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07 апреля, 22:00

США в международных структурах представляют неадекватные люди. И это традиция

Мы привыкли сетовать на то, что в России маловата «скамейка запасных», и президент, дескать перетасовывает... Сообщение США в международных структурах представляют неадекватные люди. И это традиция появились сначала на News Front - Новостной Фронт. Новости Мира России Украины.

02 апреля, 23:31

The U.N. Battens Down the Hatches for Hurricane Bolton

Fearing what President Trump’s new national security adviser will do, the United Nations is girding itself for a fight.

27 марта, 14:00

Почему лгут западные политики

На президента Еврокомиссии Жана-Клода Юнкера однажды снизошло просветление. В политике редко можно встретить подобную честность политика, особенно находящегося на посту. Но заявление Юнкера о том почему лгут западные политики, не должно удивить никого, кто является хоть наполовину серьёзным политическим наблюдателем. Он  лихо отчеканил : «Когда положение становится серьёзным, приходится лгать». http://bit.ly/2pG2abH Учитывая сложившееся в настоящий […] Сообщение Почему лгут западные политики появились сначала на ВОПРОСИК.

22 марта, 17:50

Rand Paul Admits "Absolutely, The Deep State Exists"

Authored by Jay Syrmopoulos via TruthInMedia.com, Sen. Rand Paul (R-KY) said Tuesday during an appearance on The Laura Ingraham Show podcast that the term “deep state” accurately describes how an unelected bureaucracy of national security officials in positions of power exert influence without Congressional oversight. “Absolutely, there is a deep state, because the deep state is the intelligence agencies that do not have oversight,” he said. “Only eight people in Congress know what they’re doing, and traditionally, those eight people have been a rubber stamp to let the intelligence communities do whatever they want. There is no skeptic among the eight people that are supposedly overseeing the intelligence community.” The “Gang of Eight”  that Paul referenced is made up of the majority and minority leaders of the House of Representatives and Senate, along with the chairmen and ranking members of the two intelligence committees, and are the select few members of Congress with real-time access to America’s most sensitive intelligence. Paul pointed out that he believed Obama-era CIA Director John Brennan, Director of National Intelligence James Clapper and others used intelligence collected “without any judicial warrants” for political purposes, in addition to “try to bring Trump down.” “John Brennan and James Clapper were doing whatever the hell they wanted, without any judicial warrants, and I think there were numerous people in the Obama administration who were using intelligence — one, to try to bring Trump down; but two, also, they were using it for political purposes,” he said. “And this is very, very worrisome.” Paul evidenced his point by noting Brennan’s politicized tweet over the weekend calling Trump a corrupt demagogue, and promising that America would “triumph” over him. When the full extent of your venality, moral turpitude, and political corruption becomes known, you will take your rightful place as a disgraced demagogue in the dustbin of history. You may scapegoat Andy McCabe, but you will not destroy America...America will triumph over you. https://t.co/uKppoDbduj — John O. Brennan (@JohnBrennan) March 17, 2018 “This is the real problem,” Paul said. “And [founding father James] Madison warned about this from the beginning. Madison said that men are not angels. And all you gotta do is look at John Brennan’s tweet to know that he’s not an angel. And listen to James Clapper lying to the Senate about whether they were spying on Americans.” Paul previously tweeted that Brennan’s attacks on the “Bill of Rights” and “freedoms of every American” while running the CIA were “disgraceful.” Further solidifying Paul’s point about “men are not angels,” Samantha Power, former UN Ambassador under President Obama, issued an ominous tweet: “Not a good idea to piss off John Brennan.” Not a good idea to piss off John Brennan. https://t.co/VLg94OLL2R — Samantha Power (@SamanthaJPower) March 17, 2018 Many took this tweet by Powers as an implicit threat on behalf of Brennan. After strong social media backlash following her tweet, Powers sent a follow-up tweet that aimed to walk back the implied threat she had first issued. Whoa! Just home & see much misinterp. of earlier tweet. It’s testament to polarized times that it cd be misread as referring to something other than Brennan’s indignation. So will translate: not a good idea to upset @JohnBrennan bc/ he will raise an angry (& eloquent) voice. https://t.co/YgIjeKGAlp — Samantha Power (@SamanthaJPower) March 18, 2018 Rand Paul’s commentary starts at roughly 21:30 in the podcast below.

