victory but current trends suggest such an outcome is far from certain.  Hillary hasn’t even secured the Democratic nomination and appears headed for a very acrimonious convention.  The GOP meanwhile is quickly unifying behind Trump and recent polls are pointing to a very close election in Nov.  Note that control of the Senate is very much up for grabs this year too (the House seems safely in Republican hands). 
In the meantime, stocks have never been more expensive... Price-to-Sales has never been higher:

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With price-to-sales at it highest ever for US equities, we thought the following three simple charts may provide some cynical, skeptical, fiction-peddling facts as everyone waits for payrolls this week...
Earnings expectations remain entirely decoupled from equity index price 'reality'... Big image at: http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/06/01/20160601_three1_0.jpg


And While Industrial Production in America mattered for decades... stocks are ignoring the current recession-like plunge in output...  Big image at http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/06/01/20160601_three3_0.jpg


And finally, it appears that bonds (the Treasury yield curve) has a far more accurate sense of reality - as GDP growth expectations collapse - than US equities... Big image at: http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/06/01/20160601_three2_0.jpg


Do you believe in earnings hockey-stick miracles? Is your faith in The Fed unshaken? Can we really get to November's election without some event? Trade accordingly (and remember VIX shorts and S&P longgs are the highest in years)
Charts: Bloomberg
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For a country that prides itself (or used to at least) on the success of the entrepreneur and small business creation, a disturbing trend has developed. According to according to a new analysis by the Economic Innovation Group, fewer new businesses were created in the last five years than any other period since at least 1980..."It's hard to put into scale the collapse of new business formation. We have no precedent for that rapid and steep of a decline. It will have a ripple effect in the economy."
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We can't go back, so we must go forward. It is possible to create employment security, but it can't be forced by imposing guarantees on employers. If employers can't respond flexibly to a dynamic global economy, their only choice will be to shut down. When that happens, everyone loses.
Flexible labor is the future for the basic reason that it is the only viable model going forward.
If we can't go forward, then let's go back: this is the guiding philosophy of the labor movement that seeks security via strict work rules. The premise here is simple: employers could provide their employees with secure employment if only they weren't so greedy.

To get guaranteed employment security, you must first guarantee profits that can be reinvested to keep the enterprise afloat.
In today's world of global competition and stagnation, guaranteed profits and guaranteed employment security are both scarce. What could be more guaranteed than profits from oil? Oops. How about offering ObamaCare/ACA health plans? Oops. It turns out profits, even in supposedly rock-solid industries, are not guaranteed.

It would be nice if we could go back to a time in which employees could count on one employer to provide guaranteed employment for life--but we can't. Even the 20% of the work force that works for the government will have to adapt eventually, as the government itself lives off private-sector profits and wages.
And as this chart shows, wages as a share of GDP have been declining for decades:


We can't go back, so we must go forward. It is possible to create employment security, but it can't be forced by imposing guarantees on employers. If employers can't respond flexibly to a dynamic global economy, their only choice will be to shut down. When that happens, everyone loses.
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The middle class in America is in crisis, with incomes falling and life expectancy worsening. Why? And what can be done about it?
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BofA: "last week, BofAML clients were net sellers of US stocks for the 18th consecutive week, continuing the longest uninterrupted selling streak in our data history (since ’08)."
We were right, and as BofA's Jill Carey Hall writes overnight, "last week, BofAML clients were net sellers of US stocks for the 18th consecutive week, continuing the longest uninterrupted selling streak in our data history (since ’08)." 


More importantly, she admits that as expected, "sales accelerated last week to $1.6bn, the largest net sales since late April after sales had slowed in the prior three weeks. Clients still don’t believe the rally; persistent negative equity sentiment has been echoed in EPFR flow data as well as by our Sell Side Indicator. Net sales were led by institutional clients last week, private clients and hedge funds were also net sellers. Clients sold stocks in all three size segments."


