Catharsis Ours: Economic News , Data & Views ( December 3 , 2015 ) - Europe Update ( Big data splash ( Germany , France , Spain , Italy ) , European equities optimistic ahead of today's big ECB meeting - Draghi expected to make major moves today , Greece inching back into spotlight ( Latest General strike today , Tsipras under the weather , Pakistan refuses to allow refugees from Greece off plane , latest batch of reforms needed in less than ten days remain to be implemented. I bn remaining in tranche which might not be released until January . First review of latest bailout scheme might not be completed until February - Greece ) , France may revamp Constitution to extend state of emergency - Unemployment data out today ) ..... Emerging Nations In Focus ( Oil and Opec Center Stage - Friday's meeting sparking all types of rumors and gaming of markets , data from South Africa - confidence & PMI ) ......... Asia In Focus ( Headlines and data from India , China and Japan in focus ! ) ...

Europe......

LATEST: National CIS election survey results:
PP: 28.6%, 120-128 seats;
PSOE: 20.8%, 77-89;
Ciudadanos: 19.0%, 63-66;
Podemos: 9.1%, 23-25;

‏@Elbarbie

Eu official:Institutions wil give short overview of what has happened+what is in pipeline no operational or political conclusions 2b drawed

‏@SpiegelPeter

Could remaining €1bn in current #Greece bailout tranche be extended to Jan if reforms not done? Presents "severe problems," says #EU off'l

‏@YanniKouts

February is the new December for #Greece. 

Peter Spiegel @SpiegelPeter

When will 1st review of #Greece's new €86bn bailout be completed? "February seems like a good guess," says #EU official. #eurogroup

‏@NikiKitsantonis

Greek police official says 26 Pakistanis deported from Greece being returned after Pakistani gov refuses to take them, 'action to be taken'

‏@ekathimerini

Border agency director troubled by internal EU fences http://dlvr.it/CvjsjS  

‏@moved_average

#Greece | *EU OFFICIAL: WORK CONTINUES TO SET UP GREEK PRIVATIZATION FUND..the same fund that should have sold €50B by at least 2 years ago?

‏@GreeceUpdate

Greece seeks debt relief deal in February 2016 http://www.snsanalytics.com/66EVy7 

‏@OpenEurope

Greece hits back at EU members threatening it with suspension from #Schegen: http://openeurope.org.uk/daily-shakeup/eu-considering-resurrecting-internal-borders-in-schengen-zone-for-two-years/ … #migrationcrisis

‏@DailySabah

Pakistan refuses to let 30 refugees deported from Greece off plane 
http://sabahdai.ly/5tYUnH 

‏@graemewearden

General strike in Greece today. Unions say "ordinary working Greeks have had enough". http://www.theguardian.com/business/live/2015/dec/03/ecb-stimulus-qe-negative-rates-mario-draghi-live#block-56600eece4b0bd851920c22d … 

‏@Schuldensuehner

Draghi says #ECB Board to avoid meeting investors in quiet period. Ssys quiet periodic 7 days prior to policy meetings. (BBG)

‏@GreekAnalyst

PM #Tsipras's scheduled interview at state broadcaster ERT is postponed because he is sick. #Greece  

Voula Kexagia @bkex

Αναβάλλεται η αποψινή συνέντευξη πρωθυπουργού στην ΕΡΤ λόγω ίωσης .

‏@Schuldensuehner

BNP expects #ECB to cut deposit rate by 20bps to -40bp, a €10bn increase in monthly pace of QE, and an QE extension by a year to Sep2017.

‏@Schuldensuehner

Euro soft ahead of #ECB policy decision as Goldman expects #Euro to drop to $1.03 on another dovish surprise. 

‏@Schuldensuehner

Time for big bang from #ECB: While consensus is for 0.1ppt reduction to -0.3%, many expect a bigger cut. (via BBG) 

‏@MarkitEconomics

#Spain services activity rises at sharpest rate in 3 months in Nov. Headline index at 56.7 http://ow.ly/VpVdu  

‏@MarkitEconomics

German Composite Output Index rises to 8-month high of 55.2 (54.2 in Oct), signalling further #GDP growth in Q4 

‏@MarkitEconomics

Final Germany Services Business Activity Index at 14-month high of 55.6 in Nov (54.5 in Oct) http://ow.ly/VpWx0 

‏@MarkitEconomics

Business activity growth in #France eases to 3-month low in Nov. Headline index at 51.0 (52.7 in Oct) http://ow.ly/VpVXq 

‏@MarkitEconomics

November sees solid rise in Italian service sector business activity (Index at 53.4) http://ow.ly/VpVwf  

‏@moved_average

#France | *FRANCE MAY CHANGE CONSTITUTION TO EXTEND STATE OF EMERGENCY:AFP

‏@Schuldensuehner

How far will Draghi go today? Mkt expectations are quite high. 2y German govt bonds yields trade near low at -0.435% 

‏@moved_average

#France | Q3 ILO UNEMPLOYMENT RATE: 10.6% V 10.4%E; MAINLAND UNEMPLOYMENT RATE: 10.2% V 10.3%E 

‏@Schuldensuehner

Goldman expects #Euro to drop 3% tdy on Dovish Draghi as output gap in #Eurozone tremendous. http://bloom.bg/1TlGyHG  

Emerging Nations ......

‏@macroandfinance

#ECUADOR #OIL MINISTER IS `OPTIMISTIC' ABOUT FRIDAY #OPEC MEETING - BBG

‏@moved_average

#Crude #SaudiArabia | SAUDI OIL SOURCE SAYS "REPORT OF PROPOSED SAUDI CUT IS BASELESS"

‏@moved_average

#SouthAfrica | NOV SACCI BUSINESS CONFIDENCE: 82.7 V 88.4 PRIOR 

‏@mperelman

#Erdogan @FRANCE24:if we were buying oil from #Daech,I wouldn't stay in power,those who accuse us should leave power http://f24.my/1XjpLvb 

‏@Schuldensuehner

#Oil rebounds as the Opec rumour mill starts to speed up. Saudis to Propose conditional Cuts http://bloom.bg/1jzYQbV  

‏@moved_average

#Oil #Iran | IRAN OIL MIN URGES MEMBERS THAT OVERTOOK IRAN'S PRODUCTION SHARE TO REDUCE OUTPUT TO RESTORE STABILITY IN THE MARKET - SHANA

‏@MarkitEconomics 3

Standard Bank South Africa #PMI edges closer to stabilisation, rises to 49.6 (47.5 in Oct) http://ow.ly/VpVp2  

Asia.......

‏@MarkitEconomics

Caixin #China #PMI surveys signal return to growth in November. Here's our analysis: http://ow.ly/Vq93D  

‏@moved_average

#India | NOV PMI SERVICES: 50.1 V 53.2 PRIOR ...business optimism at record low 

‏@moved_average

#Australia | OCT TRADE BALANCE ...18th consecutive deficit 

‏@moved_average

#Japan | *KIUCHI: EFFECTS OF QQE HAVE ALREADY BEEN DIMINISHING

‏@moved_average

#China | Bans Some Asset Mgmt Products on Financing Concern: Herald
http://epaper.21jingji.com/html/2015-12/03/content_27055.htm …

‏@Schuldensuehner

Nikkei closes almost unchanged at 19939.90 while Yen strengthens on #ECB decision day. 

Catharsis Ours

Thursday, December 3, 2015

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