2011年6月3日星期五

王冠一環球金融快線2011年6月2日

歐元區成立統一財政部?


全球問題.市場事...市埸了? 滯漲是也!


楊衛隆分折美國

2011年6月2日星期四

CHART OF THE DAY: The Housing Double Dip Is "CONFIRMED" And There's No Relief In Sight

"Confirmed" is the word used in the latest announcement from Case-Shiller, which showed a surprise 3.61% year-over-year decline in home prices.
This line stands out from the announcement:
“This month’s report is marked by the confirmation of a double-dip in home prices across much of the nation. The National Index, the 20-City Composite and 12 MSAs all hit new lows with data reported through March 2011. The National Index fell 4.2% over the first quarter alone, and is down 5.1% compared to its year-ago level. Home prices continue on their downward spiral with no relief in sight.” says David M. Blitzer, Chairman of the Index Committee at S&P Indices.
See the dotted line here to see that markets have now fallen to fresh lows, below the previous dip.
 
chart

2011年6月1日星期三

Russia Says IMF Chief Jailed For Discovering All US Gold Is Gone

May 31, 2011
Russia Says IMF Chief Jailed For Discovering All US Gold Is Gone
By: Sorcha Faal, and as reported to her Western Subscribers

A new report prepared for Prime Minister Putin by the Federal Security Service (FSB) says that former International Monetary Fund (IMF) Chief Dominique Strauss-Kahn [photo with Putin top left] was charged and jailed in the US for sex crimes on May 14th after his discovery that all of the gold held in the United States Bullion Depository located at Fort Knox [photo 2nd left] was ‘missing and/or unaccounted’ for.
According to this FSB secret report, Strauss-Kahn had become “increasingly concerned” earlier this month after the United States began “stalling” its pledged delivery to the IMF of 191.3 tons of gold agreed to under the Second Amendment of the Articles of Agreement signed by the Executive Board in April 1978 that were to be sold to fund what are called Special Drawing Rights (SDRs) as an alternative to what are called reserve currencies.
This FSB report further states that upon Strauss-Kahn raising his concerns with American government officials close to President Obama he was ‘contacted’ by ‘rogue elements’ within the Central Intelligence Agency (CIA) who provided him ‘firm evidence’ that all of the gold reported to be held by the US ‘was gone’.
Upon Strauss-Kahn receiving the CIA evidence, this report continues, he made immediate arrangements to leave the US for Paris, but when contacted by agents working for France’s General Directorate for External Security (DGSE) that American authorities were seeking his capture he fled to New York City’s JFK airport following these agents directive not to take his cell-phone because US police could track his exact location.
Once Strauss-Kahn was safely boarded on an Air France flight to Paris, however, this FSB report says he made a ‘fatal mistake’ by calling the hotel from a phone on the plane and asking them to forwarded the cell-phone he had been told to leave behind to his French residence, after which US agents were able to track and apprehend him.  
Within the past fortnight, this report continues, Strauss-Kahn reached out to his close friend and top Egyptian banker Mahmoud Abdel Salam Omar to retrieve from the US the evidence given to him by the CIA. Omar, however, and exactly like Strauss-Kahn before him, was charged yesterday by the US with a sex crime against a luxury hotel maid, a charge the FSB labels as ‘beyond belief’ due to Omar being 74-years-old and a devout Muslim.
In an astounding move puzzling many in Moscow, Putin after reading this secret FSB report today ordered posted to the Kremlin’s official website a defense of Strauss-Khan becoming the first world leader to state that the former IMF chief was a victim of a US conspiracy. Putin further stated, “It’s hard for me to evaluate the hidden political motives but I cannot believe that it looks the way it was initially introduced. It doesn’t sit right in my head.”  
Interesting to note about all of these events is that one of the United States top Congressman, and 2012 Presidential candidate, Ron Paul [photo bottom left] has long stated his belief that the US government has lied about its gold reserves held at Fort Knox.  So concerned had Congressman Paul become about the US government and the Federal Reserve hiding the truth about American gold reserves he put forward a bill in late 2010 to force an audit of them, but which was subsequently defeated by Obama regime forces.  
When directly asked by reporters if he believed there was no gold in Fort Knox or the Federal Reserve, Congressman Paul gave the incredible reply, “I think it is a possibility.”
Also interesting to note is that barely 3 days after the arrest of Strauss-Kahn, Congressman Paul made a new call for the US to sell its gold reserves by stating, “Given the high price it is now, and the tremendous debt problem we now have, by all means, sell at the peak.”
Bizarre reports emanating from the US for years, however, suggest there is no gold to sell, and as we can read as posted in 2009 on the ViewZone.Com news site:
“In October of 2009 the Chinese received a shipment of gold bars. Gold is regularly exchanges between countries to pay debts and to settle the so-called balance of trade. Most gold is exchanged and stored in vaults under the supervision of a special organization based in London, the London Bullion Market Association (or LBMA). When the shipment was received, the Chinese government asked that special tests be performed to guarantee the purity and weight of the gold bars. In this test, four small holed are drilled into the gold bars and the metal is then analyzed.
Officials were shocked to learn that the bars were fake. They contained cores of tungsten with only a outer coating of real gold. What's more, these gold bars, containing serial numbers for tracking, originated in the US and had been stored in Fort Knox for years. There were reportedly between 5,600 to 5,700 bars, weighing 400 oz. each, in the shipment!”
To the final fate of Strauss-Kahn it is not in our knowing, but new reports coming from the United States show his determination not to go down without a fight as he has hired what is described as a ‘crack team’ of former CIA spies, private investigators and media advisers to defend him.
To the practical effects on the global economy should it be proved that the US, indeed, has been lying about its gold reserves, Russia’s Central Bank yesterday ordered the interest rate raised from 0.25 to 3.5 percent and Putin ordered the export ban on wheat and grain crops lifted by July 1st in a move designed to fill the Motherlands coffers with money that normally would have flowed to the US.
The American peoples ability to know the truth of these things, and as always, has been shouted out by their propaganda media organs leaving them in danger of not being prepared for the horrific economic collapse of their nation now believed will much sooner than later.    


