MAR 30 17 SIT EC
y POL
ZERO HEDGE. ECONOMICS
"The
resulting losses for mutual funds, pension funds, insurance companies, banks,
and other holders of government debt might be large enough to cause some
financial institutions to fail, creating a fiscal crisis."
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"This
isn’t a signal to me that markets are reaching an exuberant level like they did
in the 1920s or 1990s, when speculation was rampant. What our clients
are doing is borrowing against the
portfolios because interest rates are so low. They’re not
leveraging up because they see the market exploding to the upside; they’re
using leverage because they can pay it off at any time.”
SEE ALL CHARTS AT: http://www.zerohedge.com/news/2017-03-30/margin-debt-hits-new-record-high-analysts-say-%E2%80%9Cdon%E2%80%99t-worry%E2%80%9D
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As the first quarter wraps up, bankers say the
weakness in equity trading revenues experienced last year is continuing. That
is prompting questions about whether banks should be preparing for a
longer-lasting decline in the business, rather than a cyclical dip.
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An examination of the performance of the
potential beneficiaries of the new administration's policy proposals paints a
mixed story, with the performance of most of the initial policy winners peaking
in early December and subsequently underperforming.
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Economic
cycles do not last indefinitely. While fiscal and monetary policies can extend cycles by “pulling
forward” future consumption, such actions create an eventual “void”
that cannot be filled. In fact, there is mounting evidence the “event
horizon” may have been reached as seen through the lens of auto sales.
SEE ALL CHART AT: http://www.zerohedge.com/news/2017-03-30/are-markets-overlooking-clear-present-danger
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The Trump administration seeking to penalize
countries whose currencies it believes are undervalued, according to two people
with direct knowledge of the review, "an effort to fulfill the president's
campaign pledge to crack down on what he frequently called unfair trade."
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A group of companies known as Pharmacy
Benefit Managers, or PBMs. Companies that seem to extract far more from the
public than they give back.
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"Over the past 20 years, central banks
have run a gigantic real-world experiment called
"trickle-down." The results of the experiment are now
conclusive: "trickle-down" has failed, miserably, totally, completely." See article below
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Thousands
of drilled shale wells are sitting idle, unfracked and uncompleted. Wood
Mackenzie estimates that if the Permian Basin’s DUC list was completed, it
would add 300,000 bpd in new supply. That supply sitting on
the sidelines will put downward pressure on any new oil price rally.
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POLITICS
At its
core, the social compact between public equity markets and society is simple:
over time, any investor should have access to the equity of important
enterprises created by that society. If that isn’t happening by virtue of
some misalignment of incentives, then those need to be fixed. The
alternative – that the winners stay private but the losers are public – is
untenable. Investors will choose to hoard cash and capital will slowly
stop circulating to its best possible use.
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All your private online data—the websites you
visit, the content of your chats and emails, your health info, and your
location—just became suddenly less secure. Not because of hackers, but because
Congress just blocked crucial privacy regulations. This will allow your
internet service provider to collect all your data and sell that info to the
highest bidder without asking you first.
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"Apparently
the Trump administration, their war on facts, has now become a war on
cities. Let me be clear about the facts: We are not breaking any laws
and we are prioritizing safety."
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WORLD ISSUES and ME
China's reflation story (on the back of a
record amount of debt created last year) was put on display on Friday morning
when both the Chinese manufacturing and non-manufacturing PMI rose more than
expected, with the Manufacturing PMI rising to a level not seen since April
2012.
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The reality of the situation in the South China Sea - all geopolitical
analysis aside - is that there’s
about to be a hell of a lot of military hardware in those waters.
RELATED
"The
meeting next week with China will be a very difficult one in that we can no
longer have massive trade deficits and job losses. American
companies must be prepared to look at other alternatives."
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"A lot of people would like it that way. Even people on
another continent where the newly elected U.S. President was happy that the
Brexit was taking place and has asked other countries to do the same. And, if he goes on like that, I am
going to promote the indenpendence of Ohio and Austin, Texas in the United
States of America."
