SCHWER-Gewichte in SILBER

http://www.youtube.com/watch?v=ut3LylmU89Y&feature=kp
 

 

When asking Allianz SE’s chief investment officer about the euro area’s sovereign debt woes, be prepared for an emphatic response.

“The fundamental problems are not solved and everybody knows it,” Maximilian Zimmerer said at Bloomberg LP’s London office. The “euro crisis is not over,” he said.

While extraordinary stimulus from the European Central Bank has encouraged investors to pile into the region’s government bonds this year, that’s not a sufficient remedy for Zimmerer, who oversees 556 billion euros ($757 billion) at Europe’s largest insurer. Countries are still building up their debt piles, and that’s storing up trouble for the future, he said.


Read more at http://investmentwatchblog.com/...ne-is-prepared/#jIw0vRzRG4ekmdt0.99


REPS versus FED issja auch mal was neues:
http://mobile.bloomberg.com/news/2014-07-08/...t-policy-strategy.html  

...geplantes chaos verlief selten in geordnete bahnen, ging NIE wie geplant im sinne des/der architeckten und verursacher aus.  

 

 

http://www.ariva.de/news/...-Manipulationen-bei-Wechselkursen-5106579  

date der wichtigen augustcontracte ist am kommenden montag.
gold und silber. beide edelmetalle.
die ganze nächste woche wird turbulent, also eine excellente gelegenheit um sich entsprechend zu positionieren...wenn man weiß was die großen buben so anstellen.
also den donnerstag und samstag report gut übers WE anschauen;-)
uuuund: mitte august kommt der große wechsel, silverfixing goes digital.
bin neugierig wie die airpapers aka ungedeckte futures und options davor gehandled werden
(correct. gehandled [handled/treated] _danach erst: gehandelt [traded]
nice weekend allen freundInnen des schönen und glänzenden metalls!

http://mobile.reuters.com/article/idUSL6N0Q02MV20140725?irpc=932





u just have what u own  

 

... oder auf Portugiesisch: des "Espírito Santo"...  
http://www.ariva.de/news/...k-BES-bringt-Portugal-ins-Zittern-5119029  

http://www.ariva.de/news/...-Argentiniens-Staatsbankrott-2001-5118761  

http://www.ariva.de/news/...uerzt-Argentinien-in-Staatspleite-5119186  

und: wer trägt tatsächlich die verantwortung? zum abschuss und derer politischer folgen!
siehe link - siehe video:  

 

Weak Japan Exports, Output Said to Raise Concerns at BOJ
By Toru Fujioka and Masahiro Hidaka
August 04, 2014 11:03 PM EDT   2 Comments
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Bank of Japan officials are concerned about increasing signs of weakness in the economy following a sales-tax increase, according to people familiar with the central bank’s discussions.
Governor Haruhiko Kuroda and his board will discuss this week if they should lower their assessment of the nation’s exports and also whether to express caution about a decline in industrial production, said the people, who asked not to be identified because the talks are private.
Economists from JPMorgan Chase & Co. and UBS AG cut their estimates for second-quarter gross domestic product after data showed exports unexpectedly declined, retail sales dropped more than forecast and output fell the most since the March 2011 earthquake. The BOJ is forecast to maintain its record stimulus at a two-day meeting ending Aug. 8.
“The latest data flow out of Japan has not been pretty,” Izumi Devalier, Japan economist at HSBC Holdings Plc in Hong Kong, wrote in an e-mailed note yesterday. “We think the government and central bank will face increasing pressure over the coming weeks to deliver additional stimulus if data continues to disappoint.”
Prime Minister Shinzo Abe increased the sales levy by 3 percentage points in April, hitting consumer spending and ending six straight quarters of growth in the world’s third-biggest economy. Industrial production tumbled 3.3 percent in June from the previous month, the steepest decline in more than three years, as manufacturers cut back in response to weak consumption.
Government Assessment
The volley of weak data overshadowed a July 17 report from Abe’s Cabinet Office in which the government raised its assessment of the economy for the first time in six months, saying a drop in demand after sales-tax increase was easing.
“We are finally seeing the real impact of the sales tax,” said Maiko Noguchi, senior economist at Daiwa Securities Co. in Tokyo and a former central bank official. “The rebound from the tax hike is going to be anemic.”
The BOJ will keep policy unchanged at its meeting this week, according to all 34 economists in a survey by Bloomberg News. Twenty-six percent of those surveyed forecast easing to come at one of two meetings in October.
Japanese companies have found little extra support from overseas demand, with shipments stagnating, even after reflationary policies championed by Abe helped to weaken the yen 17 percent against the dollar since he took power in December 2012. The currency was little changed at 102.58 per dollar at 11:43 a.m. in Tokyo.
Export Drop
Exports dropped 1.1 percent in three months through June from the previous quarter, when they declined 1 percent, according to the Bank of Japan.
Reuters reported earlier that BOJ policy makers may propose lowering their view of exports and industrial output.
After the production data on July 30, JPMorgan cut its GDP forecast to an annualized contraction of 7.5 percent for the second quarter and UBS reduced its projection for the economy to contract 8.2 percent. The GDP report for the three months through June is due on Aug. 13.
To contact the reporters on this story: Toru Fujioka in Tokyo at tfujioka1@bloomberg.net; Masahiro Hidaka in Tokyo at mhidaka@bloomberg.net  

