Tuesday, November 10, 2015

Economic News , Data & Views ( November 1o , 2015 ) UK In Focus ( David Cameron Gives EU Renegotiation speech , EU Reform Items / Brexit Items ) ...... Portugal Updates ( Left Bloc To Sign Deal / Portugal Gov't To Collapse Imminently ) ...... Spain Updates ( Catalan Independence And Related Matters ) ..... Greece Updates ( EU Hold Back Payment As Milestones Not Hit By Greece Gov't , Banks Stocks Suffer Suffer , Economic Data For Tuesday For Greece ) ....... Ukraine ( Rada Protest Today , Wrangling With Russia On Bond Due In December ) ....... Refugee Updates ( Greece , Germany In Focus ) ....... Germany In Focus ( Anti-Immigration Protests , Merkel's Swooning Popularity ) ...... Market Moving Item ( Italy Loans To Bank Sector Fall 0.5 % y/Y in Sept / German Bunds in news / NIRP Really In Focus today ) ...... Odds & Ends !


Evening wrap.....






FinMin Tsakalotos says debt deal should include 15~20 year grace periods /via




Greek Finance Minister Euclid Tsakalotos said on Tuesday that any agreement on Greek debt relief should include grace periods of 15-20 years that would encourage long-term investment.




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Commodities new 16 year lows: at these prices two-thirds of Chinese commodity companies can't fund interest payment


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Germany Sells Out Of Pepper Spray As "Frightened Germans Buy Protection Against Refugees"





INSA poll: Eurosceptic AfD party gains to record in 10% in Germany







Slovenia to build 'obstacles' on border against migrants: PM








But not for Syrian refugees coming from Greece , which is where many of the Syrian refugees in question , have come.






yet to comment on proposal to freeze family reunification 4 Syrian refugees - but wouldn't have seen light of day w/out her consent.







Estimate only abt 3% of asylum seekers in Germany registered on EU arrival - so impossible to apply Dublin Regs.





Heads of '' expected to meet FinMin in Athens on Wednesday, says Mega channel







Portugal President w/ 2 choices after collapse of govt:Invite Socialist Costa to form left-wing govt or reinstating Coelho in caretaker govt







intelligence says has 80K militants in and ...














Regling on : "A nominal haircut is certainly not on the cards and the IMF is not proposing it either."








Regling: "Crucially, our approach neither leads to any loss for creditors nor to any direct transfer from creditors to ."








Ethics issue more than "bad optics" (Video): UN spokesperson on Leon's possible violations of UN charter&staff rules






Merkel's popularity continues to fall , Seehofer popularity rising...










road motor cars down by 13.8 pct in Oct for the second fall this year.
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Europe.......






No more faith in bright future: may leave EU without Europeans


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'Dear Donald,' to 1/2

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The letter, to 2/2

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Editorials in today's papers in Spain slam Catalan parliament's declaration yesterday. Even La Vanguardia's, which is being shared a lot.








- Left Bloc will sign deal at lunchtime.. Therefore, before vote.








EU Holds Back Payments for Greece as Key Reforms are Still Pending







The diversity of today's protest in front of the Rada. Ukraine, you're great today.

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| *JARESKO REITERATES RUSSIA CAN'T GET BETTER CREDITOR TERMS ...seriously Natalie...stop poking it







What Markets Need to Watch in as Leftists Vow to Oust PM

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. tends to fall into the "nothing is possible" category on .

















Greek CPI (YoY) Oct: -0.90% (est -0.80%; prev -1.70%) - CPI EU Harmonized (YoY) Oct: -0.10% (est 0.10%; prev -0.80%)








Forensic scientists in Sicily take on Herculean task of identifying drowned

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Syrians to Europe through the Sahel: the road less travelled by


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in one chart. saves words

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Beijing allows free conversion between yuan & Swiss franc

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Interesting poll from . Germans support 'Red Card' allowing national parliaments to block EU legislation.
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deflation eases. CPI EU Harmonized (YoY) Oct: -0.10% (est 0.10%; prev -0.80%). VAT increases bite in.








. in letter to Tusk: Danish/Ireland settlements"did not disadvantage" other EU states, see letter
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Meanwhile in Germany, anti-immigration polling at a record-high 10%, while Merkel's CDU/CSU plunges to 34%.




















BREAKING: David Cameron signs up to the principle of subsidiarity.








David Cameron sets out demands for EU reform: "The answer is not always more Europe - sometimes, it's less Europe"








Q€ at work









| *ITALY BANK BAD LOANS ROSE 13.5% Y/Y IN SEPT, BANK OF ITALY SAYS







| *GERMAN INDEX BONDS WEIGHTED AVG PRICE 112.58 ;REAL YIELD -0.35% ..."real yield"







| Sells CHF541.4M 91-Day Bills; Yield -1.03%

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EU Commission criticizes 'slowdown' in Turkey's rights reforms









Negative is the new normal. sold €2.58bn at -0.271%, lowest yield in history.

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| Industrial production ...context...


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| *OPEC CUT OF 1.5M B/D IN DEC. NOT ENOUGH TO BALANCE MKT: BADRI; *OPEC WON'T ACCEPT LESS THAT 40% OF WORLD OIL MARKET: BADRI








Post-Cameron worth revisiting Heat Map on where other EU countries stand on demands





Post-Cameron worth revisiting Heat Map on where other EU countries stand on demands




Europe needs Germany to lead migration crisis response, says EC President Tusk







EURO ZONE MONEY MARKET RATES RISE AFTER REUTERS REPORTS ECB CONVERGES ON DECEMBER DEPOSIT RATE CUT







| *BDB'S FITSCHEN REJECTS EU PLANS FOR COMMON DEPOSIT PROTECTION