FEB 14 17 SIT EC
y POL
ZERO HEDGE. ECONOMICS
After an
initial delay, global stock markets have joined the Trump-flation euphoria in
recent weeks. In fact, despite the dismal decline in global earnings, global stocks are now within inches of April 2015's record
highs, and are now the most overbought since July 2014.
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Bonds broke first, and then the broad stock
market caught up...NOTE - 10Y yields capped at 2.50% almost perfectly
The dollar spiked on Yellen, then faded...NOTE - when Flynn
resignation headlines hit overnight the dollar got hit hard...
…
See complete report at :
http://www.zerohedge.com/news/2017-02-14/dow-hits-20500-hawkish-yellen-sparks-another-buying-panic-banks-batters-bonds
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"...waiting too long to remove accommodation would be unwise, potentially
requiring the FOMC to eventually raise rates rapidly,
which could risk disrupting financial
markets and pushing the economy into recession."
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Traders
in the fixed income and money markets are losing their religion. Slowly but surely,
beginning at the long-end, record short
speculative positioning in US bonds is being unwound as traders lose
faith in Janet and Donald's double-whammy.
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Following explosive inflation in Germany
and China,
US producer prices printed hotter than expected at 1.6% YoY (final demand) with
a notably 0.6% MoM jump (versus 0.3%
exp) - the biggest monthly jump since September 2012.
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When BofA conducted its monthly Fund Managers'
Survey, and asked what is the most likely bear market catalysts, the responses
were as follows: "protectionism" = 34%, "higher rates" =
28%, "financial event" = 18%, "weaker EPS" = 15%. The
"smart money" also said that the best protectionist investment is
one: gold.
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"The TRILLION dollar question is then
reiterated: when does all of this “inflation as a good thing” tip over into
“inflation with no growth”—aka STAGFLATION? This continues to be the
chief concern of clients on recent marketing swings."
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- Yellen to Face Questions on Trump’s Impact on Economy (WSJ)
- Fed has limited view on Trump economic policies as Yellen heads to Congress (Reuters)
- Oil rises as OPEC-led output cuts trim oversupply (Reuters)
- Mnuchin’s G-20 Debut Clouded by Currency Chatter (BBG)
- Israel’s Netanyahu Prepares for High-Stakes Talks With Trump (WSJ)
- Peugeot Owner in Talks to Buy GM’s European Business (BBG)
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POLITICS
Meet Vice Admiral Robert Harward: former deputy commander of the U.S.
Central Command and Chief Executive Officer for
Lockheed Martin in the UAE, who has emerged as the front-runner to
replace Michael Flynn as the White House national security adviser.
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"Today's Neocon victory [Flynn's resignation] is a huge event and
it will probably be completely misrepresented by the official media.
Ironically, Trump supporters will also try minimize it all. But the reality is that barring a most unlikely last-minute miracle, it’s over for Trump...I see
very dark clouds on the horizon."
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"We
the people" have become enemy #1.
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As The White House tries to put the Flynn disappointment behind them, The
New York Times appears to be resurrecting an old
story with a new angle to keep the 'blame the Russians' narrative
alive. Following FISA
court approval (to spy on Trump's campaign), intercepted calls reportedly show "repeated
contact" between Trump advisor Paul Manafort and senior Russian
intelligence officials... but reveal no collusion.
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According to a new study from WalletHub,
Detroit's crumbling commercial and residential infrastructure isn't the only
thing deteriorating rapidly in "America's Comeback City." The
study, which ranks America's 150 largest cities based on overall health, pegged
Detroit 'dead' last...here's where the rest of America ended up.
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Trump
will most certainly accomplish the relatively easy stuff – cutting
taxes, building a wall, increasing funding for the military, spending more on
infrastructure, and repealing Obamacare. If he wanted to leave a legacy on par
with Andrew Jackson’s he will have to the hard stuff too. Will Trump have the courage to do
any of the hard stuff? If not, the decline of the American Empire is inevitable.
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WORLD ISSUES and ME
"President Trump has made it very clear
that he expects the Russian government to de-escalate violence in the Ukraine
and return Crimea," Spicer said at a daily news briefing. "At the same time, he fully expects to and wants to get along
with Russia."
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Russia has (not so) "secretly"
deployed a new ground-launched intermediate-range cruise missile in alleged violation
of a 1987 treasty with the US which helped end the Cold War, despite complaints
from American officials. According to the NYT, the move presents a "major
challenge for President Trump."
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DEMOCRACY NOW
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GLOBAL RESEARCH
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INFORMATION CLEARING HOUSE
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The Flynn Defenestration Will Hamper Trump's
Foreign Policy Updated - By Moon Of Alabama
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Edward Snowden’s New Job: Protecting
Reporters From Spies By Andy
Greenberg
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Worst Joke Ever? U.S. Spy Chief Gives Saudi
Prince Highest Award for “Fighting Terrorism”
By Mike Whitney
By Mike Whitney
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No Wall Could Hurt Mexico As Much as NAFTA
Has By Mark Weisbrot
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COUNTER PUNCH
Luciana Bohne Welcome
to Trumpland: Obama’s Legacy
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David Macaray Is
This How the World Ends?
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SPUTNIK and RT SHOWS
Revenge of Neocons? Who Will Replace Michael Flynn and What It Tells Us https://sputniknews.com/politics/201702151050685872-michael-flynn-neocon-replacements/
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McCain Calls for 'Meaningful' Response to Russia's Alleged INF Treaty Violations https://sputniknews.com/us/201702151050689347-mccain-response-russia-inf-treaty/
Related
Senator McCain Says US Should Send Javelin Anti-Tank Missiles to Ukraine https://sputniknews.com/us/201702031050299158-mccain-javelin-anti-tank-missiles-ukraine/
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US Not Coordinating Strikes in Palmyra With Russia Amid Anti-Daesh Advancement https://sputniknews.com/middleeast/201702151050688245-us-not-coordinating-russia-daesh/
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The Crossroads of History: Is the European Union Becoming the 4th Reich? https://sputniknews.com/europe/201702141050653385-europe-italy-economic-crisis-globalization/
Related 1
'Existential Crisis' in Europe to Result in 'Other Countries Leaving EU' https://sputniknews.com/europe/201701171049679471-crisis-europe-result-leaving-eu/
Related 2
Democracy in Crisis: Rising Inequality Could Cause Globalization Rollback https://sputniknews.com/world/201701121049536682-global-economy-risk-wef/
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RT SHOWS
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NOTICIAS IN SPANISH
Ecuador ante el espejo argentino Atilio
A. Boron
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Keiser
report 1032 El banco más grande de Europa es
"técnicamente insolvente"
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PRESS TV
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Trump
wants Russia to ‘return Crimea' to Ukraine
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