João da Silveira
A SEMANA
| Setembro 2021 | ||||||
| Seg. | Ter. | Qua. | Qui. | Sex. | Sáb. | Dom. |
| 20 | 21 | 22 | 23 | 24 | 25 | 26 |
BRASIL : PETRÓLEO : Segunda-feira: Rafaella Bastos e Paulo Silva Pinto, “Brasil deve superar a expectativa de produção de petróleo em 2022“. “Estudos do Plano Decenal de Energia 2030, do Ministério das Minas e Energia, estão sendo atualizados. Projeção atual é de 3,4 milhões barris por dia”…. Quinta-feira: COMANDO SUL : Denise Chrispim, “‘Somos apolíticos e juramos ante a Constituição’, diz almirante dos EUA“. “Em visita a Brasília, Craig Faller diz acreditar que os militares brasileiros têm visão de profissionalismo”. Ler isso em conjunto com notícias da Venezuela e da Nigéria…. Sábado: GUERRA DAS MALVINAS : Luiz Henrique B., “O dia que o Brasil enviou 13 aeronaves e pilotos da FAB para combater na Guerra das Malvinas“….
ECONOMIA : Segunda-feira: Carlos Tadeu de Freitas Gomes, “Economia está na retomada, independentemente dos ‘mitos do mercado’“. “Indicadores divulgados recentemente são positivos. Quem aposta contra está exagerando no pessimismo”…. Terça-feira: Hamilton Ferrari, “Ibovespa cai 2,33%, para menor patamar desde novembro; dólar fecha aos R$ 5,35“. “Risco de calote de US$ 305 bilhões da incorporadora chinesa Evergrande derruba principais Bolsas no mundo”…. Gustavo Ferreira, “Passou? Ibovespa acompanha reação global após choque com Evergrande“. “Saldo do Dia: Perdas com ações foram parcialmente apagadas graças à tese de que calote da gigante chinesa não trará efeito-contágio. Internamente, reunião de Guedes, Lira e Pacheco pegou bem. Não agrada calote nos precatórios costurado para pagar novo Bolsa Família. Mas, para o mercado, muitas vezes, incertezas são ainda piores que certezas ruins”…. Yasmin Tavares, “Fundos imobiliários têm recuperação lenta e desigual, mas setor de papel se destaca“. “Levantamento feito pela Teva Indices para mensurar o impacto da crise na classe e a recuperação dos fundos ao longo do último ano mostra que os fundos de papel têm mostrado maior resiliência, motivo que também os deixam com menor espaço para valorizações futuras”…. Quarta-feira: (ValorInveste), “Ibovespa sobe com alívio trazido pela Evergrande, em dia de decisão do Fed e do Copom“. “A notícia de que a Evergrande, gigante do setor imobiliário da China, chegou a um acordo para pagar parte dos compromissos trouxe certo alívio para os investidores globais. O dia ainda é marcado pelas decisões de política monetária nos EUA e no Brasil, diante do encaminhamento da solução para o pagamento dos precatórios”…. Quinta-feira: Tiago Mali e Paulo Silva Pinto, “Como o colapso da chinesa Evergrande afetaria o Brasil“. “Venda de minério de ferro para a China em 2021 equivale a 39% do superavit com todos os países”…. Gustavo Ferreira, “BCs de Brasil e EUA trazem animação desconfiada ao mercado financeiro“. “Saldo do Dia: Redução de incertezas sobre juros nacionais ajudou a apagar parte das perdas do Ibovespa em setembro. Pelo flanco americano, pegou bem a confirmação da retirada de estímulos começando neste ano. Mas, se por lá a atividade já dispensa estímulos, a alta de juros pode vir já em 2022. O que manteve dólar e curva de juros pressionados”…. Douglas Rodrigues, “Arrecadação federal soma R$ 146,5 bilhões em agosto, alta real de 7,25%“. “Receita atingiu R$ 1,2 trilhão no ano, volume 23,5% maior do que no mesmo período de 2020″….