http://www.whatdoesitmean.com/index1489.htm

Goldman Is Now A Bigger Credit Risk Than Citigroup

Jim Sinclair’s Commentary
When will they ever learn? They use a weapon of mass financial destruction, a credit default swap (CDS) OTC derivative, to rate creditworthiness.
This is madness!
Goldman Is Now A Bigger Credit Risk Than Citigroup

http://www.businessinsider.com/ 

宋鴻兵的微博 1-6-2011

這個月底美國將中止QE2,美國經濟病人的呼吸機即將被拔掉管子,如果沒有 QE3,年底之前就可能再度病危。我從不認為2008年以來的危機已經結束,危機只是在以另一種形式繼續惡化著。俗話說,再一再二,不可再三,QE3如果推出,美元可能將出現惡性貶值的後果。

“人民日報-海外“今天報導,中國已連續4年成為全球最大產金國,目前中國已探明黃金儲量列世界第三。2010年,上海黃金交易所全部各類黃金產品共成交6046.064噸,現貨黃金交易量全球第一。而從金價來看,黃金目前經過前期的大幅下跌後又再一次回到了強烈的有效支撐區域並且震盪上升,趨勢保持良好。

30多年來,我國的黃金工業發展速度非常快,平均年遞增率在10%左右,1978年中國黃金產量僅為19.67噸,2007年黃金產量達到270.5噸,首次超過南非,成為全球第一產金大國,此後連續蟬聯全球第一,2010年中國黃金產量達340.876噸。其實中國黃金產量增長速度超過了國內生產總值。

2010年的白銀工業消耗:厚膜光伏產業消耗了4700萬盎司白銀,今年繼續增加。白銀的其他需求也呈強勁趨勢。GFMS公司的分析顯示,到2015年,白銀在醫療方面的應用將達到300萬盎司。德國將在未來幾年全部廢棄17家核電廠,全力轉向太陽能和其它新能源,白銀在太陽能領域的應用是目前工業應用中增長最快的部分

美國舊金山造幣廠今天開工生產2011年1盎司銀幣鷹洋,原來只有紐約西點造幣廠生產銀幣,但由於需求量太大,已超負荷運轉。2010年美國銀幣銷售創下歷史最高紀錄達到3500萬盎司,而今年頭4個月已銷售1800萬盎司銀幣,2011年美國銀幣銷售將再度打破歷史最高紀錄。美國老百姓整明白了,鷹洋是銀,美元是紙!

