João da Silveira
A semana segue pesada. Estamos afundando, o Brasil no ritmo do Ocidente. A Bolsa e meu bolso caem. Meu bolso cai 2,5% esta semana enquanto as commodities na Bolsa caem 26% de segunda a quinta, em quatro dias. Ah, a China! Ôlho na China que não cai! O Ocidente quer que ela caia, porque a ascensão dela significa a queda do Ocidente. Quem está caindo por lá esta semana são a construtora Evergrande, outras empresas bilionárias com pendores monopolistas ou idiossincráticos, e os cassinos de Macau. Acontece que o governo da China é um governo comunista, um governo para todos em busca da prosperidade geral e praticante do socialismo da abundância. O governo comunista da China não é o Poder Executivo da burguesia como são os governos ocidentais. As quedas da Evergrande, das empresas monopolistas e idiossincrática, e dos cassinos são certamente um grave problema para elas e seus clientes. Entretanto, vejam só: Hu Xijin, editor do Global Times, disse que “o Estado chinês não vai poupar o rato para salvar a louça”. Assim é que é bom, não é? Assim é que deve ser, não é?….
BRASIL : Domingo: POLÍTICA MONETÁRIA : Roberto Sallouti com Roberto Campos, “Roberto Campos fala sobre o cenário macroeconômico e política monetária no Brasil“. “Roberto Campos, presidente do Banco Central do Brasil (Bacen), conversa com Roberto Sallouti (CEO BTG Pactual) sobre os rumos da política monetária, campos ainda traz dados sobre inflação, economia global e ainda apresenta os planos para o futuro da moeda no brasil, como a moeda digital, evoluções no pix e novos métodos de pagamento”….
GOVERNO BOLSONARO : Sexta-feira: Sérgio Fausto, “Perigo À Vista“. “O bolsonarismo, o Centrão – e o risco de darmos um adeus definitivo ao futuro”….
ECONOMIA : Quinta-feira: Gustavo Ferreira, “Derretimento das perspectivas nacionais e do minério derrubam Ibovespa“. “Saldo do Dia: Sob efeito de desaceleração chinesa, commodity já acumula queda de 26% em só quatro dias, mantendo ações de Vale e siderúrgicas em queda firme. Na cena local, afetando papéis correlacionados ao consumo dos brasileiros, segue em aberto qual será a mágica para pagar um Bolsa Família turbinado sem dar calote em precatórios”…. Sexta-feira: Mansueto Almeida com Paulo Guedes, “Paulo Guedes fala sobre as perspectivas da economia brasileira“. “Paulo Guedes, ministro da economia e Mansueto Almeida economista-chefe do BTG Pactual, discutem as perspectivas para a economia brasileira”. 00:00 – Abertura por André Esteves 02:00 – Estatísticas PIB e dívida pública 06:06 – Risco de quebra do teto de gastos 18:14 – Equilíbrio orçamentário 29:04 – Eu sou uma força moderadora 30:37 – Teto de gastos 39:45 – Aumento da carga tributária 46:30 – Confiança na democracia 48:11 – Recuperação econômica 53:12 – Percepção das mudanças econômicas pelos parlamentares 59:49 – Precatórios 01:09:18 – Social Democrata X Liberal Democrata 01:12:24 – Hiperinflação 01:16:17 – Até a próxima…. Domingo: (Poder360), “Em 15 anos, indústria brasileira cai 5 pontos em ranking de maiores do mundo“. “Participação brasileira na manufatura global também registra queda no mesmo período”….
RÚSSIA : Quinta-feira: Patrick Armstrong, “Russian Federation sitrep 16 September 2021“….
AFEGANISTÃO : Segunda-feira: Ross Ashcroft com Scott Ritter e Alex Krainer, “The Graveyard of Empires“. “After a 20 year war that has cost tens of thousands of lives and over 2 trillion dollars, the US is the latest country to retreat from Afghanistan after a failed invasion. Ross Ashcroft is joined by former Marine Corps Intelligence Officer Scott Ritter to discuss the military context, and analyst Alex Krainer to talk geopolitics and geostrategy”…. Terça-feira: M. K. Bhadrakumar, “Reflections on Events in Afghanistan 17 – Foreign Devils on the Silk Road“…. Quarta-feira: M. K. Bhadrakumar, “Reflections on Events in Afghanistan 18 – India’s ‘over-the-horizon’ dilemma“…. Sexta-feira: DECEPÃO E IRRITAÇÃO INGLEZAS : (Borzzikman), “Britain Is Just Hysterical! The U.S. Buried The Project ‘GLOBAL BRITAIN’“. Com a retirada do Afeganistão, os Estados Unidos enterraram o projeto BRITÂNIA GLOBAL, argumenta Borzzikman…. Sábado: M. K. Bhadrakumar, “Reflections on Events in Afghanistan 19: SCO won’t be subaltern to QUAD“….