 

... ist sehr gut aus diesem Video erkennbar:
http://www.youtube.com/watch?v=fWkfpGCAAuw
 

und wieder so ein CIA gestütztes liebkind das out of control ist. oder doch nicht?  

 

 

motiviert? na sowas (wer auch immer in brüssel das verfasst hat, sollte nochmal
geschult werden *lach)
Statement by Commission spokesman on the announcement of measures by the Russian Federation
The European Union regrets the announcement by the Russian Federation of measures which will target imports of food and agricultural products. This announcement is clearly politically motivated. The Commission will assess the measures in question as soon as we have more information as to their full content and extent. We underline that the European Union's restrictive measures are directly linked with the illegal annexation of Crimea and destabilisation of Ukraine. The European Union remains committed to de-escalating the situation in Ukraine. All should join in this effort. Following full assessment by the Commission of the Russian Federation's measures, we reserve the right to take action as appropriate.  

Will Putin Realize That Russia Holds The Cards?

Paul Craig Roberts

More evidence, about which I hope to write at length, is piling up that Europe has acquiesced to Washington’s drive to war with Russia, a war that is likely to be the final war for humanity. By Russia’s low key and unthreatening response to Washington’s aggression, thereby giving the West the mistaken signal that Russia is weak and fearful, the Russian government has encouraged Washington’s drive to war.

It appears that the Russians’ greatest weakness is that capitalism has raised enough Russians to a comfortable living standard that the war that Washington is bringing to them is scary, and they want to avoid it in order to continue living like decadent Western Europeans.

The same thing happened to the once fierce Vandals in North Africa in the 6th century when the Vandals were exterminated by a small force from the Eastern Roman Empire.The Vandals had lost the valor that had given them a rich chunk of the Roman Empire.

Russia needs to save the world from war, but the avoidance of war requires Russia to make the costs clear to Europeans.

Faced with economic sanctions, essentially illegal and warlike actions, applied to various Russian individuals and businesses by Washington and Washington’s EU puppets and by Switzerland, a country taught to be more fearful of Washington than of Moscow, Russian President Putin has asked the Russian government to come up with countermeasures to be implemented in response to the gratuitous sanctions imposed against Russia.

But, Putin says, Russia must hold back: “Obviously we need to do it cautiously in order to support domestic manufacturers, but not hurt consumers.”

In other words, Putin wants to impose sanctions that are not really sanctions, but something that looks like tit for tat.

The amazing thing about Russia finding herself on the defensive about sanctions is that Russia, not Washington or the impotent EU, holds all the cards. Putin can bring down the economies of Europe and throw all of Europe into political and economic chaos simply by turning off the energy supply.