美國眾議院週二以318:97票堅決否決了將聯邦債務上限提高2.4萬億美元的議案,新國債上限將達16.7萬億美元!2009年美國財政赤字創歷史最高紀錄,2010年財政赤字仍高達1.3萬億美元。美國國債佔國內生產總值的比例從危機前的56%,快速上揚到92%。2011年2月,美國聯邦赤字增至2225億美元,創下單月赤字的歷史最高紀錄。  

2011年美國銀幣鷹洋1月銷售642.2萬盎司創歷史最高紀錄,2010年11月前歷史紀錄為4,260,000,2010年5月紀錄為3,636,500,2009年3月紀錄為313.2萬



憨態可愛的大熊貓。2011年中國人民銀行發行的1盎司熊貓銀幣,由2009年的80萬枚猛增到300萬枚,增幅度達到了275%。唯一可惜的就是很難買到。






 
  

2011年5月31日星期二

宋鴻兵

“紐約時報“29日:猶他州法律規定金銀幣的價值將取決於其重量。美國1盎司銀幣鷹洋面值為1美元,但如果到7月11日超市買東西,新法律規定其購買力為市場銀價而不是面值,目前約為38美元。猶他州議員和政府官員們認為,美元政策將最終導致惡性通脹,他們有責任來保護本州人民的財富安全,甚至發行自己的貨幣

猶他州還將廢除州內金銀買賣的稅收,雖然聯邦政府仍將徵收聯邦稅。這種情況下,全美國的實物金銀將大規模流入猶他州,而這可能正是猶他州所期待的結果。雖然法律並不強迫商店接受金銀幣,但顧客確實多了兩種現金選擇。個別聰明的商場可能會打出金銀幣付款打折優惠的標誌,不過估計客戶更願意持有金銀幣

除了猶他州,明尼蘇達,愛達荷,佐治亞等12個州正在討論金銀幣為合法貨幣的法案。根據美國憲法第1章第10節規定,任何州“不得使用金銀幣之外的任何方式作為法定償債手段“,換句話說,各州如果使用金銀幣作為本州法幣,則均符合美國憲法規定。這正是美國各州金銀幣立法的法理依據。

當今世界各國的貨幣理論和實踐存在著一個巨大的隱患,那就是以核心消費物價指數來判斷貨幣是否超發。問題在於,消費者物價指數上漲會明顯滯後於貨幣超發。貨幣超發從發生那一時刻起就已經改變了貨幣的購買力,而反應到消費物價指數的上漲可能會潛伏數年時間。判斷一個人是否得了癌症,不應該等到各種毛病發作才發覺,

今天雅虎新聞:繼黃金之後,印度人開始追逐白銀。印度今年白銀進口量將達到3500-4000噸,相對於黃金價格,白銀更加便宜,深受印度普通人喜愛。有意思的是,印度的農村人口是白銀的主力買家。孟買金銀協會主席Prithviraj Saremal科塔裡估計,75%的印度農民購買白銀,印度的雨季將決定他們的白銀購買力

  

2011年5月30日星期一

國家外匯局公佈2010年末中國國際投資頭寸表

http://big5.xinhuanet.com/gate/big5/news.xinhuanet.com/fortune/2011-05/30/c_121474776.htm

2011年05月30日16時 04分51秒來源:國家外匯管理局網站【字號大小】【收藏】【打印】【關閉】【】

    
日前,國家外匯管理局公佈了2010年末中國國際投資頭寸表。

    
統計顯示,2010年末,我國對外金融資產 41260億美元,較上年末增長 19%;對外金融負債 23354億美元,較上年末增長 20%;對外金融淨資產 17907億美元,較上年末增長 19%。

    
在對外金融資產中,對外直接投資 3108億美元,證券投資 2571億美元,其他投資 6439億美元,儲備資產 29142億美元,分別佔對外金融資產的7%,6%,16%和71%;在對外金融負債中,外國來華直接投資 14764億美元,證券投資 2216億美元,其他投資 6373億美元,分別佔對外金融負債的63%,10%和27%。

    
國際投資頭寸表是反映特定時點上一個國家或地區對世界其他國家或地區金融資產和負債存量的統計報表,它與反映交易流量的國際收支平衡表一起,構成該國家或地區完整的國際賬戶體系。

