Commodities / Currencies / Bonds - Turmoil after US Employment Report ( N.F.P )
Credit Bubble Bulletin: Weekly Commentary: Irreversibly Broken and Dysfun... http://creditbubblebulletin.blogspot.com/2015/11/weekly-commentary-irreversibly-broken.html?spref=tw …
Another great Doug Noland Report
Hair definitely was whipping around Friday ! What a day......
Bloomberg's Commodity Index dropped to 84.9074 yesterday, the lowest since August 1999
#China Probably Raised Gold Hoard Again in October Adding 14 Tons. http://bloom.bg/1S5xvKs
Saudis Aim to Get Ahead in Europe as Oil Competition Intensifies http://bloom.bg/1WEGGCW
Venezuela Seen as Major Beneficiary of Obama's Keystone XL Snub http://bloom.bg/1kfVsnY
It's Official: The Baltic Dry Index Has Crashed To Its Lowest November Level In History http://www.zerohedge.com/news/2015-11-06/its-official-baltic-dry-index-has-crashed-its-lowest-november-level-history …
World's Largest Steelmaker Reports Huge Loss, Suspends Dividend, Blames China http://www.zerohedge.com/news/2015-11-06/worlds-largest-steelmaker-reports-huge-loss-suspends-dividend-blames-china …
Venezuela Said Negotiating $3b Currency Swap With China: Reuters
The Oil Industry Has Been Put on Notice http://bloom.bg/1WFffc0
Crude Holds Losses Despite 10th Consecutive Weekly Decline In Rig Count http://www.zerohedge.com/news/2015-11-06/crude-holds-losses-despite-10th-consecutive-weekly-decline-rig-count …
#Russia Ruble in tandem w/ oil lower after solid US jobs data.
EM currencies TRY, ZAR, RUB, MXN and among G10 Euro and AUD are the top under-performers against the USD after NFP.
Charlie Bilello, CMT
Dollar Index nearing highest levels since 2003. Commodities nearing lowest levels since 2002. Tale of two cities.
Global bond rout deepens after solid NFP. 10y US Treasury yields rise 11bps, 10y Bund yields 8 bps higher.
These 2 charts tell the NFP story. Ahead of NFP markets priced chance of Dec Fed liftoff at 56%, now chance at 72%
#Gold plunges after strong US jobs data as chance for a Dec liftoff has jumped from 56% to 70%.
ArcelorMittal reported a $700 million loss for the third quarter today. http://nyti.ms/1WEnUeZ
Europe Broadly / Refugee Crisis ......
Germany would like to deport Afghan refugees swiftly - but would that violate UNHCR Refugee Convention of 1951 ? http://www.unhcr.org/.../49da ..
Athens may mull opening Evros fence as part of EU deal http://dlvr.it/CgldX9
"Spying on friends is unacceptable" - Angela Merkel
October 24, 2013
fred walton
Mish's Global Economic Trend Analysis: Capital Flight from Italy High and Rising http://po.st/bHxIhn via @po_st
ABC News - Croatia Holds General Vote Overshadowed by Migrant Crisis http://dlvr.it/CgjKhW
Leader of Belgian governing N-VA calls in letter to @EPP, ECR, ALDE for border prot.+ safe refugee havens outside EU http://www.demorgen.be/bijlagen/658bf7ae-f991-4e46-b027-80a06eb2da10.pdf …
Volkswagen’s emissions scandal: Fuel on the fire http://econ.st/1kbMlVh via @TheEconomist
Finnish coalition ends reform row after PM's threat to quit http://bit.ly/1NWeMA6
‘Underwater drone with explosives’ spotted near Baltic Nord Stream pipeline http://on.rt.com/6vt7
France doesn't appear to be in a rush to get started w the EU refugee #relocation scheme http://www.thelocal.fr/20151106/france-to-take-in-just-200-refugees-in-november …
Germans flip-flop over crackdown on #SyrianRefugees amid growing pressure
http://sptnkne.ws/abr8
#RefugeeCrisis
#Greece | New call between Stathakis, Tsakalotos & Quadriga this pm in last effort to reach agreement on foreclosures before #Eurogroup mtng
Attacks on refugees in Germany double in three months http://bit.ly/1QkUzGH
#EU Commission to propose establishing a European Border Guard and a European Coast Guard, @Papageorgiou_J reports: http://www.athina984.gr/2015/11/06/%CF%83%CF%8D%CF%83%CF%84%CE%B1%CF%83%CE%B7-%CE%B5%CF%85%CF%81%CF%89%CF%80%CE%B1%CF%8A%CE%BA%CE%AE%CF%82-%CF%83%CF%85%CE%BD%CE%BF%CF%81%CE%B9%CE%BF%CF%86%CF%85%CE%BB%CE%B1%CE%BA%CE%AE%CF%82-%CE%BA/ …
758,000 aslyum seekers registered in DE in 2015. Berlin announces Syrians to face freeze on family reunification: http://openeurope.org.uk/blog/faz-exclusive-german-government-shifts-position-on-syrian-refugees/ …
FAZ exclusive: German gov't cracks down on Syrian refugees. But why? @NinadSchick on our blog: http://openeurope.org.uk/blog/faz-exclusive-german-government-shifts-position-on-syrian-refugees/ … #migrationcrisis
FAZ Exclusive: German gov't to only offer Syrian refugees 1 yr residency & freeze on family reunification: http://www.faz.net/-i98-89vzs @faznet
Editor comment - note Zeit & Faz articles contradict each other , Faz from Friday ( Zeit today )
Oh er - @handelsblatt reports that German quietly redirecting abt 1,000 refugees a day to Sweden. #migrationcrisis: https://global.handelsblatt.com/edition/299/ressort/politics/article/germany-passing-the-refugee-buck?ref=MjU0NDg3 …
Sweden officially requests Commission to relocate refugees in SWE under EU relocation quotas (as we reported y-day): http://openeurope.org.uk/daily-shakeup/irish-think-tank-warns-brexit-could-reduce-uk-irish-trade-by-20/#section-2 …
'Debt for refugees,' Juncker lobbying EU states to take refugees for looser budget rules - reports FP @handelsblatt
Success of the EU refugee relocation scheme: 116 refugees relocated (of 160K) & now Sweden wants to move its refugees to other EU countries.
Sweden officially requests Commission to relocate refugees in SWE under EU relocation quotas (as we reported y-day): http://openeurope.org.uk/daily-shakeup/irish-think-tank-warns-brexit-could-reduce-uk-irish-trade-by-20/#section-2 …
Merkel is not focused on a graceful exit—she's focused on rising to her biggest challenge http://econ.st/1WyOM5g
Holger Zschaepitz
Farewell to Maastricht criteria: Costs for refugees a welcomed excuse to loosen debt limits. https://global.handelsblatt.com/edition/301/ressort/politics/article/berlin-coalition-agrees-to-fast-track-deportations?ref=MTI5ODU1 …
S&P affirms junk rating for #Turkey; Outlk neg on the assumption that current policy settings will prevail after incumbent AKP won elections
Ankara concerned with slow EU accession process as Brussels focuses solely on refugee crisis http://sabahdai.ly/s0aNAR
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