22 марта, 10:20

Должно быть, положение серьёзно — все лгут

Учитывая сложившееся в настоящий момент положение дел в его любимом Европейском Союзе, мистер Юнкер и компания лгут много. В политике редко можно встретить подобную честность политика, особенно находящегося на посту. Но заявление Юнкера не должно удивить никого, кто является хоть наполовину серьёзным политическим наблюдателем. Вот почему мне смешно видеть, что демократы и левые-антифа настолько разгневаны, когда Дональд Трамп преувеличивает или откровенно врёт. Для него это — тактика. Ловить Дональда Трампа на лжи — всё равно, что таскать воду решетом. Итак, по утверждению Юнкера положение должно быть становится очень серьёзным, поскольку количество и виды лжи, выливаемые людьми, которые, как предполагается, знают всё лучше, просто ошеломляет.

22 марта, 00:23

The Atlantic Politics & Policy Daily: Omnibust?

Congress is expected to unveil a $1.3 trillion spending bill to keep the government funded until September, but President Trump is threatening to veto it.

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20 марта, 20:04

'Samantha Em-Powers Genocide in Yemen': Students Protest US Role in Saudi War

Ex-U.N. ambassador and liberal war hawk Samantha Power faced a protest at John Hopkins University over her role overseeing the catastrophic U.S.-Saudi war on Yemen. A student leader speaks about the military-industrial-academic complex. Visit http://therealnews.com for more stories and help support our work by donating at http://therealnews.com/donate.

