João da Silveira

A SEMANA

Julho/Agosto 2021
Seg. Ter. Qua. Qui. Sex. Sáb. Dom.
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BRASIL :  Segunda-feira:    Carlos Thadeu de Freitas Gomes, “Crédito, o atual promotor da recuperação econômica“.   “Uso de crédito tem sido solução para pagar despesas em meio a pandemia”….        Terça-feira:    Gustavo Ferreira, “Incerteza sobre rumo do juros aqui e nos EUA mantém bolsa no vermelho“.   “Saldo do Dia: Das 84 ações do Ibovespa, 65 caíram. Controle das expectativas parece ter voltado a escorrer pelos dedos do BC. Para cortar o mal pela raiz antes que seja tarde, alta de 1 ponto na Selic pode chegar na próxima semana”….        Quarta-feira:    Rafael Vazquez et al., “Ibovespa futuro opera em alta na esteira de balanços positivos e à espera do Fed“.   “A expectativa é de que o banco central americano mantenha a taxa básica de juros entre 0% e 0,25%, mas os holofotes estarão todos com o presidente do Fed, Jerome Powell, que concede entrevista coletiva às 15h30 para comentar a decisão. A antecipação do aumento de juros nos Estados Unidos pode drenar o capital que vem inundando as bolsas, especialmente as emergentes, de volta para o mercado americano”….         Hamilton Ferrari, “Paraísos fiscais são os principais destinos de investimento brasileiro Ilhas Cayman, Ilhas Virgens Britânicas e Bahamas são os 3 principais destinos com vantagens“….         Antonio Martins com Elias Jabbour, “Resgate: o que a heresia chinesa ensina ao Brasil“. (Podcast)  “País [China] abriu-se à propriedade privada e aos capitais externos – mas sempre os manteve sob controle público. E mais: há quatro décadas, desafia dogma segundo o qual Estado “deve gastar apenas o que arrecada”. Foi este desacato que lhe permitiu avançar”. Entrevista muito esclarecedora dá boa ideia do quanto o pensamento da esquerda brasileira mostra-se insuficiente.…        Sexta-feira:    Olivia Bulla et al., “Ibovespa segue mau humor global e tombo do minério de ferro e opera em queda“.   “Minério de ferro despenca 7,4% após China impor maior regulação e pedir que cinco cidades estabilizem seus mercados imobiliários, afetando a demanda por aço. Ações de mineradoras e siderúrgicas derretem em todo o mundo”….

 

GOVERNO BOLSONARO :  Segunda-feira:   Thales Guaracy, “Não existem ditaduras militares“.   “Militares não governam sem civis, ou sem apoio de civis”….       Terça-feira:    Emilly Behnke, “‘Mourão por vezes atrapalha um pouco a gente’, diz Bolsonaro“.   “Presidente disse ter que ‘aturar’ o vice e afirmou ter relação ‘sem grandes problemas'”….        Quarta-feira:    (Poder360), “Bolsonaro oficializa reforma ministerial Ciro Nogueira assume Casa Civil e novo Ministério do Emprego vai para Onyx Lorenzoni“….

 

ELEIÇÃO 2022 :  Terça-feira:   Paulo Silva Pinto, “São Paulo tende a dificultar reeleição de Bolsonaro“.   “Estado concentra políticos com quem o presidente rompeu. Em 2022 ele precisará de amigos”….

 

IMPEACHMENT :  Quarta-feira:  (CartaCapital), “Chegada de Ciro Nogueira sepulta chances de impeachment de Bolsonaro, diz cientista político“.   “Márcio Coimbra avalia que o que era improvável desde eleição de Lira para presidente da Câmara se torna impossível com senador no ministério”….

 

CHINA :  Segunda-feira:    William Pesek, “Yuan looks more inviting to global central banks“.   “Key survey shows a ‘stunning’ number of central banks plan to boost their yuan and reduce their dollar holdings in 2021-22″….         Xie Feng, “The China-U.S. relationship is in a stalemate, fundamentally because some Americans portray China as an ‘imagined enemy’“. Bhadrakumar’s tweet….        Terça-feira:    (AF), “China’s Regulatory Storm Continues to Batter Education and Tech Stocks“.   “Hang Seng Index has now given up more than 10% in three trading days”.   “Tutoring and tech sectors targeted by Beijing – Tencent and Alibaba tumble”….         David P. Goldman, “Xi Jinping’s stock market populism“.   “Rule by decree in capital markets is a risky enterprise as abrupt regulatory change is toxic for entrepreneurship”….         Frank Chen, “China’s revised data law a de facto ban on US IPOs“.   “Revised Cybersecurity Review Ordinance will give more power to regulators to scrutinize and veto tech company listings abroad”….        Quarta-feira:    (AF), China Seen Ushering in New Era as it Puts Socialism Before Shareholders“.    “‘Age of reckless capital expansion is over:’ Harvest Capital”.   “Most forceful reform in years benefits masses: Olympus”.   “Carnage in China’s financial markets may signal the beginning of a new era as the government puts socialism before shareholders and regulatory changes rip apart the old playbook”….         Jeff Pao, “HK banks may soon need to choose between US and China“.   “Foreign banks will risk being punished by China or US as Beijing is expected to impose its anti-sanctions law in the city”….        Quinta-feira:    (AF), “China Regulators Scramble to Ease Investor Fears Over Crackdown“.   “Securities regulator phones investment banks to ease concerns.    China Daily: Markets will be opened further & firms can still list abroad.   Beijing scrambled to calm investors after a crackdown on some of China’s biggest firms rattled markets with regulators calling bankers in for a last-minute call on Wednesday night”….

