Zephyr Global Report 5/1/13


-FOMC rate announcement

-USA ISM disappoints, falls to 50.7

-Europe closed for May Day

-WMT Sweatshop kills nearly 400 people in Asia

-China Mfg. PMI falls in April to 50.6, prior 50.9

-Japan to export Nuclear Technology to Fundamentalist Saudi Arabia


Market Commentary

-FOMC Statement

Release Date: May 1, 2013

For immediate release

Information received since the Federal Open Market Committee met in March suggests that economic activity has been expanding at a moderate pace. Labor market conditions have shown some improvement in recent months, on balance, but the unemployment rate remains elevated. Household spending and business fixed investment advanced, and the housing sector has strengthened further, but fiscal policy is restraining economic growth. Inflation has been running somewhat below the Committee’s longer-run objective, apart from temporary variations that largely reflect fluctuations in energy prices. Longer-term inflation expectations have remained stable.

Consistent with its statutory mandate, the Committee seeks to foster maximum employment and price stability. The Committee expects that, with appropriate policy accommodation, economic growth will proceed at a moderate pace and the unemployment rate will gradually decline toward levels the Committee judges consistent with its dual mandate. The Committee continues to see downside risks to the economic outlook. The Committee also anticipates that inflation over the medium term likely will run at or below its 2 percent objective.

To support a stronger economic recovery and to help ensure that inflation, over time, is at the rate most consistent with its dual mandate, the Committee decided to continue purchasing additional agency mortgage-backed securities at a pace of $40 billion per month and longer-term Treasury securities at a pace of $45 billion per month. The Committee is maintaining its existing policy of reinvesting principal payments from its holdings of agency debt and agency mortgage-backed securities in agency mortgage-backed securities and of rolling over maturing Treasury securities at auction. Taken together, these actions should maintain downward pressure on longer-term interest rates, support mortgage markets, and help to make broader financial conditions more accommodative.

The Committee will closely monitor incoming information on economic and financial developments in coming months. The Committee will continue its purchases of Treasury and agency mortgage-backed securities, and employ its other policy tools as appropriate, until the outlook for the labor market has improved substantially in a context of price stability. The Committee is prepared to increase or reduce the pace of its purchases to maintain appropriate policy accommodation as the outlook for the labor market or inflation changes. In determining the size, pace, and composition of its asset purchases, the Committee will continue to take appropriate account of the likely efficacy and costs of such purchases as well as the extent of progress toward its economic objectives.

To support continued progress toward maximum employment and price stability, the Committee expects that a highly accommodative stance of monetary policy will remain appropriate for a considerable time after the asset purchase program ends and the economic recovery strengthens. In particular, the Committee decided to keep the target range for the federal funds rate at 0 to 1/4 percent and currently anticipates that this exceptionally low range for the federal funds rate will be appropriate at least as long as the unemployment rate remains above 6-1/2 percent, inflation between one and two years ahead is projected to be no more than a half percentage point above the Committee’s 2 percent longer-run goal, and longer-term inflation expectations continue to be well anchored. In determining how long to maintain a highly accommodative stance of monetary policy, the Committee will also consider other information, including additional measures of labor market conditions, indicators of inflation pressures and inflation expectations, and readings on financial developments. When the Committee decides to begin to remove policy accommodation, it will take a balanced approach consistent with its longer-run goals of maximum employment and inflation of 2 percent.

Voting for the FOMC monetary policy action were: Ben S. Bernanke, Chairman; William C. Dudley, Vice Chairman; James Bullard; Elizabeth A. Duke; Charles L. Evans; Jerome H. Powell; Sarah Bloom Raskin; Eric S. Rosengren; Jeremy C. Stein; Daniel K. Tarullo; and Janet L. Yellen. Voting against the action was Esther L. George, who was concerned that the continued high level of monetary accommodation increased the risks of future economic and financial imbalances and, over time, could cause an increase in long-term inflation expectations.


-The FOMC conference link will appear here, after the FMOC minute are posted here. You can also go to Bloomberg TV and click on their ‘live’ link , BBN-TV always broadcasts the FEDs conference. I will summarize anything significant when I get back.


The FOMC minutes release will also  be here at some time after 1400 EDT.


- USA Summary

Ex the UK, Europe is closed today, and the FOMC has the center stage and Bernanke. Likely I will be going mobile today and unable to cover the press conference and policy announcement in real time. But I will provide the links. USA markets are down around .4 pc ahead of the FOMC announcement.

 The April ADP jobs report saw the lowest reading since last September and fell well short of expectations, although markets don’t trade off this unreliable number;  March’s private payrolls were revised down to +131K from +158K prior, proving that point.  The current consensus view is for an April nonfarm figure of +145K on Friday when the BLS reports. The April ISM manufacturing data met recently lowered economic forecats although the key index fell to its lowest level since December, while the April Markit PMI manufacturing report hit its lowest levels since last October, missing forecasts.

GM, Ford and Chrysler all posted better-than-expected April sales, including double-digit y/y gains, capping six months of industry sales expansion. Toyota saw US sales drop 1% . GM’s flagship pickup truck, the Silverado, had an April sales rise of 28% while Chrysler’s Ram pickups rose 50% as the housing construction rebound and easy financing spurred buying.

Merck’s net income fell slightly on a y/y basis and revenue was down 9% y/y, missing expectations. Weak sales of Januvia and Janumet were the main reason company sales missed the mark. The firm also cut its FY13 outlook. The company also launched a  $15B share buyback program.

In addition to the horrible FLEX results we reported on last night, shares of industrial component manufacturer SPX Corp are down 8% after the firm missed top and bottom line Q1 expectations , and cut its FY13 guidance. Clorox the ultimate consumer staple stock showed us the USA has no growth ex price inflation this morning.

We had the typical commodity bash down that occurs ahead of the FOMC and ‘inflation expectations well anchored’  rhetoric, using the pretext of the China Mfg PMI that was algorithm controlled by the FED/BOE/ECB global trading platform. Weak USA data and weak earnings should be great for gold. Matt Taibbi of Rolling Stone magazine did a great job of outlining for the masses how the banks rig everything. The pounding on oil and gold shares was relentless  by the London cartel. The CME head was on financial TV and let on people did not want his futures as much as physical gold, foreboding ill for that paper tiger and when it has to default on delivery and settle in cash, which could be days to 2 years away. Even in LBMA heaven in London dealers cant get physical gold and waiting times are six weeks. So the LBMA is a fraud. When you cant deliver for six weeks you don’t have it. Typical delivery time in London is 3 days.