19 марта, 09:00

Things Must Be Serious, Everyone's Lying

Authored by Tom Luongo, European Commission President Jean-Claude Juncker had a moment of clarity once.  He famously said, “When things get serious, you have to lie.” Given the state of affairs in his beloved European Union right now Mr. Juncker and company are doing a lot of lying. It is rare in politics to get that kind of honesty from a politician, especially one currently in office.  But, Juncker’s statement shouldn’t be a surprise to anyone who is even a semi-serious political observer. It’s why I find it funny that the Democrats and Antifa-Left get so bent out of shape when Donald Trump exaggerates or outright lies.  To him it’s a tactic.  Catching Donald Trump in a falsehood is like trying to ladle water with a sieve. So, by the Juncker Maxim, things must be getting very serious because the amount and type of lies being thrown around by people who are supposed to know better have been staggering. To the point that Russian Foreign Minister Sergei Lavrov said, “I simply don’t have any normal terms left to describe all this.” Lavrov has been the world’s most effective diplomat over the past few years, effectively talking to and cutting deals with people who should hate him and Russia’s policies.  What it highlights is that Lavrov and his boss, Vladimir Putin, have been effective simply because they make a deal and keep to it. They are the opposite of Mr. Juncker.  When things get serious they become honest, speaking with one voice. Part of that comes from having a single administration in power for the past 17 years.  It’s easy to keep to agreements when those in power don’t change.  The U.S.’s diplomatic history with North Korea, for example, highlights the problems of shifting domestic political winds in Washington. But, that part stems from the way these men comport themselves on international stage. So, watching the hyperventilations of of Theresa “Gypsum Lady” May and her Foreign Secretary Boris Johnson over the poisoning of Former Russian double-agent Sergei Skripal and his daughter Yulia means there is a lot more going on here than anyone cares to admit. The quick reversals from European leaders as well as Donald Trump from their initial skepticism of May and Johnson’s bloviating tells me that not only are they lying but they are being forced to lie by some vaguely unseen hand. Just Blame Putin-stan! It’s not just that the Neocons are losing, like I talked about in my last article.  It is that stench of desperation that’s everywhere right now. The level of histrionics, lying and insanity over Former Assistant FBI Director Andrew McCabe’s firing is telling.  From McCabe himself, to his disgraced former boss, James Comey, the level of mendacity, chutzpah and, frankly, evil on display is impressive. I guess the situation’s been serious for a long time for the lies to come this easily to their tongues. This week we had the staged walk-outs by high school students over the Parkland, Fl shooting calling for gun control.  How desperate are those clinging to power behind the scenes that they’ve turned to weaponizing mal-educated children to do their bidding? His Ideas Resonated Better in the Original German The French Foreign Ministry instructing its diplomats to not travel to Syria is also telling.  It’s all about lying to support the narrative that Assad and Putin are the bad guys. The Reuters article I just linked to spends more column inches perpetuating the lie that there are no humanitarian corridors in Eastern Ghouta, Syria, even though there are plenty images, video and reports of thousands of civilians having been liberated from ISIS/Al-Qaeda-linked jihadists. But it mentions reports of chlorine gas attacks, again neglecting to say anything about the Syrian Army liberating a major chemical weapons facility in their advances against US-backed proxies. How bad is the situation behind the scenes in the financial markets that Goldman-Sachs CEO Lloyd “Doin’ God’s Work” Blankfein suddenly decides it’s time to step down?  