CHINA : Quarta-feira: (AF), “Evergrande Fall Risk Only a ‘Short-Term Inconvenience’ for China: Trivium“. “Bank loans to developers are usually heavily collateralised, indicating they should be able to recover their full value after the collateral is sold, says research firm Trivium China”…. (AF), “The Hit List: How China’s Crackdowns Have Cost Its Firms Billions“. “Beijing’s assault on its free market success stories as it attempts to level the playing field in pursuit of the goal of ‘common prosperity’ has claimed some high-profile victims”…. (AF), “China Regulators Set Sights on Macau Casinos, Triggering $18bn Plunge“. “China announced a regulatory overhaul that could see its officials supervising the companies that run the casinos”…. Quinta-feira: Frank Tang, “China unemployment: Beijing’s regulatory crackdowns pose yet another hurdle for young urban jobseekers“. “15.3 per cent unemployment rate among 16- to 24-year-olds in Chinese cities is three times as high as the overall national average of 5.1 per cent High jobless rate in the young workforce seen persisting as millions of fresh grads vie for employment, while one popular sector – tutoring – has basically been wiped out”…. David P. Goldman, “China retail sales remain strong despite August statistical fluke“. “Beijing statisticians fail to adjust for seasonal factors; Asia Times and the CNY market have done it for you”…. Sexta-feira: (AF), “China Braces For Evergrande Fall as Spillovers Threaten Economy“. “Evergrande’s financial woes have potentially destabilising consequences for the banking and financial system that may reverberate through the economy“…. (AF), “PBoC Injects $14bn Amid Angst Over Evergrande Woes: Bloomberg“…. (AF), “Evergrande Should Rescue Itself, China’s Global Times Editor Says“. “In comments posted on his WeChat account, Hu Xijin said the state will not ‘spare the rat to save the dishes’, or accommodate and protect an enterprise, just because its problems are serious’“…. William Pesek, “Amid China’s default drama, dollar bond buyers upbeat“. “A sea of risk is seething around China, from Evergrande to the tech crackdown, but not everyone is panicking”…. Sábado: Su-Lin Tan e Orange Wang, “China’s bid to join Pacific Rim trade pact heaps pressure on US to step up regional economic strategy“. “China has cited its commitment to regional integration as being behind its application to join the 11-member trade deal Analysts say the move gives Beijing some geopolitical leverage and highlights ‘America’s lack of a trade strategy’ in the Asia-Pacific”….
MERCADOS ASIÁTICOS : Sexta-feira: (AF), “Covid And China Crackdown Cast A Shadow Over Asian Markets“. “Casino shares clawed back some of their losses after Beijing’s latest regulatory assault but traders remained cautious after mixed data from the US”….
MUNDO : Quarta-feira: Fyodor A. Lukyanov, “Farewell to Hegemony“. “History develops surprisingly rhythmically sometimes, moving at a measured pace. We can count its milestones every ten years since the end of the 20th century: 1991—Operation Desert Storm and the collapse of the USSR; 2001—9/11 attacks in the U.S.; 2011—Arab Spring, the almost ritual murder of al-Gaddafi; 2021—the messy withdrawal of Americans from Afghanistan and the triumph of the Taliban. Of course, the world has seen other important events happening over these years, but we take only those that have ushered in qualitative changes in the world order”. A essa sequência de eventos assinalados por Lukyanov acrescentaríamos mais dois: a crise dos reféns USamericanos no Irã, que foi de novembro de 1979 a janeiro de 1981, e o ano de 1971, quando Nixon foi levado em agosto a desvincular o dólar do ouro em decorrência das dificuldades do país com a guerra no Vietnã.…
USAMÉRICA E CHINA : DOUTRINA BIDEN : Segunda-feira: M.K. Bhadrakumar, “Biden Doctrine abating US tensions with China“. “Policy ends US over-assertiveness and pursues tangible US interests and expects other states to do the same”…. Sexta-feira: Alexander Mercouris, “Xi Jinping Snubs Biden Call for Summit, US Stunned“. Strategic nightmare for the US. Noted US concessions to USSR in Helsink final act in the early 1970s, when US was retreating from Vietnam. Those concessions preserved peace and turned out to US advantage in the longer run… The key in a difficult situation is to trade space for time… Pode ser, mas a liderança neoliberal nos Estados Unidos ainda não realizam seu declínio….
