miércoles, 28 de septiembre de 2016

SET 28 16 SIT EC y POL



SET 28 16  SIT EC y POL


ZERO HEDGE
ECONOMICS



"The market’s in a dangerous bubble, now let’s talk about the following stocks you just have to chase because they’re cheap."
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The Fed has created a situation where the housing industry is so dependant on the massive interest rate subsidy that any uptick in rates is likely to cause a cataclysm. The Fed and its cohorts are responsible for this mess. They have left themselves, and us, with no way out.
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Politics explain changes in oil market: the Senate voted overwhelmingly to override President Obama’s veto of a bill letting the victims of the 9/11 attacks sue Saudi Arabia.

More crappy macro data today... but all that mattered was Yellen never screwed up totally, Deutsche Bank didn't actually declare bankruptcy, and 'sources' said some short-squeeze-creating statements in Algiers...

A big gasoline build sparked selling at 1030ET.. but as Europe closed the USD turned around and then "sources" from Algiers sparked .. buying panic in crude... which then took out stops, dragged stocks and bond yields higher... before OPEC headlines late on faded the gains...  See graphs on this process at: http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/09/28/20160928_EOD10_0.jpg

But .. Once again - it looks like major hedging being done into this spike in oil prices... [[ Who is doing such manipulation of prices? ]]


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While OPEC reached an "understanding on a production cut", if not exactly a production cut deal just yet - since every OPEC member's production has yet to be determined, the sell-side has responded. The following is a collection of analysts’ reactions following the OPEC announcement.
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Despite its peg, Spot Riyal is trading at its weakest in 8 months as turmoil mounts in The Kingdom as a failed 'deal' in Algiers, pay cuts for royalty, and now growing concerns that the US vote/veto on 9/11 Legislation will delay Saudi Arabia's first international bond sale. Forward bets on Saudi currency devaluation are surging and default risk is on the rise again as Bloomberg reports, a Senate vote to override President Barack Obama’s veto could cause some investors to balk at the issue.
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Following the surprising across-the-board inventory draws report by API overnight, DOE confirmed crude's overall draw (-1.88mm bartrels vs +3mm exp). However, gasoline saw the biggest build in 4 months (as distillates saw the biggest draw in almost 2 months). Crude production dropped very modestly on the week but remains stuck around 8.5mm barrels. Oil prices popped then dropped and remain lower for now...
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While OPEC may have agreed on the need to cut production, the biggest question remains unanswered: how much each country will produce is to be decided at the next formal meeting of OPEC in November.
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While OPEC reached an "understanding on a production cut", if not exactly a production cut deal just yet - since every OPEC member's production has yet to be determined, the sellside has responded. The following is a collection of analysts’ reactions following the OPEC announcement.
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‘‘How can I continue to entrust the public’s money to an organization which has shown such little regard for the legions of Californians who have placed their financial well-being in its care?”

Treasurer John Chiang says in letter to Wells Fargo’s John Stumpf, board that he’s ordered suspension of WFC’s participation in “its most highly profitable business relationships” with California.


The California Treasurer oversees ~$2t in annual state banking transactions; manages $75b investment pool; is largest U.S. issuer of municipal debt
  • Sanctions include:
    • Suspending investments by Treasurer’s office in all WFC securities
    • Suspending using WFC as broker-dealer for purchasing investments
    • Suspending WFC as managing underwriter on negotiated sales of Calif. state bonds (where Treasurer appoints underwriter)
  • Sanctions take effect immediately, will remain in place for next 12 month

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In the last 60 years, the US economy has never suffered such a long contraction in core durable goods orders (20 months) without officially being in recession.
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Central bankers "wring their hands all the time," Plosser noted that The Fed was very "concerned about credibility," and was "pretty good at conjuring up reasons not to act." His mutinous discussion then concluded, sounding very Trumpian, by noting that The Fed "shouldn't be afraid a recession might come," exclaiming "there's a real problem here" with The Fed.
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The fat plutocracy wants more at the cost of the whole nation.
Their gluttony is nauseous. Ms. Yellen: make them pay back the
money owed to the FED (bailouts n QEs). if they misused, indict  them

Last week, the Federal Reserve decided to keep US interest rates unchanged, marking its 96th month of life at the zero bound. Apparently, for all of its "data dependence", the Fed feels the economy could still benefit from *just* a little more of its ZIRP happy juice. But as anyone with a little common sense will tell you, More is not always better. It's quite possible to have too much of a good thing. And in its pursuit to kick the can for a little longer, the Fed has crossed a dangerous line.
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Here is Citi's most stark condemnation of not only why a Twitter purchase does not make sense but why most major media M&A in the internet space always fails.
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POLITICS

Trump’s supporters and conservative media say he won. Hillary’s supporters and the liberal media say she won. But who lost the presidential debate last night? Well, America did.
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Deplorable!!