Derivative book that bad, Lloyd? Or did you bet that Gary Cohn would get Trump to heel to allow Goldman to finish destroying Europe? Long-established diplomatic norms and rules of conduct are simply thrown out the window because they need to be to induce hysteria to take people to war, otherwise, a war-weary, anxiety-ridden population will turn on their own governments. So, Theresa May tells Russia to prove to her they’re innocent to distract from her betrayals on Brexit. This is a joke, Right? Boris Johnson threatens Putin directly and the moron in charge of Britain’s defense department screeches for the Russians to ‘shut up and go away.’  Presumably he said it from his safe space rubbing his safety pin like Captain Queeg. Meanwhile Mr. Juncker continues to lie about everything as it pertains to Brexit negotiations because the EU’s financial situation must be that serious.  If it weren’t they wouldn’t be trying to shake the U.K. down for tens of billions of euros. Why So Serious?! Look around you, step back from the craziness and see the bigger picture.  When you do you just see a bunch of incompetent, venal people covering their asses.  While a lot of what I write here could be considered ‘conspiratorial’ I would disagree. In fact, I rarely, if ever, chalk up to conspiracy that which incompetence explains far better.  As a root cause analyst, I prefer Occam’s Razor to Alex Jones. Yes, there are groups of people with power conspiring to achieve personal and societal goals which are anathema to life and decency. But, that doesn’t mean that because they have power they are competent at wielding it.  In fact, power makes you lazy.  Winning makes you complacent and, eventually, stupid. Does anyone with any shred of self-respect believe that thirteen Russian trolls armed with Tweetium could derail Hillary Clinton’s presidential campaign?  Really? When the more obvious answer is that Hillary and her backers thought they had perfected the art of rigging an election and never conceived of losing.  It never crossed their minds until a few days before the election and internal polling forced Obama to campaign in Michigan on her behalf. And he only did that to help himself, since he was in up to his neck in all of her dirty laundry. The Theory of the All-Powerful Putin is a childish and nonsensical as the Alt-Right’s blaming Jews for everything. The Gypsum Lady is trying to save her government by invoking it now.  So is Nikki Haley at the U.N., Mika Brzezinski at MSNBC, George Soros and David Brock, the leadership at CNN, Google, Facebook and Twitter.  The bigger the lies get, the more desperate you know they are. All of the Obama administration traitors — Samantha Power, James Brennan, Susan Rice, Robert Mueller, Comey, McCabe, Eric Holder, etc. — lie every time they open their mouths. It their narrative fails it means the end of not only their careers, but the plans of the incompetent globalist oligarchs who fund and power them. And those are the stakes in play here. Ye Gods, and I haven’t even brought up the Saudi Arabians, yet.  Or the attempted military coup against the U.S. pet in Ukraine, Petro Poroshenko, from within his own government, no less. Talk about gross incompetence! Cooler Heads or Heads in a Cooler? While I’m not sanguine about how all of this plays out, I refuse to give into hysteria and add to the cacophony.  It serves no purpose. The markets still believe, as they always do, that ‘cooler heads will prevail.’ But, markets aren’t allowed to believe anything else.  The central banks ensure that.  The sheer size of the money at stake makes it nearly impossible to move much of it without inducing even more panic. So, the default position of most money managers is sit tight and hope. But, hope is not a plan or a path to the stars.  It is, as I’ve said before, the worst thing in the world — that which you have when you have nothing else.  But, changes are coming, war or the collapse of the post-WWII institutional order or both. As I’ve pointed out, banks are getting nervous, emerging market central banks are positioned for radical currency defense.  Rates are rising and dollar liquidity is falling.  Bitcoin and gold are screaming this.  If there was ever a time to get to cash it’s now. The acceleration of events since Putin’s speech on March 1st is itself accelerating.  Windows are closing fast.  It’s time to get serious. *  *  * To support the production of more work like this and get access to Tom's investment ideas and portfolio advice sign up for the Gold Goats ‘n Guns Investment Newsletter at my Patreon page.  

