NOV 25 16
SIT EC y POL
ZERO HEDGE
ECONOMICS
"What comes next? Again, nobody knows
for sure. All I know is the clock now
ticking into December 14th, that is irrefutable. That, and believing the “alarm”
doesn’t go off before, and is totally under the Fed’s purview, is the only
thing which everyone seems complacent in. Which to my mind – is just plain nuts."
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After a year of almost uninterrupted bullish
bias in precious metals options markets, gold skews (the 'price' of put
protection over calls) has exploded
to its highest (most bearish) leves since July 2015. The last 3 times
that options skew sentiment has become this bearish, the price of gold has
soared(Nov 2014 +16%, Jul 2015 +11%,
Nov 2015 +21%)..
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The dollar has been so strong since the
election that it’s clouding the
vision of all US-centric observers.
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The long-end of the US Treasury curve rallied
on the week (for the first time since Trump's win) with 30Y yields ending down almost 3bps, as a last minute
panic bid hit stocks and bonds at the early market close; and despite the exuberance in US bank
stocks, the yield curve continues to collapse...
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Since its lows in May of 2014, short-term USD
borrowing costs (1M Libor) have quadrupled...
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Just days after Markit reported a surprising upward impulse for the US manufacturing sector under
President-elect Donald Trump, moments ago we learned that the US service industry declined in the month
of November.
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Over the past 10-years, there have been some
strong equity sector relationships with the the USD. Since this summer, some of these
relationships have moved in an inverse direction to historical
correlations. This means that either previous relationships are no
longer valid or we should expect
to see some “reversion to the mean” in the near future.
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The
resurrected hopes of lift-off velocity GDP growth in America suffered a double
whammy this morning. A
considerably bigger than expected trade deficit (-$62mm vs -$59mm exp) suggests
Q4 GDP growth may take a hit and then wholesale inventories tumbled 0.4% MoM
(the 2nd biggest plunge in over 3 years) notching more
potential from economic growth hopes.
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Winter
is coming...
How on God’s green earth are we supposed to make
sense, from an economic and investment portfolio view, of
what is happening?
Donald Trump
The economic realities of the world have not shifted much
in one week. We still have too
much debt, not just in the US but around the world. Budget deficits are out of
control, not just in the US but around the world.
The Trump administration could
change the world
Before we rush to
judgment about the path the new administration is opening up, let’s see who
Trump brings in to work with him.
Frankly, there is
nothing that thrills my heart more than the potential—the hope—that Newt
Gingrich will help
or maybe lead the effort to install a new paradigm at the Food and
Drug Administration (FDA).
Winter is coming
But no matter whom he appoints,
there will be no miracles to suddenly dissolve the problems that loom before
us. For many of those problems, we are left only with choices that are limited
and unpleasant.
I remain, as ever, a
cautious optimist. But one who
realistically knows that the future is uncertain and that winter
is coming.
* * *
Contrary to common
belief, it’s not greedy Wall Street brokers that are wrecking the US
economy—but academic policymakers like the ones employed by the Federal
Reserve. And they all have the best intentions… Read financial-bestseller
author John Mauldin’s riveting special report, How the High Priests of
Economics Are Leading Us to Monetary Hell. Click here to get your free
copy now.
….
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We don’t need Saudis
oil and blackmails any longer. It is time to fumigate these mad-dogs
WTI crude prices were already fading this
morning, after a subdued day yesterday, but the first major headline from
Vienna has sparked further weakness as Reuters reports that Saudi Arabia has told OPEC it will not attend
a meeting with non-OPEC producers on Monday.
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Can Trump-economics prevent the asset price
inflation now infecting the global economy - with its origins in the
radical monetary experiment under the Obama Administration -
from moving on to its late deadly
phase?
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POLITICS
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Thanks to WP for free propaganda to Zero Hedge, but no-need
it. Give it to your few-stup-readers
Citing "two teams of independent
researchers" who found
"Russia’s increasingly sophisticated propaganda machinery...echoed and
amplified right-wing sites across the Internet as they portrayed Clinton as a
criminal," The Washington Post has named Drudge, Zero Hedge and Ron
Paul (and many others). [[ Hillary is a real criminal, liar and
pedophile, she deserves jail ]]
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THE MYSTERIOUS CASE OF JILL
STEIN'S SURGING RECOUNT COSTS
Just yesterday we
noted that Jill Stein was acting on behalf of Hillary Clinton to raise
money for recounts in Wisconsin, Michigan and Pennsylvania. As we noted then, we continue to be astonished by the amount
of money flowing into the fundraising campaign and we would love to see which of Hillary's mega donors have spent the most on
the effort...somehow we suspect this isn't just a "grassroots
organizing" effort as Stein described it.
