Bonjour à tous,

Si vous me le permettez j'ouvre cette file pour regrouper les articles sur la dé-dollarisation, concept que les US sont prêt à faire la guerre pour l'éviter.

Actuellement il y a de gros mouvements comme avec la Russie et la Chine qui ont conclu un accord d’approvisionnement gazier portant sur 400 Mds $ mais dans leurs monnaies en roubles et en yuan.

puis aussi des petits mouvements, on pourrait voir le retour du franc congolais : http://afrique.kongotimes.info/eco_tech/7547-dedollarisation-franc-congolais-impose-dans-toutes-transactions-courantes-nouvelle-reglementation-change-bcc-vers.html

Russian companies prepare to pay for trade in renminbi
By Jack Farchy and Kathrin Hille - June 8, 2014 ©AFP

Russian companies are preparing to switch contracts to renminbi and other Asian currencies amid fears that western sanctions may freeze them out of the US dollar market, according to two top bankers.

“Over the last few weeks there has been a significant interest in the market from large Russian corporations to start using various products in renminbi and other Asian currencies and to set up accounts in Asian locations,” Pavel Teplukhin, head of Deutsche Bank in Russia, told the Financial Times.

Andrei Kostin, chief executive of state bank VTB, said that expanding the use of non-dollar currencies was one of the bank’s “main tasks”.

“Given the extent of our bilateral trade with China, developing the use of settlements in roubles and yuan [renminbi] is a priority on the agenda, and so we are working on it now,” he told Russia’s President Vladimir Putin during a briefing. “Since May, we have been carrying out this work.”

The move to open accounts to trade in renminbi, Hong Kong dollars or Singapore dollars highlights Russia’s attempt to pivot towards Asia as its relations with Europe become strained.

Sanctions are pushing Russian companies to reduce their dependence on western financial markets while US and European banks have dramatically slowed their lending activity in Russia since the annexation of Crimea in March.
The central bank is working to create a national payment system to reduce the country’s dependence on western companies such as Visa and MasterCard.

“There is nothing wrong with Russia trying to reduce its dependency on the dollar, actually it is an entirely reasonable thing to do,” said the Russia head of another large European bank. He added that Russia’s large exposure to the dollar subjects it to more market volatility in times of crisis. “There is no reason why you have to settle trade you do with Japan in dollars,” he said.

The chief executive of a Russian manufacturer that derives 70 per cent of its revenues from export in US dollars said his company had done the groundwork to move its contract settlements to different currencies in the event of further sanctions. “If something happens, we are ready to switch to other currencies, for example to the Chinese yuan or the Hong Kong dollar,” he said.

Alexander Dyukov, chief executive of Gazprom’s oil division, has said that the company has discussed with its customers the possibility of shifting contracts out of dollars, while Norilsk Nickel told the FT that it was discussing denominating long-term contracts with Chinese consumers in renminbi.
“It looks like this is not just a blip, this is a trend,” said Mr Teplukhin of Deutsche Bank. He added that Russian companies were able to hedge the risk of further US sanctions by “changing the letter of their contracts to allow them to change currency if it is necessary”.

Some politicians have suggested Moscow should respond to western sanctions by entirely “de-dollarising” its economy.
But while in recent discussions with big business about how to make the economy less vulnerable the government has advocated listing back home and settling more trade in currencies other than the dollar, it has rejected more extreme measures.

“As long as Russia is not subject to systemic sanctions, which could bring an artificial limit to our economy’s access to dollars . . . then I don’t think Russia will take any steps in order to bring about artificial de-dollarisation,” said Andrei Belousov, economic adviser to Mr Putin.

Source

Pure affabulation ? prendrait-il ses rêves pour des réalités ou vraie clairvoyance de la part de Jim Willie ???

Jim Willie’s MOST SHOCKING CLAIM EVER: Japan, Saudis, & Germany will turn against US, join Russian Alliance!

● Dead Petro-Dollar Event Coming- Saudis set to announce the acceptance of ANY CURRENCY for oil, ALL OPEC Nations to Follow!!
● US Economy in Free-fall- stark evidence screaming full collapse ahead as monetary velocity plunges to 20 year lows!
● QE has been a dead-weight millstone on the neck of the US economy- true purpose is to collapse the US economy and institute global fascism!
● And Willie’s MOST SHOCKING CLAIM EVER: Japan, Saudi Arabia, France, & Germany are preparing to turn against the US, & join the Chinese/Russian Alliance!

Lets get right into the big story Jim: You’re predicting some major US allies to swing away from the US?

