jueves, 17 de noviembre de 2016

NOV 17 16 SIT EC y POL



NOV 17 16  SIT EC y POL
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Senator Bernie Sanders says he’s ready to work with President-elect Donald Trump to crack down on corporate greed, but won’t give an inch on bigotry. Democrats lost because they ignored the plight of workers and must address that to recover, Sanders said. VIDEO: https://youtu.be/z9Qj08NaBAo
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ZERO HEDGE
ECONOMICS


Having warned of "excessive risk-taking" in her earlier released prepared remarks, Janet Yellen's relatively hawkish testimony before the Joint Economic Committee (96% odds of Dec rate hike) will perhaps be most-watched for the Q&A. With Jeb Hensarling wanting to reform The Fed and "throw FSOC in the bin" and Trump allies demanding The Fed reduce its balance sheet (notwithstanding questions over Fed independence), we are sure to see some fireworks.
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Perceptions may well change when the global illusions of solvency and "growth" collapse in a heap.
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"The problem with sharply higher US bond yield is that this tightens financial conditions.  We have often seen rises in yield coincide with financial market crises."
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After an ugly October, November has seen two straight weeks of improvements in initial jobless claims (plunging 11.6%, 31k - the most since Jan 2015 - to 235k). This is the lowest initial jobless claims since Nov 1973... The US Economy fell into recession the next month.
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There was an awful lot of cheering about the recent retail sales report which showed an uptick of 0.8% which beat the analyst’s estimates of 0.6%. However, if we dig deeper behind the headlines more troubling trends emerge for the consumer which begins to erode the narrative of the "economy is doing great" and “there is no recession" in sight.
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  • Top Trade #1: Long US$ vs GBP and EUR
  • Top Trade #2: RMB weakening: Long $/CNY
  • Top Trade #3: Long BRL, RUB, INR and ZAR, short KRW and SGD
  • Top Trade #4: Long Brazil, India and Poland, FX un-hedged
  • Top Trade #5: Long 10-year US$ and EUR inflation
  • Top Trade #6: Long EURO STOXX 50 2018 dividends
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"... the Trump fiscal plan and the House Republican fiscal plan are roughly $12 trillion apart over ten years, or a difference equal to more than one-quarter of total federal outlays."
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Donald Trump exclaimed that "we're going to get Apple to build their damn computers and things in this country instead of in other countries," in January, and now as Nikkei reports, Key Apple assembler Hon Hai Precision Industry, also known as Foxconn Technology Group, has been studying the possibility of moving iPhone production to America.
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With nary a dovish word uttered, the end of Janet Yellen’s testimony to Congress sparked a buying frenzy in USDJPY (and implicitly S&P 500 futures) sending both to post-Trump highs. At the same time, Dec rate hike odds shifted higher still sending the USD index to fresh 13.5 year highs…
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Janet Yellen signalled that the US central bank is reluctant to delay its next increase in short-term interest rates "for too long", warning that keeping rates on hold could spur excessive risk-taking and adding that a rate hike could be appropriate "relatively soon." Yellen is due to say on Thursday morning that as the Fed sees the case for a rise in rates continuing to strengthen it "must remain forward looking in setting monetary policy".
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Not only  central bank are pressing Yellen to raise interest rates, also JA, China, Saudis. Here JA


Global bond yields and the dollar both weakened after the Bank of Japan offered to buy an unlimited amount of debt at fixed yields, stabilizing the global bond rout, while investors awaited testimony from Fed Chair Janet Yellen that will help shape the outlook for interest rates ahead of a December rate hike that is now seen as near certain.

[[ If cost-benefit for the Nation are negative, just delay the rise until pre-Christmas, then resign. Let Trump do the dirty work. All want to know how he will handle it.  Nobody will blame you Yellen, you pleased and save the establishment as they wanted. If they don’t want you anymore, get out soon. ] ]
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Over the last two weeks the 30-year mortgage rate jumped by a whopping 40 basis points to 3.94 percent, almost identical to the 39 basis point increase in the 10-year Treasury yield, and sending the average 30 year mortgage to levels last seen at the start of the year.
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Bankrupt? Do they want another fresh star with free money?

Wells Fargo account openings plunged in October, following a sales scandal that shattered the bank's "folksy" image, triggered federal and state investigations and cost the bank's chief executive his job.
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Another similar fraud scandal .. they are all guilty and want pardon & money not from the loser Hillary but from Tramp. From failed cronyism & nepotism to PATRONAGE, defined as protection of convicted firms.  These companies –like her sponsor Hillary- should be convicted and no one single penny to rescue them. The recapture of the State failed and there is no point in reviving cronyism, nepotism and patronage. People voted from Tramp against this corruption. If he support them, he will be in trouble.  


