sábado, 30 de julio de 2016

JUL 29 16 SIT EC y POL P-1 ECONOMICS

JUL 29 16  SIT EC y POL   P-1 ECONOMICS 
….

The disgust & nausea felt by this lady on the recent DNC show
is the felling of millions of American citizens. Da asco lo ocurrido
….
Here some extracts from: My Fellow Americans: We Are Fools
By Margot Kidder
[Few words have been adjusted to its content.]
….
The visions of all the dead children in Syria that Hillary Clinton helped to kill; the children bombed to bits in Afghanistan and Pakistan from Obama’s drones, the grisly chaos of  Libya, the utter wasteland of Iraq, the death and destruction everywhere caused by American military intervention. The Ukraine, Honduras, El Salvador, Guatemala, Chile, you name it — their countries has bombed or destroyed its civilian life in some basic way.

When I heard all the Americans cheering for the military and the pronouncements of might coming from the speakers in the Wells Fargo Centre, I loathed you. I loathed every single one of you. I knew in my gut that what I was taught as a child was true, which is that YOU are the enemy. YOU are the country to be feared. YOU are the country to be disgusted by. YOU are ignorant. And your greed and self-satisfaction and unearned pride knows no bounds.

I am not an American tonight. I reject my Puritan ancestors who landed in this country in 1648. I reject the words I voiced at my citizenship ceremony. I reject every moment of thrilling discovery I ever had in this country.

And there you all are tonight, glued to your TVs and your computers, your hearts swelled with pride because you belong to the strongest country on Earth, cheering on your Murderer potential President. Ignorant of the entire world’s repulsion.

She kill and you kill and she kill, and you still remain proud.
We are fools.
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By Margot Kidder , an actress and activist in Montana.
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ZERO HEDGE
ECONOMICS

More on the  “GREAT ” Economy we got from Barack Obama :


By Michael Snyder, the Economic Collapse Blog.

We just got another extremely disappointing GDP number.  It was being projected that U.S. GDP would grow by 2.5 percent during the second quarter of 2016, but instead it only grew by just 1.2 percent.  In addition, the Census Bureau announced that GDP growth for the first quarter of 2016 had been revised down from 1.1 percent to 0.8 percent.  What this means is that the U.S. economy is just barely hanging on by its fingernails from falling into a recession.   As Zero Hedge has pointed out, the “average annual growth rate during the current business cycle remains the weakest of any expansion since at least 1949″.  This is not what a recovery looks like.

In addition, Barack Obama remains solidly on track to be the only president in all of U.S. history to never have a single year when the economy grew by at least 3 percent.  Every other president in American history, even the really bad ones, had at least one year when U.S. GDP grew by at least 3 percent.  But this has not happened under Obama even though he has had two terms in the White House.
The following are the yearly GDP growth numbers under Obama.  They come directly from the official website of the World Bank

2009: -2.8 percent
2010: 2.5 percent
2011: 1.6 percent
2012: 2.2 percent
2013: 1.5 percent
2014: 2.4 percent
2015: 2.4 percent
Does that look like a “recovery” to you?
Of course not.
And many are anticipating that this latest extremely disappointing GDP number will discourage the Federal Reserve from raising interest rates any time in the near future

In recent days we have gotten a spate of bad news about the economy.  We just learned that the homeownership rate in the United States has hit the lowest level ever, and Gallup’s U.S. economic confidence index has fallen to the lowest level so far this year.

[ During elections Hillary Clinton needed to sell to American people the idea that the Obama years have been very good for the U.S. economy.  Her  pending case with FBI & Supreme Court depends on OB .. but these “things may take a sharp turn down in the coming months, that may be enough to cost her the election”, said Michael Snyder.]

So far, Hillary Clinton’s economic agenda has not received that much scrutiny, but the truth is that she hopes to increase taxes in a whole bunch of ways which would be very harmful for the economy.  The following comes from an excellent piece by John Kartch and Alexander Hendrie

Hillary has endorsed several tax increases on middle income Americans, despite her pledge not to raise taxes on any American making less than $250,000. She has said she would be fine with a payroll tax hike on all Americans, she has endorsed a steep soda tax, endorsed a 25% national gun tax, and most recently, her campaign manager John Podesta said she would be open to a carbon tax. It’s no wonder that when asked by ABC’s George Stephanopoulos if her pledge was a “rock-solid” promise, she slipped and said the pledge was merely a “goal.” In other words, she’s going to raise taxes on middle income Americans.

Hillary’s formally proposed $1 trillion net tax increase consists of the following:
Income Tax Increase – $350 Billion: Clinton has proposed a $350 billion income tax hike in the form of a 28 percent cap on itemized deductions.

Business Tax Increase — $275 Billion: Clinton has called for a tax hike of at least $275 billion through undefined business tax reform, as described in a Clinton campaign document.

“Fairness” Tax Increase — $400 Billion: According to her published plan, Clinton has called for a tax increase of “between $400 and $500 billion” by “restoring basic fairness to our tax code.” These proposals include a “fair share surcharge,” the taxing of carried interest capital gains as ordinary income, and a hike in the Death Tax.