 

MERCADOS ASIÁTICOS :  Quarta-feira:    (AF), “Asia Markets Suffer Again as China Crackdown Unnerves Wall St“.   “Nasdaq falls as tech stocks turmoil ‘bleeds’ into US prices.   Apple, Google-parent Alphabet and Microsoft all announce upbeat results.   Asia’s markets suffered again on Wednesday as fears over China’s regulatory crackdown continued to reverberate around trading floors”….        Sexta-feira:    (AF), “Asian Stocks Fall Again as China Woes Top Upbeat Recovery Outlook“.   “• Markets down across Asia, still shaken by China’s regulatory crackdown.   • Hong Kong lost 9%+ over three days, rattling global investors.   Equities fell in Asia on Friday, setting them up to end a volatile week on a negative note as China’s regulatory crackdown continued to spook investors”….

 

CHINA E USAMÉRICA :  Sábado:     David P. Goldman, “Will China bail out Biden?“.  (Chart of the Day)  “Prominent Chinese academic’s warning that inflation might bankrupt the US government will be read carefully in Washington”….

 

FORMOSA :  COMO MANGA MADURA CAIRÁ  :   Sábado:     Alfred Thayer Fred, “How Taiwan Will Fall Into Beijing’s Lap, Like an Overripe Mango“….

 

AFEGANISTÃO :  Quinta-feira:    Pepe Escobar, “The Taliban go to Tianjin“.   “China and Russia will be key to solving an ancient geopolitical riddle: how to pacify the ‘graveyard of empires'”….

 

USAMÉRICA :  Segunda-feira:    Spengler (David P. Goldman), “Wake up, America: The world just isn’t that into you“.   “To much of the world [US]America looks like a declining power, precisely because it is a declining power”….         Bill Bonner, “What Goes Around Comes Around” or “The U.S. Is Declining as One of the World’s Best Places to Live”….        Wolf Richter, “US Home Purchases by Foreigners Plunged for 4th Year, to Decade Low“.   “But They Bought More Expensive Homes than Americans. Purchases by buyers from China collapsed by 84% since the peak in 2017″….        Terça-feira:    David Stockman, “Soaring Debts and Plummeting Yields…“….        Quarta-feira:    Wolf Richter, “My Thoughts on the Fed’s Back-to-the-Future ‘Standing Repo Facilities’ Announced Today“.   “Repos are different from QE; they’re in-and-out transactions that don’t endlessly pile up, unlike QE”….        Quinta-feira:    Stephen Bryen, “America’s ‘Great Retreat’ is well underway“.   “The US is rapidly lowering its military profile and backing away from commitments to allies in the Middle East and Asia”….         David P. Goldman, “When cyber wars become shooting wars“.   “Biden’s warning of a cyber-provoked war and Beijing’s new network security measures signal extreme mutual suspicion”….        Joseph Trevithick, Second Attempt To Test The Air Force’s First Hypersonic Weapon Fails“.    “The missile’s rocket booster failed to ignite after separating from the B-52 carrying it, but the Air Force says it still gained valuable test data”….         Ted Galen Carpenter, “So the US wants help from Russia in Central Asia now?“.   “Despite years of policy and rhetoric designed to reproach Moscow, Washington now needs help containing the Taliban”….        Sexta-feira:    David P. Goldman, “Fed feeds stock market bubble with bond buying“.  (Chart of the Day) “‘Bubbles last until they feel like fundamentals,’ and I’m very afraid of current equity valuations”.   “…I’m very afraid of equity valuations. You should be, too”….         M. K. Bhadrakumar, “Biden prepares the ground for Quad-3“.   “It is only a matter of time before Biden announces yet another Quad comprising the US, Jordan, Iraq and Saudi Arabia”….         Wolf Richter, “Fed’s Lowest Lowball Inflation Measure ‘Core PCE’ Spikes Further. Highest 3-Month Rate since 1982“.   “‘Way above target’: Fed Chair Jerome Powell”….

 

USAMÉRICA SOBRE RÚSSIA :  PROJEÇÃO E DEFLEXÃO  :   Sábado:     Patrick Armstrong, “Projection and Deflection: Russia’s Infrastructure“….

 

MÉXICO :  RECONQUISTA  :  Sexta-feira:   (Wikipedia), “Reconquista (Mexico)“. Algumas cabeças que tratam da reconquista: Elena Paniatowska, Carlos Fuentes, Samuel P. Huntington et al….        NA CAMPANHA PRESIDENCIAL 2017  :   Andrés Manuel Lopez Obrador, “Reconquista Territorial y de Derechos Humanos: AMLO“,  (13/02/2017)…         “Cárdenas Exige Anular Tratado-Extorsión Guadalupe Hidalgo de 1848“,  (13/03/2017)…         “‘Estados Unidos robó Tejas a México’ – Vladimir Putin“, (17/04/2017)…         “The U.S. is Angry! Mexico intends to Create an Analog of the E.U. in Latin America against the U.S.“, Borzzikman, (hoje)….

 

ESCÓCIA E REINO UNIDO :  JORNALISMO  :   Sábado:    Jonathan Cook, “Murray Jailing Latest Move to Stop Journalism“.    “It may not be surprising that corporate journalists, keen to hold on to their jobs, are consenting through their silence to this all-out assault on journalism and free speech, with Craig Murray its latest victim, writes Jonathan Cook”….        Domingo:    Craig Murray, “Murray’s Last Words Before Prison“….