Another day, another round of selling of Valeant stock, which tumbled at the open on a report that the US has announced criminal charges in connection to a Valeant probe and that the ex-CEO of Valeant's "secret pharmacy" Philidor, Andy Davenport as well as another executive, Greg Tanner, have been arrested "for engaging in a multi-million dollar fraud and kickback scheme."
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Philly Fed missed expectations, dropping modestly from 9.7 to 7.6 in November. The number of employees has now contracted for 10 straight months and while new orders were marginally higher, the outlook for business tumbled to 9-month lows, which combined with the highest prices paid since July 2014 flashes a loud stagflationary warning that all is not well.
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Prices of many consumer goods went up more 10% while salaries remain stagnated in 2016


Consumer Prices have now risen at a pace faster than the Fed's mandated 2% YoY for 12 straight months. While Core CPI printed slightly lower than expected, energy (up 3.5% MoM) dominated overall cost of living increasesand Housing/Shelter rose (with rent up 3.8% YoY).
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POLITICS




Trump’s legacy as president is a blank slate, it could go either way. If he wants to keep his current base of support and prove his skeptics wrong, he would be wise to pardon Edward Snowden, and dish out the first real blow to the establishment during his first days in office.
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Obama’s policies in the Middle East – and to a large extent, Clinton’s policies – have made the world less safe, and thus it should be no surprise that under Obama’s rule, hate crimes against Muslims were skyrocketing well before Trump was elected. To that end, Trump has become a convenient scapegoat for the problems Obama and Clinton exacerbated while in office. Realistically, Trump is a manifestation of the problem, but not the root of the problem itself.
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“This will be THE gathering for Democratic donors from across the country to hear from a broad and diverse group of leaders about the next steps for progressives under a Trump Administration,” David Brock wrote in an email to Clinton's billionaire donors.  “What better way to spend inaugural weekend than talking about how to kick Donald Trump’s ass?
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"Observing Trump primarily through the largely media/Democratic Party lens of extreme bigotry is not only wrong, it is very dangerous... let’s take a break from saying “Trump is literally Hitler” and recognize the following... the incoming Congress will be the most racially diverse in history..."
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Avoid the presstitute

Having trouble makes sense of what news is real and what news is fake. Worry no more, The Duran has compiled a list of news sources you should avoid at all costs...
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Another 500 workers, or 5% of the total staff, dismissed by AOL. CEO Tim Armstrong said that “based on our strategy and the changes we see in the industry, we are reshaping parts of the company today... The company ... will be aligned to drive a talent and operations plan in line with profitability."

[ In systems view, if the core-center of a Company don’t work, is the CEO who should be dismissed.]
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Having warned of "excessive risk-taking" in her earlier released prepared remarks, Janet Yellen's relatively hawkish testimony before the Joint Economic Committee (96% odds of Dec rate hike) will perhaps be most-watched for the Q&A. With Jeb Hensarling wanting to reform The Fed and "throw FSOC in the bin" and Trump allies demanding The Fed reduce its balance sheet (notwithstanding questions over Fed independence), we are sure to see some fireworks.
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In yet another slap in the face of the Democratic party, The Hill reports that Sen. Bernie Sanders (I-Vt.) won’t officially join the Democratic Party even though he was appointed to a leadership position within the Senate Democratic caucus this week.
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James Clapper, the Director of National Intelligence and the nation’s top intelligence official, who role was cast in the spotlight in the aftermath of the Snowden NSA revelations, submitted his letter of resignation on Wednesday evening, ensuring that President-elect Donald Trump will have the option to build his own network of intel leaders.
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Do you think Trump is more stupid than you?  “Regime change” is over, failed, no recomendable

Obama urged Donald Trump to stand up for American values in his dealings with Russia and avoid taking a more practical, realpolitik approach. "My hope is the president-elect will... stand up to Russia where they are deviating from our values and international norms." His statement came at the same time as Russia launched its first attack on Syrian targets  involving warplanes from Russian and Syrian bases, as well as the Russian aircraft carrier.
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WORLD ISSUES and ME

Global recession cannot be contained

DryShips was released from halt some 10 minutes ago, at which point it proceeded to plunge, triggering another trading halt, when it crashed by nearly 40%, as the retail momentum chasers who had "climbed aboard" this particular one-week wonder, all decided they have had enough of the ride.
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RELATED:  French PM: "Europe Is In Danger Of Falling Apart"  "So Germany and France have a huge responsibility."
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DEMOCRACY NOW


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Sanders & Clinton Supporters Debate the Path Forward for the Democratic Party Under Trump Presidency  [ Bernie, if you are real socialist get out of the Dems party. Call them to join a 3rd option]
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GLOBAL RESEARCH


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U.S. Imposes New Fine for Trading with Cuba  [ Stop the blockage on Cuba ! ] By Cuba vs Bloqueo
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20 Comercial Banks liked to ex-PM crook politicians
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COUNTER PUNCH


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SPUTNIK and RT SHOWS


Expedition 50 Launches From Russia’s Baikonur Cosmodrome en Route to ISS 
https://sputniknews.com/europe/201611171047562413-expedition-launches-from-russian-cosmodrome/  ISS: International Space Station
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Innovation and Amazement: Cool Science on the International Space Station
https://sputniknews.com/science/201608311044822115-space-iss-nasa-science/
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Daesh Remains Active in 35 Countries - Think Tank 
https://sputniknews.com/world/201611181047564331-daesh-active-many-countries/
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Lavrov, Kerry Holding Bilateral Meeting on APEC Sidelines, Syria in Focus
https://sputniknews.com/politics/201611181047564485-lavrov-kerry-hold-talks/
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Trump Planning 'Victory Tour' With Stops in US Swing States
https://sputniknews.com/us/201611181047564155-trump-planning-victory-tour/
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RT SHOWS
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WASHINGTON BLOG



