Sunday, November 8, 2015

Economic News , Data & Views ( November 8 , 2015 ) ..... Greece In Focus ( Updates On Refugee Situation , Domestic and International ( Eurogroup / Troika aka New Quad ) Political Updates , Economic Items Of Note ) ....... Germany In Focus ( Germany Refugee Policy Political Dilemmas - Domestic And International Problems Mounting , German Spy Row In Focus ) ..... Europe Broadly ( Ukraine , Russia - Plane Crash Mystery In Turkey , UK - EU Reforms / Brexit ) ...... Asia and Emerging Markets (Dubai , Turkey , Russia , Indonesia , China , Japan , Taiwan , South Korea In Focus )


Greece......






Greece told to break bailout deadlock by Wednesday


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Hundreds of migrants rescued off eastern islands

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Beast of populism bites back

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Greece and lenders discuss actions ahead of Eurogroup

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With 25% unemployment & a looming recession, Greece’s fight for stability is far from over:


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Conf call btwn Mins Tsakalotos & Stathakis and Quadriga heads ends without a breakthrough. Working Group conf call tomoro








Frontex to deploy forces on Greek-Albanian border


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HUGE -- former PublicOrderMin Panousis says Cabinet members have terrorist connections.








Gas station owners to rally on November 12


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Germany......







EU border control agency Frontex warned of record migrant numbers and sea crossings in March, June via







German Interior Minister de Maiziere stands by plan to reduce Syrian asylum protection









EU's Tusk urges Germany to help secure European borders








Good morning from Berlin where the row over refugees deepens. Asylum activist attacked house of 's von Storch.

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Row over refugees' status reopens divisions in German government /via


















Sympathy for is declining in & 's govt toughening stance.

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DRESDEN, Over 8,000 Chancellor ’s allowing migrants into the country


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Europe Broadly......





  Retweeted
Communist Party's Central Committee greenlights agreement with the Socialists /via







Row over refugees: German FinMin Schäuble: must limit asylum seekers’ family reunions. (BBG)








Polls close in Croatia after tight parliamentary election








VW offering cash to diesel car owners over emissions scandal












Still no resolution of open issues needed to unlock tranche payment to Greece and bank recap funds.








, lenders stuck over treatment of bad loans in first part of aid /via






Non-performing loans NPLs particularly elevated in some southern countries, such as Cyprus, Greece, Italy, Portugal








Harsh description of close 2 collapse. Must be serious when west press allowed 2 talk of a 'failed state'









Italy could be helpful ally for Cameron, but refugee crisis could undermine Rome's goodwill. Our heat-map.



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Big € countries agree with non-€ safeguards in principle, but devil will be in details. Our heat-map.








EU migrants' access to welfare trickiest item on Cameron's agenda. Our heat-map shows where others stand.




Spain and Belgium have strong reservations over 'red card' for national parliaments. Our new heat-map.
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. gives strongest hint yet he may campaign for Brexit if demands aren't met

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How a Brexit could benefit one woman in particular







Asia & Emerging Markets....








. another key fact: 1.Explosion Heard from the cockpit voice recorder Evidence is not definitive But mounts







US official: '99.9% certain' Russian plane was felled by bomb

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Indonesia has poured money into lifting the smog. It must not stop when the skies turn blue


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Camel crash in Dubai. DFM index plunges, leads Middle Eastern mkts lower after Oil retreats.

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China's reserves peaked at $4 trillion. Propping up the yuan has eaten into that


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CSIS answers the critical questions regarding China’s Fifth Plenum:
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China, Japan and South Korea have “completely restored” co-operation



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CHINA Oct Imports -16.0%, falling for 12 consecutive month.  
CHINA Oct Exports -3.6% y/y




















U.S. navigation moves in South China Sea will continue: Carter


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Russia & China are ‘challenging the world order’ – US Defense Sec


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Fed Hike Off Again? Exports Drop for Fourth Month









The historic China-Taiwan explained in one picture

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The United Kingdom Antes In: Signs No Hack Pact With China via



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