Have a great day!!

(US) MBA Mortgage Applications w/e Apr 26th: 1.8% v 0.2% prior
(US) Apr ADP Employment Change: +119K v +150Ke
(US) Apr Final Markit US PMI Manufacturing: 52.1 v 52.0 prelim
(US) Mar Construction Spending M/M: -1.7% v 0.6%e
(US) Apr ISM Manufacturing: 50.7 v 51.0e; Prices Paid: 50 v 52.6e

12:31 p.m. EDT 05/01/13Major Stock Indexes
Last Change % Chg
DJIA 14776.60 -63.20 -0.43
Nasdaq 3314.12 -14.67 -0.44
S&P 500 1591.34 -6.23 -0.39
DJ Total Stock Market 16567.45 -86.71 -0.52
Russell 2000 931.93 -15.53 -1.64
Global Dow 2172.06 -7.13 -0.33
Australia: S&P/ASX* 5166.20 -25.00 -0.48
India: BSE Sensex* 19504.18 116.68 0.60
Japan: Nikkei 225* 13799.35 -61.51 -0.44
Taiwan: TAIEX* 8093.66 63.92 0.80
France: CAC 40* 3856.75 -11.93 -0.31
Germany: DAX* 7913.71 40.21 0.51
Italy: FTSE MIB* 16767.66 -162.02 -0.96
Spain: IBEX 35* 8419.00 -31.90 -0.38
Stoxx Europe 600 296.93 0.21 0.07
UK: FTSE 100 6451.29 21.17 0.33
Brazil: Bovespa* 55910.37 1023.12 1.86
Canada: S&P/TSX 12326.72 -129.78 -1.04
 at close
12:31 p.m. EDT 05/01/13Treasurys
Price Chg Yield %
2-Year Note 1/32 0.204
10-Year Note 13/32 1.628
* at close
12:21 p.m. EDT 05/01/13Futures
Last Change Settle
Crude Oil 90.41 -3.05 93.46
Gold 1442.8 -29.3 1472.1
E-mini Dow 14717 -56 14773
E-mini S&P 500 1586.75 -5.50 1592.25
12:31 p.m. EDT 05/01/13Currencies
Last (mid) Prior Day †
Japanese Yen (USD/JPY) 97.26 97.44
Euro (EUR/USD)

-Hollywood knows Jews and Jewish Royals run Europe

-English fomenting civil war in Venezuela to get LMBA gold back with violent Jew leader Capriles

A brawl has broken out in Venezuela‘s parliament between government and opposition members, leaving several people injured during an angry session linked to the nation’s bitter election dispute.The opposition said seven of its parliamentarians were attacked and hurt when protesting against a measure that blocks them from speaking in the National Assembly because they have refused to recognise Nicolás Maduro‘s 14 April election as president.Government legislators blamed their “fascist” rivals for starting the violence, which illustrated the volatile state of politics after the death of socialist leader Hugo Chávez in March.”We knew the opposition came to provoke violence,” Maduro said of the incident. “This must not be repeated.”The 50-year-old Maduro, who was Chávez’s chosen successor, defeated opposition candidate Henrique Capriles by 1.5 percentage points. Capriles, 40, has refused to recognise his victory, alleging that thousands of irregularities occurred and the vote was “stolen”. The election exposed a nation evenly divided after 14 years of Chávez’s hardline socialist rule. Guardian Paper, London

CIA Georgetown University Stooge ordered arrested for fomenting violence says Maduro


At least 1.5 trillion bbls of  oil ,all that gold Chavez got out of England are a big prize for the Anglo-Zionists. Again same pattern Jew trouble maker,Anglosaxon east coast elite trouble maker.

-President Barack Obama’s approval rating on three key issues is distinctly underwater, according to a new poll from Quinnipiac University released Wednesday.

The poll found that at least 10 percent more respondents disapproved than approved of Obama’s handling of the economy, gun policy, and immigration issues:

  • On the economy, 53 percent disapprove of Obama’s job performance, while only 41 percent approve.
  • Two weeks after the Senate failed to pass a measure that would have expanded background checks, Obama’s approval rating on “gun policy” is also 41 percent. Meanwhile, 52 percent disapprove.
  • And as the immigration debate continues to flare on Capitol Hill, only 40 percent approve of Obama’s handling of the issue. Fifty percent disapprove.

Together, the three issues are perhaps the ones that will dominate Washington on a domestic scale for the foreseeable future.

The poll also found that on two of the issues — the economy and guns — respondents said they trusted Congressional Republicans to handle the issue more than Congressional Democrats. On immigration, Democrats narrowly hold a 39-38 edge.

In a press conference Tuesday, Obama tried to downplay any notion that he had lost any “juice” in getting his legislative agenda through Congress.



-Investment company Physical Gold said there were waiting lists of three weeks for some coins, and four to six weeks for gold bars. “Previously all would have been available within a few days,” the company said.The company said that it had seen a 50pc increase in enquiries about purchasing gold and a 35pc increase in sales, with people buying tax-free gold coins. “We are now starting to experience physical gold shortages,” said Daniel Fisher, CEO of Physical Gold.”In particular there are waiting times on some gold bars and a real difficulty in obtaining mixed year Sovereigns. “However, many clients are willing to ‘do a deal’ and wait for delivery as they want to secure the current price as they feel it will be higher in the near future.” Gold prices have fallen significantly recently, which may have created some demand. Mr Fisher said his clients had been “waiting in the wings” for the current price adjustment. “Clients who have been ready to pounce have now bought as they realise they are getting good value and the environment for gold is still strong. There are still few decent alternatives to gold as a safe haven asset.” DT

-How Communist operate, since it is Communist Day, aka Europe Day, aka May Day

Faced with a strict edict to embrace austerity, China's officials have had to resort to ever more creative ways to lead the high life.


-Banksters doing well as Americans floating lives on Credit as the Magik Negro outsources more jobs!!

