João da Silveira

A SEMANA

Maio 2021
Seg. Ter. Qua. Qui. Sex. Sáb. Dom.
24 25 26 27 28 29 30

 

BRASIL :  Terça-feira:    Xico Graziano, “A lição de Tejon ao agro nacional“.    “Agro brasileiro carrega imagem ruim   Rixas no setor são contraproducentes   Sustentabilidade é um pré-requisito   Setor pode funcionar com harmonia”….       Sexta-feira:   (Poder360), “IGP-M sobe 4,10% em maio e acumula alta de 37,04% em 12 meses“.   “Índice usado no reajuste de aluguéis   Alta influenciada pelas commodities”….      Domingo:    “WATCH: Tens of thousands march against President Bolsonaro’s response to Covid in Brazil“….       Camilo Aggio, “Como se apequenar? Principais jornais ignoram atos contra Bolsonaro“. Mas a ilustração do artigo com as capas dos três maiores jornais mostra que seu título está errado. O título deveria ser: ‘Globo e Estadão ignoram as manifestações contra Bolsonaro’. A Folha não ignorou….

 

IMPEACHMENT :  Segunda-feira:    Murilo Fagundes, “Exército analisa 3 saídas para Pazuello após participação em ato“….        (Poder360), “Bolsonaro proíbe Exércio e Defesa de divulgar nota sobre Pazuello, diz jornal“….        (CartaCaptal), “Renan Calheiros: Bolsonaro é o que há de pior na política“.   “Relator da CPI da Covid também disse: ‘Estamos investigando, fundamentalmente, dois crimes: crime sanitário e contra a vida'”….       (CartaCapital), “Aldo Rebelo: ‘Bolsonaro não tem uma boa imagem nas Forças Armadas’“….       Quinta-feira:   (Poder360), “Rejeição ao governo Bolsonaro volta ao recorde de 59%; aprovação é de 35%“.   “Pesquisa feita durante CPI da Covid   Recua proporção dos indiferentes   28% aprovam trabalho do presidente”….        Gabriela Oliva, “Apoio a impeachment de Bolsonaro sobe e vai a 57%“.  “Acompanha reprovação ao governo   Em 3 meses, número sobe 11 p.p.   Outros 37% se dizem contrários“….        (CartaCapital). “Bolsonaro: ‘Pelo amor de Deus, Omar Aziz, encerra essa CPI“.   “O presidente da República voltou a atacar os senadores que conduzem os trabalhos da CPI da Covid”….       Sexta-feira:   Raquel Torres, “Bolsonaro X Coronavac: história de uma sabotagem“.   “Diretor do Butantan expõe, na CPI da Covid, todos os atos do governo que atrasaram e tentaram impedir a imunização dos brasileiros. E mais: Cresce apoio ao impeachment. No Uruguai, CoronaVac protegeu 97% dos que tomaram Coronavac”….        Alisson Matos, “CPI já reuniu elementos para responsabilizar Bolsonaro, diz senador Contarato“.   “Para o parlamentar, depoentes que mentem durante a Comissão devem ser presos em flagrante: ‘Não é mera formalidade, é obrigação'”….      Sábado:    (Poder360), “Com aglomeração, oposição faz protestos contra Bolsonaro por todo o país“….        Domingo:    (RTQM), “WATCH: Tens of thousands march against President Bolsonaro’s response to Covid in Brazil“….

 

ELEIÇÃO 2022 :  Segunda-feira:   (Poder360), “Bolsonaro vai ‘perder votos’ se paralisar reformas, diz Guedes“….

 

BRASIL E CHINA :    Sexta-feira:     Thiago de Aragão, “Relações Entre Brasil e China” (Parte 2).    “Essa é a segunda parte de um tema que provavelmente ainda será muito falado aqui no canal, dada a sua extrema relevância. A China é o principal parceiro comercial do Brasil, sendo um país importantíssimo para a manutenção da economia brasileira, sobretudo pelo montante movimentado pelo agronegócio. Ainda, a China é parceira estratégica nas áreas de inteligência, militar, tecnológica, entre outras. A dependência na área científica – que sempre foi muito forte – ficou explícita pela necessidade dos insumos chineses para a Coronavac. Entretanto, declarações de representantes brasileiros vêm gerando atrito em uma relação mutuamente essencial, pois assim como o Brasil depende muito da China, a China também depende demasiadamente do Brasil. Confira as principais implicações atuais do relacionamento entre brasileiros e chineses no vídeo completo”….