18 марта, 01:17

Brennan, Holder, Comey Rage After McCabe Fired; Veiled Threats And Temper Tantrums Fly

Following the 11th hour firing of former FBI Deputy Director Andrew McCabe on the recommendation of the DOJ's Inspector General, Michael Horowitz, and the Office of Professional Responsibility (OPR), for lying under oath and leaking to the press, former Obama administration officials have thrown a temper tantrum. Recall Sen. Schumer (D-NY) warning Trump that the intelligence community has "six ways from Sunday" to get revenge... Amid Comey, Brennan, and Power issuing veiled threats over McCabe's firing, never forget Schumer warned Pres. Trump that the intel community has 'six ways from Sunday' to get revenge. pic.twitter.com/ZIm6KRj48E — Josh Caplan (@joshdcaplan) March 17, 2018 Well, consider the hornet's nest kicked:  Andrew McCabe FIRED, a great day for the hard working men and women of the FBI - A great day for Democracy. Sanctimonious James Comey was his boss and made McCabe look like a choirboy. He knew all about the lies and corruption going on at the highest levels of the FBI! — Donald J. Trump (@realDonaldTrump) March 17, 2018 For starters, Obama's ex-CIA director John Brennan broke out the thesaurus and lashed out at President Trump. "You may scapegoat Andy McCabe," Brennan wrote "but you will not destroy America...America will triumph over you."  As an aside, Brennan - who insisted on being sworn in under Obama on an original draft of the constitution - without the Bill of Rights and all those inconvenient amendments - notably spied on members of Congress, endorsed torture, and ran Obama's covert drone war. Maybe he became so cutthroat while learning Arabic and Middle Eastern studies in Cairo? When the full extent of your venality, moral turpitude, and political corruption becomes known, you will take your rightful place as a disgraced demagogue in the dustbin of history. You may scapegoat Andy McCabe, but you will not destroy America...America will triumph over you. https://t.co/uKppoDbduj — John O. Brennan (@JohnBrennan) March 17, 2018 Not a good idea to piss off John Brennan. https://t.co/VLg94OLL2R — Samantha Power (@SamanthaJPower) March 17, 2018 Next - Obama's Attorney General Eric Holder - who challenged Republicans to a "knife fight" last Wednesday, lashed out over the "cruel" timing and caving to an "increasingly erratic President." Analyze McCabe firing on two levels: the substance and the timing. We don’t know enough about the substance yet. The timing appears cruel and a cave that compromised DOJ independence to please an increasingly erratic President who should’ve played no role here. This is dangerous — Eric Holder (@EricHolder) March 17, 2018 Of note - Holder appointed Robin Ahston to head up the Office of Professional Responsibility in 2010, saying she would "lead the office with the highest standards of professionalism, integrity and dedication."  It was her recommendation that McCabe be fired for violations we won't know the full extent of until IG Michael Horowitz releases his report. Earlier we reported on former FBI Director James Comey's tweet after McCabe's firing, warning cryptically that Americans will" soon" be able to "judge for themselves who is honorable and who is not."  Mr. President, the American people will hear my story very soon. And they can judge for themselves who is honorable and who is not. — James Comey (@Comey) March 17, 2018 You are not honorable @Comey. You tarnished the reputation of the FBI. You exonerated criminal Hillary Clinton despite having overwhelming evidence. You wrote a not guilty “memo” months before you interviewed her. You illegally leaked your own classified memos to the press. pic.twitter.com/AzNVPXDgJ7 — Andrew Sarega (@AndrewSarega) March 17, 2018 Soon indeed James... pic.twitter.com/WCcxe4hTmb — TrumpIsMyPresident™ (@Trumpism_45) March 17, 2018 Throwing shells from the peanut gallery Various other Trump-haters also gnashed their teeth; issuing threats and making little comments:  Gloat now, but you will be fired soon. And it’s not going to be done cowardly, as you’ve done to so many who’ve served you. There’s a storm gathering, Mr. President, and it’s going to wipe out you and your corrupt organization all the way down to the studs. https://t.co/I0UlNAlwxI — Rep. Eric Swalwell (@RepSwalwell) March 17, 2018 If you had any doubt about whether the McCabe firing was an act of retribution, here is a flagrant victory dance from the man who ordered the hit. He just couldn’t resist. https://t.co/VLPaeSKuTY — David Axelrod (@davidaxelrod) March 17, 2018 The whole "attack the FBI that is investigating you and humiliate career public servants" strategy maybe isn't the best approach to either governing or the Russia investigation. https://t.co/JvT9Yvdq1w — Ben Rhodes (@brhodes) March 17, 2018 And yet, not everyone is so bitter... Andrew McCabe: EAT CAKE. Justice never tasted so sweet. pic.twitter.com/li8H70TelD — thebradfordfile (@thebradfordfile) March 17, 2018

