FEB 4 17 SIT EC y POL
ZERO HEDGE. ECONOMICS
Since Donald Trump was elected President of The United States, on a
platform of 'draining the swamp' and focusing on the needs of 'Main Street', it
is perhaps interesting that Wall-Street-darling
Goldman Sachs is the best-performing stock (in
The Dow) and Main-Street-mainstay
Wal-Mart is the worst-performing.
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La oligarquia financiera contra Trump.. Si de verdad quiere T limpiar del pantano los chupa-sangre.. este sería
el momento adecuado .. pero al parecer es la oligarquía quien lo va a sacar del
mapa .. o lo obliga a arrodillarse.
Cuando los elefantes pelean es el grass quien sufre. En esta pelea es el pueblo
quien pagara los platos rotos.. Nuestra tarea: organizar
la tomar del poder.. sin ellos ni la
Clinton.
Lea este art:
Must Read
"One month into the year, the balance of
risks is somewhat less positive for three reasons. First, the difficulty
congressional Republicans have had in moving forward on Obamacare; Second,
while bipartisan cooperation looked possible following the election, the
political environment appears to be as polarized as ever; Third, some of the
recent actions by the Trump Administration could be disruptive for financial
markets and the real economy." - Goldman Sachs
….
Q: How have risks shifted since
the election?
The risks are less positively
tilted than they appeared shortly after the election. Sentiment
among investors, business, and consumers improved in November and December and
risk assets performed well (Exhibit 1). While an improvement in economic
data may be behind some of this, our impression is that the market perceives a
higher probability of meaningful tax reduction and regulatory reform, while
assigning a lower probability to meaningful trade and immigration restrictions.
Exhibit 1: A post-election boost
to sentiment
Source: University of Michigan. Conference Board. NFIB.
Q: After such an eventful few
weeks, when will the outlook become more certain?
It would be a mistake
to simply extrapolate recent political and policy developments, whether more
market-friendly moves like the recent announcements on regulatory reform, or
actions that have been associated with a negative market reaction, like the
executive actions on immigration. That said, we expect policy uncertainty to persist for a
while, with a continued mix of news that financial markets interpret positively
and negatively. Exhibit 2 shows the range
and average of the economic policy uncertainty index at the start of the last
three new administrations, indexed to the Election Day level, compared
with the current reading. In each of these periods, a new president entered
office with his party holding the majority in the House and Senate, as
President Trump has this year. We note that the limited historical evidence provides little reason to
expect uncertainty to decline significantly over the next few months; in fact,
on average it has tended to be more elevated in the spring of the inaugural
year than in January. This is in line with our expectation of the next few
months, which we expect to produce significant policy developments,
particularly regarding fiscal policy, trade, and regulation.
Exhibit 2: More policy
uncertainty ahead?
Source: Policyuncertainty.com. Goldman Sachs Global
Investment Research.
NEXT QUESTIONS:
Q: Why are Republicans having such a hard time addressing
Obamacare?
Q: So what will happen with Obamacare repeal?
Q: What does all of this mean for tax reform?
Q: What’s the latest on border adjustment?
Q: Why is the proposal so controversial?
Q: If Congress does not enact border adjustment, what
does that mean for tax reform?
Q: Beyond tax reform, what other risks are there
regarding trade policy?
Q: How much will immigration policy change?
Q: What ever happened to the infrastructure program?
Q: What happens next?
Exhibit 3: A long road to tax
reform: Image location: http://www.zerohedge.com/sites/default/files/images/user5/imageroot/2017/01/15/gs%20trump%203_0.png
TO READ ANSWERS TO ABOVE
QUESTIONS OPEN: http://www.zerohedge.com/news/2017-02-04/honeymoon-over-goldman-slams-trumps-economic-plan-no-longer-expects-border-tax
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POLITICS
The truth on Russia “hucking” open its way .. Shame of us!
In an ironic twist, it appears it may not have been 'The Russians'
that hacked America's political system last year. As
The Daily Caller reports, three brothers (Abid, Imran, and Jamal Awan) who managed office IT for members of the House Permanent Select Committee on
Intelligence and other lawmakers were
abruptly relieved of their duties on suspicion that they accessed congressional
computer networks without permission.
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The political crisis at the top started
"The
opinion of this so-called judge, which essentially takes law-enforcement away
from our country, is ridiculous and will be overturned!"
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"...people are comparing Donald Trump to Hitler. And the countdown has
officially begun, to ...well ...I don’t know ...but something really bad.
But if you study enough about it, you realize the guy vetting and
banning refugees is probably not Hitler …the guy CREATING refugees probably is. If we keep looking for
Hitler in every United States president we disagree with, we’re not going to recognize the real one when he actually
shows up …in a different country."
