martes, 29 de noviembre de 2016

NOV 28 16 SIT EC y POL



NOV 28 16  SIT EC y POL


ZERO HEDGE
ECONOMICS



According to Morgan Stanley, 2017 will be a year in which odds of a boom and bust have materially increased, consistent with a late-cycle US environment. So late, in fact, that one look at the chart below shows the US cycle has not only plateaued but is now stalling and is turning over.
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"... we believe that the equity market is still at a level that can cope with moderately rising bond yields. We estimate that a rise in US bond yields above 2.75% or probably between 0.75-1% in Germany would create a more serious problem for equity markets: at that point we would expect that any further rises in yields from there would be a negative for stock returns." - Goldman Sachs
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Bonds rallied and stocks sold off as we suspect some rebalancing flows hit markets ahead of month-end...


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The greatest streak of stock market gains in almost 28 years may have some wondering if it is sustainable, but, according to AAII, this objective spike in valuations following Donald Trump's victory has sparked overwhelming bullishness among investors.
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This is what we're up against: a status quo that has institutionalized soaring inequality and rising poverty as the only possible output of defending the privileged few at the expense of the many.
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The majority of JPMorgan's institutional clients have been either too slow or too reluctant to jump into the Trump trade post November 8th. Their reluctance stems from a general belief that markets are getting ahead of themselves and from a general dismissal of the idea that Trump represents a game changer for markets.
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Following news over the weekend of cancelled meetings, Saudi dropping out, and disagreement over who will bear the brunt of any cuts, oil prices had faded notably (testing towards a $44 handle). But then, someone unleashed the algo-friendly 'O' word and prices spiked... Iraq’s Oil Minister Jabbar al-Luaibi is optimistic a deal will be reached - sending WTI up close to $47 and into the green from Friday's close.
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"It might work for a while. But the falcon of asset prices becomes deaf to the falconer of the real economy. Then, in a kind of financial never-never land, he gets lost completely and flies into a tree. Asset prices fall to the ground. Investors panic. Lenders call their loans. Art investors rush to auction off their tableaux. Lines form at ATMs."
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"We are entering a very dark phase in this battle to retain our liberty," warns Armstrong Economics' Martin Armstrong, adding that "this is the most dangerous period we are heading into for governments will respond only to their own self-interest to survive."
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POLITICS


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What we’re witnessing at Standing Rock, where activists have gathered to protest the Dakota Access Pipeline construction on Native American land, is just the latest incarnation of the government’s battle plan for stamping out any sparks of resistance and keeping the populace under control: battlefield tactics, military weaponry and a complete suspension of the Constitution.
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Wisconsin's Election Commission Chairman, a Democrat, slams Stein's allegations of vote tampering as "unfounded and misleading" while denying her request for a hand recount in the state.
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The Defense Department has launched a leaks investigation related to the sex scandal that led to the resignation of former CIA Director David Petraeus, The AP confirmed Monday, the same day Petraeus was meeting with President-elect Donald Trump in New York.
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Whatever precise form Mr Trump’s administration takes, we know this: Mr Obama’s legacy will be purged. In many cases all it will take is the stroke of Mr Trump’s pen. The Obama erasure will go far deeper than undoing domestic laws, or foreign deals.
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Former Dallas Federal Reserve Bank President Richard Fisher recently gave a speech identifying the Federal Reserve’s easy money/low interest rate policies as a source of the public anger that propelled Donald Trump into the White House. Mr. Fisher is certainly correct that the Fed’s policies have “skewered” the middle class. However, the problem is not specific Fed policies, but the very system of fiat currency managed by a secretive central bank.
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WORLD ISSUES and ME


With the nation's currency in full-fledged hyperinflationary collapse, OilPrice.com's Nick Cunningham notes that at times it seems that Venezuela’s economic crisis cannot get any worse. Food shortages, electricity blackouts, and scarce medical supplies have created a humanitarian disaster in Venezuela. However, with each passing month the situation deteriorates, and the crisis appears to be entering a dangerous new phase.
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Fifteen European states have supported Germany’s initiative to launch discussions with Russia on a new arms control agreement. Europe is facing a host of security challenges. Launching a meaningful discussion with Russia is logical step to take.
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The imminent loss of Aleppo by rebel forces has sent shockwaves of demoralization across the war-torn country. Capturing eastern Aleppo would be the biggest victory for President Bashar al-Assad since the start of the uprising against him in 2011, restoring his control over the whole city apart from a Kurdish-held area that has not fought against him.
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DEMOCRACY NOW


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GLOBAL RESEARCH


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INFORMATION CLEARING HOUSE


House rushed resolution promoting a U.S.-imposed “no fly zone” that could spark World War III.
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Washington had impeded negotiations and now openly called on other countries to hamper Moscow’s anti-terrorism fight.
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Proud To Say, ICH Made The List
Washington Post Disgracefully Promotes a McCarthyite Blacklist  By Ben Norton, Glenn Greenwald
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Trump the Great   By Paul Craig Roberts
The oligarchs are organizing their liberal progressive front groups to disrupt Trump’s inauguration
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If all 3 states miss the deadline, Trump is at 260, Hillary at 232.  No one hits 270.
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Rest in peace, Fidel.  You were one of a small handful of national leaders for which I’ve ever had a shred of respect. 
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COUNTER PUNCH