USAMÉRICA : VAXED X UNVAXED : Terça-feira: Bill Bonner, “Another War for the Feds to Lose” ou “There Is a New Battleground in [US]America”. “‘Those who would give up essential Liberty, to purchase a little temporary Safety, deserve neither Liberty nor Safety’ – Benjamin Franklin”…. Quarta-feira: (Borzzikman), “Why is the U.S. Retreating on All Fronts?“. “What is Going On with [US]America?”…. David P. Goldman, “Rent blowout mysteriously missing from US report“. (Chart of the Day) “Its credibility hingeing on the inflation outlook, Biden administration pushes a $3.5 trillion stimulus plan”…. Quinta-feira: M. K. Bhadrakumar, “Biden Doctrine appears in the Persian Gulf“. “US is hunting for a new place in the world and will not be bogged down in open-ended conflicts in any region”…. Sexta-feira: Alexander Mercouris, “Xi Jinping Snubs Biden Call for Summit, US Stunned“. Strategic nightmare for the US. Noted US concesions to USSR in Helsink final act in the early 1970s, when US was retreating fom Vietnam. Those concessions preserved peace and turned out to US advantage in the longer run… The key in a difficult situation is to trade space for time…. Scott Ritter, “US assessments on Al-Qaeda and Taliban are fundamentally flawed because of fear and ignorance“…. John Derbyshire, “The Del Rio TX Disaster—’Like Watching A Nation Busily Engaged In Heaping Up Its Own Funeral Pyre’“…. Chris Hedges com David Talbot, “The Second [US]American Revolution“. “On the show, Chris Hedges discusses the Second [US]American Revolution with author David Talbot. The populist uprisings of the Progressive Era, labor militancy of the 1930s and the sweeping social and cultural transformations of the 1960s and 1970s constitute [US]America’s second revolution. These movements sought to complete the unfinished work of the first revolution, enfranchising those the founders of the nation had condemned and thrust aside, Blacks, women, Native Americans and the poor. The second [US]American revolution, embodied in its final phase by Dr. Martin Luther King and the civil rights movement, spawned a series of powerful movements including the anti-war movement, the Black power movement, the women’s movement, the American Indian Movement, gay and lesbian movements, the United Farm Workers Union, the Weather Underground and a radical, alternative press embodied in publications such as Ramparts magazine. But the promises of these movements have been largely obliterated. The ruling elites mounted a sustained, often lawless and successful campaign to crush these expressions of popular yearning and popular discontent. Salon founder David Talbot and New Yorker writer Margaret Talbot look back at this moment in our history in their book By the Light of Burning Dreams: The Triumphs and Tragedies of the Second [US]American Revolution to ask what happened and what, finally, went wrong. The authors use portraits of radical activists, including Tom Hayden, Jane Fonda, Jerry Rubin, Bobby Seal, Huey Newton, Eldridge Cleaver, Heather Booth and the Women of Jane, Cesar Chavez, Dolores Huerta, Dennis Banks, Madonna Thunder Hawk, Russell Means, John Lennon and Yoko Ono as a lens to look at the inner workings and inherent flaws in the second [US]American revolution”….
FRANÇA : Quinta-feira: Tom Fowdy, “The stunning betrayal of France by America over nuclear subs for Australia signals a huge geopolitical shift in US strategy“…. Bevan Shields, “Emmanuel Macron has good reason to feel angry and deceived by Australia“…. Sexta-feira: (RTQM), “France RECALLS ambassadors from US and Australia, citing ‘exceptional gravity’ of AUKUS submarine deal“…. Rachel Marsden, “As a furious France plots its revenge for America’s treachery on its subs deal, will it take the nuclear option of quitting NATO?“….
IRÃ : Sexta-feira: (TheCradle), “Iran granted full membership to the Shanghai Cooperation Organization“. “The geopolitical triumph from Iran comes during President Raisi’s first official trip abroad since taking power”….
BITCOIN : Terça-feira: ENERGY BACKED CURRENCY : Stacy Herbert e Max Keiser com Michael Pento, “War Is Over, If You Want It“. “Max and Stacy look back to what Henry Ford and others said about an energy-backed currency and the problem with using gold when governments control so much of it. In the second half, Max chats with Michael Pento of PentoPort.com about his case for gold in an era when, indeed, so much is controlled by the same entities, institutions and governments who have caused the economic disasters before us”…. Sábado: Stacy Herbert e Max Keiser com Pierre Noizat, “The MMT Argument & a Green Golden Rule“. “Max and Stacy look at the loopholes being invented to add more debt to an otherwise over-indebted monetary, economic and financial systems. In the second half, Max interviews Pierre Noizat of Paymium.com about proof of work and anti-entropy money”….
DEFLAÇÃO-INFLAÇÃO : Quinta-feira Stacy Herbert e Max Keiser com Michael Pento, “The Coming Great Deflation“. ” Max and Stacy look at food shortages in Sri Lanka hitting simply due to a shortage of dollars. Bitcoin fixes this, too. In the second half, Max continues his chat with Michael Pento of PentoPort.com about ‘the coming great deflation’ – what it looks like and how to prepare”….