miércoles, 16 de noviembre de 2016

Nov 16 16 SIT EC y POL



Nov 16 16  SIT EC y POL


ZERO HEDGE
ECONOMICS



According to BofA, the biggest tail risk is now a "stagflationary bond crash" - crowded longs (Minimum Volatility, US/EU credit, long EM debt) remain vulnerable to further jump in yields. In contrast, political rhetoric to calm “protectionism" fears (which jumped to highest levels since 2009) would boost risk appetite.
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It is official: Trump or no Trump, foreign central banks, SWFs and virtually every other official institution in possession of US paper, and as of this month, private investors too, are liquidating their Treasury holdings at a record pace.
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IRS data show the average income of taxpayers leaving Illinois surpassed the average income of taxpayers entering the state by $20,000 in 2014, a record loss for Illinois in the wake of the 2011 income-tax hike.
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Donald Trump’s victory sparked a tremendous sell-off in the Treasury market from an expectation of fiscal stimulus, but more broadly, from an expectation that a unified-party government can enact business-friendly policies (protectionism, deregulation, tax cuts) which will be inflationary and economically positive. It doesn’t take too much digging to show that the reality is different. The deluge of commentaries suggesting 'big-reflation' are short-sighted.
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Industrial Production contracts for longest non-recessionary period ever, GDP growth expectations are dead on the floor, and rate-hike odds are near 100%...  Image location at: http://www.zerohedge.com/news/2016-11-16/dow-suffers-first-post-trump-loss-cratering-bond-curve-bruises-banks

The Dow closed red as Nasdaq surged... (not teh drop towards the end of day sparked by Carl Icahn's comments that "stocks have run ahead of themselves since Trump won the election"  Image location: http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2016/11/16/20161116_EOD15_0.jpg

Bonus Chart: LOL! That's not how it's supposed to work!


Charts: Bloomberg
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Nasty manipulations

Having already been under selling pressure today, a tweet from Fox's Maria Bartiromo suggesting CEO Jamie Dimon is about to be offered the job of Treasury Secretary, pushed JPMorgan shares notably lower.
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“The market is expecting an interest-rate hike in December, and there is no fundamental reason for the Fed” to disappoint according to DZ Bank's Birgit Figge, and judging by the spike in futures-market-implied rate-hike odds post-Trump, it's a done deal.
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Trump "does not have a magic wand" to rapidly improve the economy, "maybe liquor sales will go up..."
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Dear Janet... where are you
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In yet another sign that behind the frequently blasted OPEC headlines meant to suggest a sense of OPEC unity yet which do nothing more than incite a short squeeze (as even Morgan Stanley has now admitted), there is far less cohesion, moments ago we learned that Nigeria's Oil minister Emmanuel Kachikwu is the latest to skip this week's Doha meeting scheduled for November 17 and 18. He joins the oil minister of both Iran and Iraq who will likewise skip the meeting. Oil is not happy.
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In the latest reminder that 7 years after the financial crisis, the US banking system still remains a systemic risk, Minneapolis Fed President Neel Kashkari today released four-step plan to end too-big-to-fail problem. The reason for the proposal: America's "biggest banks continue to pose a significant, ongoing risk to our economy" and "One analogy that helps highlight the trade-off of costs and benefits is the risk of terrorism."
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“Hedge fund managers continue to reap hundreds of millions of dollars in fees, regardless of their performance, which is a rip-off at the expense of pensioners.”
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Despite hopes that Donald Trump will waltz in and suddenly turn everything around, it would be a grave mistake to understate the amount of damage that has been done to the U.S. economy over the past eight years.

#1 Nearly 7 out of every 10 Americans have less than $1,000 in savings.  That means that about two-thirds of the country is essentially living paycheck to paycheck at this moment.

#2 Reuters is reporting that U.S. mall investors are poised to lose “billions” of dollars as the retail apocalypse” in this nation deepens.

#3 Credit card delinquencies have hit the highest level that we have seen since 2012.

#4 Approximately 35 percent of all Americans have a debt that is at least 180 days past due.

#5 The rate of homeownership has fallen for eight years in a row and is now hovering near a 50 year low.

#6 The total number of government employees now outnumbers the total number of manufacturing employees in this country by almost 10 million.

#7 The number of homeless people in New York City (where Donald Trump is from) has hit a brand new record high.

#8 About 20 percent of all young adults are currently living with their parents.

#9 Total household debt in the United States has now reached a grand total of 12.3 trillion dollars.

#10 The total amount of corporate debt in the U.S. has nearly doubled since the end of 2007.

#11 When Barack Obama entered the White House, the U.S. government was 10.6 trillion dollars in debtToday, the U.S. national debt is currently sitting at a staggering total of $19,842,173,949,869.58.
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POLITICS

Armstrong is lying: there is not socialist rev here. This is Soros-Hillary anti-Trump conspiracy. Everybody knows it. Sanders has nothing to do with this. Hillary-Soros are part of big WS speculators & crook bankers who are afraid of Trump.. The financiers of Hillary, are behind  this violence. In Portland the police found that most rioters imprisoned came from other states (Who paid them?). I wonder if Armstrong is not one of those supporting this Hillary-Soros conspiracy. Why he lies so stupidly?

