Saturday, June 2, 2018

DIVIDA É A PERDA DE SOBERANIA. NÃO EXISTE SAÚDE ECONOMICA COM DIVIDA FORA DE CONTROLE.

1. NÃO VAI MELHORAR EM NADA. PELO CONTRARIO, PODE PIORAR. NÃO EXISTE MELHORIA SEM SOBERANIA. A DIVIDA É A PERDA DA SOBERNIA. A ESCRAVIDÃO ERA COM CORRENTES. HOJE ESSA CORRENTE É A DIVIDA IMPAGÁVEL.
2. NÃO EXISTE CRESCIMENTO ECONÔMICO SEM A REDUÇÃO DE DIVIDA.
3. A REDUÇÃO DA DÍVIDA, É O INIMIGO No.1 DO BANCO CENTRAL KHAZARIANO.

O PAPA BEIJANDO A MÃO DE DAVID ROTHSCHILD, NA PRESENÇA DE HENRY KISSINGER,  O KHAZARS. OS KHAZARS ROTHSCHILD SÃO OS PROPRIETARIOS DE CITY OF LONDON, WASHINGTON DC E O VATICANO BEM COMO CONTROLADORES DE TODOS AS RELIGIÕES. COM O DÍZIMO, NASCEU OS SEUS BANCOS CENTRAIS DESDE O ANO DE 320.



"I Arrived In Brazil In The Middle Of The Zombie Apocalypse..."