 

BRASIL E AMÉRICA DO SUL :  Terça-feira:     Raquel Torres, “A pandemia castiga a América do Sul“.  “Onda de mortes que se ergueu no Brasil a partir de janeiro atinge Argentina, Uruguai e Paraguai. Entre os fatores da tragédia estão a falta de vacinas e a difusão da P1, a “variante brasileira” do vírus — chamada por alguns de ‘cepa Bolsonaro'”….

 

RÚSSIA :  Terça-feira:     (Kremlin), “Presidents of Russia and the United States will meet in Geneva in June 16“….        Quinta-feira:     Patrick Armstrong, “Russian Federation Sitrep 27 May 2021“….

 

CHINA E RÚSSIA :  Domingo:     Alexander Mercouris, “Chinese-Russian Military-Technological Cooperation Strengthens as Yang Jiechi Visits Moscow” (Vídeo)….

 

CHINA E UNIÃO EUROPEIA :  Terça-feira:    David Brown, “Should China worry more about the EU than the US?“.   “While Biden could be looking for a quick resolution to the US-China trade conflict, Brussels may be starting to get cold feet about closer ties with Beijing”.   “The last thing the world needs is for trade between the three biggest economies to atrophy any further”….        Quarta-feira:    Liu Caiyu and Pan Anqi, “Are China-Europe ties going off the cliff?“.   “Key to bilateral relations cooperation, politicizing trade leads nowhere: FM”….

 

CHINAYUAN DIGITAL  :   Segunda-feira:     (DTLab), “Cashless – China’s Digital Currency Revolution“.    “This is a live and unscripted debate with Richard Turin. Richard’s book ‘Cashless – China’s Digital Currency Revolution’ is the first and only book that dives deep into the design and use of China’s new central bank digital currency. China is changing the very nature of money and it is borrowing heavily from cryptocurrency to cement its role as the world’s financial technology leader. The Chinese example could represent a roadmap for how digital currencies will evolve across the globe and how they could offer a long-term threat to US dollar dominance. Highlights of Cashless – China’s Digital Currency Revolution include: ● How China’s digital currency can offer a glimpse of the cashless future coming to the Western world ● How companies may be tempted to use China’s digital currency to make cross-border payments ● How the US, EU, UK, Japan and India are all developing digital currencies ● How digital payment may change the relationship with money and promote financial inclusion”….        Quinta-feira:    (CGTN), “Xi Jinping: Marxism is full of vitality in 21st century China“….       Sexta-feira:   Dale Aluf and Daniela Barzilai, “The real motivation behind China’s digital yuan“.   “The digital yuan will not replace the US dollar but that doesn’t mean its rollout won’t have seismic financial implications”….        Iris Hong, “China bets on REITs to shift risk of public works into private hands“.   “Analysts see a potential market of 3 trillion yuan emerge as established funding model is introduced to Chinese investors for the first time”. (REITs – Real Estate Investment Trusts)….        Sábado:    (RTQM), “Cargo rocket launched into orbit by China will drop off stir-fried dishes for future space station staff“….

 

CHINA E AUSTRÁLIA :  Sexta-feira:    Helen Clark, “China tries to break its Australian iron reliance“.   “Beijing has so far refrained from imposing trade war tariffs on Australian iron ore but finding new viable sources won’t be easy”….

 

USAMÉRICA E RÚSSIA :  Segunda-feira:    (WhiteHouse),  “Joint Statement on National Security Advisor Jake Sullivan’s Meeting with Russian Security Council Secretary Nikolay Patrushev“….       Quinta-feira:    Alexander Mercouris, “U.S.-Russia Summit Red Lines“. Pontos importantes:…        Domingo:     (GlobalTimes), “Biden-Putin summit faces huge chasm, won’t divide Russia-China“….

 