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James McEnteer   Vultures Over Havana
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Helena Norbert-Hodge – Rupert Read  After Brexit and Trump: Don’t Demonize; Localize!
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SPUTNIK and RT SHOWS


NYT Columnist: FBI Director, Putin Installed Trump President of the US
https://sputniknews.com/us/201611281047941070-nyt-krugman-putin-fbi-trump/
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US, Allies ‘Unprepared’ to Face New Global Threats
https://sputniknews.com/us/201611291047947690-usa-allies-unprepared-global-threats/
Related.  China 'Doesn't Threaten US Interests' With Latin American Investment Boom
https://sputniknews.com/latam/201611191047619286-china-latin-america-investment/
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'Identity Crisis': New Balance of Power Emerges in Middle East  https://sputniknews.com/middleeast/201611281047929726-middle-east-new-order/
Related : Nowhere to Hide: Syrian Crisis Makes All of the Middle East Bleed
https://sputniknews.com/middleeast/201611261047878715-syrian-crisis-influence/
Related : 'There is Serious Contradiction Between Turkey and the West in the Middle East'
https://sputniknews.com/middleeast/201611051047093291-turkey-west-contradictions/

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Iranian President Hopes for No Possible Obstacles in Tehran-Moscow Relations
https://sputniknews.com/politics/201611291047947737-iran-rouhani-no-obstacles-moscow-relations/
Related 1: Tehran 'Might Change Legislation' to Give Russia Permanent Military Base in Iran
https://sputniknews.com/politics/201611291047947737-iran-rouhani-no-obstacles-moscow-relations/
Related 2: Iran Could Allow Russia to Use Hamadan Base If Necessary for Syrian Operation
https://sputniknews.com/middleeast/201611271047887709-iran-russia-hamadan-base/
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RT SHOWS
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WASHINGTON BLOG



We all know wealth/income inequality is soaring. I’ve published many entries on this topic (please see the three charts below as a refresher), and it’s clear there are multiple sources of rising inequality: globalization and technology, which concentrate gains in relatively few hands, and inflation, which reduces the purchasing power of stagnating real wages.

But the dominant source of inequality is privilege–specifically, privilege that is institutionalized by the status quo.

This engine of inequality–institutionalized privilege–is the topic of my new book, Inequality and the Collapse of Privilege($3.95 Kindle ebook, $8.95 print edition).

The word “privilege” is tossed around rather loosely. What does it mean in economic and social terms? I differentiate between privilege, which is unearned, and advantaged, which is earned.

To reverse rising inequality, we must dismantle the institutionalized power of privilege and create universally accessible pathways to the advantages of building capital. A key part of my analysis is causally linking rising inequality, poverty and privilege.

Here is an excerpt of the book:
What Is Poverty?
That poverty is the lack of the material necessities of life is self-evident. The problem with this definition of poverty is that it naturally leads to the idea that the solution to poverty is to give people either material necessities and/or money to buy them. But this transfer is not a systemic solution to poverty, for it is based on a faulty understanding of poverty.
Keep Reading
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Many news-reports indicate that President-Elect Donald Trump’s Israel policy is in accord with that of his Orthodox Jewish son-in-law Jared Kushner, who allegedly allies himself with Israel’s Jewish Home Party, which favors Israel’s absorbing both the West Bank and the Gaza strip and imposing upon Palestinians the full rule by Israel’s government, regardless whether they accept it or not.

The Jewish Home Party was co-founded by Ayelet Shaked, Netanyahu’s Press Secretary. On 14 May 2015, Shaked started her service, appointed by Benjamin Netanyahu, as Israel’s Minister of Justice, equivalent to America’s Attorney General, serving now in a different and much higher capacity than before, her former boss, Netanyahu.

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NOTICIAS IN SPANISH


Related: “Doctrine of Odious  debt in International Law”  by Jeff King,   and
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VEN  Izquierdas socialistas y bolivarianas  Javier Biardeau
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Chile. -Volver a la acción, a la propuesta y al debate de masas   Planeta Tierra llamando a la Izquierda chilena.  Manuel Cabieses
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PRESS TV


Barking to the wrong tree: No Guantanamo to Cuba, nor Palestine independence
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Solo en la cabeza de dino de T no entra la idea de que la soberania de Cuba es intocable
Quizá T busca invertir la Isla como casino de prostitución y drogas. Sueños de opio!
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False statement under oath?  Wrong.. it was Hillary who did it
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If Clinton had won all states’ 46 Electoral College votes, she would have enough to win White House.
Jewish billionaire Soros is behind the recount push, said Mark Dankof, a US Senate candidate.
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