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18 марта, 00:14

DERP STATE: Former UN Ambassador Samantha Power tells Trump it’s a bad idea to piss off John Brenn…

DERP STATE: Former UN Ambassador Samantha Power tells Trump it’s a bad idea to piss off John Brennan. UPDATE (FROM GLENN): My take: Also, a flashback: CIA director John Brennan lied to you and to the Senate. Fire him.

16 марта, 23:16

Экс-постпред США в ООН Саманта Пауэр выступила в университете Джонса Хопкинса

Несколько дней назад Саманта Пауэр выступала в университете Джонса Хопкинса. Во время ее выступления некоторые... Сообщение Экс-постпред США в ООН Саманта Пауэр выступила в университете Джонса Хопкинса появились сначала на News Front - Новостной Фронт. Новости Мира России Украины.

16 марта, 14:43

Выступление экс-постпреда США в ООН Саманты Пауэр в университете Джонса Хопкинса

У нас теперь есть приложения на Андроид и Аппстор: 📌Андроид: https://play.google.com/store/apps/details?id=info.newsfront&utm_source=Viber&utm_medium=Chat&utm_campaign=Private 📌Аппстор: https://appsto.re/ru/fgCpeb.i Обязательно подпишитесь на нас в соц.сетях: http://www.vk.com/newsfront_tv http://www.ok.ru/news.front https://twitter.com/News_Front_info https://www.facebook.com/NewsFront.info/ https://plus.google.com/+News-Frontinfo Информационное агентство NewsFront – новый проект информационного центра «Юго-Восточный фронт». Информационный центр «Юго-Восточный фронт» начал свою деятельность в марте 2014 года. Сегодня мы расширяемся и растём, растут и объёмы информации, что потребовало запуска нового интернет-ресурса – сайта www.news-front.info News Front («Новостной фронт») – информационное агентство, цель которого – объективное и правдивое освещение событий в Новороссии, России, Сербии, Болгарии, Молдове, Украине и во всём мире. NewsFront видит своей целью защиту интересов русской цивилизации, показ истинного лица противников русского мира. Мы надеемся донести до общественности истину о совершённых преступлениях против человечности и помочь своим читателям и зрителям разобраться в нарастающем потоке циничной лжи западных средств массовой информации.

14 марта, 16:32

Как Майк Помпео может спасти Госдепартамент?