Brain Winter, Editor-in-Chief of Americas Quarterly, has just returned from a week in Brazil, and what he describes is incredible...
The once unthinkable is now becoming normal...
SÃO PAULO - I arrived here on Sunday in the middle of the zombie apocalypse. Or so it seemed. A nationwide truckers’ strike was in its seventh day and 99 percent of São Paulo’s service stations had run out of gasoline. The roads of South America’s biggest city were deserted of cars and people, and the skies were a murky gray. The normally hellish drive from the airport, which often lasts two hours or more, took a disconcerting 23 minutes.
Up on Avenida Paulista, the city’s closest thing to a public square, things seemed more normal – at first. Huge crowds milled about, vendors were grilling beef and sausage, and girls in hot pink roller skates clomped by. A quadruple amputee was belting out the falsetto ending of Pearl Jam’s “Black” to an enthralled crowd. The sun was out now, and families sat at wooden tables with sweaty buckets of beer, laughing. Of course, I mused, Brazilians are going to make a party out of a bad situation. I bought a can of Skol and decided to join the fun.
Then I saw it. A huge banner, spanning the entire avenue, carried by a group of protesters:
“SUPPORT FOR THE TRUCK DRIVERS. MILITARY INTERVENTION! ARMED FORCES, URGENT!”
And that was the start of a week where I saw and heard things I never believed I would in Brazil.
The Brazil of mid-2018 is a frightened, leaderless, shockingly pessimistic country. It is a country where four years of scandal, violence and economic destruction have obliterated faith in not just President Michel Temer, not just the political class, but in democracy itself. It is a country where there will be elections in October, but most voters profess little faith in any of the candidates. Given that vacuum, many Brazilians – perhaps 40 percent of them, according to a new private poll circulating among worried politicians – believe the military should somehow act to restore order. Amid this week’s strike, the clamor became so loud that both Temer and a senior military official had to publicly deny the possibility of an imminent coup.
This was all unquestionably good news for the presidential candidate most identified with the armed forces, retired Army captain Jair Bolsonaro, who was already running first in polls. Many analysts expect him to rise further after this week’s events.
It’s a red alert for anyone else – foreign investors and ordinary Brazilians alike – with the old-fashioned belief that healthy civilian institutions are the key to long-term prosperity, or who still hold out hope that Brazil’s economy and political outlook might finally stabilize this year.
When I lived in Brazil as a reporter from 2010 to 2015, I heard hardly anyone defend military rule – at least out loud.
The last dictatorship, which ran from 1964-85, left behind a legacy of debt, hyperinflation, falling wages and human rights abuses. Yet unlike Chile and Argentina, Brazilian soldiers were never judged for their crimes – and never fell into abject disgrace. So today, with Brazil at the forefront of a global backlash against “elites” and institutions, the military is increasingly perceived as the only credible vehicle for change. Polls show the armed forces are by far the country’s most respected institution (the press is a distant second). A year ago, 38 percent of Brazilians told the Pew Research Center that military rule would be “good for the country.” That number is surely higher now.  
The truckers’ strike started on May 21 after a government-sanctioned hike in diesel prices, but quickly grew into something much bigger. On WhatsApp groups and elsewhere, striking truckers shared videos and other messages calling for an end to Temer’s government. One cited by Estado de S.Paulo read: “Victory is near! Truckers + the people x legality x legitimacy = the fall of the Brazilian Bastille! Let’s not weaken. Come on, National Security Forces!” On Wednesday, the phrase intervenção militar was being mentioned on Twitter at a pace of 515 times per minute, according to one study. Smelling blood, many truckers continued to block roads even after a deal was truck with Temer to bring diesel prices back down. By this point, supermarkets around the country were running out of basic goods, and half of Brazilians had to change their daily routines because of lack of fuel, according to a Datafolha poll. Yet that same poll showed the strikers had the support of a whopping 87 percent of the population. 
Why? I spoke to many protesters on Avenida Paulista, and others over the course of the week. Many drew a direct link between the diesel price hike and corruption at Petrobras, the state-owned oil company at the heart of Brazil’s “Car Wash” corruption scandal. “Of course the politicians raise prices so they can steal more money!” one middle-aged woman told me. Virtually everyone thought that anything bad for Temer – the first Brazilian president ever to be charged with a crime while in office, and who has an approval rating of 5 percent – must be good for the country. Still others insisted democracy had proven an ineffective tool to fight street crime, corruption and general disorder. I found myself arguing about this with a salesman in his sixties who had lived through the last military regime.
“I didn’t like the dictatorship,” he replied, “but right now, come on, não é muita democracia? Don’t we have too much democracy?”     
Polite society, especially in the big cities, continues to insist such voices are a minority. But I also spent part of the week among politicians, and just beneath their sunny bravado was a dark sentiment I could only describe as “end of days.” One group was discussing how the military commanders weren’t interested in taking power, but the rank-and-file was obviously restless. I heard of one recent instance in which a general approached a well-known politician to urge him to run for president and “save the country.”
“I don’t think a majority of Brazilians want a coup,” a prominent political analyst told me, “but if it did happen, the people would probably support it.”    
In truth, a traditional coup with tanks in the streets is almost unthinkable – a “relic of the 20th century,” as one military leader put it this week. In the 21st century, when democracy erodes, it almost always happens via the ballot box. Bolsonaro has vowed if elected to appoint military officials to key cabinet positions, roll back human rights provisions and give security forces “carte blanche” to kill suspected criminals, among other measures. Gen. Joaquim Silva e Luna, whom Temer appointed as Brazil’s first non-civilian defense minister in February, told Bloomberg News last week that he welcomed Bolsonaro’s candidacy. “Brazil is looking for someone with values … and they consider that the armed forces have these attributes,” he said. Why bother with a coup, when there are easier ways to gain power? 
This week also brought a counterreaction of sorts from elsewhere in Brazilian society: There were signs of the left and some interesting pro-business bedfellows coalescing around Ciro Gomes, a former finance minister and governor. Elsewhere, leaders from the beleaguered center-right Brazilian Social Democracy Party (PSDB) were looking carefully at polls to decide whether to abandon Geraldo Alckmin as their presidential candidate and go with an “outsider” figure like João Doria instead. But overall, there was little sign of any political consensus that could bring the difficult reforms and bold investments that Brazil needs to recapture the promise it showed last decade. Instead, society seems entirely focused on tearing down existing structures, without much thought to what comes next. Perhaps surprisingly, the most lucid comment to that effect came from President Temer, at a press conference for foreign journalists.
“Every 20 or 30 years in Brazil, there’s an attempt to reinvent things ... to destroy what is there and build a new order,” he said.
He’s right. And for that, Brazilian politicians can largely blame themselves. 

Wednesday, May 30, 2018

Brazil Commodities Slammed As Nationwide Strike Intensifies, GDP Estimate Down 38%

🔺OS PANELEIROS "FORA DILMA" PLANTAM, E TODOS COLHEM.
🔺A DÍVIDA AUMENTOU EM 76% ENTRE 2016-2018. ERA 29% EM 2016.
🔻OS JUROS AUMENTAM O ORÇAMENTO.
🔺PARA PAGAR O AUMENTO DE JUROS, CORTAM OS NECESSÁRIOS, AUMENTAM OS IMPOSTOS, PRINCIPALMENTE SOBRE OS COMBUSTÍVEIS.
🔺O AUMENTO DE DIVIDA E JUROS CONSEQUENTE, FAVORECE AOS BANCOS E O FMI, MAS FORTALECE O DÓLAR E ENFRAQUECE O REAL. FESTA PARA OS BANQUEIROS INCLUÍDOS) E LAGRIMAS PARA OS 99%, EXCLUÍDOS. NÃO EXISTE A ESQUERDA NEM A DIREITA.