Payments processor MasterCard Inc. says its profit and revenue rose in the first quarter as its customers spent more. Profit beat the forecasts of Wall Street analysts, though revenue missed slightly and the company’s stock fell in pre-market trading.MasterCard earned $766 million in the first three months of the year, up 12 percent from the same period a year ago, the company reported Wednesday. That worked out to $6.23 per share, beating the $6.18 per share expected by analysts polled by FactSet.Revenue rose 8 percent to $1.9 billion, slightly less than the $1.93 billion forecast by financial analysts who follow the company.

-Alcoa May Curtail Up to 11% of Global Smelting Capacity!

To get away with the money printing which only benefits the banking and political class, London may have ordered up a market crash, and that will help them keep money flowing into debt and not commodities at least until Smirkel is elected.

-The U.S. homeownership rate fell to the lowest in almost 18 years, reflecting rising demand for rentals and investor purchases in the housing market.The share of Americans who own their homes was 65 percent in the first quarter, down from 65.4 percent a year earlier and the lowest level since the third quarter of 1995, the Census Bureau reported today. The vacancy rate for rented homes dropped to 8.6 percent from 8.8 percent a year earlier, while vacancies for owner-occupied houses fell to 2.1 percent from 2.2 percent. BBN

-The hate filled Jewess, Senator Boxer from CA is putting herself in charge of investigating the Texas fertilizer factory explosion ( probable black operation). Jew elites are such haters of our freedoms like the English/Anglosaxon elites like John McCain and Harry Reid,  who want us to be their slaves and foot soldiers. I picked the Boxer infor up from the NPR while driving yesterday. The ZGR linked the blown up fertilizer firm to a major price fixing lawsuit they filed against the Anglo-Zionist/Masonic firm of Monsanto. Now a Jew is investigating it, and a Jew from California by way of NYC and Wall Street. A Jew lawyer, now that is an oxymoron to the gentiles.

-The Anglo blueblood fat man of NJ goes crazy when prevented from Prince Charles and Sir Al Gore (his literal cousin) rewilding plan is  thwarted. What right thinking American would vote for a fat slob for POTUS? Even the Magik Negro only got elected by having the demons Bush/Cheney served up in paid off elections. Sherman Skolnik the Jewish investigative reporter was killed after revealing the financial paysoffs Sir Al Gore and John Kerry took to hand the POTUS to the shrub and the hater Dick Cheney (David Rockefeller protege, and fellow Crypto Jew). Al Gore got a big chunk of $1 dollar series A GOOG stock and seat on Kleiner Perkins (Anglo-Zionsist, David Rockefeller/Rothschilds silicon valley firm), and Per Skolnick John Kerry’s wife demanded nearly $500 million in physical gold now worth around $1.5 billion to ‘laydown’ for W. The Bush family are trillionaires through 150 years of running opium for the English crown, which is why Bush Sr’s nick name at the CIA was ‘poppy’. The older I get the more I dislike East Coast elite people. They like England rape the American west to further their own fat lives. The enemies of the American people and constitution the Jewesses, Boxer, Feinstein, Pelosi, all east coast NYC types of Jews sent like Meg Whitman a literal east royal relative to oppress Californians from the east coast. Prince Charles has total control of the East coast and former colonies of England through his kin and bankers. His Jews bankers run CA politically along with Jerry Brown, the Harvard boy married to the Jewess sweatshop owner.


-She’s a dyke and Abes a supporter of NAMBLA nation?

The face of evil. Must watch video by Brother Kapner.


Video Text

Brother NathanaelApril 29, 2013 @ 6:17 pm

Text –Text– Text

Why Jews Love Big Sis
By Brother Nathanael Kapner
Copyright 2013

If there EVER was a puppet under Jewish control…it’s the ‘Bis Sis’ tough girl at DHS, Janet Napolitano.

Big Sis Janet has actually been in the pocket of Big Jew for a long, LONG time.

Think I’m kidding? Big Sis admits it HERSELF.

[Clip: “Thank you very much, and thank you for those kind words. As has been noted I have been privileged to work with the Anti-Defamation League since the 1990s and I have been privileged to receive awards in the past.

But I am truly humbled tonight to receive the William and Naomi Gorowitz Institute Service Award for the Department of Homeland Security’s work to combat terrorism, extremism, and injustice.”]

That’s the new buzzword, ‘extremism’…whether it’s Neo-nazis, White Supremacists—all KINDS of ‘extremists’—are America’s brand new threat.

[Clip: “We know in the ADL all too well, that plots by Neo-nazis and other anti-Semitic hate groups and white-supremacists are not a thing of the past. And terrorists, violent extremists have not lost their resolve to harm America and the American people.”]

You see, Foxman and friends have ENTIRELY changed Homeland Security’s focus from terrorists abroad to domestic ‘extremists’ at home, which was really their ultimate goal in the first place.

Michael Chertoff, former Jewish boss of Homeland Security, now head of The Chertoff Group —the PRIMARY consultant to DHS—recently echoed Foxman’s own words…we’ve got to adapt to these ‘brand new’ threats.

[Clip: “Look, when I look at Homeland Security. There’s been a lot of continuity and I think a lot of what you’ve seen in terms of the response that secretary Napolitano has talked about is the investment all of us have made over 10 years and want to continue to make.

To me the real lesson for everybody is the threats are out there they continue to adapt and change, we have to adapt and change.”]

Indeed, in the last two years Homeland Security began its propaganda shift from foreign terrorists to We The People. And it’s always the white guy who’s the culprit.”

[Clip: “There are individuals in the United States who seek to carry out acts of terrorism and violence against our communities and our country…” “Excuse me! Your bag! Hey, security!”

“What you’ve seen here are only a few examples of events of how people like you can notice something suspicious and out of the ordinary and report it to their local authorities. Remember, if you see something, say something. Homeland Security starts with hometown security. And we all have a role to play. Working together we can all help secure our country.”]

You see, Chertoff and Foxman—and their proxy, DHS—have turned the War on Terror into War on Americans creating fear of one another … when the REAL threat is Jewry itself, in total control…as I’ve proven time and again…of our ever-growing police state.

The Jewish ADL and DHS are undeniably joined at the hip…with the Anti-Defamation League training DHS police against ‘extremist’ groups complete with even Holocaust Remembrance Training.

