Long time no nothing about how they put the markets. Let's try to put a vision of what I'm seeing.
started by an interesting thing, is that the most-watched news CNBC is not the "Obama" bin Laden but U.S. debt. Rating Weiss is advertised as an alternative to the three hydras of Wall Street debt cataloging USA in AAA. The Weiss ratings can http://www.weissratings.com/ratings/sovereign-debt-ratings/?csm=3009983 consult . Well, no need to go to a Jewish usurers to see such things. Dagong long ago said the same as reported by almost a year ago http://www.dagongcredit.com/dagongweb/uf/USARatingReport.pdf
The most interesting economic level is undoubtedly the 12 plan Five-Year People approved by the Assemblies. A plan drawn to China's economy will be devoted to 2015. Ultimately seeks to increase consumption and reduce the gaps in export earnings. That means that the Chinese central role may be changing. Do not make too absurd for Beijingers on bubbles. Focus on the five-year plan says and we can see what will happen or at least to be allocated one of the key players and how that should be tapped for the rest of the world.
So we have a revolution in terms of lending and debt placement USA. Do you see that has to do one thing with another or not? We
piecemeal. The U.S. M3 as shadowstats would be coming out of the area of \u200b\u200bnegative growth but doing it very slowly and see how it evolves. There is no reason to believe that there will continue to positive but also not return. When compared with the behavior of M2 and M1, we see that the moment behavior is ticking. There is some general recovery trend. But analyzing it we can see which it is due to the recovery of financial markets. That is, the stock market goes up, markets go up commodity derivatives, financial bubbles and the city wallstreet up ergo the M3 is recovering.
PEROOOOO .... the QE2 should end in June. The bag was recovered due to the thrust of the QE2, is the Fed who buys in the markets. And that may be running out. The movement of silver can be significant. Before the collapse of September-October 2007 was a huge bag diamond that has evolved in months before starting to fall. A fall will not be made abruptly or may yes. The support is artificial and therefore the decision of paper can be taking now. Panic could run through the strong hands. There is no ability to place, even in the pyramid of operators. Therefore, if you have not taken the decision to push and hold the printer in question may fall apart now. Otherwise may have made a provisional QE3 to paper.
The U.S. economy does not recover or be recovered. As you can recover walmartizada U.S. economy. Nominally the U.S. economy is 14.5 trillion dollars of GDP (actually only 13 and possibly less) and more than 0.4 trillion corresponds to WalMart. Now, let's see what is happening. The raw materials are increasing in price, such as cotton, but also metals, energy, oil ... Wal-Mart operates discount and end relatively small margins that depend on maintaining the conditions on which puts pressure on supply chains. Most suppliers are now foreign. But globalization leads to increased real costs of inputs so it will be impossible to whom it was much more to maintain the ability to maintain prices. Nortemericana trading system may fail and add to increased poverty for the mass unemployment stamps and makeup removing millions of people in the workforce.
Actually the only industries in the U.S. are outstanding weapons. While there are massive inefficiencies in the system as well as energy costs in GDP health ... The market is held because it is based on false premises. An increase in benefits through the erosion of economic bases across the country. And yet the benefits may be jeopardized because many corporate earnings are generated outside the country, but still within the country there are many accounting tricks.
Anyway this is not the potential threat to short. Ie, it has not done anything in three years to solve any problem on the basis of changing bases eroded. (Same as in Spain). And yet the world is keeping a disconnection from the USA and the financial economy except in some provinces and provincial servile as Western Europe (ie as long-term Japan will react with unsolvable problems and long-term dramatic Fukushima). The problem is definitely short on the unknowns and possible QE3 QE2. And above all concerning the country's debt and the capacity that can be to buy it. Pimco and Gross have already warned about it. Now you should think about what that means for the rest of the market. The movement in the commodities bubble might burst. We'll see if impulsiba and dramatic form or by drawing a diamond. What is clear is that the bubble exists is not explainable otherwise rising Oil prices at a time of low demand. The only product that could keep the gold and this is due to the demand by Western central banks in short-term intention to increase reserves significantly. The basis of the dollar continues to maintain the basis of the whole network.
Therefore, we are at the door of major changes, perhaps too abrupt movements. Warned in 2007. At the moment there is still no evidence. But there are warnings. We will continue looking. But what is not like anything.
0 comments:
Post a Comment