POLITICS

The most likely scenario is that Vice President Joe Biden—who has said that he regrets “every day” his decision not to run—enters the race.Mr. Biden would be cast as the white knight rescuing the party, and the nation, from a possible Trump presidency
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Recent polls exposed Americans lack of trust when it comes to government. But there is another aspect to this eye-opening poll. The poll provides a devastating picture of American fidelity to the larger US system. Americans don’t believe in their political system anymore. People don’t trust their government and they don’t trust elections either.
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Is Obama’s entire foreign policy going down in flames? Or will the entire world end up burning? The NATO summit on July 8-9 this year will probably provide the best advance indication of which of those two will be the outcome from all this.
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Share prices in America aren’t at all time highs because the country is doing well. Share prices are at all time highs because executives and shareholders are extracting a historically dangerous piece of the overall economic pie. If this trend continues, someone like Donald Trump will be the least of our concerns. It appears companies are coming to the realization that their employees are so broke they’re resorting to payday lenders just to survive. Rather than boost wages, many are resorting to offering loans.
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…what the government really wants is more power, more control and more surveillance. As revolutionary patriot Samuel Adams observed, “It does not take a majority to prevail... but rather an irate, tireless minority, keen on setting brushfires of freedom in the minds of men.”
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ME & WORLD ISSUES

Just days after Toyota became the latest investor in Uber, in hopes of boosting car lease transactions, moments ago FT reported that Saudi Arabia’s sovereign wealth fund, the Public Investment Fund, is investing $3.5 billion in the ride-sharing company. This would be the largest single investment ever made in a private company. As the FT notes, this brings Uber's cash holding to more than $11billion at a time when the company is aggressively expanding in nearly 70 countries worldwide. 
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With oil traders playing headline-hockey ahead of tomorrow's OPEC meeting, tonight's API data may not be quite as consequential as usual. With sizable draws expected overall and at Cushing, API reported a shocking 2.35mm build (2.5mm draw expected) which, despite a bigger than expected 1.1mm draw at Cushing (twice the expected) sent WTI Crude prices tumbling. Gasoline and Distillates both saw draws with the latter's 7th consecutive week - the longest streak since oct 2015.
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Earlier today, when Reuters quoted "sources" that OPEC may consider a new oil output ceiling, a recurring headline meant simply to spark algo-driven buying (which it did), we said that the "most likely next step: a denial from other "sources." That is precisely what happened moments ago when with hours until the OPEC meeting in Vienna, the UAE oil minister said there will be no oil freeze.
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Following Tsipras and Putin's meetings this week, ekathimerini.com reports that Defense Minister Panos Kammenos unveiled a new partnership with Russia to manufacture Kalashnikov rifles "ending the prospect of Greece's defense industry shutting down." There's just one small condition.
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GLOBAL RESEARCH


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COUNTER PUNCH


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RT SHOWS


It is a truism that American voters are far more interested in domestic issues during a presidential election. And this suits the foreign policy establishment just fine. Since the Cold War, there has been a narrowing of foreign policy debate.
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Tonight’s Politics Panel talks the latest flip-flop from Donald Trump, the latest from the Never Trump campaign, and Bernie’s plan to go to the convention regardless of what happens next Tuesday. Thom discusses the pros and cons. [ Bernie: in politics there are stupidities that history never pardon.]
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India’s economy expands by 7.6% and Bitcoin is booming again – the digital currency is up 21 percent. Ameera David has the details. Then Boom Bust’s Bianca Facchinei details how, with the relationship between the US and Saudi...
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WASHINGTON BLOG



The only thing new in the world is the history you don’t know.  – President Harry Truman

3-minute video: Police, Military – Was your Oath sincere?
Eleven sections (hyperlinks to be updated as series is published, with original links now for your convenience):
  1. Introduction to define ‘rogue state’ as perfect match with US illegal Wars of Aggression, Crimes Against Humanity, dictatorial government
  2. The US violated ~600 treaties with Native Americans to steal Native American land. A treaty is signed by a US President, approved by 2/3 vote of the US Senate, and under Article VI of the US Constitution becomes US “supreme Law.” These ongoing “in your face” violations of “supreme Law” became the precedent to typical hypocritical and unlawful US policies of the present.
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SEE VIDEO
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NOTICIAS IN SPANISH


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EE.UU. Paloma de guerra  David Brooks
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Alli existe Dem que la Izq no supo usar. Aquí en el US no lo es.
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España  Nadando entre tiburones Gregorio Morán
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Pierdes el tiempo sardina. El tiburón de todos modos te traga si votas nulo
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A mi ver:  esto es muchisimo menos estúpido que votar nulo
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Keiko no va a cambiar .. la propuesta de Veronica la va a liquidar
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PRESS TV


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