martes, 6 de junio de 2017

JUN 6 17 SIT EC y POL



JUN 6 17 SIT EC y POL
ND denuncia debacle d Globaliz neoliberal y propone State-Social + Capit-compet in Econ


ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics


Good Article:  MUST READ!

Contrary to the popular view, in this situation the more money the Fed pushes into the economy the worse the economic conditions become. The reason for this is that more money only weakens the wealth generating process by stimulating non-productive consumption (consumption that is not preceded by the production of real wealth).
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"The signs of late cycle excess continue to spread, but faith abides in central banking “stimulus”. We all do well to remember that when markets lose focus on the fundamentals, there is danger at the door."

Without a sustainable rise in GDP and incomes to match this global levitation in asset prices and leverage, the central bankers are only ensuring that when the inevitable cycle denouement comes, the down trade will be omnipresent.
Central Banks Are Adding Stimulus At The Highest Rate For This Cycle

Source: National Central Banks, Bloomberg, TCW.
*ECB injections include gross LTRO and TLTRO balances.

SEE all charts at the web below.

CONCLUSION
Times were when central banking was an honest profession. Asset prices are not meant to be arbitrary quantities that are to be steered or targeted by central bankers. The signs of late cycle excess continue to spread, but faith abides in central banking “stimulus”. We all do well to remember that when markets lose focus on the fundamentals, there is danger at the door.
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With Treasury yields at their lowest since the election, it appears a shift towards safe-havens (or Trumpflation unwinds) is well underway. Gold is nearing $1300 this morning - its highest since the election. WTI Crude has sunk back to a $47 handle, ignoring dollar weakness as the Qatarstrophe raises more doubts about OPEC coordination.
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Confirming what we reported two weeks ago, when we said that based on Treasury custody holdings at the NY Fed "foreign central banks have been quietly scooping up US treasurys", moments ago Bloomberg reported that China is prepared to increase its holdings of U.S. Treasuries "as officials judge the assets are becoming more attractive than other sovereign debt and as the yuan stabilizes."
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"This morning’s big news is the Chinese announcement they would they would buy more US Treasuries as the Yuan stabilizes. Although the knee jerk market response was to take US Treasuries higher, I wonder if traders are misinterpreting the news."

ES CIERTO QUE LE ROBARON LOS HUEVOS AL AGUILA? .. Apparently YES

The Peoples Bank of China cranked short rates, and caused the USD/CNY rate to decline (higher Yuan) from 6.90 to 6.78.


I believe the Chinese purposely tightened last year so that they could ease into this Autumn’s People’s Congress (China Downgrade - buy the news?). After writing that piece, a great macro writer by the name of Martin Tixier, who pens the terrific Macronomics blog, wrote me to say, China is conducting a “controlled demolition of their WMPs (wealth management products).” What an awesome line. And I couldn’t agree more. Their tightening was designed to take some steam out of the frothy areas of their economy.

But now they have tightened enough. They have slowed their economy. Withdrawn liquidity out the global financial system. They have accomplished what they set out to do.
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With traders realizing that the "Thursday Turmoil Trifecta" looms, world stocks dropped and safe-haven assets rose as investors focused on the growing tension in the Middle East, while caution spread across markets in a week full of risk events including James Comey’s congressional testimony to the ECB’s policy meeting and Britain’s increasingly uncertain election, all in the span of 24 hours. As a result, European and Asian stocks as well as S&P futures all fell, while gold, yen and Treasuries gained.
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BANKRUPTCIES CONTINUE

Here's another example of when cornered hacks blame "fake news" or in this case, the "irresponsible media" for their gross incompetence, only to prove the media very much responsible and unfake.
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo



"The prosecution of any journalistic source without due consideration by the jury as to the harm or benefit of the journalistic activity is a fundamental threat to the free press. As long as a law like this remains on the books in a country that values fair trials, it must be resisted."
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Wikileaks offered a $10,000 reward aimed at getting the reporter behind The Intercept's story fired, after it was revealed that the source behind the NSA story, Reality Winner, had been arrested by the FBI.
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"So he can’t say it’s obstruction..  Because if it were obstruction, then he is indicting himself. For not resigning, for not making a statement, for not bringing it out in the open"
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After days/weeks of speculation regarding a further degradation of the relationship between President Trump and Attorney General Jeff Sessions, ABC is now reporting that things have become so tense that Sessions has actually offered his resignation.
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"For Illinois or another state to formally go bankrupt, the United States Congress would have to pass legislation. Would they? I think so. "
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The US sugar industry has said it’s unable to support the agreement in its current form...
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WORLD ISSUES and ME
Global depression is on…China, RU, Iran search for State socialis+K- compet. D rest in limbo