OPEN TWO VIDEOS IN THIS SITE: http://www.zerohedge.com/news/2016-11-25/mysterious-case-jill-steins-surging-recount-costs
LISTEN carefully the last one PJW from
InfoWars.com: “Butt-hurt Losers Demand Recount!”. VIDEO
URL: https://youtu.be/Q-bwY-40QAY
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Question: "Do you have
any people being paid by the CIA who are contributing to a major circulation —
American journal?"
Answer: "We do have people who submit pieces to American journals."
Answer: "We do have people who submit pieces to American journals."
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"If one places side-by-side the
programs of Bernie Sanders and Ron Paul, one sees the difference between a false prophet, peddling his siren song
of socialism, and a wise and far-seeing statesman."
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WORLD ISSUES and ME
Brazil’s
new president Michel Temer was dragged into yet another influence-trafficking
scandal after his former minister of culture reportedly told police the
president pressured him into authorizing a construction project benefiting
another cabinet member; according to the local press, there is a recording of
the conversation which according to Temer was largely innocuous.
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The
furious Turkish leader lashed out a day after the European Parliament called
for a pause in Turkey’s EU accession talks in protest at Ankara’s “repressive”
and “disproportionate” response to a violent coup attempt earlier this year.
"We are the ones who feed 3m-3.5m refugees in this country," he
said. "You have betrayed your promises. If you go any further those border
gates will be opened."
[[ Now the Syrian army can
easily do the job of pinching this geo-political bubble, destroy their tanks
and take them out from Syria. Just get the latest tanks from RU, so T planes
& helicopters down too ]]
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"...this will go down in the history
books as one of the most naïve,
least though through policy decisions ever, a massive man-made
disaster."
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- Dollar rally pauses, Italian stocks underperform (Reuters)
- Retailers Vie for Black Friday Dollars (WSJ)
- Holiday Price War Intensifies as Wal-Mart, Target Pursue Amazon (BBG)
- U.S. Pushes Iran on New Measures to Fortify Nuclear Deal (WSJ)
- Brent and WTI see small gains as end of year approaches (Reuters)
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GLOBAL RESEARCH
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Asylum
in Kiev for Islamic State Terrorists? “ISIS is Our Ally in the Struggle Against
Russia”. Ukrainian Nationalist Leader
By NovoRossia Today
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Syrian
War Threatens to Escalate as Turkey Accuses Damascus of Attacking its Troops By Jordan Shilton
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INFORMATION CLEARING HOUSE
Speaking of Freedom By Tom Feeley
“Freedom of speech is a principal pillar of a free government; when
this support is taking away. The constitution of a free society is dissolved ,
and tyranny is erected on its ruins” Benjamin Franklin
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Trump's National Security Adviser Facilitated
the Murder of Civilians in Afghanistan By Gareth Porter
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“A people that elect
corrupt politicians, are not victims… but accomplices” All in all, liberals
sold themselves out in this election by supporting a fraud.
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Trump’s ongoing
business dealings around the world would make him the recipient of
constitutionally prohibited ‘Emoluments’.
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Trump’s Economic Plan; This Isn’t Going to
Work By Mike Whitney Is he good for US Economy?
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RCEP is an ambitious
idea aiming at becoming the world’s biggest free trade agreement
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The militarized
response to peaceful protest at Standing Rock should stand as a warning to all
who would protest America’s slide into totalitarianism
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COUNTER PUNCH
Gabriel Rockhill What
is to Be Done When Empire is Trumped?
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Mike Whitney Trump’s
Economic Plan; This Isn’t Going to Work
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Andrew Levine The
Donald and the Jewish Question
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Peter Belmont Class
War: The Tension Between Concentrated and Distributed Political Power in the
USA
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Kshama Sawant A
Thanksgiving Day Letter to Obama
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Ralph Nader Animals
to Humans—Listen, Learn and Respect!
