MAR 17 17
SIT EC y POL
ZERO HEDGE. ECONOMICS
While
reflation trades run amok in capital markets, real people's expectations of
inflation in the medium-term has collapsed to its lowest on record...
----
----
Dear Janet, explain this...
----
----
Among Democrats, the Expectations Index at 55.3
signaled that a deep recession was
imminent, while among Republicans the Index at 122.4 indicated a new era of robust economic growth was ahead.
----
----
Barack
Obama pushed things right to the brink a couple of times, but he was savvy enough politically to never
let things go over the edge. Now it is Trump’s turn,
and somehow he has got to find a way to get the debt ceiling raised without
making extremely deep compromises that would gut the rest of his agenda. And he
had better get to work on this quickly, because time
is running out and the clock is ticking…
----
----
After a brief jump in December, US industrial production was unchanged in
February (thanks to tumble in utilities which offset modest
manufacturing gains). Industrial
Production peaked in the US in Nov 2014, as the US equity market took
off after the end of QE3.
----
----
The worrying comparison with the 2000-peak should be writing on the
wall, a warning that the policies like those of the Fed aren't really
healing wounds - they're simply creating another bubble.
----
----
"During the 2008 financial
meltdown..There was a total disconnect
between the paper price and physical demand. That’s now happening again,
but in reverse. The paper price is rising, but physical demand is
falling...This strikes me as total
madness... There seems to be no fear in the market… no regard for sense or
safety."
----
----
Kansas, New Mexico, Oklahoma and Wyoming
experienced recessions last year, while others saw milder contractions,
including Maine, Montana, North Dakota, Louisiana and West Virginia.
----
----
Are
we descending towards recession? How could the NY Fed plausibly give such a
madly high estimate (which if true would be the second highest in 2-years)?
----
----
Here is the real problem with the gap between the Fed and government’s
outlook versus reality: the more they push to convince markets of the economy’s
strength, the more they set us up for a crisis. When
Americans finally wake up and realize the Fed and U.S. government were bluffing
all along, there
will be no safety net to keep the economy from crashing down.
----
----
“It is well that the people of the nation do not understand our
banking and monetary system, for if they did, I believe there would be a revolution before tomorrow
morning.” – Henry Ford
HERE the suggested reading
Trump/Fed/Economy
- Countdown To Crisis by David Stockman via Daily Reckoning
- Fed Is Way Behind The Curve by Wolf Richter via Wolf Street
- Border Tax Would Be Disaster For Texas by Richard Parker via Dallas Morning News
- Fed’s Era Of Easy Money Is Over by Neil Irwin via NYT
- How A Rate Hike Affects Borrowers & Savers by Jeff Cox via CNBC
- Markets Response To Fed Will Be Telling by Joe Calhoun via Alhambra Partners
- Fed’s Challenge May Be Existential by Eduardo Porter via NY Times
- Bubbly Market Lit Fire Under Fed by Caroline Baum via MarketWatch
- Fed: Garbage In, Garbage Out by Doug French via FEE
- The Growing Threat From Federal Debt by Chris Edwards via Town Hall
- Federal Reserve’s Rate Hike Is Bad News? by Lucinda Shen via Fortune
- Recession Risk by James Picerno via Capital Spectator
- Rate Hikes + Low Growth = Recession by Mark DeCambre via MarketWatch
- Market’s Response To Rate Hike by Frank Chaparro via BI
----
Markets
- Corporate Bond Market: The Start Of The Matter by Danielle DiMartino-Booth via Money Strong
- Crash Guru Warns Of Drop To 14800 On Dow by Barbara Kollmeyer via MarketWatch
- Have The Markets Finally Woken Up by James Rickards via Daily Reckoning
- Credit Suisse/UBS Tell Clients To Buy Stocks by Jan-Henrik Foerster via Bloomberg
- Market Hasn’t Done This Since 1995 by Matt Egan via CNN Money
- The Most Overvalued Stock Market In History by Brett Arends via MarketWatch
- 10-Warning Signs Of This Bull Market by Akin Oyedele via BI
- Wall Street’s Next Big Short by Rachel Evans & Matt Scully via Bloomberg
- Oil Market Is About To Get “U-G-L-Y” by John Kilduff via CNBC
- Why You Shouldn’t Try And Time The Market by Anora Mahmudova via MarketWatch
- Market Calm? Not Really! by Myles Udland via Yahoo Finance
- We Learned It In 1987, The Unexpected Moved Markets by Doug Kass via Real Clear Markets
- Is OPEC Headed For A Showdown With U.S. Shale? by Ivana Kottasova via CNN Money
- Sam Eisenstadt Has Bad News by Mark Hulbert via MarketWatch
- Stock Market Has That Sinking Feeling by Michael Sincere via MarketWatch
----
Financial Planning/Retirement
- Understanding the Funded Ratio by Bob French via Retirement Researcher
- How To Buy Individual Bonds by Wade Pfau via Retirement Researcher
- How Have 401k Plans Affected Retirement Income by Munnell, Hou, Webb & Li via CRRBC
- The One Medicare Advantage Chart You Must See by Sean Williams via MotleyFool
----
Research /
Interesting Reads
- Why Shiller Is Worried About The Trump Rally by Adam Haigh & Jason Clenfield via Bloomberg
- Shiller: Stock Market Is WAY Overvalued by Wolf Richter via Wolf Street
- Let Me Convince You To Save More Money by Morgan Housel via Collaborative Fund
- Amazon Will Kill More Jobs Than It Saves by Rex Nutting via MarketWatch
- 16-Reasons Not To Live In California by Michael Snyder via Zerohedge
- Can We Scrap Daylight Savings Time Now? by Andrew Heaton via Reason
- Why You Probably Won’t Survive The Next Bear by Lawrence Hamtil via Fortune Financial
- Hoping For An Inheritance? by Suzanne Woolley via Bloomberg
- 10-Breakthrough Technologies, 2017 by Staff via MIT
- How Much Should You Save For Retirement? by John Divine via US News
- US Credit Growth Is Decelerating by Edward Harrison via Credit Writedowns
- Untested Robo-Advisors Are The Next Big Market Risk by Jason Schenker via Bloomberg
- Not The Outcome The Fed Wanted by Tyler Durden via ZeroHedge
- Worry When There Is Nothing But Blue Skies by John Hussman via Hussman Funds
- Has Stock Rally Reached Its Speed Limit? by Dana Lyons via Tumblr
- 3-Charts Of Unprecedented Valuations? by Jesse Felder via The Felder Report
----
----
----
POLITICS
"Enforcement policies that include stalking courthouses and arresting
undocumented immigrants, the vast majority of whom pose no risk to public
safety, are neither safe nor fair. They not only compromise our
core value of fairness but they undermine the judiciary's ability to provide
equal access to justice."
