viernes, 15 de julio de 2016

JUL 15 16 SIT EC y POL



JUL 15 16  SIT EC y POL
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SOCIALISM WILL NEVER DIE.. IF ONE FALLS ANOTHER WILL TAKE THE POST


IT IS PEOPLE THAT WANTED SO,.. THE REVOLUTION WILL CONTINUE  ..
Arriba los pobres del mundo .. de pie los esclavos sin pan. VENCEREMOS!
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ZERO HEDGE
ECONOMICS



Despite the rip-roaring rally in stocks, Brexit had a significant effect on the wealthiest third of US incomes as UMich Consumer Expectations (i.e. "Hope") tumbled to its lowest since September 2014.
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Following a 0.3% decline in May, Industrial Production rose 0.6% in June (better than the 0.3% rise expected) but year-over-year remains lower (-0.7%) for the 10th straight month. This is the longest non-recessionary streak of industrial production declines in US history. Gains on the month were driven by motor vehicle assembly (which is ironic givenm near-record inventories), but Q2 ended with a decline of 1.0% - the 3rd quarterly decline in a row (also not experienced without a recession).
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“We’re starting to see upward pressure on the inflation numbers,... reinforces the case for the Fed to resume tightening, though they’re highly risk averse right now.”
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Having slowed in May after April's spike, US Retail Sales in June jumped notably by 0.6% (much better than the expected 0.1% rise) but a lot of this was due to a considerable downward revision (from +0.5% to just +0.2%). Year-over-year, headline retail sales rose modestly to +2.7% but continues to hover at the recessionary ledge. Vehicle sales rose very modestly (+0.1%) after a 0.5% MoM decline in May but a slide in clothing sales was offset by a surge in building materials sales.
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While recent regional Fed manufacturing indices had shown a pickup in recent weeks, moments ago the Empire Fed, aka the New York State manfucaturing index, disappointed, declining five points from 6 to 0.55, below the 5.0 expected print. The volatile series has now printed below zero, at zero, above zero, below zero, above zero and at zero over the past 6 months.
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Bottom line: If these key housing markets hit a wall they will take the rest of the nation with them; bubbles and busts don’t happen in “isolation”.

Not shown in these charts of absolute index levels is the three-straight months of national yy price gain deceleration. Moreover, the CS captures prices up to 7-months old at the tail so conditions are already a lot different than shown here.

• The end result of Bubble 2.0 will be the same as 1.0; a demand “mix-shift” and price “reset” back towards end-user fundamentals once the speculators finish up, or events force them to the “sidelines”.
• Lower prices will create demand, which the housing sector will always achieve one way or another…it’s what it does. Just like the anemic demand led the price crash of Bubble 1.0, which ultimately led to increased demand as prices stabilized lower.
• The Bubble 2.0 pop will also free up supply in the same manner as Bubble 1.0, just not as much from foreclosures. However, I do think people underestimate the volume of low-down mortgages originated over the past several years.
• Sure the bubble could blow bigger. Maybe we get a double-bubble. Bubbles are strange things. But, when they begin to fall there is a lot of air under there because the downside has clearly been established.

In fact, I believe this is the year house prices go red yy.
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With half of 2016 in the history books, corporate bond defaults just hit the milestone "century" mark, or 100, last week, rising by 50% from the number of bankruptcies at this time last year and the highest level since the US emerged from recession in 2009. What is most troubling is that at the current run-rate, with half of 2016 still to come, the global debt default total is on pace to surpass 2009 for the all time corporate bankruptcy record.
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The tremendous rally of the past 4 days that has sent global stocks soaring in recent days has finally been capped and European shares, S&P futures are all modestly lower following a deadly terror attack in Nice, France. Meanwhile Asian stocks rose as Chinese economic data beat estimates, with Q2 GDP rising by 0.1% more than the estimated 6.6% on the back of stronger housing data.
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The US oil rig count rose 6 to 357 this week - this is 6th rise of the last 7 weeks (up 41 rigs) - the biggest absolute rise since May 2014. Off the lows, the US oil rig count is now up over 10% - the most since Dec 2011. Of course, oil prices are rallying on this news...
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POLITICS



"[Snowden] has done an incredible service to our country at great cost to himself for having to live away from his family, his friends, his job, his network... I would say not only bring Snowden back, but bring him into my administration as a member of the Cabinet,"
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“Really, it’s either one of two things: Either you’re trying to avoid the appearance of impropriety, in which case you should have recused yourself, or you’re trying to protect Hillary Clinton
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ME & WORLD ISSUES


Ask Muslims about the roots of terrorism and they’re quick to point the fingers at the USA or Israel. They’re not thinking. They’re not thinking inwardly. The plague of terrorism is homemade, not foreign. The western countries however prop up the Muslim perpetrators with bribes and political protection so that they can extract economic benefits from the mayhem. Why not exploit the homegrown situation?
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"A perfect storm of slow or zero Italian economic growth, low interest rates and politically connected, often corrupt, lending have combined to create a situation where the Italian financial system is in need of a large rescue."
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The long-classified pages detailing alleged Saudi Arabia government ties to the 9/11 hijackers will be released by Congress as early as Friday, sources told CNN Thursday. Known as the "28 pages," the document was part of a 2002 Congressional investigation of the Sept. 11 attacks and has been classified since the report's completion.
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GLOBAL RESEARCH

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THE REAL NEWS NETWORK  http://therealnews.com/t2/

Ronald Blount of the Philadelphia Taxi Alliance calls on the Democratic Party to join the fight for living wages, affordable housing, and good education
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Professor of Media Studies Joao Feres Jr. says a recent report exonerates Rousseff but the constitutional procedure will likely be used to remove her from office anyway.
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INFORMATION CLEARING HOUSE

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Nothing was done against the ideological matrix of jihadism: Wahhabism. So nothing will change
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Gestapo America.  By Paul Craig Roberts
Adolf Hitler is alive and well in the United States, and s/he is fast rising to power.
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The American empire is in deep spiritual decline and cultural decay.
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COUNTER PUNCH

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Margaret Kimberley Why We Need Black Anger
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NOTICIAS IN SPANISH

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Ecuador. La desmemoria de un país migrante. Sebastián Vallejo
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PRESS TV

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