martes, 7 de marzo de 2017

MAR 7 17 SIT EC y POL



MAR 7  17  SIT EC y POL


ZERO HEDGE.  ECONOMICS


Bonds and Stocks both sold off together again - 3rd day in a row - (as Risk-Parity funds contonued their biggest slide of the year)


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"...memories in finance are short..."
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If the plunge in gas prices was "unequivocally good" for Americans' pocketbooks, then we wonder what the PhDs will make of the fact that California gas prices just broke above $3 for the first time since 2015 - soaring at 28% YoY (the fastest since Q1 2011, which sparked a plunge in economic growth).
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"Everything has changed. And the housing market will always and forever be drawn to fundamental, end-user, economics and demand, regardless of how diverged it gets during extraordinary economic, credit, or monetary policy cycles, such as Bubble 1.0 and now."
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Unless the Federal Reserve intends to buy up every dead and dying mall in America, this is one crisis that the Fed can't bail out with a few digital keystrokes.
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Although the market is convinced the Federal Reserve will get aggressive with their rate hikes, I am not sure market participants have thought this through. Let’s not forget the Federal Reserve is sitting on the largest balance sheet in history.
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Real economic activity has tumbled back to its weakest level since the election as surveys' hope soars near record highs.
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"The slow process on ACA repeal signals that tax reform is likely to take longer than initially expected and that the final tax legislation that Congress enacts is likely to be less radical than the early proposals from House Republicans and the Trump campaign."
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It is pretty accepted knowledge that a number of lower-skilled jobs will disappear in the coming 5-10 years, due to the human element being replaced by autonomous machines. And if you think your job requires a higher, special element of skill and mental acuity that just cannot be automated, you are probably very mistaken. In fact, there are few (if any) jobs in which a machine would be inferior to a person. And this is not as far out in the future as you may think.
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"...the lagged effects of previous money supply growth excesses are still playing out, just as money supply and credit expansion seems to be coming under pressure. This is combined with a fantasy that is so unlikely, people apparently just cannot bring themselves to doubt its veracity – after all, why would anyone tell such a preposterous story if it were not true?"
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Oil bigwigs should take a step back before becoming too comfortable with the new oil price range according to Fitch Ratings’ newest market analysis.
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As we warned earlier, the shorts have been unleashed in Snap (as T+3 settlement enables 'borrow'). Snap is down 12% today and down 30% from Friday's highs as S3 Partners says short-interest in the 'camera' company has reached $100 million...
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 "I am working on a new system where there will be competition in the Drug Industry. Pricing for the American people will come way down!"
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In a report that will be closely scrutinized by the trade-sensitive Trump administration, today the Department of Commerce announced that the January trade deficit surged in January 2017, jumping from $44.3 billion in December (revised) to $48.5 billion in January, as imports increased more than exports.This was the biggest trade deficit going back to early 2012.
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hould the Fed hike next Wednesday it will do so in a quarter in which GDP was just revised from 1.8% as of last week to just 1.3%. This forecast was more than double, or 2.7%, as recently as one month ago.
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POLITICS


WikiLeaks has published what it claims is the "largest ever publication of confidential documents on the CIA." It includes more than 8,000 documents as part of ‘Vault 7’, a series of leaks on the agency which expose the agency's massive hacking arsenal.
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Yes there is the Fed, French Elections, Greece, OPEC and dozens of other stories driving the market – but for the next few weeks, what seems to matter most is Which Donald Trump Shows Up?
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"You can always buy it back" is one of the '10 Trading Commandments'. It is meant to encourage good risk management – cutting your losses before they kill you. But it is easier said then done and thanks to some useful academic work now we know why.
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WORLD ISSUES and ME



"Disconnect between financial markets and fundamentals, potential market volatility, financial vulnerabilities and policy uncertainties could, however, derail the modest recovery. The positive assessment reflected in market valuations appears disconnected from real economy prospects." - OECD
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"In meetings with traders, Mr. Barkindo has asked about the declining role of investment banks in commodity-futures trading and the increased use of automated trades, according to people who were present. He asked why U.S. banks were so quick to reinvest in American shale producers after the bust and what would happen if prices fell again."
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COUNTER PUNCH


Sharmini Peries - Michael Hudson  The New Feudalism
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SPUTNIK and RT SHOWS


Chinese Premier: Expand Military Presence in South, East China Seas   https://sputniknews.com/military/201703081051359648-beijing-premier-expand-presence-seas/

RELATED
Beijing Sortie Through South China Sea Scares Taiwan; Japan Scrambles Jets  https://sputniknews.com/military/201703031051214752-beijing-sortie-south-china-sea/
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WikiLeaks Warns CIA Trying to Hack Cars for ‘Undetectable Assassinations’  https://sputniknews.com/us/201703071051357143-wikileaks-cia-possibility-hacking-vehicles/

RELATED 1
Wikileaks Vault 7: CIA, Mi5 Have Apps Turning TVs Into Audio Recording Devices  https://sputniknews.com/world/201703071051354552-cia-mi5-apps-tv/

RELATED 2
'Vault 7': Wikileaks Starts New Series of Leaks on CIA  https://sputniknews.com/world/201703071051342572-wikileaks-cia-series/
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RT SHOWS
News with Ed Schultz    CIA's hacking capabilities revealed
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WASHINGTON BLOG



And that the CIA wants to spy on you through your dishwasher and other “smart” appliances.

CIA documents leaked today by Wikileaks confirm that the CIA is spying on us through our Windows-based computers, phones and TVs.
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NOTICIAS IN SPANISH


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Recuperar o “asaltar” la ONU para contener el "trumpismo"  Nazanín Armanian Quierase o no Trump fue electo y solo la nación en Mov -mediante State referéndums- puede exigir el cese de su mandato.
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XIV Cumbre del Alba   Unidad antiimperialista  Ramón Pedregal
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EE.UU Análisis de la IVª Internl   Qué implicaciones puede tener la elección de Donald Trump? PR
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                Ent con CA Lozada FARC “Urge pacto político para acabar con el paramilitarimso”
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8 de Marzo: Huelga internacional de Mujeres  ¿Qué es una huelga de mujeres? C A
Contra el trabajo no pagado  y enfatizar: la reproducción social es también lugar de lucha
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PRESS TV


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