JAN 17 17 SIT EC y POL
ZERO HEDGE, BLOOMBERG & WS-J
ECONOMICS
"B" is for Breaking
narratives.. as the reflation trade rolls over...
"B" is for
Brexit talk from Theresa May sparked
the biggest surge in cable since 1993, smashing back above 1.2400... See Graph at: http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2017/01/17/20170117_EOD1_0.jpg
"B" is for Banks
stumbled most since the
election...(despite great earnings from MS today)
"B" is for Bonds which saw yields
plunge today.... (yields down 4bps to 7bps across the curve today)
And "B" is for Blood on the streets in FX land...
Since The Fed hiked rates, bonds have rallied... "policy error"? see graph with error
See reality: Are stocks ready to drop back to reality? See graph
…
SEE
ALL GRAPHS AT: http://www.zerohedge.com/news/2017-01-17/trump-bump-stalls-amid-bullion-brexit-banks-bonds-brazil-black-gold
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Despite all of the arm waving and pounding on the table by advisors
touting long-term average returns, time-in-the-market, etc., the psychological impact of loss is
all too real. While “buy and hold”
investing has its appeal during bullish trending markets, the “impact of
loss” on individuals is a far greater emotional pull. This is why investors tend to do everything
backwards by “buying high” (greed) and “selling
low” (fear).
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For years, post-financial crisis policy was
conducted on the self-serving belief that
it works best by propping up asset
(especially equity) prices, which will then cause some of the goodies to
trickle down... known in the non-official journals as “cure through greater inequality." But, if global politics
turn decidedly ugly, it should not be profound to believe that could act as a drag on world growth...
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Trumpflation expectations have given up...
bond-great-rotaters have given up... and carry-traders have given up... So what happens next?
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With just days to go until Donald Trump is
inaugurated as the 45th president of the United States, speculators have almost
never been so sure that markets will
remain calm - despite record-breaking uncertainty.
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US financials stocks are down 3% from Friday's
exuberant post-earnings opening highs. That is the biggest drawdown since the election with BofA, JPMorgan, and
Goldman leading the downturn (down almost 5% from Friday's opening highs)...
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The WSJ
published the latest excerpt of its Friday interview with Donald Trump, in
which the president-elect himself said the dollar was
already “too strong.” and said “our
companies can’t compete with [China] now because our currency is too strong. And it’s killing us.
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It appears The Donald is stronger than The Fed
(for now). The president-elect's comments that the dollar is "too
strong" have accelerated the weakness from his press conference last week,
and erased all the "well the dollar is up because the US economy is so
strong" gains in the greenback since The Fed hiked interest rates for the
second time in a decade...
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Having spiked exuberantly in November and December following Trump's
election, Empire Fed's manufacturing survey limped lower in January, missing expectations,
and was revised lower as Trumphoria fades.
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POLITICS
"In the councils of government, we must
guard against the acquisition of
unwarranted influence, whether sought or unsought, by the military-industrial
complex. The potential for the
disastrous rise of misplaced power exists and will persist...we must
also be alert to the equal and opposite danger that public policy could itself become the captive of a
scientific-technological elite...As we peer into society’s future, we -
you and I, and our government - must
avoid the impulse to live only for today, plundering for our own ease
and convenience the precious resources of tomorrow."
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America can no longer afford to waste trillions
of dollars on a militaristic foreign policy. Donald Trump should follow-up his attacks on wasteful military spending
by dramatically changing our foreign policy and working to cut the Pentagon's
bloated budget. If the new administration and Congress increase
spending, they will need the Federal Reserve to monetize the growing debt, but Fed action can only delay the inevitable
day of reckoning.
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WORLD ISSUES and ME
China has taken
"measures" to prevent market selloffs this week, Bloomberg reports,
as President Xi Jinping’s appearance at the World Economic Forum in Davos puts
Asia’s largest economy in the global spotlight, and its immediate reaction has
been to manipulate its stock market.
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GLOBAL RESEARCH
NATO,
An Obsolete Cold War Military Construct: Donald Trump and the History of the
Atlantic Alliance By Dr. Binoy Kampmark
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US-NATO
Militarization of Russia’s Border: US Marines Land In Norway, The First Time
Since World War II, Angering Russia By Tyler Durden
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INFORMATION CLEARING HOUSE
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SPUTNIK and RT SHOWS
Obama Orders US Security Team to Stay on High Alert at Trump
Inauguration
https://sputniknews.com/us/201701181049705421-obama-trump-high-alert-trump-inauguration/
https://sputniknews.com/us/201701181049705421-obama-trump-high-alert-trump-inauguration/
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WikiLeaks Founder Assange Thanks Campaigners for Chelsea
Manning’s Clemency
https://sputniknews.com/us/201701181049704051-assange-thanks-manning-clemency/
https://sputniknews.com/us/201701181049704051-assange-thanks-manning-clemency/
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Humanitarian Organizations Urged to Provide Medicines for 73
Syrian Settlements
https://sputniknews.com/middleeast/201701181049704527-syria-medicines-73-settlements/
https://sputniknews.com/middleeast/201701181049704527-syria-medicines-73-settlements/
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Trump's Remark on NATO 'Delegitimizes' the Alliance as a
'Relic of the Past'
https://sputniknews.com/politics/201701171049675791-trump-nato-comment/
https://sputniknews.com/politics/201701171049675791-trump-nato-comment/
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RT SHOWS
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WASHINGTON BLOG
Posted on January 17, 2017 by Charles Hugh Smith
Political agnostics who are
skeptical about Big Government “solutions,” left or right, view the current
hullabaloo about the Trump presidency with some detachment. What’s remarkable to us is the extremism, not just
of those bitter about Clinton’s loss, but by insiders who are threatened by
the possibility Trump may upset their insider skims and scams.
As an opening observation, I don’t recall bitter Nixon supporters
issuing death threats to performers at John Kennedy’s inauguration in 1961–and
the 1960 election was extremely close.
I also don’t recall bitter Gore supporters issuing death
threats to performers at G.W. Bush’s inauguration in 2001–even though the 2000
election came down to a few hundred votes in Florida.
Trump is a lightning rod for a
spectrum of people and organizations. Let’s
see if we can separate the spectrum into socio-political groups.
In times of turmoil, identifying
a bogeyman/woman as the cause of the turmoil is a classic mechanism for
shirking responsibility and agency. This is the psychological source
of witch-hunts (it’s all the witches’ fault!), scapegoating, show trials, and
so on: it isn’t our fault things are falling apart, or the fault of our
institutions–it’s the bogeyman/woman’s fault.
This transference/projection concentrates the blame and
responsibility on The Other–a scapegoated group, or even better, one
individual or a small group. Those making the accusation reckon pointing the
finger at some target lets them off the hook: I am blameless, it’s all his/her
fault.
⇒ Keep Reading
⇒ Keep Reading
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NOTICIAS IN SPANISH
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El izquierdismo, enfermedad infantil del
marxismo LuÃs E Soares
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Sostenibilidad y capitalismo ¿Qué implica que la eco sostenible
genere más empleo que la sucia?
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La desigualdad crece a pasos agigantados Informe Oxfam
Intermon
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Keiser
report 1020 "En EE.UU. la sanidad es un
privilegio en lugar de un derecho"
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PRESS TV
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Militants’ tunnel bomb kills Syrian general n 8 soldiers
You pardon their life
.. you have your reward now. Law is not mercy to terrorists
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UN
warns over West Bank annexation Israel won’t care
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‘US
to up support for Turkey inside Syria’ It was expected
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US
increasing airdrops to militants in Syria arms n vehicles
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