Wednesday, February 27, 2019

Speech Of Powell


Dear,FED President has a meeting with dear congress members in DC.Chairman of FED told many things about monetary policy,recession,inflation,normalization,reducing portfolios.

Underlined sentences are "We do not care politicians ideas,we do our mission."


Full of speech of Powell,


According to data USA Economy looks wonderful.Only deficit is explanitons of President Trump about FED.

Work force salary is GOOD,

Unemployment Data is GOOD,

Inflation looks near to target.

We talk about 325,000,000 people country.


Trump should perceive one thing,FED is not his toy.They know matters and conclusions economic developings.Twitter tellings are not nice for famous of FED.After Powell Speech,I guess FED governours will not listen Trump.



                                 UNDERLINED OR VITAL PARTS OF HIS SPEECH

1-)Data look awesome,but away we had some complicated signals for our economy.
2-)We have still patient term for hiking interest rates.
3-)China and EU still have slowing in their growths.
4-)South America countries have some problems.(Argentina,Chile,Venezuela)
5-)We watch Brexit.
6-)We will tell some things about normalization of FED Balance sheets (reducing portfolios) in a near time period.
7-)FED does not care any politicians ideas,we decide according to economical developings.





After chairman speech,10 years  bonds hiked from 2,64 to 2,68.We will follow other numbers.Dollar Index is near to 96,037.Ons Gold dropped  from 1330$ to 1325 $.

In addition,FED will be HAWKISH.

Clever Nations






These words are necessary for clever nations,in above picture,you see a new invention,which is created by American and  Australia science people.

No scar,no stitch,no pain.

China was created a gel which was used only deleting of scar  trace on your body.Now,this invention is magnificient and awesome for humankind.


China,USA,Australia,England or any countries who cares their nations or other things.The main criteria should be science and future.



 Look at that,stitches lost within 25 seconds.This is science BABY.In below pitcure,you see no any scar on body,a perfect skin.



Adhesive plasters,will be stayed on history or some books.


All of these scientific developings are connected with monetary policies by directly.If you have a good plan for your nation,which can be for science,medicine,tourism,art,artificial intelligence.

You can develop,design,invent these things for yourself and humankind.






You suppose ,aim of the monetary policy is to controlling  or keeping ,balancing for inflation,interest rates,currency.


SCIENCE MEANS MONEY

Money is a source or a foundation building of these super hyper inventions.



DO YOU THINK THESE STEPS ARE PARTS OF NEXT  ESTATING NEW WORLDS?

Sure,I am  sure  with %100 about this thing. Our planet is sick,it is not a new news,look at the papers,internet news  or your searchings.Generally 10 incidents are consisting of with bad news only 1 news look well.


Income Equality,

Justice Equality,

Women rights,

Keeping Children,

Keeping Animals,

Keeping sources of the earth.


"Future is science,future is rationalism."


Saturday, February 23, 2019

Monetary Policy Report of FED

Reports of February meeting of FED shared by officials on their web site,reports have many data it is usual but away some points look vital in this case.


Inflation-Workforce Activity-International Issues

Inflation is a critic datum for FED,they try to arrive target point (%2,0).Now USA inflation is %1,9.FOMC members think,end of this year %2,0 target inflation will settle.

Although good data (December,January),FED told " We will be patient for hiking rates".

Trade Wars (USA-CHINA)

FOMC members suppose,slowing  economy of China can be risk for USA,EU.President Trump told yesterday,"We are near a dealing between China"If  it happens we can not talk current deficit problem,Yuan effect or like that things end of 2020.






According to FED report of 22 February Meeting,FOMC members had a debate for treasury bonds,they had some reasons why volatility was so high.They thought main reason was  trade wars effects.

My personal idea is still valid,"President Trump said why FED is hiking interest rates?,They should stop and they should end reducing of portfolios (balance sheet normalization).After this incident USA Economy looks having some problems on 10 and 2 years treasury,stock markets (Dow Jones,Nasdaq,S &P 500).

Investors did not like tone of Trump against FED,and Powell.However,after meeting in White House markets look stabilize and normal.

Probably,China and USA will have a peace,after this case,we will follow relationship between EU and USA.EU car producers accept USA  tarrifs.

All of things are in same equation with ECB,which have no any buying  QE program.Markets wait a hiking rates in 2019 summer by ECB.

In terms of USA  perspective,developing economies do not look well,Summary of it,they tell having slowing of growth of China is not good for Euro Area,they mean trading wars with China.