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OB has misbalanced the system of power in America. His ..
..appointments are typical of a totalitarian systems.. he behave
like a Sec Gral of the Dems Party .. not sense of neutrality  nor
balance .. several Presid-decrets he made should be revised
and nullified as well .. He caused the death of many innocent
world-wide & inside too. EW was right, we need to depower him.
This is more effective than impeachment. It has to be continued !


Moments ago, the Senate voted overwhelmingly to override President Obama’s veto of a bill letting the victims of the 9/11 attacks sue Saudi Arabia, striking a blow to the president on foreign policy weeks before he leaves office. The vote marks the first time the Senate has mustered enough votes to overrule Obama’s veto pen.
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RELATED


It appears for once, the word (of some politicians) is mightier than the pen (of Obama). The White House was lashed out at The Senate's veto override, which Josh Earnest described as "the single most embarrassing thing that the United States Senate has done." As The Hill reports, in the most overwhelming vote (97-1) since 1983, President Obama's lame-duckedness was exposed and that enraged Obama (and his Saudi friends' money).
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IN CASE YOU MISS IT:
More From ZeroHedge
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Democrats Panic: "This Nightmare Is About To Become Our Reality"     Hillary is surrounded by so many scandals and unanswered questions it's often difficult to keep track of the daily developments.  Just a few of the recent scandals and allegations include lying about her "pneumonia" diagnosis (does anyone actually believe she has pneumonia, btw?)
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DEMOCRACY NOW


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GLOBAL RESEARCH


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SPUTNIK and RT SHOWS


DARPA Ramps Up Defenses Against Russia’s Electro-Attacks on the Battlefield  
DARPA:  Pentagon’s Defense Advanced Research Projects Agency (DARPA) https://sputniknews.com/military/20160928/1045809256/darpa-russia-electronic-warfare.html
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US-Russia Deconfliction in Syria 'Unaffected by Washington Threat to Disengage'   https://sputniknews.com/world/20160929/1045814220/us-russia-deconfliction-in-Syria.html
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US, Russian Teams Working on Syria Remain in Contact in Geneva - State Dept.   https://sputniknews.com/world/20160929/1045814297/us-russia-working-groups-in-Syria.html
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The West Should Stop Shipping Arms to the Middle East to Ensure Peace in Syria  
https://sputniknews.com/world/20160929/1045814297/us-russia-working-groups-in-Syria.html
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RT SHOWS
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WASHINGTON BLOG




For the bottom 90% of American households, the “prosperity” of the “recovery” since 2009 is a bright shining lie. The phrase is from a history of the Vietnam War, A Bright Shining Lie: John Paul Vann and America in Vietnam.

Just as the Vietnam War was built on lies, propaganda, PR and rigged statistics(the infamous body counts–civilians killed as “collateral damage” counted as “enemy combatants”), so too is the “recovery” nothing but a pathetic tissue of PR, propaganda and lies. I have demolished the bogus 5.3% “increase” in median household income, the equally bogus “official inflation” body counts, oops I mean statistics, and the bogus unemployment rate:


I’m not the only one calling the “recovery” a lie: the chairman of Gallup, Jim Clifton, recently unloaded on the “recovery”:
“I’ve been reading a lot about a “recovering” economy. It was even trumpeted on Page 1 of The New York Times and Financial Times last week. I don’t think it’s true.
Keep Reading
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NOTICIAS IN SPANISH


La guerra, la paz y el absurdo  ¡Deben estar tomándonos el pelo! TE
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Chile visto por Volodia Teitelboim  Jaime Concha
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Debate Clinton vs Trump: ¿quién gano? Perdió la Nación, lo otro no importa
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Israel-EEUU   La lógica de su alianza estratégica  Michel Warschawski
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La rivalidad entre imperios en el siglo XXI  Ashley Smith Orden mundial asimétrico
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PRESS TV




nominee Gary Johnson. YES.. among evils, she is the worse!
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9/11 bill sets 'dangerous precedent'  OB said is we eliminate the
notion of “sovereign immunity” then our men and women in uniform
around the world could potentially be sued too. Why not? So next
step should be to eliminate such freedom to kill innocent people.
No “exceptionalism” on war crimes & crimes against humanity. It
was stated so by Nuremberg Tribunal that became Law on the matter.
OB’ drone policy made him a war criminal and should be sued too.
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'Saudi claim Iran arming Yemen fictitious'
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Vote to impeach Obama: war criminal
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