EM 2006, ESSE PROBLEMA FOI RESOLVIDO, MAS OS PANELEIROS REVERTERAM O QUADRO.






Brazil Commodities Slammed As Nationwide Strike Intensifies, GDP Estimate Down 38%



  • Brazil's nationwide truck driver strike has entered its 10th day
  • Key exports have been severely affected, from beef and soybeans to coffee and cars
  • Bloomberg cuts GDP growth estimate from 3.2% to 2%, a decline of 37.5%
  • Concessions made to truckers will cost the Brazilian government 14.4b Real (US$3.85 Billion) throughout the remainder of 2018 
  • Lower GDP may reduce revenue by additional 20b-25b reais, or 0.25% of GDP, could force govt to cut expenditures further by 3b-10b reais to meet 159b-real fiscal deficit target (Bloomberg)
  • Brazilian oil workers began a 72-hour strike on Wednesday, and have demanded that Petrobras fire CEOP Petro Parente while permanently lowering fuel prices
  • Millions of chickens have been prematurely slaughtered as feed failed to reach farmers
The situation in Brazil has gone from bad to worse, as the nationwide trucker strike has expanded into a strike by oil workers, who began a 72-hour strike on Wednesday - affecting several rigs, plants, refineries and ports in the latest challenge for state-owned oil firm Petroleo Brasileiro SA, whose shares have fallen roughly 30% in two weeks. Brazil produces approximately 2.1 million barrels of oil per day, making it Latin America's largest producer of crude. 
The oil worker strike is yet another blow to conservative President Michel Temer, as Brazil's political climate is fiercely polarized. 
Late on Tuesday, Reuters reported that Temer was considering an overhaul of a market-based fuel pricing policy at Petrobras, which could provoke even more investor flight. Temer’s office said in a Wednesday morning statement that he would preserve the policy.
The oil sector strike included workers on at least 20 oil rigs in the lucrative Campos basin of 46 operated by Petrobras, as the company is known, according to FUP, Brazil’s largest oil workers union. Petrobras said any disruption would not have an immediate major impact on its production or overall operations. -Reuters
The strike has crippled virtually every major industry countrywide, while key commodities such as soybeans, beef, coffee and cars have been severely affected
Most export terminals ran out of soybeans for shipments scheduled for Tuesday and Wednesday, Lucas Trindade de Brito, manager at export group Anec, said in a telephone interview.
Among Brazil’s 109 beef plants, 107 suspended operations and two are running below 50% of capacity, exporter group Abiec said in an email.
Exports of 40,000 tons of beef haven’t been shipped as planned, and thousands of trucks loaded with perishable products, including boned meat, are halted on roads.  -Bloomberg
Alas, the strike has also triggered the premature slaughter of millions of chickens after vital feed failed to reach farmers. 
The government announced Sunday that it will cut taxes on diesel fuel, while freezing the price for 60 days followed by a monthly adjustment going forward. The measures will reportedly cost around 9.5 billion reais (US$2.6 billion) through the end of the year, which led Bloomberg to cut GDP growth estimates from 3.2% to 2%. 
The measures will cost about 9.5 billion reais ($2.6 billion) through the end of the year, Finance Minister Eduardo Guardia said Monday at a news conference. Part of that bill will be covered by using a government contingency fund and by erasing payroll-tax cuts enjoyed by some industries, but other, as-yet undisclosed, measures will also be required, Mr. Guardia said.
“The loss of tax revenue will need to be compensated,” he said. -WSJ
Meanwhile, as hundreds of demonstrations rage across the country, many are calling for the country to return to a dictatorship that ran for two decades until 1985
“We need help from the military to resolve our problems in Brasília, to remove the bandits from there and to put the house in order,” said one driver, Gabriel Berestov, 44.
José Lopes, leader of the Brazilian Truck Drivers’ Association, warned on Monday that the strike movement had been hijacked. “There is a very strong group of interventionists,” he told reporters. “They are people who want to bring down the government.”
The subject ricocheted around Brazil. On Tuesday, Temer told foreign journalists he saw “zero risk” of a military intervention. His minister of institutional security, Gen Sergio Etchegoyen, said the armed forces had no intention of intervening and that the idea was a “subject from the last century”.
The theme is deeply controversial in Brazil, which lived under a military dictatorship for 21 years, during which hundreds of regime opponents were executed and thousands more tortured. -The Guardian
Around 15-20% of Brazilians support military intervention, according to Marcus Melo, professor of political science at the Federal University of Pernambuco. 
“Those who are still mobilising are militants and outliers,” he said. “We are in a situation of social convulsion.”