Tarrifs are affected with negatively to China and trading partners of China. Some anecdotes were told about Latin American Countries for political issues.


Summary of this meeting by my side

Political issues are so complicated and it is getting infinite by global economy.Venezueala can be second Syria or not we will see,by any negative step can be reason hiking petrol prices.

Trump have deal with EU,China.It means trading wars will stop until 2020.
Different cases are still present,Syria,Iran,Sudan,Venezuela.

If FED does not suppose having a problem,by pressure of inflation,we can see again hawkish FED.


Tuesday, February 19, 2019

Ideas of this mortal


I am surprised,Brent Petrol Prices are still rising;reasons can be like that....

1-)USA and Russia have a deal for hiking prices of Brent Petrol.
2-)By this step,Russia accepts  sanctions for Venezuela.

According to Reuters,Gazprom freezes accounts of Venezuela Government.



It is link of the this news,you can read it.

In terms of these happenings,we can tell President Trump and Putin have a deal for Venezuela.Yesterday,President Trump had a meeting about Venezuela,tone of his speech was not soft.


WHAT IT DOES MEAN FOR ECONOMY?


In case of hiking of Brent Petrol Prices,USA inflation will move to %2 point.FED decision will be critic.In last meeting,if you look at explanations.

FOMC members point low price of Brent Petrol will not hike inflation,and we can be patient.

Now,

Brent Petrol price is $ 67.We will see $ 80 in a short term,having current deficit countries by energy have big problems.

Brexit can be hard.

OR

It can be a tactic. They will have a peace.

And,Iran foreign  affair minister tells we are ready for fight against Israel.Ons gold prices are not slow,it can be hectic.


In big stock markets,some portfolios have losting of value.


We have so fast days from economy to global warming,technology,I mean directly or indirectly matters and conclusions for humankind.

"Future is science"



Monday, February 18, 2019

Tell me something about strange

I remember,I wrote these things many times.What is meaning of strange?

From economy to global warming,artificial intellegence,health,technology in everyting with directly or indirectly for human life  is changed.

According to data,we will have bad and heavy weather conditions in every year,I have heard a strange news that was connected with Mars and Moon.China says,

USA is not boss of the space,we are interested in some regions in Mars or Moon.



In my opinion that about third war,if it starts one day,the main reason will be  for space.2 countries are different,they are super.

We talk about trillons $.

If you have a limited brain capacity,you should perceive somethings on your brain cells.Have you ever thought seriously they are fighting for global warming?

I mean reducing of effects it or refugee problems,justice system,incoming equality,education system.

NOPE.

NOPE.

New planet,super genes humans,powerful machines ( clever and independent vehicles).




       Cruel fighting in Space Surface of the Moon between China and USA.


For instance,young genaration has so problems,they are graduated from universites with having a ranking or not, but away they do not find job even for in their profession.

They do not find any solutions for them.


Cancer patients,

SMA illness,

COPD illness,

respect women,

keeping children,

education and job rights for female and males.

justice for everyone in front of  laws.


Now,everybody talks about a recession in  growth of  2019 ,do you think sellings of big portfolios or in big stock markets are vital issues for young generation futures?

NOPE,

I am sure that,this is an enigma,and we are a small pawn it is so clearly.we do not find solutions,on the contrary problems are increasing,temporary cautions look so funny.

Greedy only creates colestrol and increasing of heart attack risks.Currently problems can matter other infinity complicated enigmas in future.

"Science will be key of the now and next times"

Monday, February 11, 2019

ŞAHİN OLMAK İÇİN SEBEPLER ÇOK


Tuhaf ve tehlikeli bir oyun ya da taktik FED tarafından;biz de ki yerli ekonomistler abi FED faiz arttırmaz ya daralma olacak biliyor musun.Bilançoyu kısacak, para basacak ve faizleri indirecek tabi yapar.

Neden bu kadar kendime güvenerek konuşuyorum rakamlar ortada.

Aralık ayı istihdam 300,000,ocak istihdam 304,000 işsizlik son 59 yılın en düşük seviyesinde üstüne üstelik sanayinin olduğu yerlerde inanılmaz kutup soğukları ve fırtınalar vardı.Kuzeyde -40 gibi.

Powell,bence Başkan Trump'un bazen saçma bazen kendi açısından doğru açıklamalarından bıktı ve usandı.Diyorki:Rakamlar iyi istihdam yükselirken neden faizleri düşüreyim?Zaten aralık ayında bir ufak yapay kriz oldu sizin sayenizde :)).