USAMÉRICA :  Terça-feira:    William Pesek, “Time for US to restore a strong dollar“.   “Dollar softness has fuelled inflation fears while a firmer greenback would lead the way to a global post-pandemic recovery”.  “A prominent People’s Bank of China official has made headlines by arguing Beijing should guide the yuan higher. His reasoning? To tame the effects of surging global commodity prices. Lyu Jinzhong, the PBOC’s director of research and statistics, has the right idea”….        David P. Goldman, “When yuan strength is really dollar weakness“. (Chart of the Day). “China appears ready to sacrifice some marked share in exports in order to suppress inflation at home”….       Quarta-feira:    Bill Bonner, “Why Do Empires Collapse?” or “Zombies Everywhere”. Emma Walsh: “According to Bill’s latest index – the Zombie Index – 52% of the American population are zombies. They contribute nothing to the U.S. economy. And that is why the American Empire is heading for collapse”….       Quinta-feira:   Stacy Herbert and Max Keiser with Chris Fenton, “Beggars Can’t Be Choosers“. (Video) “Max and Stacy look at the surging US trade deficit with China and how the elite are now trying to negotiate with the reality they set in motion back in 2001. What they are learning is that beggars can’t be choosers. In the second half Max chats to Chris Fenton, author of ‘Feeding the Dragon’, about Hollywood selling out to China. Max asks whether or not the US can even afford to alter the course their elite set in motion”….       Sexta-feira:     Wolf Richter, “Fed’s Favorite Lowball Inflation Gauge is Red-Hot, Not Seen in Decades, Even Without the ‘Base Effect“.   “The majestic inflation overshoot has arrived”….        (GlobalTimes  Editorial), US defense budget a huge bubble ready to burst: Global Times editorial“….       Sábado:    (RT). “15 US states set to pull assets from banks that divest from fossil fuels“….

 

USAMÉRICA E COREIA DO SUL :  Sábado:    Artiom Lukin, “As US seeks geopolitical allies to contain China, South Korea is edging toward full sovereignty – guaranteed by its own missiles“.   “This month’s US-ROK summit should not be read as an indicator that Seoul is tilting away from Beijing toward Washington. Having to walk a tightrope between two great powers, it would simply rather pursue multivector diplomacy”….

 

USAMÉRICA E CHINA :  Sexta-feira:    John Walsh, “Stark contradiction at root of US-China conflict“.   “As the Chinese dreamers come up against the US insistence on maintaining hegemony, who will prevail?”….

 

ÁFRICA :  Sexta-feira:    Rick Sanchez, “China in África prompts frantic apologies from former conlonizers“. (Full Show).  “France and Germany have taken steps to acknowledge their role in allowing or perpetuating genocides in Africa during and after the era of European colonization thereof. They do so at a time when China is making increasingly bold and profitable overtures on the continent, and hope to prevent their former colonies from falling into Beijing’s orbit. (00:13) RT America’s Alex Mihailovich reports. Then Prof. Gerald Horne and former UKMP George Galloway join Rick Sanchez to share their insights. (4:57)”….

 

HUAWEI :  Terça-feira:    George Russell, “Switch to software innovation, urges Huawei founder“.   “Ren Zhengfei memo is clearest evidence of company’s direction in response to pressure from sanctions on handset business that was at its core”….

 

CRIPTOMOEDAS :  Segunda-feira:    Bill Bonner, “Tales from the Crypto” (Part II) or “Delusions of Wealth in the Cryptocurrency Space” (Part II)….       Sexta-feira:     Bill Bonner, “An Update On Cryptocurrencies“. Emma Walsh: “Today, Bill questions his stance on cryptos… Are they a Bubble Epoch trading fetish? Or are they a huge new investment opportunity, not to be missed? Is there gold in them thar crypto hills?”….

 

BITCOIN :  Sexta-feira:     George Russell, “Cathie Wood hails solar as crypto mining energy saviour“.   “Ark boss urges transformation as Fed Governor Lael Brainard warns US against falling behind in digital currency race”….       Sábado:    Scott Melker with Max Keiser, “Elon Musk’s Narcissism Prevents Him from Adopting Bitcoin“. Hashrate… Mission schedule… If you price bitcoin in dollar, it is a reflection on the dollar, not on bitcoin… A vector on its own. What about correlations with other assets? Max thinks bitcoin is on its own, not correlated to anything… No threat from Central Banks’s digital currency… Ubi: universal basic income….      Stacy Herbert and Max Keiser with Michael Pento, “Bitcoin Better Than Bonds“. (Video)  “Max and Stacy look at hedge fund billionaire, Ray Dalio, stating that he would rather own bitcoin than bonds in an inflationary environment. Soon after, it was reported that he owned bitcoin. They also look at the ECB gift which has made Bernard Arnault the richest man in the world. In the second half Max chats to Michael Pento about the ‘everything bubble’ and the risk of hyperinflation“….

 

CARRO ELÉTRICO :  Sexta-feira:     George Russell, “Short-sellers eye EV makers despite China boom“.   “Sceptical investors show concern over shortage of semiconductors, high valuations and increased competition”….