GOVERNO BOLSONARO : Segunda-feira: Thales Guaracy, “Resta pouco a Bolsonaro“. “Todas as opções que o presidente tinha em mente são inviáveis”…. Domingo: Murilo Fagundes, “Dólar sobe, risco-país desce e PIB anda de lado em 1.000 dias de Bolsonaro“. “Pandemia impactou maioria dos indicadores; analistas avaliam evolução até o momento e perspectivas”…. Emily Behnke, “Em 1.000 dias, Bolsonaro cumpre parte de plano econômico e abandona promessas“. “Maior parte das promessas de campanha alcançadas são da área econômica; presidente desistiu de propor o fim da reeleição”….
RÚSSIA : SUMIÇO DE PUTIN : Domingo: Israel Shamir, “Putin’s Disappearing Act“….
ÍNDIA : Domingo: M. K. Bhadrakumar, “What Biden told the Indians“….
IRÃ : RAISI NA UNGA : Terça-feira: Seyyed Ebrahim Raisi, “Peace, lasting security tied to administration of justice“. “Stating that peace and lasting security are tied to the administration of justice, the President said, ‘Any violation of the rights of nations will, more than anything, endanger global peace and security'”…. SHANGHAI COOPERATION ORGANISATION : Alexander Mercouris, “As West Quarrels over AUKUS, China Russia Strengthen, Expand Partnership“…. Quarta-feira: M. K. Bhadrakumar, “Iran is the X factor in Central Asia power shift“. “Iran’s recent accession to the Shanghai Cooperation Organization doesn’t necessarily mean it will obediently team up with China and Russia“…. Pepe Escobar, “Eurasian consolidation ends the US unipolar moment“. “Shanghai Cooperation Organization’s 20th-anniversary summit heralded the beginning of a new geopolitical and geo-economic order”….
SÍRIA : ISRAEL : Segunda-feira: (Borzzikman), “Israel Afraid To Attack Syria For The Last 3 Weeks!“. “Syria Locked Onto & Kept Track Of Israeli F-35!”…. Quarta-feira: IDLIB : (Borzzikman), “BREAKING: Russia Issued An Ultimatum to Turkey!“. “Putin gave Erdogan a Week to Withdraw His Troops!”…. Quinta-feira: TURQUIA E ISRAEL : (Borzzikman), “Russian Fighters Stopped Turkish Military Convoys in Idlib!“. “Israel lost 2 Drones within 24 Hours!”…. Domingo: (Borzzikman), “Israel Throttled by Syria – The IDF doesn’t Know What To Do!“. “Saudi Arabia Asking For EW KRASUKHA-4!”…. Elijah J. Magnier, “Iran & Syria: How Arab and Western countries are shifting posturing toward Damascus“….
UNGA : BOLSONARO, BIDEN E XI : Terça-feira: Jair Bolsonaro, “Resumo da ONU“…. Murilo Fagundes e Denise Chrispim, “Bolsonaro mescla ideologia e defesa do governo na ONU; assista“. “Itamaraty e Economia propuseram moderação. Bolsonaro seguiu em partes o pedido e atiçou bolsonaristas”…. Paulo Silva Pinto, “Com discurso que repete anteriores, Bolsonaro reforça marca de conservador“. “Seus 3 pronunciamentos semelhantes na ONU têm insistência que remete a mensagens publicitárias”…. Mark Magnier e Xi Jiangtao, “Biden and Xi address UN, juggling differences amid calls for unity on climate and Covid-19“. “In first address to General Assembly, US president says he ‘is ready to work with any nation that steps up and pursues peaceful resolution to shared challenges’ ‘We need to advocate peace, development, equity, justice, democracy and freedom, which are the common values of humanity,’ Chinese president tells the UN”…. Joe Lauria, “Biden at the UN Forgets What War Is“. “Contrary to the evidence, the president said the U.S. was not at war, writes Joe Lauria”….