● Germany for technology, investment capital, business connections to Russia & China
● Frankfurt RMB Hub for bond trading and Yuan currency convertible function
● German corporate support turned East, while German bank support always West
● 3000 German companies doing business in Russia
● As Germany goes, so go France, Netherlands, Austria
● Expect Frankfurt to eclipse London in bond trading over time
● Turkey for gold intermediary function
● Important for Dollar alternative in trade settlement prototype
● Most important country for gold trade in entire Moslem region
● Always one foot in East, one foot in West, the toll taker, for bridge fees
● Making important Russian energy deals, including generating plants and storage silos
● Critical hub for Afghan heroin run by the USMilitary on NATO bases
● Saudis already have flipped, divorce in full scale conflict, parades done
● New crown prince has been designated, not the Prince Bandar line (end US-UK line)
● Already key comprehensive deals completed with China in March
● Extensive deals are commercial, investment, energy supply, even charity
● Most likely China ordered Saudis & Iran to make peace, engage detente, stop violence
● Soon Saudis will announce acceptance of any major currency for crude oil purchases
● All OPEC will follow
● OPEC to be supplanted by the Nat Gas Coop run by Russia with key Iran support
● Qatar is center of Arab gas, already moving into Gazprom camp
● Japan running a high risk high stakes game
● Courtship with Russia and its own giant energy deal
● Fukushima was an ATTACK on Japan! ???????
● More backfire for Fukushima attacks, pushing Japan into Russian energy supply deals
● Japanese are building pipelines and LNG nodes
● Expect soon a traverse through Korean peninsula
● Both Japan and SKorea are critical jewels to jump from the Western fold
● Obama Trans Pacific Partnership is an abysmal failure

The Doc then asked Jim for his take on the USEconomy, which appears to be accelerating into recession…

● GDP in Q1 went negative like minus 1% (standard lie is 4% to 5% must be factored)
● Retail sector in dire situation, a resulting factor, not leading indicator
● Money Supply has more than tripled in six years ($800bn in 2008 to $4.0tn recently)
● Money Velocity has collapsed (2.03x in 2007 to 1.57x recently)
● Utter total failure, proof positive that ZIRP & QE are dead weight millstones, not stimulus
● If it does not work, press it harder, then repeat the process until systemic breakdown
● Capital destruction from three years of QE bond monetization in unsterilized form
● Higher cost structure from leaked effect onto commodity market, plus natural hedging
● Global resentment for rising costs, no income lift, motive to seek USDollar alternative
● QE bond purchases are backdoor Wall Street bailouts
● QE monetary policy has lifted cost structure across world, including food prices
● Mortgage crisis has not gone away, moved instead to gigantic title fraud cases
● Subprime loans shifted to cars and student loans, both outsized
● Housing market has not really responded, except for private equity junk spot trade
● Vanished profit margins for businesses and corporate business segments
● Effect of Obama Care has been corrosive, with job cuts and job reductions

Source

On se demande si les européens vont refuser de traiter en euros ? (à la demande du patron)

Lien: http://www.lesechos.fr/finance-marches/ ... 010872.php


Fred92

Nous pensons que le dollar US (contre les principales monnaies) et que les actions US ont trouvé leurs sommets pour longtemps et qu’ils devraient tous deux refluer fortement de façon durable. Ce qui implique que les obligations d’Etat US, en raison de la chute des taux d’intérêt US à moyen et long termes liée à la récession/déflation américaine qui s’étend au reste du monde, devraient monter dans la mesure où elles constituent le principal actif alternatif (le prix de l’or ayant été jusqu’ici intentionnellement cassé par la Federal Reserve US et les autres banques centrales occidentales). Nous sommes donc sortis du dollar US ou avons arbitré nos positions encore existantes dans cette monnaie. Etant donné que la prise de Bagdad et du sud de l’Irak par les Djihadistes pourrait signifier la fin du pétrodollar, le pétrole pouvant alors être vendu en d’autres monnaies que le dollar US. Ce qui serait un coup redoutable porté contre le billet vert. Évidemment, l’or et l’argent-métal sous-évalués pourraient remonter mais pas les métaux industriels (platine et palladium ultra sur-achetés) du fait de la faible croissance économique. Il faut attendre encore un peu avant de revenir sur l’or et l’argent-métal autrement que pour des allers-retours rapides parce que l’on doit d’abord voir si les bullion banks vont les laissent monter ou vont les massacrer très vite.

http://www.forum-monetaire.com/le-pseud ... -dechouer/

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