Putin would not have to turn off the energy supply for very long before Europe tells Washington good-bye and comes to terms with Russia. The longer Putin waits, the longer Europe has to prepare against Russia’s best weapon that can be used to peacefully resolve the conflict that Washington has orchestrated.

Washington’s aggressive moves against Russia will not stop until Putin realizes that he, not Washington, holds the cards, and plays them.

The world has had enough of Washington, its constant lies, its constant wars, and its bullying. Putin would do well to spend a few hours with Belisarius, Justinian the Great’s great general.

“When I treat with my enemies,” Belisarius said, “I am more accustomed to give than to receive counsel; but I hold in one hand inevitable ruin, in the other peace and freedom.”

That is precisely the position that Vladimir Putin is in with regard to Europe. In one hand he holds the ruin of Europe. In the other peace and freedom in the relations between Russia and Europe.

He needs to call up the dumbshit European “leaders” and tell them.

If Putin does not put his foot down hard and make clear to the Europeans what the stakes are, Washington will succeed in its determination to drive the world to war, and “exceptional and indispensable” Americans will die along with all the rest.

http://www.paulcraigroberts.org/2014/08/06/...rds-paul-craig-roberts/  

A stream of poor economic reports from the Eurozone may be more than just the "Putin factor"
A slew of negative economic surprises across the Eurozone is pointing to significant challenges the area faces on its road to recovery. Three of these surprises are listed below:

1. Italy's GDP unexpectedly contracted last quarter putting the nation into a third recession in since the financial crisis.
WSJ: - Italy has slipped into its third recession since 2008, data showed Wednesday, in an unexpected setback that threatens to restrain the broader euro zone's fitful recovery.

Italy's economy contracted at an annualized rate of 0.8% in the quarter ending June 30, according to a first estimate by national statistics institute Istat—the latest sign of how parts of Europe are still struggling to escape the legacy of the global financial crisis. It was the second successive quarter of falling Italian output, which meets the common international definition of a recession.

2. The area's retail sector took an unexpected turn for the worse last month.
Markit: - The eurozone retail sector started the second half of the year on a weaker footing. The fragility of consumer spending was exposed by the PMI, particularly in France and Italy where the data showed sharper downturns in sales. Even in Germany, the one area of relative strength, there was an appreciable slowdown from June’s recent peak. Retailers underperformed relative to their targets to the greatest extent since March 2013, leading to further accumulations of unsold stock and the prospect of greater discounting ahead.

3. German factory orders contracted at the fastest pace since 2011.
Deutsche Welle: - German industrial orders fell for the second consecutive month in June at a rate of 3.2 percent, following a similar 1.6 percent contraction in May, the economics ministry in Berlin said Wednesday. According to the data, orders contracted at their fastest pace since September 2011, disappointing analysts who had predicted gains of 0.9 percent in a consensus forecast.


While many are blaming these economic headwinds on the uncertainty related to Russia/Ukraine as well as the sanctions, some analysts are pointing to problems closer to home.
The Telegraph: - After what was dismissed as an irregular drop last month, Germany’s factory orders have seen another surprise fall in June. But the downturn has not been solely down to German exposure to ongoing tensions in Russia and Ukraine. Much of the poor performance is explained by crumbling demand from eurozone peers. Evelyn Herrmann, European economist at BNP Paribas, said that “the weakness was mainly driven by orders from within the eurozone” which fell by 10.4pc in June. Non-eurozone orders were stagnant in that month.
The collapse in German government bond yields accelerated in response, reaching another record low.




Moreover, the yield curve is beginning to show signs of inversion in the front end. This is not what the yield curve of a healthy economy is supposed to look like.



The so-called "Putin factor" has certainly shaken confidence of the area's consumers and added uncertainty to the corporate boardrooms (giving Putin additional leverage over western nations). But the Eurozone's challenges seem to go beyond that. As the ECB prepares for another meeting shortly, these issues are sure to be brought up. Draghi's last bullet - direct asset purchases by the ECB - may no longer be as easily dismissed by the Governing Council.