Morning Tweets....
Greece......
Syriza 27.4
ND 20.5
PopUn 6.5
GD 6.5
KKE 5.5
Potami 4.9
Pasok 3.2
CeUn 2.3
Anel 2.2
Other 4.5
UNDECID. 16.5
Syriza 31
ND 31
PASOK 8
GD 7
KKE 6.5
Potami 4.5
LAE 4
EK 3
ANEL 2
ND's Meimarakis says MoU with creditors is #Greece's "last chance". Says country needs a govt that is ready to fulfill country's obligations
Six polls published today show a narrow lead of 0-0.7 pp for #SYRIZA over New Democracy, G Dawn in the 3rd place (>6%). #Greece #ekloges2015
Election Watch: 24 parties and coalitions apply to contest Greek election - @damomac has the rundown https://shar.es/1vMzD7 #Greece
Broader Europe
.@TofGovaerts Added #Finland to the GDP performance chart: Since Euro introduction #Italy is bottom of the league.
#Italy's 5-Star Movement grows up with youthful new leader after 10yrs of econ stagnation. http://www.businessinsider.com/r-italys-5-star-movement-grows-up-with-youthful-new-leader-2015-9 …
Overshadowed by Europe's twin dramas over refugees &Greek debt, debate is bubbling up over how to strengthen Eurozone http://reut.rs/1M4NCpV
Castellón’s “airport with no planes,” a symbol of Spain's overspending, under EU investigation http://cort.as/Wv9z
Significant progress made on #Ukraine at four Foreign Ministers meeting in Paris http://reut.rs/1Np1RHB ~@Reuters
The Greek Analyst retweeted
Peter Schwendner
1 week to elections in #Greece and 3 weeks to #Portugal, #Eurozone bond correlations weaken. http://de.slideshare.net/PeterSchwendner/european-government-bond-correlation-dynamics-taming-contagion-risks …
Interesting & broad range of views on #Corbyn victory in this @commentisfree piece http://gu.com/p/4cbbh/stw
UKRAINE PARLIAMENT TO VOTE ON DEBT DEAL ON SEPT. 17: SPEAKER
.@YanniKouts #Italy surely has to lower debt load. Any bankruptcy mechanism for #Eurozone members could help.
Refugee situation.....
In detail: UNHCR proposals for the managed EU response to the refugee crisis: http://www.unhcr.org/55f28c4c9.html via @Refugees
'The Czech Republic has put in place border controls at the Austrian border' the end of Schengen? #refugeescrisis
Germany closing borders Today, Hungary closing borders on Monda, midnight. Coordinated end of #refugeeswelcome
Don't think Hungary PM doesn't want these pics 2b seen. The dogs & army are at the border 4 media show.
The new razor wire fence on Hungary Serbian border, patrolled by army w dogs.
#Schengen shock: #Germany halts trains from Austria, introduces #border controls http://on.rt.com/6r7v
Merkel urged for the need to solve crisis in Syria as the number of refugees reach a new record in Hungary http://ara.tv/ps28w
New migrant tragedy off #Greece as Athens dismisses criticism http://bit.ly/1F6h0MC
At least 10 refugees die after boat capsizes near Farmakonìssi #Greece. Death toll may rise. #refugeecrisis
BREAKING: Austria's Chancellor Likens Hungary's Refugee Policy to Nazi Deportations - NBCNe... http://bit.ly/1XZcXYO #Khaatumo #Khatumo
Eastern Bloc’s Resistance to Refugees Highlights Europe’s Cultural and Political Divisions http://www.nytimes.com/2015/09/13/world/europe/eastern-europe-migrant-refugee-crisis.html?emc=edit_th_20150913&nl=todaysheadlines&nlid=63267344&_r=0 …
Hungarian Police Register Record 4,330 Migrants on Saturday
Plans to relocate asylum seekers has Eastern Europe fuming http://ind.pn/1O8wwum
EU Floats Deficit Rules Easing as Refugee Crisis Costs Soar. http://bloom.bg/1iEuHs9
How the worst #refugeecrisis since WWII is dividing Europe: http://ara.tv/px38k
Asia.......
Malaysia.....
Witness Malaysia's Sublime Beauty Across 13 States In This Gorgeously Shot Video http://bit.ly/msiatanahairku
China......
China's Economy Continues To Crumble As Key Data Is Worst In 15 Years http://www.zerohedge.com/news/2015-09-13/chinas-economy-continues-crumble-key-data-worst-15-years …
China Real GDP: -1.1% http://www.zerohedge.com/news/2015-08-26/china-stunner-real-gdp-now-negative-11-evercore-isi-calculates …
Beijing on a perfect late summer / early autumn day. Nothing better than biking through the hutongs to Houhai.
China Manufacturing Output Grew 6.1% Y/Y in August, Est. 6.4%
Reforming SOEs is of paramount importance because they have been driving the Chinese non fin corporate leverage boom.
The ability to stimulate REAL activity via more credit creation has shrunk in China (as it has had in the US)
we all know China role in steel, but it is stunning that Global Steel output excl China has been flat for 25 years.
Annual growth rate of China real exports:
1995-2001: 11.5%
2002-2007: 25.4% (WTO effect years)
2010-2013: 9.4%
2014-2015: 3.5%
With China’s share of global industrial output now 30% (up from 7% im 2000) market share gains will be harder to achieve going forward
China Industrial Production Growth Lower Than Expected http://www.wsj.com/articles/china-industrial-production-growth-lower-than-expected-1442125441 …
Small hints from daily life in China can give you an idea about the future of the world’s second-largest economy http://on.wsj.com/1XX8FRV
It's easy to forget China’s modern economy was built on a solid, low-tech manufacturing sector http://econ.st/1NtOmbd
Inklings of rebalancing in August China data (y/y):
IP: 6.1% (est 6.3%)
Fixed asset investment: 10.9% (11.2%)
Retail sales: 10.8% (10.6%)
Haidi Lun 伦海迪 retweeted
Patrick Chovanec
Targeted stimulus is the Holy Grail of China economics. Or maybe the El Dorado, they will die trying to find it.
Japan.......
Vanilla sky over Tokyo
Kumari Karandawala
Reuters Source: BOJ board is growing increasingly concerned about diminishing policy options and the downsides of the ongoing stimulus
Japan Floods Wash Away 240 Bags of Fukushima Radioactive Waste
TV:Rain threatens Fukushima structures=Nightmare…Expert:Corium in ground, will surface if water rises—Radiation spike http://enenews.com/tv-floods-threaten
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