[Clip: “ADL’s acclaimed counter-terrorism program the advanced training school provides training for senior DHS leadership. ADL’s training on extremism and hate groups.

“Three years ago, immigration and customs enforcement, or ICE as it is called, began sending its senior headquarters personnel to another flagship ADL police training program that examines the history of the Holocaust and its implications for law enforcement today.”]

What’s happening here is that cops across the board are conditioned to lump ‘extremism’ with ‘anti-Semitism’ so if anyone uses the Jew word who is NOT Jewish he INSTANTLY becomes a marked man.

Big Janet said as much herself, bundling bigotry, extremism, and anti-Semitism into ONE PACKAGE of ‘dangerous groups’ right here in the ‘Homeland.’

[Clip: “We do not do this work alone. We do it through partnerships with organizations like the ADL. For nearly a century Americans have known the ADL as a strong voice… standing against anti-Semitism, standing against bigotry, standing against violent extremism. S

o I’m pleased that our partnership has expanded over the past 3-plus years that I’ve been secretary. Because at DHS we believe that local authorities are best able to identify those individuals or groups exhibiting dangerous behaviors.”]

Who are these individuals and groups exhibiting “dangerous behaviors?”

They’re listed as ‘hate groups’ by the Jewish-intensive Southern Poverty Law Center—an official “watchdog” for DHS…where according to SPLC’s Mark Potok, (yes, Jewish), even Tea Party members are cited as potential domestic threats.

[Clip: ” The Southern Poverty Law Center issues every year an analysis of what happened in the prior year in amongst hate groups and other groups on the radical right.

“In the years past we concentrated exclusively on hate groups, on race-based groups, like the Klan and neo-Nazi groups. This year we took a much broader look at the radical right in general because it has grown so very much.

“The thing to really understand about the patriot movement and the militias which are the para-military wing of the patriot movement is that they really believe the government is part of an evil scheme to do in Americans. This is a movement that sees the government as the primary enemy and is also completely eaten up with all kinds of conspiracy theories about martial law, about concentration camps, about the Federal Reserve acting as an evil agent and the list goes on and on.

“While I don’t think it is fair to say that the Tea-Party movement as an entity is an extremist movement, I don’t think there is any doubt at all that it’s a movement that is shot through with radical ideas with conspiracy theories and in many instances, with real racist feelings.”]

But did you know that conservative Christian groups like the American Family Institute and the Family Research Council are also listed as “hate groups” by the SPLC?

Their only crime is that they affirm the Biblical censure of lesbianism and male rectal sex as “VILE AFFECTIONS” and acts “AGAINST NATURE,” as the Bible says.

And that’s another reason—besides being a puppet—why Jews LOVE Big Sis.

As most everyone knows, she’s an alleged lesbian herself…and no way can I even IMAGINE her rushing to defend Biblically-based Christian Groups…a PRIMARY target of Christ-Hating Jewry.

You see, women who use penetrating ’sex toys’ to imitate the God-ordained means of procreation DON’T TAKE TOO KINDLY to groups that affirm the Bible’s clearly-stated censure of sexual depravity.

For with few if any ‘terrorists’ in America, (unless government or Mossad manufactured), it’s Christians, returning Vets, gun owners, even Tea Party members, who are on Napolitano’s hit list.

“If you see something, say something,” is Big Sis’s call to action against your own neighbor.

Is the threat from the enemy next door? Or from Big Sis? Or could it be from Big Jew…who’s REALLY calling ALL the shots.

-No matter what the FED likes to hit gold on the day the money printing demon Bernanke speaks. Just the muscle boys at JPM/GS/HSBC/Barclays doing their job for Prince Charles butler and bankster.

-Data does not matter only the FED/UST, ESF (aka PPT), Goldman Sachs/JPM and black boxes.

-After weak ISM and Construction data markets are unchanged. (BS).

10:02 a.m. EDT 05/01/13Major Indexes
Last Change % Chg
DJIA 14800.40 -39.40 -0.27
Nasdaq 3321.66 -7.13 -0.21
S&P 500 1592.93 -4.64 -0.29
DJ Total Stock Market 16592.09 -62.07 -0.37
Russell 2000 944.62 -2.84 -0.30
10:02 a.m. EDT 05/01/13Markets Diary
Issues NYSE Nasdaq NYSE MKT
Advances 1,030 770 161
Declines 2,018 1,680 223
Unchanged 112 139 33
Issues at
New Highs 152 92 3
New Lows 5 12 1
Share Volume
Total 532,165,447 333,468,895 14,084,549
Advancing 146,012,422 128,874,010 4,704,027
Declining 381,770,742 199,878,611 8,255,915

- U.S. April ISM Manufacturing Index falls to 50.7 from 51.3

-US Construction Spending (Mar.) (MoM)-1.70 % vs. 0.60% (Exp.) 1.20% (Prev.)


Gross: The #Fed penalizes savers – when the economy is light on investment what do they expect? Read my new Investment Outlook posted today

- Institutional investors paid 32.90 euros a share for the new equity, Deutsche Bank said, a discount to the market price in Frankfurt on Tuesday of 35.03 euros. (the initial Bloomberg report was wrong that the shares were not sold at a discount as BBN reported), which makes the trading in DB shares yesterday all that more bizarre.German Economic professors and budget experts say Germany has 5 trillion EU off book that they don’t carry as Federal debt and only show $2 trillion Euros not $7 trillion as their debt. The only institution more bankrupt functionally than the German welfare state is DB. It is sort of the Citi bank and BAC of Germany all rolled into one. Rothschilds sent his Jew agents into destroy it and the Germans said nothing. Now they are paying through the ESM, much like his Jew agent destroyed UBS and made it the laughing stock of Europe and Switzerland.