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Seemingly
following Alinsky's "Rules for
Radicals", Liberal Progressive Socialists appear to believe,
in a Trump world, "the
ends justify the means," as evidenced
by the farce in Berkeley this week. Any and everything
is justified by a lying mainstream media: riots and the destruction of
property, assaults on those who disagree with them, and general lawlessness
- all in the name of 'virtue
signaling'.
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WORLD ISSUES and ME
Si cae Trump.. cae Le Pen .. Si cae pantalón.. cae calzón
The leader of the French National Front party
Marine Le Pen kicked off her presidential campaign on Saturday, hoping promises
to shield voters from globalisation, promote protectionism, and leave the
Eurozone boost her chances at a time of sweeping political turmoil in France.
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Iranofobia continue their non-sense.. These stupids -main sellers of WMD and nukes now to Israel
and Saudis- don’t want to realize that in our time “there is not small enemy”..
if armed too.
According to Iran's semi-official Tasnim agency, which cited Amir Ali
Hajizadeh, commander of the Islamic Revolutionary Guards Corps’ aerospace
division, Iran successfully
tested a range of land-to-land missiles and radar systems during the drills in
a 35,000 square-kilometer stretch of desert in the northern Iranian province of
Semnan.
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GLOBAL RESEARCH
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Dangerous
Crossroads: Trump Bends to Neocon Pressures, No Longer Committed to
“De-escalating Tensions with Russia”
By Andrew Spannaus
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SPUTNIK and RT SHOWS
Against All Odds: What's Behind Washington's Softening Stance Toward China https://sputniknews.com/politics/201702041050351675-trump-us-china/
RELATED 1
Trump Left the Door Wide Open for China to Boost Its Position in 'US Backyard' https://sputniknews.com/politics/201702031050329031-trump-china-latin-america/
RELATED 2
Beijing Blasts Washington for Plans to Launch High Taxes on Chinese Steel https://sputniknews.com/business/201702051050356187-beijing-descent-us-chinese-steel-taxes/
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Civil-State protest inside & abroad beat Trump .. He
is still in power & more ugly surprises expected. A global People’s Union emerged .. Soon:
liason-brigades will come .. US-Neoliberal-global farce will be defeated.. The
struggle against frauds & speculation will succeed: vulture capitalism
dismantled!
US Homeland Security No Longer Enforcing Any of Trump's Travel Ban – Statement https://sputniknews.com/us/201702041050354639-DHS-not-enforcing-travel-ban/
Related
Three Weeks of Protest: Anti-Trump Demonstrators Rally Against Travel Ban https://sputniknews.com/us/201702051050355865-more-travel-ban-protests/
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Iranofobia is also in process of being defeated .. Aseguremos nuestra casa 1ro, dicen los iranios
Iran Ready to 'Rain Down' Missiles in Response to Enemy Attack Listen Israel & Saudis! https://sputniknews.com/military/201702041050351402-iran-military-air-force/
Related 1
New Anti-Iran Sanctions May Result in 'Unwanted, Dangerous' Mideast Crisis https://sputniknews.com/middleeast/201702041050355579-anti-iran-sanctions-new-crisis-mideast/
Related 2
Are Saudi Jihadis Entitled to a "Safe Zone"? https://sputniknews.com/columnists/201701311050236210-us-saudi-arabia-syria-safe-zones/
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RT SHOWS
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Keiser
Report Episode
1028 on financial crisis plus
interview on bitcoins
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NOTICIAS IN SPANISH
Marx y la cuestión de la
prostitución Saliha Boussedra
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Las relaciones Estados Unidos-China Raúl Zibechi
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De
Martin Luther King a “Black Lives Matter”
Manuel Cervera-Marzal
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Un nuevo pacto para salvar a Europa Yanis Varufakis
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Econ Pavlina Tcherneva “La Renta Básica Universal acabaría
sustituyendo muchos programas de bienestar” Andrés Villena
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¿Globalización o desglobalización? Eduardo Montes de Oca
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En las puertas del nazismo Marcelo Colussi
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PRESS TV
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Porque en la trampa oligárquica del
mal menor el pueblo opto por liquidar 1ro el mal peor, para luego liquidar el
otro. En esto se está hoy y lo que viene ocurriendo le da la razón al pueblo. La confusión electoral
va pasando. El pueblo está ahora más claro y unido que antes. Las mentiras de la
bufona Clinton quedaron atrás y la lucha de hoy es contra el bufón de la oligarquía.
Asi lo entiende el pueblo, quieran o no aceptarlo los burócratas políticos de
ambos partidos pro-oligarquía: Dems & Reps. La unica opción de T. es adaptar el Glass
Steagal Act de FDR y si su interés privado se le impide, el conflicto de
intereses se resolverá a favor del Estado-Nación y adiós a T. Es lo que podría
ocurrir pronto.
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