Evening wrap...... Just highlights - much more at my tweet feed !
Asia .....
Greece.....
Broader Europe.....
Morning Tweets ....
Overview ......
Refugee Situation......
#EU Commissioners Timmermans and Avramopoulos to visit Kos island Sept 4. /via @Mina_Andreeva #refugeecrisis #Greece
Commodities......
Greece ......
China and Japan in focus .......
Asia .....
Fantastically-coloured mountains and cliffs in Zhangye Danxia, #China (credit: P Bibler). #CulturesWays
CHINA STOCK MARKET SHOWED `HEALTHY' PRICE ADJUSTMENT: LI DAOKUI. Right after the sellers were arrested
CHINA STILL HAS ROOM TO CUT INTEREST RATES: EX-PBOC ADVISER. And sell even more Treasuries
#阅兵蓝 #ParadeBlue achievement unlocked ( and all you had to do is shut down entire segments of the economy )
fred walton retweeted
Pedro da Costa 
Greece.....
After a tough few days of leftist strife for Tsipras, 70 SYRIZA MPs sign a statement supporting him to be PM of next Greek gov't #Greece
3 polls today show SYRIZA-ND gap narrowing. Still early but it's clear sussing out elex will be like holding on to bar of wet soap #Greece
Metron Analysis for Parapolitika
Are you pro-MoU or anti-MoU, or is this term meaningless?
Meaningless 73%
Anti-MoU 18
Pro-MoU 6
#Greece
Metron Analysis for Parapolitika
Are you in favour of euro or drachma?
Euro 79%
Drachma 17
N/A 4
#Greece
Metron Analysis for Parapolitika
Was Tsipras right or wrong to agree 3rd bailout?
Right 55%
Wrong 40
N/A 5
#Greece
Metron Analysis for Parapolitika
How do you view SYRIZA-Independent Greeks coalition?
Negatively 72%
Positively 22
Neither 4
N/A 2
#Greece
Macedonia Uni for Skai
SYRIZA 25
ND 22
Potami 6
KKE 6
G Dawn 5.5
Pop Unity 5
Cent Union 4.5
PASOK 4.5
Ind Grks 2
Other 5
#Greece
MRB poll for Agora
SYRIZA 24.6
ND 22.8
G Dawn 6.2
Potami 5.6
KKE 4.7
Centrist Union 4.7
Popular Unity 4.2
PASOK 3.9
Ind Greeks 2.3
#Greece
Reality of 3rd bailout begins to sink in as pensioners prepare to pick up reduced (again) retirement pay http://www.ekathimerini.com/200973 #Greece
#Greece - Next parliament according to Metron poll. SYRIZA in pink, ND in blue. Majority 151. Fasten your seat belts.
Broader Europe.....
Payments glitch at HSBC leaves scores unpaid http://bit.ly/1WXJLB2
.@luigiscorca The Euro behaved like the Vix this week as the common currency has become funding tool for carry trades
Read @martoneder's great guide to how #Ukraine's GDP warrants work --> http://bloom.bg/1NYajfl via @business
So #Ukraine asks Russia to take deal that includes GDP warrants. That means Ukraine wants Russia to invest in its long-term econ growth #LOL
Ukraine Finance Minister @njaresko tells @BloombergTV it's "beyond comprehension" that people are suggesting the debt deal is too soft
German Aug CPI came in higher than exp as package holidays and non-energy industrial goods prices surprised to upside
Killing another myth: #Switzerland unexpectedly evades recession despite steep rise in franc. http://bloom.bg/1JpASZO
Morning Tweets ....
Overview ......
* Bloomberg TV says bullard said Federal Open Market Committee doesn't like to move when there is volatility
Bullard: It will be a good day when the Fed lift rates.
Recent market vol will not effect September rate decision
Bullard: "Under conventional models 5.3% unemployment is going to put upward pressure on inflation" - perhaps the models are wrong
Here is the Jackson Hole schedule https://www.kansascityfed.org/publications/research/escp/symposiums/escp-2015 … Mark Carney of the @bankofengland speaks tomorrow PM UK time..
China Surge Continues, Futures Slide As Jittery Market Looks For Jackson Hole Valium http://www.zerohedge.com/news/2015-08-28/china-surge-continues-futures-slide-jittery-market-looks-jackson-hole-valium …
Frontrunning: August 28 http://www.zerohedge.com/news/2015-08-28/frontrunning-august-28 …
Refugee Situation......
Greece rescues 665 migrants off its islands http://dlvr.it/C031qg
EU ‘snubbed’ Greek plan to tackle refugee crisis http://dlvr.it/C02wwy
Germany's Merkel says EU leaders stand ready to meet to discuss refugee cris if necessary but work must be done by interior ministers first.
Dead migrants likely Syrians, include four children: Austrian police http://bit.ly/1PWJw4n
71 migrants, including 4 children, found decomposing inside abandoned lorry in Austria | South China Morning Post http://ow.ly/RuqiH
Hundreds feared dead as boat sinks off #Libya http://ara.tv/prdzt
Mediterranean migrant crossings top 300,000 in 2015: UN http://bit.ly/1KdtyUJ
Non-EU #migration to the UK continues to increase and remains a larger share than EU migration http://openeurope.org.uk/blog/the-net-migration-target-doesnt-make-sense-irrespective-of-eu-migration/ …
Commodities......