-Ford’s light-vehicle sales in April rose 18% (est. up 17%)

-Berkshire Hathaway has agreed to buy the 20 percent of the IMC International Metalworking Companies that it does not already own for $2.05 billion, giving it full control of the company.The deal was announced on Wednesday, just days before Berkshire holds its annual shareholder meeting, where Warren E. Buffett is expected to tell investors that he remains on the hunt for big deals. Dealbook

Some greasy Anglozionist banker who made all his dough from his kiting operation, aka Insurance, aka banking, is buying up all the real assets of the world. He’s modeled himself after his mentor Jacob Rothschilds and Sr. Partner, and unlike Jacob his family won’t keep his wealth or the American taxpayers as Buffett by command of the Crown is leaving it a tax free NGO that Bill Gates manages focused on eugenics, and violently reducing the global population to 500 million through abortion, toxic vaccines, homosexuality, etc. The USA is a big scam for the Anglozionist. Blueblood Anglosaxon father and his mom is from a Jewish banking family. That is the FED which is the NWO more or less or rather their main agent in the USA. Something morally wrong about a bank using usury to buy up the world’s assets. Only Warren’s firms don’t get deindustrialized by the EPA as he is complying with Prince Charles and Baron Jacob Rothschilds wishes! This is a Jew owned/Israel apartheid firm, btw. Hard to imagine an American insurance company should own an asset in the terrorist state of Israel.


9:30 a.m. EDT 05/01/13Major Indexes
Last Change % Chg
DJIA 14839.80 21.05 0.14
Nasdaq 3328.79 21.77 0.66
S&P 500 1597.55 -0.02 0.00
DJ Total Stock Market 16654.16 53.58 0.32

-We have the USA ISM at 1000 and the FOMC at 1400 EDT followed by Bernanke’s Q/A. He’s a lame duck now.

-Arrow reported a profit of $77.9 million, or 72 cents a share, down from $113.6 million, or $1 a share, a year earlier. Excluding restructuring, integration and other charges, earnings fell to 89 cents from $1.05. Sales fell 0.8% to $4.85 billion.The company’s February forecast was for per-share earnings of 80 cents to 92 cents on revenue between $4.6 billion and $5 billion.Operating margin shrank to 2.8% from 3.8%.Components sales fell 4.7% to $3.19 billion while enterprise-computing-solutions sales increased 7.6% to $1.66 billion.The company also forecast current-quarter adjusted earnings of 95 cents to $1.07 a share on sales of $4.9 billion to $5.3 billion, while analysts surveyed by Thomson Reuters expect $1.04 a share on $5.1 billion in revenue.

-For the quarter ended March 31, Clorox reported a profit of $133 million, up from $132 million a year earlier. Per-share earnings fell to $1 from $1.01 due to more shares outstanding in the most-recent quarter. Year-ago earnings from continuing operations were $1.02 a share.Sales rose 0.9% to $1.41 billion while total volume was flat.(inflation only sales of household staples)Analysts polled by Thomson Reuters had most recently forecast earnings of $1.05 a share on revenue of $1.44 billion.Gross margin edged down to 42.1% from 42.3%.

-Phillips 66, one of the largest U.S. independent refiners, reported a profit of $1.41 billion, or $2.23 a share, up from $636 million, or $1 a share, a year earlier. Excluding items such as write-downs, adjusted earnings rose to $2.19 a share from $1.20. Revenue decreased 9% to $42.33 billion.

-Devon reported a loss of $1.34 billion, or $3.34 a share, compared with a year-earlier profit of $393 million, or 97 cents a share. Adjusting for the write-down and other items, the company posted a profit of 66 cents a share.Revenue shrank 21% to $1.97 billion.(Large Indy oil and gas firm)

- U.S. may decide to gradually trim the size of its note and bond auctions in coming quarters, but no decision has been reached, the Treasury Department said Wednesday. A committee of Wall Street bond traders had an “active discussion” with Treasury officials about potential changes to auction sizes, according to minutes of the Treasury borrowing advisory committee. Higher tax receipts this year have led to an improvement in the outlook for the federal budget deficit in the short term. Members of the committee decided “it was prudent to wait and better understand the recent increase in receipts before making a decision to adjust financing,” according to the minutes of their meeting. The department also said that it expects the first floating rate note auction to occur in either the fourth quarter of 2013 or the first three months of 2014. Treasury has decided to use the weekly high rate of the 13-week Treasury bill auction as the index for the floating rate notes. Treasury is considering offering $10-$15 billion of floating rate notes per month.  MW

-The final reading of Markits (London)  USA mfg PMI slowed to a six-month low of 52.1 in April from 54.6 in March. Markit said the PMI fell the fastest since June 2010 and was consistent with only a modest improvement in overall business conditions. The flash, or initial, estimate of April was for a reading of 52.0, which the Chicago PMI belied yesterday.


Whilst London is open and trading, Europe and Asia are essentially on vacation today. The London markets are so foul and corrupt and manipulated the ZGR does not follow them in any depth. Regling and the gang at the ESM are quickly bringing the EU markets up to London norms for rigging and manipulation and if you read the posted Rolling Stone article the ‘masses’ appear to have woken up to the fact that all the markets are rigged all the time by the banksters.

9:04 a.m. EDT 05/01/13Major Stock Indexes
Last Change % Chg
DJIA* 14839.80 21.05 0.14
Nasdaq* 3328.79 21.77 0.66
S&P 500* 1597.57 3.96 0.25
DJ Total Stock Market* 16654.16 53.58 0.32
Russell 2000* 947.46 5.03 0.53
Global Dow 2177.91 -1.28 -0.06
Australia: S&P/ASX* 5166.20 -25.00 -0.48
India: BSE Sensex* 19504.18 116.68 0.60
Japan: Nikkei 225* 13799.35 -61.51 -0.44
Taiwan: TAIEX* 8093.66 63.92 0.80
France: CAC 40* 3856.75 -11.93 -0.31
Germany: DAX* 7913.71 40.21 0.51
Italy: FTSE MIB* 16767.66 -162.02 -0.96
Spain: IBEX 35* 8419.00 -31.90 -0.38
Stoxx Europe 600 297.06 0.34 0.11
UK: FTSE 100 6464.49 34.37 0.53
Brazil: Bovespa* 55910.37 1023.12 1.86
Canada: S&P/TSX* 12456.50 143.83 1.17
 * at close
9:04 a.m. EDT 05/01/13Treasurys
Price Chg Yield %
2-Year Note 1/32 0.204
10-Year Note 7/32 1.649
* at close
8:55 a.m. EDT 05/01/13Futures
Last Change Settle
Crude Oil 91.47 -1.99 93.46
Gold 1463.3 -8.8 1472.1
E-mini Dow 14750 -23 14773
E-mini S&P 500 1590.50 -1.75 1592.25
9:05 a.m. EDT 05/01/13Currencies
Last (mid) Prior Day †
Japanese Yen (USD/JPY) 97.23 97.44
Euro (EUR/USD) 1.3222 0.0000
† Late New York trading.