----
----
"President Trump has wasted no time in
cracking down on immigration... Fighting
against hate...makes us grow stronger together..."
----
----
WORLD ISSUES and ME
Having rebounded rapidly from the ETF-decision disappointment, Bitcoin
suffered another major setback overnight as Chinese regulators are circulating
new guidelines that, if enacted, would require exchanges to verify the identity of
clients and adhere to banking regulations.
----
----
A couple of research reports released overnight
by major banks have come to a sobering conclusion: the fate of the global economy may be in the hands of the Chinese housing
bubble.
----
----
DEMOCRACY NOW
----
----
GLOBAL RESEARCH
----
----
INFORMATION CLEARING HOUSE
"War Torn" - U.S. Slaughter In Syria,
Somalia And Yemen By
Moon Of Alabama
----
----
The Rise of Cultures of Cruelty in
Neo-Fascist USA By
Henry Giroux
----
----
GOP Proposals Would Require Able-bodied
Adults to Hold a Job in Order to Qualify for Medicaid
By Amy Goldstein and Juliet Eilperin
By Amy Goldstein and Juliet Eilperin
----
----
COUNTER PUNCH
Andrew Levine Our
Two Party System is Dead
----
Melvin Goodman Trump’s
New Era of Militarism and Mendacity
----
Mike Whitney Yellen’s
Effed up Attack on Working People, Sad
----
Norman Pollack America
Becomes Fascist: Trump Revealed
----
----
SPUTNIK and RT SHOWS
Cold War 2.0?! Lawmaker: US Needs to Plan for Potential Nuke War With Russia https://sputniknews.com/military/201703181051706966-democrat-warns-nuclear-war-russia/
----
----
OPEC Prepares Draft Report on Oil Output Cut Deal – Russian Energy Ministry https://sputniknews.com/business/201703181051712318-opec-report-oil-output-cut-deal/
----
----
Members of NATO-Ukraine Commission Discuss Security in Black Sea Region https://sputniknews.com/world/201703181051712214-nato-ukraine-black-sea/
Related
Stoltenberg Says NATO's Increased Black Sea Presence Not 'Provoking Conflict' https://sputniknews.com/politics/201702161050742548-stoltenberg-nato-black-sea/
----
----
RT SHOWS
----
----
----
----
----
WASHINGTON BLOG
Whatever is free is squandered.
When water is free, it’s freely wasted. When electricity is free, there’s no
motivation to use it wisely.
The same principle holds true for
money. If money is free, or nearly free, there is no motivation to
invest it wisely, or consider the opportunity costs of spending it
versus investing it or preserving it as savings.
Money that can be borrowed for
next to nothing is essentially “free” because
the costs of interest are negligible. Money that can be borrowed in virtually
unlimited quantities is also “free,” as whatever funds are squandered or lost
to malinvestment can be easily replaced with more borrowed money.
Nothing enduringly productive can
be built without discipline and a steady focus on the bottom line of
production costs, revenues, overhead expenses and opportunity costs, i.e. what
else could have been done with this capital and labor?
These dynamics are
scale-invariant, meaning they apply to individuals and households as
well as to companies, institutions and nation-states.
Thus we see the same poor results in trust-funders
whose income is “free” (pouring in
monthly whether the individual was productive or not) and national governments that can simply borrow
another trillion dollars (or $10 trillion, hey why not?) when they’ve
squandered all the tax revenues.
⇒ Keep Reading
⇒ Keep Reading
----
----
NOTICIAS IN SPANISH
----
La ocupación israelí, silencios
informativos Enric Llopis
----
----
----
----
----
----
----
----
----
----
----
Feminismos: estrategias en movimiento VIENTO SUR
----
----
----
----
----
Keiser
report 1045 La "revolución" es la
apuesta por el sistema de criptodivisas
----
----
PRESS TV
----
----
----
‘US
voters back legal residency for migrants
----
----
----
----
Russia to launch
its most powerful nuclear Sub soon
----
----
----
----
===
No hay comentarios:
Publicar un comentario