Pieter Cleppe retweeted
Dan Popescu 
Oil soars 10 percent in biggest one-day rally in years http://on.rt.com/6q0q
Greece ......
Presidential decree for closure of Greek Parliament & elections on September 20 has been rubber stamped, reports Skai TV. We're off! #Greece
Greece’s economy surged as Tsipras fought with EU over aid deal http://dlvr.it/C01Mvj
In case #Greece Q2 GDP rise of 0.8% did surprise you: It's just been revised to 0.9% (final).
Sixth straight fall for Greek economic sentiment in August as it plunges by 6.1 pts https://shar.es/1v2IN5 #Greece
Nikos Christodoulakis, Greece's new interim economy minister, chaired Eurogroup 2002-2003 when Greek finance minister
Greece's new interim finance minister is George Chouliarakis - previously Athens man at the Euro working group
#Greece - New ProRata/@EFSYNTAKTON poll: SYRIZA 23%, ND 19.5%, PASOK 4.5%, Potami 4%. Good luck with forming gov't.
ProRata poll for @EFSYNTAKTON
64% say Tsipras wrong to prompt snap elections
68% say #Greece should remain in euro "at all costs"
Gap between SYRIZA & New Democracy has closed by 7.5 points in less than 2 months, if accurate #Greece
ProRata poll for @EFSYNTAKTON
SYRIZA 23
ND 19
G Dawn 6.5
KKE 5
PASOK 4.5
Potami 4
Pop. Unity 3.5
Cent Union 3
Other 3.5
Undec 25.5
#Greece
China and Japan in focus .......
First APEC blue, now #阅兵蓝 or #ParadeBlue Beijing's military parade skies trending on Weibo after industrial shutdown.
Japan's labour market gets tighter. Jobs to applicant ratio keeps rising + unemployment rate drops to '97 low.
China stocks last week:
Aug 20: -3.4%
Aug 21: -4.3%
Aug 24: -8.5%
Aug 25: -7.6%
Aug 26: -1.3%
Aug 27: 5.3%
Aug 28: 4.8%
BREAKING: China Financial Futures Exchanges says to increase real-time monitoring of "unusual trades" to curb "excessive market speculation"
MORE: China securities regulatory CSRC chairman Xiao Gang urged securities industry to fight against bribery, corruption and insider-trading
BREAKING: China's securities regulator said it reported 22 cases to public security ministry for investigations, incl insider-trading cases
BREAKING: Shanghai benchmark index jumped nearly 5%, with 600 stock up 10% daily limit, as China is ready to pour trillion RMB pension funds
BofA's David Cui: A-shares need to fall another 35% to be attractive, rout will resume as soon as intervention stops. http://www.bloomberg.com/news/articles/2015-08-28/china-s-stock-rout-to-resume-as-intervention-ends-says-bofa …
Chinese pension funds' core investment theme is safety "safety first, safety is our top priority" Vice Minister HR & Social Security $SSEC
China's Vice Finmin- total pensions hit 3.5 tln yuan late 2014, timing of purchases depends on prep work via professional investment firms.
#Abenomics in tatters: BoJ fails to fight deflation. #Japan inflation stalls, spending slides. http://reut.rs/1PBmOOw
Gov Presser + bullish Xinhua commentary: this is best time for Chinese pension funds to buy stocks as valuations are already "cheap enough"!
Yuan Strengthens Most Since March, China Unveils New Bailout Source After Rescue Fund Runs Out Of Fire-Power http://www.zerohedge.com/news/2015-08-27/china-strengthens-yuan-fix-most-march-bailout-fund-runs-out-fire-power-dong-leaks-lo …
FACT: By end-2014, total size of pension funds is about 3.5 tln RMB
Deputy social security minister: About 2 tln RMB ready for investments
CHINA JULY INDUSTRIAL COMPANIES' PROFIT FALLS 2.9% Y/Y. But GDP is 7%
China Gets Creative, Turns To Swaps To Manage Yuan http://www.zerohedge.com/news/2015-08-27/china-gets-creative-turns-swaps-manage-yuan …
US Automaker Panic Button Looms After China's Top Carmaker Warns Of "Grim" Outlook http://www.zerohedge.com/news/2015-08-27/us-automaker-panic-button-looms-after-chinas-top-carmaker-warns-grim-outlook …
So Sept rate hike in Japan then?
JAPAN JULY HOUSEHOLD SPENDING POST 2ND STRAIGHT Y/Y DROP
JAPAN JULY RETAIL SALES +1.6% Y/Y; MNI MEDIAN +1.3%
BREAKING: China's state agency for margin finance is raising 1.4 tln RMB interbank loans to prepare for a new round of stock market rescue
CHINA'S RESCUE FUND APPLIES FOR MORE LOANS FROM BANKS: CAIXIN. Time to bail out the bail out fund, again
What China's Treasury Liquidation Means: $1 Trillion QE In Reverse http://www.zerohedge.com/news/2015-08-27/what-chinas-treasury-liquidation-means-1-trillion-qe-reverse …
Behold: A Chinese Liquidity Crunch http://www.zerohedge.com/news/2015-08-27/behold-chinese-liquidity-crunch …
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