Saudi Arabia has given Qatar a 24 hours ultimatum, starting tonight, to fulfill 10 conditions, among which ending all ties Muslim Brotherhood and Hamas.
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In what has emerged as the most significant escalation to result from the Qatar diplomatic crisis - which pits two of OPEC’s largest oil producers, Saudi Arabia and the UAE, against the world’s biggest exporter of liquefied natural gas and further disrupts stability in the region -  the biggest Middle East oil and container ports banned all vessels sailing to and from Qatar from using their facilities.
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Forget the "official narrative" that Qatar was isolated by its Gulf neighbors due to its support of terrorism: the real reason behind "Saudi Arabia’s isolation of Qatar, and the dispute’s long past and likely lingering future, are best explained by natural gas."
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Washington is studying options for imposing sanctions against Venezuela’s energy sector as a way of pressuring the South American country’s government to step down.
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One month after the US intercepted on several occasions Russian tactical bombers flying in proximity to Alaska, overnight Russia returned the favor when a Russian Su-27 fighter jet was scrambled to intercept a US B-52 strategic bomber over the Baltic Sea as the American warplane was flying along the Russian border, the Russian Defense Ministry reported.
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GLOBAL RESEARCH
Global Econ-Pol crisis leads to more business-wars:  profiteers US-NATO under screen


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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


The report does include any evidence for the claims it makes
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The U.S. is down 11 places from the previous year.
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COUNTER PUNCH  & ZC ZCOMM.ORG/  https://zcomm.org/all-types/  


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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view

Decline of US, Rise of China 'Happening Much More Quickly Than Predicted'  https://sputniknews.com/asia/201706061054355346-china-asia-us-superpower/

China is improving relations with its neighbors in the Asia-Pacific region amid the US retreat from Asia, but Beijing's role as the hegemonic power in the region will be very different to the leadership exercised by Washington, British academic Martin Jacques told Radio Sputnik.


"We have to take responsibility for our own security and prosperity, while recognizing we are stronger when sharing the burden of collective leadership with trusted partners and friends."

RELATED
No Confidence: Citing Trump ‘Trust Gap,’ Asian Allies Turn Away From US  https://sputniknews.com/military/201706051054307683-asian-allies-look-to-themselves/

Asian allies fearful that Washington's new nationalism will leave them open and vulnerable to China, have begun to band together.

"The most obvious difference so far has been Trump's withdrawal from the Trans-Pacific Partnership, which of course was a creature of the Obama administration, that's the clearest sign we’ve had yet," Jacques said.

"This is a longer-term process than Trump and has often been misread in the West. What we've seen over quite a long period, with the rise of China, is growing economic relations between China and virtually every country in East Asia and the decline of their economic relations with the US."


BUT..US Defense Secretary Jim Mattis, however, asserted that Washington would continue to oppose moves by China in the region, especially with regard to Beijing's militarization of islands in the disputed South China Sea.

THIS IS WHY  Attendees to the security forum pointed to the unpredictable nature of Trump's policies ..  Other top military and diplomatic leaders attending the ongoing three-day conference were more blunt.

"I would like to know very clearly what are the true intentions of the new administration," said Malaysian Defence Minister ..  "We trust Mattis and we trust [US Pacific Commander Harry] Harris but at the very top? THE TRUST GAP IS VERY WIDE," 
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Read also

WHAT  IMPACT THE QATAR CRISIS WILL HAVE ON OIL and GAS PRICES   https://sputniknews.com/business/201706061054354265-qatar-diplomatic-crisis-gas-prices-impact/


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NOTICIAS IN SPANISH
Latino America fight to break with collapsing Empire:  leftist view on alternatives


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MX         Declaración final  Encuentro trinacional sobre el NAFTA en México
                Las elecciones y las mujeres   Sara Lovera
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Juan sin tierra  David Torres. Sátira David T : Trump= Evolución del hombre al Mono.
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Grecia   
La violencia cretina de los acreedores
  Michel Husson
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VEN       Una carta lamentable y una cuestión de metodo  Guillermo Almeyra
                La guerra que puede suceder  Mario Ramos
Es constitucional que haya Constituyente sin referéndum?  El problema de fondo es Paz vs. guerra y lo insensato es olvidar que todos violaron la Ley. Basta de leguleyadas huecas!
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                2016 hubo más muertes que partos. Menos nacimientos en Japón desde 1899
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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Israel lobby pressure.. Let’s see how Deep-State n Trump respond
A matter of sovereignty  n decency  against corrupt Senate members
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Kuwait have the chance to mediate potential resolution of today rift
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