Easy to stopped:  Hillary & Soros should be indicted asap, they should’ve been indicted soon after the violence start. The press released a tape incriminating Soros, Why authorities didn’t do it?  Are they in strike? It is time for them to act. Is true that this can become worse and worse, and once Hillary-Soros are indicted , a state of emergency should be declared until we get the normality. It is true that the Nation is angry, the highest absenteeism to elections showed so, Hillary and Trump don’t even get 20% of the national electorate. We don’t deserve them. Many of us hope that the Electoral College declare null such election, but they won’t do it, they will  opt for strike too. Then, let allow Trump to run the country and if the nation is hurt, they have the right to respond. No now.]


"There is an attempt to create a socialist revolution in this country led by the youth and Obama and Hillary seem happy with that. This is a very dangerous situation..."

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American salad: onion, garlic, hot habanero pepper, & honey. Not salt, nor vinager
The turkey is happy to be eaten,  They are ready for thanksgivings .. are you?

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Democ by convenience.. What about abolishing SD in primaries, Super-PACs, ..

U.S. Senator Barbara Boxer (D-CA) will introduce legislation when the Senate comes into session later today that would eliminate the Electoral College and determine the winner of presidential elections by the outcome of the popular vote.
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That is a nasty insult to apes in our zoo.. This major deserve life in prison for psychological torture of endanger species. That is worse than saying “ la mona aunque lleve tacos y se vista de seda.. mona queda”. That is inacceptable in our zoo. My friend Amed is writing a petition to OB:  “send this mayor to our rebel-friends in Aleppo , the specialists in beheading” , they will fix the problem once and for all.
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WORLD ISSUES and ME


With both NATO and Europe suddenly unsure of what a radical foreign policy by the Trump administration could mean for NATO funding and European joint defense, a senior member of Chancellor Angela Merkel's conservatives said that Europe needs to think about developing its own nuclear deterrent strategy given concerns that U.S. President-elect Donald Trump could scale back U.S. military commitments in Europe.
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Members of US armed forces appear to havesubjected at least 61 detained persons to torture, cruel treatment, outrages upon personal dignity on the territory of Afghanistan between 1 May 2003 and 31 December 2014,”
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DEMOCRACY NOW


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GLOBAL RESEARCH


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INFORMATION CLEARING HOUSE


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No man is more dangerous to our national security than Bolton
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COUNTER PUNCH


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Matthew Ricci   We Are All Deplorables
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SPUTNIK and RT SHOWS


Sputnik EXCLUSIVE: Secret Document Tells Daesh Not to Attack US Coalition Planes 
https://sputniknews.com/military/201611161047506333-secret-daesh-document/
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Sanders: Trump Must Rescind Hiring of ‘Racist’ for White House Job  
https://sputniknews.com/us/201611171047522377-sanders-trump-rescind-hiring-racist/
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RT SHOWS
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WASHINGTON BLOG



Clinton supporters assumed that women would vote for her.
But the Guardian reports:
A majority of white women voted for Trump. And while Clinton did carry the female vote overall, her advantage among women was a percentage point less than Obama had enjoyed over Romney in 2012.
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Clinton also failed to excite some of the women who were part of the traditional Democratic base. She did win among poor women (those making under $50,000 a year), young women, Latinas and, overwhelmingly, black women. But turnout among some of these groups was disappointing. She won black women by two percentage points less than Obama did in 2012. And compared with Obama, her margin even among the much-vaunted Latina vote was about eight points lower.
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Mao Zedong supposedly said, “There is great disorder under the Heavens and the situation is excellent.” For those seeking to replace the existing social and economic order, chaos is a good first step.
Those with a stake in the system decaying into disorder feel differently: for them, disorder is threatening and frightening.

Do we control the slide into disorder and the emergence of a new order? The short answer is no: the forces at work are systemic and structural, and not controllable with the usual political/economic tools.

Historian Peter Turchin explores historical cycles of social disintegration and integration in his new book Ages of Discord.

Turchin proposes a model of rising discord that eventually leads to a new cycle of cooperation and compares the expected result with historical data. He finds 25-year cycles that combine into roughly 50-year cycles, comparable (though not identical with) Kondratieff’s proposed economic cycles (see chart below).

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Here are 5 stunning facts about the 2016 election …
(1) The Clinton Campaign Promoted Trump as a Republican Candidate
Team Clinton promoted Donald Trump as a Republican candidate … because they thought he’d be easy to beat

(2) Sanders Had a Better Chance of Beating Trump … But the Democratic Establishment Sabotaged Him
Polls showed that Bernie Sanders might well have beaten Trump.  Not only did Sanders score much higher in likeability than Clinton, but many moderate voters actually preferred Sanders
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NOTICIAS IN SPANISH


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 COMENTARIO AL ARTÍCULO   -SOS 
 De David Brooks 
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PRESS TV


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Urge asegurar la autonomia de la ONU, en especial el ICC antes que entre Bolton
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