CHINA : EVERGRANDE : Segunda-feira: Wolf Richter, “China’s Crackdown on Debt, Tech & Evergrande Sends Frazzled Wall Street Titans to China“. (Transcript of THE WOLF STREET REPORT) “The property sector and its debts are possibly the biggest financial mess in China’s history”…. (AF), “Evergrande Contagion Threat Hits Developers, Demand For Steel“. “Officials from Beijing reportedly told property tycoons in Hong Kong to do more to ease the city’s chronic housing shortage. This has amplified the real estate crisis caused by Evergrande’s debt woes. It has also hit China’s demand for steel”…. (AF), “Sinking Evergrande Hauls Down Hang Seng As Traders Fear The Worst“. “Hong Kong led the equity sell-off as the struggles of China’s second biggest property developer sends shockwaves across the region’s trading floors”…. (AF), “Evergrande Lenders Circle the Wagons as Debt Crisis Threatens Loans“. “One bank is said to be making provisions for non-payment of loan while others prepare to roll over some of their near-term debt obligations”…. (AF), “China Magnate’s $27bn Loss is World’s Biggest Wealth Plunge: Bloomberg“…. (AF), “Chinese Property Tycoon Zhang Yuanlin Loses $1bn In Evergrande Panic” “Zhang was named on Forbes’ Billionaires list of the world’s richest people this year – but his firm Sinic was forced to halt trading in Hong Kong following an 87% drop in its share price”…. (AF), “China Tells Wall Street Crackdowns Aren’t A Rejection Of Private Enterprise“. “A top Beijing official has reportedly told US market chiefs that regulatory probes of China’s tech, property, education and gaming sectors are about tackling wealth inequality and not anti-capitalist”…. Terça-feira: (AF), “S&P Not Seeing ‘Tidal Wave’ Impact on China From ‘Likely’ Evergrande Default“. “China wants to show it can manage financial crises prudently without damaging fundamental trust in its governance or markets, says S&P Global“…. (AF), “China’s Plunging Property Market to Deliver a ‘Severe Blow’ to Growth: Nomura“. “China’s new home sales, existing home sales, and land sales are all plummeting this month as government measures to curb prices bite’…. (AF), “Investors Grappling With Evergrande Fallout Weigh Risk of Wider Pain“. “With US equities priced at historic highs and an unwind of the Fed’s easy money policies looming, some worry that a drop in risk appetite could leave global markets vulnerable to a major sell-off”…. Quarta-feira: (AF), “China Evergrande to Make Domestic Bond Payment, Easing Jitters“. “Evergrande’s main operating unit said it will make a $36m payment on Thursday on schedule and China’s central bank pumped funds into the banking system”…. (AF), “Evergrande Bond Default Sidestep Calms Asia Traders Nerves“. “China’s troubled real estate firm agreeing an interest payment plan on a critical bond was a boost for the markets but all eyes are now on the Fed awaiting news about when it will begin tapering its pandemic stimulus programme”…. Quinta-feira: (AF), “Evergrande Seeks To Reassure Investors But Beijing ‘Preparing For The Worst’“. “While Hui Ka Yan puts on a brave face, Beijing has reportedly ruled out a bailout and ordered officials to ‘get ready for a storm’ if the company collapses. Regulators have allegedly told Evergrande to repay investors and complete unfinished projects”…. (AF), “China Preparing For Evergrande’s Downfall: WSJ“…. Domingo: Wolf Richter, “Suppliers in China for Apple, Tesla, Intel, Nvidia, Qualcomm, NXP, Infineon, ASE Forced to Halt Production amid Energy Crackdown“. “The Everything Shortage keeps promising to keep getting worse”….
NATO-OTAN E SCO : Sábado: (Borzzikman), “NATO Days Are Numbered – The SCO Is Getting Stronger“….