Taxes tend to be a pet peeve of mine, so looking at that list of proposed taxes definitely makes me cringe.
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ECONOMICS  from www.zerohedge.com


Despite the protestations that everything will be awesome from Hillbama, the American people strongly disagree. The gap between tumbling 'expectations' (77.8) and 'current conditions' (109.0) is at its worst (least hopeful) since August 2006... shortly before overall confidence crashed in America.
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With Wall Street expecting the US economy to grow 2.6% in the second quarter, there were many shocked faces moments ago when the Census Bureau reported that not only did the US economy grow a paltry 1.2% in the quarter, but Q1 GDP was slashed from an already poor 1.1% to just 0.8%.
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While the 1.2% Q2 GDP print was so bad that it sent both oil and stocks higher, now that bad news is again good news as it means no Fed rate hikes for the foreseeable future, a key reason for the weakness was the adjustment of historical data as part of the BEA's annual data revision. The full summary is shown in the chart below.
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After the illiquid chaos of the last 24 hours, USDJPY is now pressing lower (Yen stronger) once again (under 103) after the gravely disappointing GDP data. Gold, and silver, are jumping higher and bond yields tumbling...
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But, but, but the dividend yield, the oil recovery? ExxonMobil is down almost 3% in the pre-market to 2-month lows as it misses earnings expectations drastically (+41c vs 64c exp.. below the lowest expectation of +55c). Production levels also missed expectations as it appears the oil glut has trickled down to motor fuels, dragging refinery margins notably lower.
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"I think it’s possible that the Fed will push rates below zero when the next recession arrives. In that regard, something important happened recently. And not many people noticed..."
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Imagine the financial crisis knocked you out and you did not wake up from the coma that followed until this day. Then, presented with the following three charts you were asked to guess where the federal funds rate was trading...
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"We are going to follow the money..."
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Adding insult to injury, America's aging baby boomers, unable to retire from their menial jobs as a result of the Fed's destructive monetary policy which has guaranteed no income on savings, are now also being blamed by researchers for America's collapsing productivity.
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This is the 8th rig count rise in the last 9 weeks. The 58 rig rise (+18% off the lows) is the fastest since Jan 2010. Oil prices had melted up all day (despite record OPEC production) as the USD weakened, and extended gains despite the rig count rise.
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Somewhere Nero is fiddling...
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Nothing else matters... "bad news is great news"
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Despite the return of the record OPEC oil production, crude is now surging for one simple reason: oil is inversely correlated with the dollar. And thanks to today GDP shock, which showed that the US economy grew far slower than expected, the dollar has crashed. Confused? Don't be: "Dollar weakness follows disappointing U.S. GDP data, consumer confidence." As a result, ugly economic data has sent the dollar tumbling, oil soaring, and the S&P near all timehighs. Q.E.D.
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For years we have complained against both the BLS' and the BEA's comical seasonal adjustments, which "serve" just one purpose: to goalseek the data to a desired, politically-mandated outcome, and which culminated last May when the Department of Commerce announced it would seasonally adjust last year's woeful Q1 GDP data not once but twice in order to get a better result.  Now, it appears that there indeed was a problem.
----
----

With Wall Street expecting the US economy to grow 2.6% in the second quarter, there were many shocked faces moments ago when the Census Bureau reported that not only did the US economy grow a paltry 1.2% in the quarter, but Q1 GDP was slashed from an already poor 1.1% to just 0.8%.
----
----

While the 1.2% Q2 GDP print was so bad that it sent both oil and stocks higher, now that bad news is again good news as it means no Fed rate hikes for the foreseeable future, a key reason for the weakness was the adjustment of historical data as part of the BEA's annual data revision. The full summary is shown in the chart below.
----
----

After the illiquid chaos of the last 24 hours, USDJPY is now pressing lower (Yen stronger) once again (under 103) after the gravely disappointing GDP data. Gold, and silver, are jumping higher and bond yields tumbling...
----
----

But, but, but the dividend yield, the oil recovery? ExxonMobil is down almost 3% in the pre-market to 2-month lows as it misses earnings expectations drastically (+41c vs 64c exp.. below the lowest expectation of +55c). Production levels also missed expectations as it appears the oil glut has trickled down to motor fuels, dragging refinery margins notably lower.
----
----

"I think it’s possible that the Fed will push rates below zero when the next recession arrives. In that regard, something important happened recently. And not many people noticed..."
----
----

Imagine the financial crisis knocked you out and you did not wake up from the coma that followed until this day. Then, presented with the following three charts you were asked to guess where the federal funds rate was trading...
----
----

"We are going to follow the money..."
----
----

Adding insult to injury, America's aging baby boomers, unable to retire from their menial jobs as a result of the Fed's destructive monetary policy which has guaranteed no income on savings, are now also being blamed by researchers for America's collapsing productivity.
----
----

This is the 8th rig count rise in the last 9 weeks. The 58 rig rise (+18% off the lows) is the fastest since Jan 2010. Oil prices had melted up all day (despite record OPEC production) as the USD weakened, and extended gains despite the rig count rise.
----
----
Somewhere Nero is fiddling...
----
----

Nothing else matters... "bad news is great news"
----
----

Despite the return of the record OPEC oil production, crude is now surging for one simple reason: oil is inversely correlated with the dollar. And thanks to today GDP shock, which showed that the US economy grew far slower than expected, the dollar has crashed. Confused? Don't be: "Dollar weakness follows disappointing U.S. GDP data, consumer confidence." As a result, ugly economic data has sent the dollar tumbling, oil soaring, and the S&P near all timehighs. Q.E.D.
----
----

For years we have complained against both the BLS' and the BEA's comical seasonal adjustments, which "serve" just one purpose: to goalseek the data to a desired, politically-mandated outcome, and which culminated last May when the Department of Commerce announced it would seasonally adjust last year's woeful Q1 GDP data not once but twice in order to get a better result.  Now, it appears that there indeed was a problem.
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