This article comes shortly after an announcement by Google that it would be prohibiting “fake” and “misrepresentative” sites from using its “Adsense” program. The company stated to Reuters that,

“Moving forward, we will restrict ad serving on pages that misrepresent, misstate, or conceal information about the publisher, the publisher’s content, or the primary purpose of the web property. This policy includes fake news sites, the spokesperson confirmed. Google already prevents its AdSense program from being used by sites that promote violent videos and imagery, pornography, and hate speech.

And, of course, the definition of the Orwellian-named “hate speech,” violence, misrepresentation and “fake news” is all going to be determined by Facebook and Google. War, for instance, is extremely violent but there is a necessity to cover it and even produce images from the battlefield in the process. Police shootings and other forms of violence against citizens is also violent but a necessary issue to cover. “Hate speech” is incredibly subjective and, in 2016, speech has come to be labeled as “hate” even when it merely respectfully disagreed with a protected identity group.
Keep Reading
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This $11.6 billion would be added to another $73.7 billion in off-the-books war spending already appropriated. That’s military spending outside the gargantuan military budget and supposedly for emergency wars that just shockingly arose, although actually for a half-dozen permawars plus basic profiteering and preparation for future slaughters.

While nothing would prevent this new money from being used for any war that the current or next president desires, it is requested in large part for the wars in Afghanistan and Syria/Iraq. That includes supplying other militaries such as the Iraqi, Afghan, and Kurdish armed forces with free gifts of instruments of mass murder, as well as expanding U.S. military facilities in Somalia, Mauritania, Chad, Turkey, and elsewhere.
Keep Reading
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The list of pundits jostling for air time to add their two cents to discussions of hot-button issues such as immigration is endless. The airwaves and social media are overflowing with people wanting to comment on hot-button social issues, but when it comes to  the one truly critical dynamic that will shape the future–everyone’s strangely silent.

The reason nobody dares address this problem is that it has no solution within the current mode of production, i.e. the status quo. The problem is an oversupply of labor.

One of the key takeaways from historian Peter Turchin’s new book Ages of Discord is that real wages stagnate or decline in periods of labor oversupply and rise in periods of labor shortages.

This is common sense: the price/value of everything is ultimately set by the dynamics of supply and demand: the price/value of anything that is overly abundant drops. Or put another way: if demand is outstripped by supply, prices decline as long as there is surplus supply.

If supply continues to exceed demand by a wide margin, price can drop to near-zero. Consider the cost of telephony bandwidth. With the advent of fiber optics, the quantity of bandwidth available globally for telephony far exceeded demand, and the cost of bandwidth fell to pennies.
Keep Reading
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NOTICIAS IN SPANISH


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Sobre la propuesta electoral del EZLN  Algunas consideraciones críticas  M M
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Chile  -Miserias de la salud pública  Arnaldo Pérez Guerra
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Descargar síntesis de coyuntura. Centro de Estudios Económicos y Sociales (CESO)
http://www.alainet.org/es/articulo/181746
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Lo peor si es Hillary: Infórmate Leo. El pueblo trabajador lo dijo y claro. No dejo para ella ni Ejecutivo, ni Senado, ni la casa. Así de claro. Lo positivo del cambio: se aplasto un sector del sistema oligárquico y se afirmó el pacifismo, el no a la guerra con Rusia. El “deep state” manda aun (la asociación oligárquica mas cavernaria, criminal y guerrerista). Si  Trump no desmonta ese aparato -el otro sector oligárquico que apoyo a Hillary- lo desmontan a él o lo matan, por la misma razón por la que mataron a Kennedy (expansión imperial). Entonces si hay guerra con Rusia. Es posible que Trump venda su alma al diablo para salvar su vida. Entonces habrá traición y guerra con RU y jamás podrá gobernar en forma democrática. Asi de simple y tenebroso el panorama que enfrentamos aquí en los Estados Unidos. Si lo matan o se vende, muchos latinos huiremos de aquí  Veremos qué pasa hasta las dos primeras semanas de enero. Estamos en alerta y con la maleta lista.
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PRESS TV





[[ Romney  was defeated in previous election because tax evasion: his money was deposited in Israel, the new fiscal paradise for tax evaders & money laundry. Romney connection to AIPAC -the Zionist org in America that protect all pro-war of Israel in the Middle East- was uncovered. It seems the Zionist tactic is the get inside the Govt of Tramp to derail the pacifist policy he announced. Will they eat the turkey before Thanksgiving?.  Perhaps, because Tramps seems to be naïve in this “transition business.” ]]
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‘Democrats want to ditch Electoral  College. They tried to use it against Trump, but failed
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House bars commercial aircraft sales to Iran
The sinister hand of Zionist pro-war puppets
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Does she declare herself in house arrest?  That won’t  enough to purge her crimes
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