Ticaret Savaşları

Zaten bu hamle Çin'e,Avrupa'ya hatta ve hatta Kanada'ya kadar uygulanan tarifelerin amacı onların büyümelerini yavaşlatmak ve ticaret dengesini sağlamak idi,başarılı oldular mı evet.

İlk defa uzun bir aradan sonra aslında bu 2018 eylül ayından beri cari açık (Amerika)tarafından belirgin bir şekilde azalıyor bu onlar açısından çok iyi bir şey. Özellikle Çin'e karşı.

Daha önce belirtmiştim,Başkan Trump büyük bir soya ihracatı için Çin ile anlaşma imzalayacak ve tabi LNG içinde o kadar çok LNG mevcut ki artık depolarda yer yok.

Bu tarz hamleler çelikte,alüminyumda,arabalarda,elektronik eşyalarda kotalar ticaret dengesinde pozitif düzenlemeler getirdi.

Örnek :Japonya;Başbakan Abe ile Başkan Trump Teksas'da  Toyota ve Honda gibi otomotiv devlerinin Amerikalılara istihdam sağlaması açısından fabrika ve tesis kurma konusunda anlaşmışlardı.

Dönelim FED'e.

FED biraz ikili oynuyor şimdi Saint Louis FED başkanı James Bullord diyor ki sabırla işimiz olmaz rakamlar iyiyse faize devam aynı şekilde Dallas FED Başkanı da öyle bu üyeler FOMC toplantıda oy hakkına sahipler.

Gelelim magazin kısmına,Trump ve Powell baş başa tabi Hazine Bakanı Mnuchin ile beraber yemek yediler basına herhangi bir açıklama yapılmadı lakin güçlü istihdamdan dolayı Trump'un Powell 'ı takdir ettiği belirtiliyor.

En kritik nokta şuydu:Başkan Trump uzun bir süre hem Yellen ile hem de Powell ile Twitter aracılığı ile uğraşmaya başlamıştı en son Aralık 2018'de son faiz artışından sonra Trump Cephesi kızgın açıklamalar yapmıştı,55 gündür bir açıklama yok tersine pozitif.

Amerikan Borsaları zor zamanlar geçirmişti 10 yıllıklar %2,75 yaklaşıp %2,58 düşüp çıkıp geldi.

Tabi bunlar gelişmiş bir ülke için iyi değil.

Sonuç

Şahsi fikrim şu an herhangi bir küresel kriz beklentisi yok gelişmiş ülkelerden bakış açım bu Brexit,ve Venezuela karışık konular.

Diğer konular ise,bir resesyon şimdi ve 2020'de pek muhtemel gözükmüyor (Amerika açısından).

Cari açık Çin'e karşı azaldığı sürece ve istihdam,işsizlik,işe katılım,enflasyon kısmende olsa etken pozitif geldiği müddetçe faizler artar.

Yani şahin tutumlar gelebilir gerçekçi olmak her zaman iyidir,ayakların yere basar.



Friday, February 8, 2019

Improvisation-Doğaçlama



When I am writing these sentences,believe me I never watch Supernatural.

Tell me what is your aim?
Tell me your route,map,ideas,expecations.

Balance
Moral
Artificial intelligence
Technology
Colonization
New worlds
Asking questions
Searching
Philosophy

Somethings never do not change,as you sow, so shall you reap ,today the planet is moving to abyss,this place losts  to living features.However present places only stayed with grams.

Why are  you unhappy when you move to working?

Or

At School,
At University
At Bus
Taking a shower,
Travelling,
Playing with your dogs,

When  your loving people can have cancer disease like a flu.

Or other fatal strange diseases.

Antartica,If  core of the world is an engine,there is cold liquid name Antartica.This place has glaciers and ice lands.It is a balance point for our home,for a long time all of them have been destroying.From USA,to Mexico,Brasil,Indonesia,Europe,Japan have earthquakes,tsunamis,polar stormings,hoses,floods.

Millions decares agricultural area had seriously damages in everywhere.

Polar stormings weather measured with -40 celcious in metropol cities of USA.


Denge;
ahlak;
yapay zeka;
teknoloji;
koloniler;
yeni dünyalar;
sorgulama;
araştırma;
felsefe;

Bazı şeyler değişemez ne ekersen onu biçersin bugün dünya giderek  uçuruma doğru yaklaşıyor yaşanabilecek yer olmaktan çıkıyor  ve de olan yerlerde gram gram kaldı.

