Spot on !
Anglo's Shadow Hangs Over Glencore Investor Day as Shorts Circle http://bloom.bg/1R9oGlC via
Russia threatens to force Ukraine into default on all of its debt .IMF takes a broadside as well. Payment due-12/20.
Greek Police say 2300 migrants moved from Idomeni-Athens. Migrants on border-bound buses who aren't Iraqi,Afghan,Syrian being sent to Athens
New draft accord pushes #Paris #COP21 #climate conference into decisive phase: http://dw.com/p/1HKmB
Glencore flashing red warning lights and sirens blaring today -CDS soaring.
#EU's Moscovici: #IMF presence in Greek rescue is "necessary"; he doesn't want to see dispute on #IMF role in Greece. /via @DailyFXTeam
*SILUANOV: EU UNOFFICIALLY REFUSED TO GUARANTEE UKRAINE DEBT
Ukraine’s finance minister says no debt restructuring offer received from Russia http://tass.ru/en/economy/842743 …
German cabinet agrees that all aslyum seekers will be issued w/ "asylum ID" from 2016: http://openeurope.org.uk/daily-shakeup/eu-considering-emergency-brake-for-eu-migration-to-the-uk/#section-8 …
At least 12 dead as migrant boat sinks off Farmakonissi http://dlvr.it/CySR4R
Berlin sued over dangerous conditions for refugees http://dw.com/p/1HJPa
Ukrainian governing coalition is at risk of breaking apart: http://openeurope.org.uk/daily-shakeup/eu-considering-emergency-brake-for-eu-migration-to-the-uk/#section-7 …
Brussels plans visa-free travel for Ukraine and Georgia from 2016: http://openeurope.org.uk/daily-shakeup/eu-considering-emergency-brake-for-eu-migration-to-the-uk/#section-7 …
Hryvnia weakens >2% as Russia's Medvedev says Moscow will seek #Ukraine's default if country not fulfill obligations
Mr. @pablocasado_ was doing some rural campaigning, a key constituency for the Popular Party.
Sarkozy: Voting Front National is not anti-republican: http://openeurope.org.uk/daily-shakeup/eu-considering-emergency-brake-for-eu-migration-to-the-uk/#section-2 …
#ECB's Nowotny says ECB can’t be & won’t be driven by markets. The ECB has its own responsibility, its own agenda.
Unreal... #IMF "lifted the ban on lending to nations with past-due sovereign debts"
#Russia | *ULYUKAYEV: RUSSIAN INDUSTRIAL DROP IN 2015 TO BE 3.3% Y/Y
If you've been pining for those heady summer days, the Greek gov't & #Schaeuble have started a new squabble http://www.ekathimerini.com/204169 #Greece
More miserable trade data. #Germany's exports plunge 1.2% in Oct m/m vs -0.6% expected, Imports down 3.4%; est -1%.
Merkel’s CDU/CSU loses popularity as AfD gains. Now at 38% support vs 39% last week, Anti immigrant AfD +2ppts at 8% http://www.stern.de/politik/deutschland/afd-legt-im-stern-rtl-wahltrend-deutlich-zu---besonders-stark-in-ostdeutschland-6594240.html …
#Germany | Q3 LABOUR COSTS Q/Q: 0.0% V 0.9% PRIOR; Y/Y: 2.4% V 3.1% PRIOR
#Germany | OCT TRADE BALANCE: €22.5B V €21.7BE; Exports M/M: -1.2% v -0.6%e; Imports M/M: -3.4% v -1.0%e
#Euro rises above $1.09 as global risk sentiment sours a bit.
Chart (DB): Australia's iron ore exports spike just as price collapses; similar story to crude oil -
DB: "a default cycle in commodity-related areas at this point is unavoidable,"
More than just dividend cut unwrapped in this piece...
#Indonesia | *6.9 MAG. EARTHQUAKE SERAM INDONESIA :EMSC
#China | Offshore Yuan >6.50 ...
#China | PBoC set yuan mid point at 6.4140 v 6.4078 prior; lowest Yuan setting since Aug 2011
#China | NOV PPI Y/Y: -5.9% V -6.0%E (45th consecutive month of decline)
#Japan | Gov said to be considering allowing GPIF pension fund to invest directly in stocks in efforts to "reduce fees"
#SouthKorea | Nov Bank Lending to Households: KRW556.1T v KRW549.7T prior
#SouthKorea | Govt think tank KDI lowers Korea 2015 GDP target to 2.6% from 3.0%
#Singapore | *SINGAPORE GDP SEEN RISING 2.2% IN 2016, MAS SURVEY SHOWS ...down from 2.8%
#China's Yuan extended losses against the Dollar. Depreciation raises concerns.
#China's inflation stabilizes BUT producer prices extending declines to a record 45 months. http://bloom.bg/1YXs4BF
Good morning from Berlin. Asia risk markets slip on stress across commodity complex. China CPI stronger than feared.