-ICE posted a profit of $135.4 million, or $1.85 a share, compared with a year-earlier profit of $147.9 million, or $2.02 a share. Stripping out costs tied to the proposed NYSE Euronext deal and other one-time items, the company reported a profit of $2.03 a share.Total revenue declined 3.6% to $352 million amid a nearly 7% slump in transaction and clearing fee revenue.

-Chesapeake Energy Corp.  reported its first-quarter profit was $58 million, or 2 cents a share, from a net loss of $28 million, or a loss of 11 cents a share, a year earlier. Revenue rose to $3.42 billion from $2.42 billion a year earlier, the energy company said on Wednesday. Analysts had expected earnings of 25 cents a share on revenue of $3.1 billion, according to FactSet. Total production increased 9% year-over-year, in the first quarter. “We plan to devote more than 80% of our total capital expenditures to drilling and completion activities in 2013 as compared to an average of approximately 50% over the last three years,” said Chesapeake’s Chief Financial Officer, Domenic J. Dell’Osso, Jr. Chesapeake shares were up 3.6%.

-No need to quote futures as the charts are on the top of the blog.

-ADP: U.S. adds 119K private-sector jobs in April

-Europe Economic Releases

Like Asia, much of Europe is on holiday today and many European markets are closed. Just a day for Europe’s American slaves to work to pay for their 4-9 weeks of vacation and their defense. The Europeans love May day, aka Communist day here in the USA. ‘The European’ POTUS is I’m sure weeping he can’t be with his beloved Europeans today as your global overlord and celebrate your communist state coming apart at the seams as he does his best to turn us into Europe or destroy us.  There is a reason Obama is always licking the boots of the European Royals, especially the Windsors. The Germans love Obama as he is doing the work the Nazis and England and their Zionist bankers were not able to in WW1/WW2.

ESM commented that Euro-area nations paid additional €16B into fund as bailout facility received third tranche. It expected the remaining tranches to be paid in Oct 2013 and April 2014.

BOE Tucker commented that the UK economy was not as bad as statistics might suggest. He noted that negative interest rates “most unlikely” to happen. The expanded FLS scheme might take several quarters to see effect.

There were no credit auctions today as markets are closed in the main, and this is the EU report for today.

(UK) Apr PMI Manufacturing: 49.8 v 48.5e

(UK) Apr Nationwide House Prices M/M: -0.1% v +0.3%e; Y/Y: 0.9% v 1.3%e
(IE) Ireland Apr NCB Manufacturing PMI: 48.0 v 48.6 prior; second straight contraction and lowest reading since Sept 2011

(NL) Netherlands Apr Manufacturing PMI: 48.2 v 48.0 prior

(DK) Denmark Apr PMI Survey: 49.5 v 51.9prior

-Asia Close

Australia FinMin Wong commented that the end of the mining boom creates a new fiscal reality as lower govt revenues were the new norm; that fiscal policy gave the RBA room to cut rates. Treasurer  Swan said cuts would be borne equally (they never are).

BOJ Dir Tanaka stated that it had urged the FED to weigh concerns on proposed rule on capital and liquidity for foreign banks. The BOJ noted the the rules should not hamper international coordination on efforts to enhance global financial stability system. FED should apply liquidity requirements flexibly and not in a ‘one-fits-all’ approach

Late Economic Releases

(JP) Japan Apr Vehicle Sales Y/Y: +2.0% v -15.6% prior

(TH) Thailand Apr Consumer Price Index M/M: 0.3% v 0.4%e;

(AU) Australia Apr RBA Commodity Price Index Au: 86.2 v 87.9 prior; Commodity Index SDR Y/Y: -6.5% v -7.5% prior

Country: Index Last Change % Chg
Asia Dow 3050.56 -12.06 -0.39
DJ Asia-Pacific TSM 1446.07 -4.07 -0.28
Australia: All Ordinaries* 5143.90 -24.70 -0.48
Australia: S&P/ASX* 5166.20 -25.00 -0.48
China: DJ CBN China 600* 20448.29 -217.31 -1.05
China: DJ Shanghai* 278.22 -2.98 -1.06
China: Shanghai Composite* 2177.91 -21.39 -0.97
China: Shenzhen Composite* 912.62 -15.18 -1.64
China: Shanghai 50* 1766.04 -12.26 -0.69
Hong Kong: Hang Seng* 22737.01 156.24 0.69
India: BSE Sensex* 19504.18 116.68 0.60
India: S&P CNX Nifty* 5930.20 26.10 0.44
Indonesia: JSX Index* 5060.92 26.85 0.53
Indonesia: JSX BISNIS 27* 434.88 1.86 0.43
Indonesia: JSX Islamic* 682.85 0.15 0.02
Indonesia: JSX LQ-45* 860.04 2.92 0.34
Indonesia: PEFINDO-25* 510.34 2.00 0.39
Indonesia: SRI-KEHATI* 275.58 0.88 0.32
Japan: DJ Japan TSM* 722.68 -4.20 -0.58
Japan: Nikkei 225* 13799.35 -61.51 -0.44
Japan: TOPIX Index* 1158.37 -6.76 -0.58
Malaysia: DJ Malaysia TSM* 3207.17 11.42 0.36
Malaysia: FTSE Bursa Malaysia KLCI* 1717.65 9.68 0.57
New Zealand: NZX 50* 4603.02 -11.35 -0.25
S. Korea: KOSPI* 1963.95 23.25 1.20
S. Korea: KOSPI 50* 1666.92 24.42 1.49
S. Korea: KOSPI 100* 1933.75 26.59 1.39
S. Korea: KOSPI 200 Composite* 255.72 3.47 1.38
Singapore: FTSE Straits Times* 3368.18 6.26 0.19
Taiwan: TAIEX* 8093.66 63.92 0.80
Thailand: SET* 1597.86 12.93 0.82