Волевая личность Майка Помпео должна, по крайней мере, сделать США более заметными на мировой арене, чем при Тиллерсоне, самом пассивном из всех госсекретарей в современной истории, пишет бывший постпред США при ООН Саманта Пауэр.

14 марта, 10:08

Путин уводит Италию

Честно говоря, я несколько удивлен, что никто ещё не обвинил Владимира Путина в том, что именно он стоит за приходом к власти вновь избранного главы Прогрессивной Консервативной Партии Онтарио Дуга Форда. Форд, вероятно, самое близкое к Дональду Трампу, что может произвести Канада — то есть, кого-то в целом отвергнутого СМИ как популиста, хвастуна и незнайку. Тот факт, такие люди как-то ухитряются выиграть выборы, сбивает с толку большую часть наших комментаторов (и при том, что правящая в Онтарио Либеральная партия по опросам намного отстает, похоже, что Форд вскоре станет нашим новым премьером). После хаотичного, заполненного наркотиками поведения брата Дуга, Роба, на посту мэра Торонто, нормальному либеральному разумному наблюдателю трудно представить, что кто-либо ещё раз проголосует за представителя династии Фордов, не говоря уж о том, что то сможет стать руководителем крупнейшей провинции Канады. Аналогично, трудно было представить, что британцы могут проголосовать за «Брексит», американцы за Трампа, немцы за «Альтернативу для Германии» и тому подобное. Следовательно, должна быть какая-то внешняя сила, которую и стоит в этом винить.

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14 марта, 00:00

How Pompeo Could Save the State Department

Samantha Power, New York TimesHe can't change the president, but he can get back to trying to solve problems in the real world.

09 марта, 21:28

"The Looming Global Trade War" In 12 Charts

As we pointed out yesterday, according to Deutsche Bank's Jim Reed who was commenting on the results of last weekend's Italian election,  "it's hard to get away from the fact that the overall result was another resounding vote for populism. Indeed over 50% of votes submitted was for a populist party, including of course the party with the largest percentage - the Five Star Movement - and a possible kingmaker in subsequent coalition talks - the Northern League." Furthermore, as Deutsche Bank's populism index showed, the percentage of votes for populist parties on a population weighted basis was now around 32% - a level its largely held since the Trump inspired surge in 2016. In fact, you had  to go all the way back to the WWII period to find the last time that populism had such support. A focus just on Europe showed that the continent with the high double-digit youth unemployment has become a hotbed for anti-establishment sentiment, which has everything to do with the economy, and lack of opportunities, and nothing to do with Russian operatives, much to Samantha Power's chagrin. Reid's troubling conclusion is that "it's hard to get away from the fact that populism is currently going through an explosion in support at present." Reid also notes that while the above index excludes a vote for Jeremy Corbyn's Labour party but "one could certainly argue that some of his more radical views and policies are populist in nature." And if DB were to include Corbyn's support in the 2017 UK General Election "then our index edges above 35%, eclipsing the 1940s highs, and to the highest since the turn of the 20th century." What are the implications: As of now the rise in populism hasn't yet destabilised markets however we find it difficult to get away from the fact that uncertainty levels are bound to remain high while such power brokers remain in major elections. Indeed the unpredictability of  Trump's policies is such an example, with the recent tariff threats which have subsequently escalated market concerns about a trade war being one. At a time when global central banks are moving towards an unprecedented era of tightening and dealing with years of massive asset purchases, risks from rising populist support has the ability to seriously disturb the prevailing equilibrium of the last few years and subsequently markets. While Reid notes that this is more of a slow burning issue over the next few years, he concedes that populism remains the biggest threat "to the post-1980 globalisation/liberalism world order." * * * One day later, it was Bank of America's turn to opine on the topic of growing populism, which as chief equity strategist Savita Subramanian writes in a piece titled "From Globalism to looming trade war" is "gaining momentum around the world, exacerbated by mass population displacements and surging income inequality." She writes that "concerns over immigration, autonomy and global competition have played a role in political campaigns across the globe." In this context, the Trump administration’s latest announcement to levy tariffs on steel and aluminum imports is consistent with anti-globalist shifts seen in this presidency. Since Trump's inauguration, BofA sumamrizes, the US has also: imposed travel restrictions, withdrawn from the Paris Agreement on climate change, backed out of Trans-Pacific Partnership discussions, threatened to exit the North America Free Trade Agreement (NAFTA), and imposed tariffs on Canadian paper, imported washing machines and solar panels. So how did the US go from the paragon of globalization to the instigator of a looming trade war, and what happens next? The following 12 charts from BofA provide some context. 1. Natural disasters, violence and conflicts have led to a record number of persons being displaced. This has put pressure on other countries to absorb more immigrants, adding to social tensions. 2. Income and wealth inequality continues to rise globally. 3. While President Trump announced temporary tariff exemptions for Canada and Mexico, the implication was that permanent exemptions would be contingent on a successful renegotiation of NAFTA, which just wrapped up its seventh round of negotiations with agreement on just six of the 30 chapters. 4. EU is the US’s single-biggest trading partner. EU officials have called out US steel, bourbon, motorcycles, jeans and various food/agricultural products as likely targets for retaliation. 5. Aside from metal producers, the industries most impacted by the steel and aluminum tariffs appear to be Electric Equipment, Machinery, Miscellaneous Manufacturing and Autos. 6. Since 1983, the S&P 500 has been down following the announcement of a trade action 35% of the time in the first seven days, but just 20% of the time in the first 30 days 7. Large caps tend to outperform small caps following the announcements, but small caps tend to outperform once the tariffs are enacted. And in general, stocks tend to do better than bonds and commodities. 8. Tech has among the highest outperformance rates in the 30 days following the announcement, the implementation and the ending of trade actions. Industrials, Telecom and Materials have the worst track record. 9. Growth-At-a-Reasonable-Price (GARP) and Quality tend to do better, while Value and Growth perform in-line. 10. The S&P 500 derives 30% of its revenues from outside the US vs. 21% for the Russell 2000 small cap index. This explains the recent outperformance of small caps and further supports our tactically bullish view on small caps over large caps. 11. Tech has the highest foreign sales exposure and a globally integrated supply chain, making a trade war a key risk for the sector, particularly if the next round of trade actions are aimed at China. 12. BEA data suggests that imports represent 6% of total operating costs for US private industries. Using that as a proxy, we estimate the impact of a trade war that resulted in a 2% drag on foreign sales growth and a 15% rise in import costs would result in a 6% drag on earnings. Source: DB, BofA