Neden işe giderken mutsuzsun?

Ya da işte,
okulda
otobüste
yemek yerken
duş alırken
gezerken
köpeğini severken,
sevdiğin insanların kansere sanki grip gibi yakalanması,
koah,
ya da başka tuhaf yeni nesil hastalıklar.

Antarktika, Dünya'nın çekirdeği bir motor ise onun soğutma sıvısı orasıdır ve giderek yok oluyor,son 6 aydır Meksika'dan,Endonezya'ya,Brezilya'ya,Japonya'ya her yerde depremler 6 ve üstü giderek normalleşiyor.

Buzulların yok olması,nükleer füzelerin testleri ya da bilinmeyen şeylerin denenmesi.
Tsunamiler,
Volkanik patlamalar,

-40 santigrat dereceler bu sene Amerika'da meydana geldi,kar fırtınaları ve soğuklar. Alaska değil metropol şehirler.


Ya da Avrupa'da seller,hortumlar tarım arazilerinin yok olması artık normalleşti.Bilmem sayısını unuttum artık,kaç sefer bunlara benzer şeyler yazdım.

Sizce neden yapay zekaya bu kadar yatırım yapılıyor?
Neden hatasız anne karnında genleri değiştirilmiş çocuklar dünyaya geliyor?
Ya da Ay'da yapay atmosfer kurup patates ve pamuk üretmenin amacı ne?
Mars'ta donmuş buz parçaları bulmanın.
Ya da başka gezegenler.

Davinci,Tesla,Omer Hayyam,Ibni Sına,Einstein,Newton ve diğerleri.

Modern dünyanın temeli bu ise ondan sonrası ne? Yeni evler ya da yeni ülkeleri uzayda kurmak neden olmasın?

Bizleri ileriye taşıyacak tek güç bilimdir,ürettiğimiz teknoloji bugün ve yarının teminatı olabilir tabi bu bizlere bağlı.

Ancak şu gerçekler var,eğer evini temiz tutmazsan başka evlerde kirlenir işte bu ahlak ve terbiyedir.Umarım bir günde olsa anlayabilme kavramamız para ve sanal zevklerin ötesine geçer ki bundan sonrası bizim için bir dönüm noktası olabilir.


Monday, February 4, 2019

Inflation Game (Puzzle)



TUIK you know its name,they share january CPI and PPI inflation rates today.I will not talk about how they calculate or measure Turkish Inflation;

I will tell some simple things you can perceive easily me,listen guys ;

Now stuffed peppers,eggplants do not sell some in markets,some officials say prices are so high and you can not sell them.




Its name is KarnıYarık actually guys you hear it I am sure.It consists of eggplants,tomatoes,peppers,mince,garlic.

Now one kg eggplant is 20 TL it means 4 $

5 garlic  is 20 lira

1 kg pepper 15-20 lira

1 kg scallion is 18-20 lira







Tell me,if you do not use garlic,scallions for your meals,have you got a delicious taste? I do not think so,these beautiful and healthy foods are natural immunity for human body.


The most important case is  to start importing of onion,wheat,barley with zero customs in this month,In despite of importing of these things,food inflation is  about %30.

According to TCMB they think food inflation can affect with negatively to core inflation.In case of these matters,agricultural policy do not change.

Future will be on agricultural,water in coming soon.By global warming effects create negative consequences in every place of the world.Polar colds in Usa,hose incidents in Turkey (Antalya,Mersin),Japon earthquakes and tsunamis.Mexico,Indonesia earthquakes


Now numbers what they tell?




CPI is %20,35.PPI is %32.From this summer until currently time we have 10 points differences between PPI and CPI indexes.

Reasons can be that producers  think customers have no enough buying power and they accept losting of their profits or they wait elections after this incident,prices can change with fastly.

But away,some realities are clear.Agricultural production is getting lower and weak.

Global Issues

Trump did not talk about Fed for a long time,(40 days).By Mr President 10 years USA bonds,Dow Jones,S &P 500 lost power.

December and January non agricultural data,workforce power,employment rate are great for 320,000,000 country.

Fed says we follow China,Brexit in my personal idea Fed will hike 2 times rates.If they do not 

1-)Why money return to home?

2-)They pointed  Brent Petrol Prices will be 60 $ and inflation will not rise much.Consuming and growth are rising.

Fed  will do 2 times hiking rates (June,December).I guess.