-A Bangladesh court asked officials to seize assets belonging to the owner of the factory complex that collapsed last week, and the European Union warned of potential trade sanctions in the wake of the nation’s biggest industrial disaster.The property and assets belonging to Sohel Rana, owner of the eight-story Rana Plaza that killed at least 394 people when it caved in, should be seized, as well as those of four owners of garment factories in the complex, High Court judges Mirza Hussain Haider and Muhammad Khurshid Alam Sarkar said in a ruling yesterday in the capital, Dhaka. Meantime, the European Union said it’s considering action under its trade rules to encourage changes in the nation’s supply-chain operations.The collapse of the building in Savar on April 24 is at least the third reported industrial accident in the South Asian nation since November, when 112 people died in a fire at a workshop that was producing clothes for companies including Wal- Mart Stores Inc. (WMT) Bangladesh’s central bank responded to the Savar incident yesterday by forbidding fund withdrawals from local bank accounts of Rana and four garment-factory owners. BBN

-110 Asia

Asian markets are mixed, awaiting the FOMC rate announcement today, the ECB meeting policy decision tomorrow,  and the April Jobs report for the USA on Friday, following a very disappointing Chicago PMI , an even more dismal speech by the ‘lame duck’, as the press  is now referring to him POTUS, where he covered a variety of subjects from the sequester, to bombing Syria,  to Obamacare, and with many disappointing earning reports hitting the tape after-hours in the USA. Japan’s Nikkei  is down .29 % as the Y/D slipped to the lower 97 range as cautious earnings outlooks abounded for Japanese stocks. China remains closed today. With most of Asia on holiday there is little in the way of market moving news other the unexpected slip in  China’s official MFG PMI to 50.6 in April to report. In geopolitical news one disturbing report surfaced in the Nikkei : Japanese Prime Minister Shinzo Abe agreed Tuesday with Saudi Arabia’s crown prince to launch working-level talks aimed at starting negotiations on a bilateral accord that would enable Japan to export its nuclear technologies, a Japanese government official said.

Economic Releases Asia

(CN) CHINA APR MANUFACTURING PMI: 50.6 V 50.7E (7th month of expansion)

(JP) JAPAN MAR LABOR CASH EARNINGS Y/Y: -0.6% V -1.2%E (2nd straight decline)


(KR) SOUTH KOREA APR CONSUMER PRICE INDEX (CPI) M/M: -0.1% V +0.2%E, Y/Y: 1.2% V 1.5%E; CORE CPI Y/Y: 1.4% V 1.5% PRIOR

(TH) THAILAND APR CONSUMER PRICE INDEX M/M: 0.2% V 0.4%E; Y/Y: 2.4% V 2.8%E; CORE CPI Y/Y: 1.2% V 1.3%E


(ID) INDONESIA APR INFLATION M/M: -0.1% V 0.6% PRIOR; Y/Y 5.6% V 5.7%E; CORE Y/Y: 4.1% V 4.2%E

(AU) AUSTRALIA APR AIG PERFORMANCE OF MANUFACTURING INDEX (PMI): 36.7 V 44.4 PRIOR (15th straight month of contraction; 4-year low)
(AU) AUSTRALIA APR RPDATA-RISMARK HOUSE PX ACTUAL: -0.5% V +1.3% PRIOR (first decline in 4 months


Country: Index Last Change % Chg
Asia Dow 3052.79 -9.83 -0.32
DJ Asia-Pacific TSM 1448.59 -1.55 -0.11
Australia: All Ordinaries 5151.40 -17.20 -0.33
Australia: S&P/ASX 5173.80 -17.40 -0.34
China: DJ CBN China 600* 20448.29 -217.31 -1.05
China: DJ Shanghai* 278.22 -2.98 -1.06
China: Shanghai Composite* 2177.91 -21.39 -0.97
China: Shenzhen Composite* 912.62 -15.18 -1.64
China: Shanghai 50* 1766.04 -12.26 -0.69
Hong Kong: Hang Seng* 22737.01 156.24 0.69
India: BSE Sensex* 19504.18 116.68 0.60
India: S&P CNX Nifty* 5930.20 26.10 0.44
Indonesia: JSX Index 5051.02 16.95 0.34
Indonesia: JSX BISNIS 27 434.81 1.79 0.41
Indonesia: JSX Islamic 681.51 -1.18 -0.17
Indonesia: JSX LQ-45 859.05 1.93 0.23
Indonesia: PEFINDO-25 511.61 3.27 0.64
Indonesia: SRI-KEHATI 275.14 0.43 0.16
Japan: DJ Japan TSM 724.39 -2.49 -0.34
Japan: Nikkei 225 13820.87 -39.99 -0.29
Japan: TOPIX Index 1161.96 -3.17 -0.27
Malaysia: DJ Malaysia TSM* 3207.17 11.42 0.36
Malaysia: FTSE Bursa Malaysia KLCI* 1717.65 9.68 0.57
New Zealand: NZX 50* 4603.02 -11.35 -0.25
S. Korea: KOSPI* 1963.95 23.25 1.20
S. Korea: KOSPI 50* 1666.92 24.42 1.49
S. Korea: KOSPI 100* 1933.75 26.59 1.39
S. Korea: KOSPI 200 Composite* 255.72 3.47 1.38
Singapore: FTSE Straits Times* 3368.18 6.26 0.19
Taiwan: TAIEX* 8093.66 63.92 0.80
Thailand: SET* 1597.86 12.93 0.82


SLV: iShares Silver Trust ETF daily holdings rise to 10,452 tons from 10,407 tons (highest since Apr 11)
GLD: SPDR Gold Trust ETF daily holdings fall by 2.1 tons to 1,078.5 ton lowest since 1,077.6 in Sept of 2009)

Gold 1474.25 +2.15 +0.15%
Silver 24.237 +0.052 +0.22%
Copper 3.181 -0.008 -0.24%
Crude Oil 93.05 -0.41 -0.44%
Natural Gas 4.364 +0.024 +0.54%
US Cotton No.2 87.37 -0.16 -0.18%
US Coffee C 135.43 +1.52 +1.14%
EUR/USD 1.3169 +0.0001 +0.00%
GBP/USD 1.5540 +0.0008 +0.05%
USD/JPY 97.33 -0.08 -0.08%
USD/CHF 0.9294 0.0000 0.01%
AUD/USD 1.0369 -0.0003 -0.03%
USD/CAD 1.0063 -0.0009 -0.09%
EUR/GBP 0.8474 -0.0003 -0.04%


Japan 10yr 0.60-0.01, 1.07%

U.S. 10yr 1.67-0.00, 0.27%

-High-speed traders are using a hidden facet of the Chicago Mercantile Exchange’s computer system to trade on the direction of the futures market before other investors get the same information. WSJ

-China Logistics Information Center said that Chinese Manufacturing PMI fell to an annual rate of 50.60, from 50.90 in the preceding month.