MENG WANZHOU : Sexta-feira: Zhou Xin, Jodi Xu Klein, Ian Young e Mark Magnier, “US to drop charges against Huawei’s Meng Wanzhou, allowing her to return to China“. “The agreement reportedly does not include a deal that would release Canadians Michael Spavor and Michael Kovrig Meng, who has been detained in Vancouver for nearly three years, will appear via video in a US federal court hearing in Brooklyn”…. Cyrus Janssen, “Meng Wanzhou Wins Her Freedom!“. “US Drops Extradition Charges Against Huawei Executive!”…. Sábado: (DFTW), “China Is Greeting Meng Wanzhou As A National Hero“. “How About Two Michaels?”…. (CGTN), “Meng Wanzhou returns to motherland after 3 years of detention in Canada“…. (BuiltByChina), “Huawei Meng Wanzhou welcomed by cheering crowd at Shenzhen airport, China | 华为孟晚舟在中国深圳机场受到欢呼人群的欢迎 |”…. Robert Denaey e Jodi Xu Klein, SCMP. “Meng Wanzhou’s shock release may not improve China’s relationships with US or Canada, analysts say”. “As for the US, ‘the Biden administration will continue to sanction Huawei, and China will still feel bullied by Meng’s arrest’”…. Chris Buckley and Katie Benner, “To Get Back Arrested Executive, China Uses a Hardball Tactic: Seizing Foreigners“. “The speed at which Beijing returned two Canadians held seemingly tit-for-tat in exchange may signal comfort with the tactic”. É isso aí. Dois Michaels por uma Meng! Desse cálculo, o New York Times e os governos raptores dos Estados Unidos e Canadá entendem bem e respeitam.... (DFTW), “It Is A Good Bargain For Canada To Exchange Two Prisoners With One Innocent Lady, Bravo!“…. Domingo: Alexander Mercouris, “The Meng Wanzhou Affair: For the US a Brief Geopolitical Victory, But a Long Term Moral Defeat“. Uma breve vitória geopolítica e uma longa derrota moral. Atenção para os adjetivos. Pode o breve prevalecer sobre o longa ou certo é que o longa prevalecerá sobre o breve?….
JULIAN ASSANGE : Domingo: Zach Dorfman, Sean D. Naylor and Michael Isikoff, “Kidnapping, assassination and a London shoot-out: Inside the CIA’s secret war plans against WikiLeaks“…. (RTQM), “‘Beyond the pale’: Americans horrified by report that CIA under Trump discussed assassinating Julian Assange“…. (RTQM), “CIA was ready to wage gun battle in London streets against Russian operatives to kill or snatch Assange, bombshell report claims“….
USAMÉRICA : CLINT EASTWOOD : Segunda-feira: Michael McCaffrey, “At 91, creaky Clint Eastwood starring in new movie ‘Cry Macho’ perfectly mirrors delusional America’s decline“…. FRANÇA E AUKUS-USUKA : M. K. Bhadrakumar, “Ruckus over AUKUS isn’t an edifying sight“…. Terça-feira: ELITES E DEPLORÁVEIS : Stacy Herbert e Max Keiser com Pierre Noizat, “XCheck Your Privilege“. “Max and Stacy look at the two-tier social justice system whereby the powerful and the famous are exempt from the consequences of their ‘terms of service’ violations, unlike the millions of deplorables. In the second half, Max continues his interview with Pierre Noizat of Paymium.com about entropy, money and bitcoin”…. DESIGUALDADE : Sam Pizzigati, “Why Europeans Live Longer than [US]Americans“. “Greater equality may well be the best medicine any doctor can ever prescribe, writes Sam Pizzigati”…. CUSTOS DE GUERRA : Stephen Semler, “The Pentagon Spent $15 Trillion Since 2001. 