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DEMOCRACY NOW
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GLOBAL RESEARCH
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INFORMATION CLEARING HOUSE
Trump Is Killing Record Amounts of Civilians
In The Middle East By Mike
Redmond
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Let Them Eat Bombs Will Donald Trump Escalate the War and Hunger
in Yemen? M Benjamin
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Trump’s War on Terror Quickly Become Barbaric
and Savage as Promised By
Glenn Greenwald
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This is a Russophobic Instrument Interview With Sergey Lavrov
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COUNTER PUNCH
Howard Lisnoff Enough
of Russia! There’s an Epidemic of Despair in the US
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Robert Pillsbury Maybe
It’s Time for Russia to Send Us a Wake-Up Call
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SPUTNIK and RT SHOWS
Dishonor n nasty business of war
Increased US Military Support to Saudis Would Boost 'War of Genocide' in Yemen https://sputniknews.com/middleeast/201703311052146668-us-saudis-yemen-genocide/
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US Military Says NATO Drills Involving Russian Extras Not Mission Rehearsals https://sputniknews.com/us/201703311052142884-nato-drills-russian-extras-not-rehearsals/
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Russian Aerospace Forces to Receive 1st Il-22PP Electronic Warfare Planes Soon https://sputniknews.com/military/201703311052149124-russia-military-aircraft-electronic/
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French Embassy Urges Nationals to Stay Alert Amid Recent Attack in China https://sputniknews.com/world/201703311052150265-france-china-attack-embassy/
RELATED
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Racism has many colors
Not So Welcome: 40% of Foreigners Feel Discriminated in Japan https://sputniknews.com/asia/201703311052150021-japan-foreigners-discrimination/
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RT SHOWS
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WASHINGTON BLOG
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Over the past 20 years, central
banks have run a gigantic real-world experiment called “trickle-down.” The basic idea is Keynesian (i.e. the mystical and
comically wrong-headed cargo-cult that has entranced the economics profession
for decades): monetary stimulus (lowering interest rates to zero,
juicing liquidity, quantitative easing, buying bonds and other assets–
otherwise known as free money for financiers) will “trickle down” from
banks, financiers and corporations who are getting the nearly free money
in whatever quantities they desire to wage earners and the bottom 90% of
households.
The results of the experiment are
now conclusive: “trickle-down” has failed, miserably, totally, completely.
It turns out (duh!) that corporations didn’t use the central
bank’s free money for financiers to increase wages; they used it to fund
stock buy-backs that enriched corporate managers and major shareholders.
The central bank’s primary
assumption was that inflating asset bubbles in stocks, bonds and housing would
“lift all boats”–but this assumption was faulty. It turns out most
of the financial wealth of the nation is held by the top 5%.
As for housing–yes, a relative few (those who happened to own modest bungalows in San
Francisco, Seattle, Portland, Toronto, Vancouver, Brooklyn, etc.) on the left and
right coasts have registered spectacular gains in home appreciation
as the housing bubbles in these cities now dwarf the 2006-07 real estate
bubble. But on average, the gains in home appreciation have barely offset the
declines in real (adjusted for inflation) household income.
⇒ Keep Reading
⇒ Keep Reading
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NOTICIAS IN SPANISH
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PRESS TV
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Assad fate is
up to Syrians to decide: US-S Tillerson
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N-Korea is not the problem.. They don’t even have Nukes. P is
the US
aggressive meddling on Chi-JA dispute. So, N-K is a
false-flag that hide a
real bad intention: to hit China with the support of Japan.
At the core of
this US policy are big trasnation Corp profiteering from
selling weapons.
If US hits N-K.. the prob will be Ch-RU semi-nuke response to
US-NATO.
Tarject: US-NATO stations threatening RU-Chi.. if escalate, US
will be hit.
So far: the false flag ‘N-K’ only reflect Sino-hate & bad
intention on them
FACTs remain: N-K don’t have nukes.. War based on lies: other Iraq fiasco
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