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Paul K. Haeder The
Day After Genocide – Drunken Debauchery of Capitalism, Heil Trump, Heil
Conquerors & Sycophants
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S. Brian Willson The
2016 Presidential Elections: a Report From Nicaragua
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SPUTNIK and RT SHOWS
Golden Era': China's Global Triumphant March Prompts Panic in
West
https://sputniknews.com/politics/201611251047840864-china-west-investment-globalization/
https://sputniknews.com/politics/201611251047840864-china-west-investment-globalization/
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This is Why US Not in Position to Compete With China After 25
Years of Hegemony
https://sputniknews.com/politics/201611041047083529-us-hegemony-china-competition/
https://sputniknews.com/politics/201611041047083529-us-hegemony-china-competition/
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Obama Lost His Pivot in Asia and Keeps Losing Ground in
Syria'
https://sputniknews.com/politics/201611031047034610-obama-us-clinton-asia-europe-syria/
https://sputniknews.com/politics/201611031047034610-obama-us-clinton-asia-europe-syria/
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Clinton's Presidency 'to Resort to Outright Destabilization'
in Asia Pacific
https://sputniknews.com/politics/201610291046853817-clinton-election-pivot-asia-destabilization/
https://sputniknews.com/politics/201610291046853817-clinton-election-pivot-asia-destabilization/
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Coming Round: German Politicians Praise Trump and Invite Him
to Germany
https://sputniknews.com/europe/201611251047844318-german-politicians-trump-support/
https://sputniknews.com/europe/201611251047844318-german-politicians-trump-support/
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EU Parliament Approves Resolution Equating Sputnik, RT to
Daesh Propaganda
https://sputniknews.com/politics/201611231047742985-eu-sputnik-rt-propaganda/
https://sputniknews.com/politics/201611231047742985-eu-sputnik-rt-propaganda/
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George Soros Seeking Ways to Resist Trump's New Global Order
https://sputniknews.com/politics/201611191047628934-soros-us-trump/
George Soros Seeking Ways to Resist Trump's New Global Order
https://sputniknews.com/politics/201611191047628934-soros-us-trump/
Nothing good can be
expected from Soros.. If he is financing J Stain, bad news & lost cause.
Electoral game is over & its rules prevailed.. Kicking the table has not
point now .. The monster Hillary is polit-death, she deserves jai. If election
in swing states: Trump will win it again. The only option is to push Trump to
his left (his promised Program), or to his abyss: anti-oligarchy-people-revolt.
Swing-state-election may push him to the right (fascism). Nothing grows
top-down. Organize People anti-olig-rev
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RT SHOWS
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Redacted Tonight Election
experts explain how the election was stolen! No need for fake experts:
election was stolen by establishment (deep-state supporting Hillary):
Super-Pacs + Super-delegates. The system
was rigged from the very beginning. Trump may’ve bought key for elect-fraud
from OB, at the last minute. Impossible to prove it, less with polls, that is
for stupid. I do believe in the Elect revolt at the last minute from white
working classes and many, many ex-sandernists voting for Tump. New elect-round
won’t change their mind. People is fed up with both of them, absentism will win
again.
WASHINGTON BLOG
On October 3rd I asked Is the U.S. Dollar Set to Soar? It seems the answer was yes. Here’s the weekly chart of the USD I posted on
October 3rd: OPEN http://www.oftwominds.com/photos2016/USD10-1-16a.png AND here’s
the current weekly chart of the USD:
And here’s the current weekly chart of the USD:
Note the apparent breakout above
100 and the constructive similarities to the 2014 breakout that was followed by
a 20% increase in the purchasing power of the USD relative to other currencies.
This begs the question: could the
US dollar be starting another extended leg higher that would eventually take it
to 120, a 20% gain from its current
level?
This raises a further
question–why shouldn’t the USD rise another 20%? Longtime readers
are all too familiar with my many essays on the US dollar over the past four
years, and so they shouldn’t be surprised that the USD is moving higher.
While I have great respect for the analytic skills of the
many dollar bears who have expected the USD to decline or collapse, we all have
to respect the market’s movement. In the case of currencies (which trade in the
trillions of dollars daily), it’s difficult to make a persuasive case that
currency trends are driven by central bank interventions.
Policies such as interest rates and bond-buying,
yes–intervention, not likely. The currency markets trade the entire Federal
Reserve balance sheet–roughly $4 trillion–every two days.
⇒ Keep Reading
⇒ Keep Reading
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NOTICIAS IN SPANISH
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Japón contribuirá al desarrollo de Cuba Hedelberto
López
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Feminismos 25 de Noviembre, Día Internacional de lucha
contra la violencia hacia las mujeres. ¡Ni una menos! ¡Vivas
nos queremos!
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Trump en América Latina: sin grandes cambios Oscar
Ugarteche
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….
Marcos Ana y su gira por Sudamérica de 1963 Patricia Campelo
….
Cuéntenles a sus hijos quién es Marcos Ana Isaac Rosa
….
Desde tu querido Chile, camarada Marcos Ana… Mario Amorós
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Cómo afrontar el Black Friday en 10 pasos... y morir en el intento ConsumeHastaMorir
La
oligarquía lo tiene todo y los pobres solo la muerte en un tienda del black
friday
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Brasil, rumbo al fin del mundo Eric
Nepomuceno
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¿Snowden testigo en Berlín? Marcel Fürstenau
El otro patio trasero del imperio niega ingreso
de Snowden a Alemania
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PRESS TV
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Donald Trump makes two new spots in his 1st
team Gvt
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US
economy facelift US on the brink to new crisis?
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