08 марта, 17:44

"The LIberal World Order Is In Jeopardy": Global Populism Rises To Highest Level Since World War II

Earlier this week, one of the Obama administration's top diplomats, Samantha Power, claimed that Russia was responsible for the stunning Italian election outcome,  hinting that anyone who dares to point out or discuss the social and economic woes of Europe's grand experiment - and certainly Europe's "refugee problem"-  is a Russian operative. In that case, Deutsche Bank must be the Frankfurt office of the KGB, because in an overnight note, the German lender reported something especially troubling for Europe's future and viability: populism has risen to the highest level since World War II. Commenting on the recent Italian election, Deutsche Bank's Jim Reed writes that relative to other political events in recent years, Italy's general election over the weekend was a relatively calm affair for markets, despite the uncertain outcome. Which was to be expected: in previous political events, the ECB forcefully stepped in and vowed to intervene if turbulence emerged. However, as Reid adds, "it's hard to get away from the fact that the overall result was another resounding vote for populism. Indeed over 50% of votes submitted was for a populist party, including of course the party with the largest percentage - the Five Star Movement - and a possible kingmaker in subsequent coalition talks - the Northern League." Making matters worse for the "globalist" establishment, arithmetically the anti-establishment alliance between Five Star and the Northern League has an outright majority, and While it's difficult to see such an alliance forming, this shows the power of populism in recent years which has followed a vote for Brexit, President Trump and strong performances for the likes of the National Front party in France and the Alternative for Germany party in Germany. The chart below shows Deutsche Bank's populism index updated for the Italian election result. The chart shows that the percentage of votes for populist parties on a population weighted basis is around 32% - a level its largely held since the Trump inspired surge in 2016. In fact, you have to go all the way back to the WWII period to find the last time that populism had such support. A focus just on Europe shows that the continent with the high double-digit youth unemployment has become a hotbed for anti-establishment sentiment, which has everything to do with the economy, and lack of opportunities, and nothing to do with Russian operatives, much to Samantha Power's chagrin. Reid's troubling conclusion is that "it's hard to get away from the fact that populism is currently going through an explosion in support at present." Reid also notes that while the above index excludes a vote for Jeremy Corbyn's Labour party but "one could certainly argue that some of his more radical views and policies are populist in nature." And if DB were to include Corbyn's support in the 2017 UK General Election "then our index edges above 35%, eclipsing the 1940s highs, and to the highest since the turn of the 20th century." What are the implications: As of now the rise in populism hasn't yet destabilised markets however we find it difficult to get away from the fact that uncertainty levels are bound to remain high while such power brokers remain in major elections. Indeed the unpredictability of  Trump's policies is such an example, with the recent tariff threats which have subsequently escalated market concerns about a trade war being one. At a time when global central banks are moving towards an unprecedented era of tightening and dealing with years of massive asset purchases, risks from rising populist support has the ability to seriously disturb the prevailing equilibrium of the last few years and subsequently markets. While Reid notes that this is more of a slow burning issue over the next few years, he concedes that populism remains the biggest threat "to the post-1980 globalisation/liberalism world order." The biggest risk, of course, is that the last time populism and populist anger was this high, the world was wrapped in a war that killed tens of millions of people. One wonders what happens this time when the biggest distraction ever created for mass consumption: the idea of paper wealth and unbooked profits - evaporates following the next market crash, and how many millions will die as a result. One thing is certain: the global drums of war have not beaten louder in almost a century.

08 марта, 10:36

Пушков ответил Саманте Пауэр: не РФ повлияла на выборы в Италии, а бездарность и слабость либералов

Член Совфеда, автор аналитической программы «Постскриптум» Алексей Пушков раскритиковал американского государственного деятель Саманту Пауэр. Экс-постпред США при ООН заявила, что Россия якобы повлияла на результаты выборов в Италии. Соответствующее сообщение российский политик опубликовал на своей официальной странице в социальной сети Twitter. «Проснулась подзабытая было Саманта Пауэр: мол, "Италия присоединилась к длинному списку стран, где на выборы повлияла Россия". Да не Россия повлияла, а бездарность и слабость правящей либеральной элиты. Пусть она и ей подобные посмотрят правде в глаза, чем околесицу нести», – написал Пушков.

08 марта, 06:08

Пушков прокомментировал заявление Пауэр, обвинившей Россию во вмешательстве в выборы в Италии

Председатель Комиссии Совета Федерации по информационной политике Алексей Пушков посоветовал посмотреть правде в глаза и не нести околесицу обвинившей Россию во вмешательстве в выборы в Италии Саманте Пауэр.

07 марта, 23:06

Пушков прокомментировал слова Пауэр о влиянии РФ на выборы в Италии

Председатель комиссии Совфеда по информационной политике Алексей Пушков назвал околесицей заявление экс-постпреда США при ООН Саманты Пауэр о якобы влиянии России на парламентские выборы в Италии.

20 февраля, 20:33

Маэстро дипломатии. Документальный фильм памяти Виталия Чуркина

Год без Виталия Чуркина. Он ярко вошел в историю дипломатии и навсегда остался в сердцах коллег и близких. Что сегодня говорят о нем Сергей Лавров, Василий Небензя, Генри Киссинджер и Антониу Гутерреш?

03 июля 2016, 13:10

Три гарпии вернулись!

Три гарпии вернулись! CounterPunchСША Автор: Пепе Эскобар Рубрика: След Анаконды Это были времена, когда Ливия («мы пришли, мы увидели, он умер») предложила миру кровавый гуманитарный империалистический спектакль, звездами которого выступили Три Американских Гарпии: Хиллари Клинтон, Саманта Пауэр и Сьюзан Райс; на самом-то деле их было четыре — если учесть наставницу и единомышленницу Хиллари, — Мадлен Олбрайт.