    
國家外匯管理局還根據最新數據修訂了2009年末中國國際投資頭寸表。

    
中國國際投資頭寸表



 說明:1。本表記數採用四捨五入原則。

      
2。淨頭寸是指資產減負債,“+”表示淨資產,“ - ”表示淨負債。

    
國際投資頭寸表編制原則與指標說明

    
一,國際投資頭寸表編制原則

    
根據國際貨幣基金組織出版的“國際收支手冊”(第五版)所制定的標準,國際投資頭寸表是反映特定時點上一個國家或地區對世界其他國家或地區金融資產和負債存量的統計報表。國際投資頭寸的變動是由特定時期內交易,價格變化,匯率變化和其他調整引起的。國際投資頭寸表在計價,記賬單位和折算等核算原則上均與國際收支平衡表保持一致,並與國際收支平衡表共同構成一個國家或地區完整的國際賬戶體系。

    
中國國際投資頭寸表是反映特定時點上我國(不含中國香港,澳門和台灣,下同)對世界其他國家或地區金融資產和負債存量的統計報表。

   
二,國際投資頭寸表主要指標解釋

    
根據國際貨幣基金組織的標準,國際投資頭寸表的項目按資產和負債設置。資產細分為我國對外直接投資,證券投資,其他投資和儲備資產四部分;負債細分為外國來華直接投資,證券投資,其他投資三部分。淨頭寸是指對外資產減去對外負債。具體的項目含義如下:

   
1。直接投資:以投資者尋求在本國以外運行企業獲取有效發言權為目的的投資。分為對外直接投資和外國來華直接投資。其中,對外直接投資中包括我國境內非金融部門對外直接投資存量和境內銀行在境外設立分支機構所撥付的資本金和營運資金存量以及從境內外母子公司間的貸款和其他應收及應付款的存量。外國來華直接投資包括我國非金融部門吸收來華直接投資存量和金融部門吸收境外直接投資存量(包括外資金融部門設立分支機構,中資金融部門吸收外資入股和合資金融部門中外方投資存量),以及境內外母子公司間的貸款和其他應收及應付款的存量。

   
2。證券投資:包括股票,中長期債券和貨幣市場工具等形式的投資。證券投資資產是指我國居民持有的非居民發行的股票,債券,貨幣市場工具,衍生金融工具等有價證券。證券投資負債為非居民持有我國居民發行的股票和債券。

   
2.1股本證券:包括以股票形式為主的證券。

   
2.2債務證券:包括中長期債券和一年期(含一年)以下的短期債券,貨幣市場工具或可轉讓的債務工具,如短期國庫券,商業票據,短期可轉讓大額存單等。

   
3。其他投資:指除直接投資,證券投資和儲備資產之外的所有金融資產 /負債,包括貿易信貸,貸款,貨幣和存款及其他資產 /負債四類形式。其中長期指合同期為一年期以上的金融資產 /負債,短期為一年期(含一年)以下的金融資產 /負債。

   
3.1貿易信貸:指我國與世界其他國家或地區間,伴隨貨物進出口產生的直接商業信用。資產表示我國出口商的出口應收款以及我國進口商支付的進口預付款;負債表示我國進口商的進口應付款以及我國出口商預收的貨款。

   
3.2貸款:資產表示我國境內機構通過向境外提供貸款和拆放等形式而持有的對外資產,負債表示我國機構借入的各類貸款,如外國政府貸款,國際組織貸款,國外銀行貸款和賣方信貸。

   
3.3貨幣和存款:資產表示我國金融機構存放境外資金和庫存外匯現金,負債表示我國金融機構吸收的海外私人存款,國外銀行短期資金及向國外出口商和私人的借款等短期資金。

    
3.4其他資產 /負債:指除貿易信貸,貸款,貨幣和存款以外的其他投資,如非貨幣型國際組織認繳的股本金,其他應收和應付款等。

   
4。儲備資產:指我國中央銀行可隨時動用和有效控制的對外資產,包括貨幣黃金,特別提款權,在基金組織的儲備頭寸和外匯。

   
4.1貨幣黃金:指我國中央銀行作為儲備持有的黃金。

    
4.2特別提款權:是國際貨幣基金組織根據會員國認繳的份額分配的,可用於償還國際貨幣基金組織債務,彌補會員國政府之間國際收支逆差的一種賬面資產。

   
4.3在基金組織的儲備頭寸:指我國在國際貨幣基金組織普通賬戶中可自由動用的資產。

   
4.4外匯:指我國中央銀行持有的可用作國際清償​​的流動性資產和債權。(完)