54% Went to the Private Contractors“…. Quarta-feira: ECONOMIA EVERGRANDE : Bill Bonner, “[US]America’s Evergrande Economy” ou “It’s Easier to ‘Print’ Money Than to Make Refrigerators”…. AUKUS : M. K. Bhadrakumar, “Ruckus over AUKUS torpedoes united anti-China front“. “France has thundered its displeasure over sub snub that puts Australia at the center of America’s Indo-Pacific containment plans for China”…. GUERRA BIOLÓGICA : (RTQM), “Covid-19 appeared in the US before Wuhan, Chinese scientists claim in new research paper“…. (RTQM), “Leaked docs show DARPA considered funding $14mn project to infect Chinese bats with altered coronaviruses in 2018 – reports“…. Quinta-feira: CALOTE MAIOR QUE EVERGRANDE : William Pesek, “US default a greater risk than Evergrande meltdown“. “Debt crisis engulfing Chinese real estate giant is distracting market attention from the bigger financial threat emanating from the US”…. Bill Bonner, “The End of the World As We Have Known It” or “A Reckoning of Economic Excess”. Emma Walsh: “Today’s America is nothing like the booming America of 1929, Japan in 1989, or China today. It is not on top of the world; it is an economy already on the way down. Yet asset prices are still in a bubble. But a bubble always finds its pin“…. INFLAÇÃO : Wolf Richter, “10-Year Yield Jumps to 1.43% as Bond Market Reacts to what the Fed Said Yesterday about Tapering, Rate Hikes, and Inflation“. “The Fed is getting nervous about inflation. ‘Temporary’ doesn’t cut it anymore. And the bond market is getting a whiff of it”…. Sexta-feira: GUERRA COMERCIAL E PATRIOTISMO : Sarah Zheng, “US-China Trade War Did Not Bring American Firms Home, Research Finds“. “‘We find little evidence that US multinationals are playing their part in the great power rivalry by patriotically abandoning China'”….
USAMÉRICA E AFEGANISTÃO : MENTES CORAJOSAS DE SPENGLER E CODEVILLA : Quarta-feira: Spengler (David P. Goldman), “Passing of a great and fearless American mind“. “Angelo Codevilla, strategist and implacable critic of the US establishment, dead at 78 in a California car accident”….
DIPLOMACY : Quinta-feira: Stacy Herbert e Max Keiser com Alexis Roussel, “Diplomacy is back! NOT!“. “Max and Stacy look at Joe Biden’s tweet from June 2021 in which he declares ‘Diplomacy is back!’ and juxtapose this to the headlines of today in which France has withdrawn its ambassador to the US for the first time in several hundred years. In the second half, Max interviews Alexis Roussel about the digital integrity of the human person”….
QUAD : Sábado: M. K. Bhadrakumar, “Quad is turning & turning in widening gyre“…. Alexander Mercouris, “India Rejects anti-China Alliance with US, Quad ‘Going Round in Circles’“…. (Poder360), “Líderes do Quad buscam soluções diplomáticas e econômicas para conter China“. “Grupo abordou distribuição de vacina a países asiáticos, investimentos em 5G, produção de semicondutores, pesca ilegal, entre outros temas”….
VENEZUELA : ESTADOS UNIDOS E COLÔMBIA : Quinta-feira: (SputnikNews), “Comando Sul, Amazônia e o ‘plano de pressão máxima’ sobre a Venezuela“. “Em menos de três meses, o almirante norte-americano Craig Faller, chefe do Comando Sul das Forças Armadas dos EUA, visitou duas vezes a Colômbia, o que foi interpretado pela Venezuela como parte de um “plano perverso” contra Caracas”…. Bradley Blankenship, “Nicolas Maduro is right: it is possible to stand up to US imperialism“….
NIGÉRIA : AFRICOM : Sexta-feira: T.J. Coles, “US Turning Oil-Rich Nigeria into Proxy for its Africa Wars“. “T.J. Coles reports on what AFRICOM is doing under the cover of counterterrorism”….