-President Barack Obama will name Tom Wheeler, a top campaign fundraiser and former leader of wireless- and cable-industry groups, to head the U.S. Federal Communications Commission.Wheeler, managing director at Core Capital Partners LP in Washington, would succeed Chairman Julius Genachowski, a Democrat who has pushed to expand access to high-speed Internet service, said a White House official who asked not to be named because the appointment hasn’t been announced. BBN

-Yahoo! Inc. (YHOO), the largest U.S. Web portal, paid Chief Executive Officer Marissa Mayer a total of $36.6 million in 2012 as she works to turn around the company.Mayer received $454,862 in salary, $35 million in stock awards and a bonus of $1.12 million, according to a filing with the U.S. Securities and Exchange Commission yesterday. She also got $40,540 in other compensation, which includes personal security services, charitable matching contributions and life- insurance premiums, Sunnyvale, California-based Yahoo said. BBN


Key mfg stock FLEX reported, revenue was down -17 % y/y, operating income was down -33 % y/y  and GAAP earnings down -119 % y/y. They had previously guided lower. Gold miner AUY did well all things considering as commodities came under pressure.

AUY: Reports Q1 $0.16 v $0.21e, R$534.9M v $559.7M y/y; -2.0% afterhours

WU: Reports Q1 $0.37 v $0.33e, R$1.33B v $1.36Be; -0.3% afterhours
QCOR: Reports Q1 $0.76 v $0.97e, R$135.1M v $154Me; -3.6% afterhours
FLEX: Reports Q4 $0.13 v $0.13e, R$5.30B v $5.41Be; -0.8% afterhours
DWA: Reports Q1 $0.07 v -$0.03e, R$134.6M v $113Me; +7.1% afterhours
BGC: Reports Q1 $0.23 v $0.33e, R$1.53B v $1.59Be; -7.3% afterhours

-Geopolitical Update

News www.antiwar.com
Updated May 1, 2013 – 1:00 AM EDT
Obama: US Unsure Who Used Syria Chemical Arms
Obama’s Chemical Arms ‘Red Line’ Is Pure Propaganda
Hezbollah Leader Hints at Intervention in Syria
Britain Not So Eager to Arm Syrian Rebels
Afghanistan: An Endless Financial Sinkhole
US Forces in Afghanistan Nearly Destroyed Vital Airfield
Palestinians Endorse Arab League Land-Swap Plan
Israeli Air Strike Kills Gazan: First Targeted Attack Since November
Feds Probe Boston Suspect’s Link to Russian Militants
Russia Had Boston Suspect Under Surveillance
FBI: OK to Question Terror Suspects Who Ask for Lawyer
Obama: Gitmo Still Needs to Be Closed
Poll: Americans Opposed to Attacking Syria or North Korea
Another Ministry Seized as Libyan Militias Exert Influence
Chemical Weapons Hypocrisy: WMD for We But Not For Thee by Thomas Knapp
Syria: The Only Red Line Should Be to Stay Out  by Doug Bandow
It’s Not the Pentagon Standing in the Way of Cuts to Arms Programs by Jordan Bloom
The Profligate Nuclear Pentagon by Steve Breyman
Peddling Islamophobia by Charlotte Silver
In Wake of Boston Tragedy, Right to Privacy at Risk  by Shane Krauser

-Welcome back

For the word of God is quick , and powerful, and sharper than any two edged sword, piercing even to the dividing asunder of soul and spirit, and of the joints and marrow, and is a discerner of the thoughts and intents of the heart

Hebrews, 4-12

Economic Calendar

Time Cur. Imp. Event Actual Forecast Previous
01:00   INR     HSBC Markit Manufacturing PMI 52.10 52.00
02:00   GBP     Nationwide HPI (MoM) 0.3% 0.0%
02:30   AUD     Commodity Prices (YoY) -7.5%
04:28   GBP     Manufacturing PMI 48.5 48.3
07:00   USD     MBA Mortgage Applications (WoW) 0.2%
08:00   USD     Manufacturing PMI 52.10 52.00
08:15   USD     ADP Nonfarm Employment Change 150K 158K
10:00   USD     Construction Spending (MoM) 0.7% 1.2%
10:00   USD     ISM Manufacturing Index 50.9 51.3
10:00   USD     ISM Manufacturing Prices 53.0 54.5
10:30   USD     Crude Oil Inventories 1.013M 0.947M
10:30   USD     Gasoline Inventories -0.900M -3.928M
14:00   USD     FOMC Statement
14:00   USD     Interest Rate Decision 0.25% 0.25%
16:30   USD     Total Vehicle Sales 15.25M 15.20M
18:05   CAD     BoC Gov Carney Speaks
19:50   JPY     Monetary Base (YoY) 19.8%
19:50   JPY     Monetary Policy Meeting Minutes
21:00   NZD     ANZ Commodity Price Index (MoM) 7.4%
21:30   AUD     Building Approvals (MoM) 1.3% 3.1%
21:30   AUD     Import Price Index (QoQ) -0.5% 0.3%
21:45   CNY     Chinese HSBC Manufacturing PMI 50.60 50.50


-’There will be more wealth confiscation, without a doubt’-Saxo Bank


-Thousands rally against European austerity on May Day


-MI6 Agiprop. Germany will think twice before bailing France out. AEP

Lies, the Germans will do what the European Rothschilds order.


-Everything Is Rigged: The Biggest Price-Fixing Scandal Ever


-Chrysler American Taxpayers bailout FIAT


-Gold ETP Holdings Cap Record Decline Wiping $17.9 Billion


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