Monday, January 25, 2016

Economic News , Data & Views ( January 25 , 2016 ) Europe In Focus ( 1. Germany Wants Bail In For Investors , If EZ Members seek aid. 2 Greece Political / Economic / Protest Items Of The Day . 3. German Ifo Report - Mood Among Manufacturers Hits 12 Month Low. 4. Italy Industrial Order Data. 5. Refugee & Border Security Items. 6. ECB - Excess Liquidity Rises to 644 BN Euros From 632 Bn Euros. 7.Spain Dec PPI Data . 8. Italian Bad Bank Plan - State guarantee to Reach 40 BN Euros. 9. Odds & Ends. ) Asia & Emerging Nations In Focus ( 1. China Items Of Note. 2. Japan Items Of Note - Import / Export Data Today's Key . 3. Oil . 4. India In focus With Big Defense Deal With France . 5. Path To Sustained Profitability Leaving Japan & Indonesia. 6. Odd& Ends. )


Evening wrap.......








Like a bad joke: *EX-BOJ DEPUTY IWATA SEES CHANCE FOR EASING THIS WEEK: ASAHI











Asian equity markets track the losses from Wall St. as the best 2-day rally in crude for 7 years reversed below the USD 30/bbl level









So much for the rally: WTI drops below $30 a barrel (down more than 7% to $29.74). Brent falls to $30.08

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BOJ MULLS OWN CPI INDEX AS ADDL INDICATOR FOR 2% GOAL: SANKEI. LOL











Chinese Rush To Buy Foreign Assets As Mammoth $1 Trillion In Capital Flees Country












OPEC Begging ? Who could have seen this day coming ? Signs & wonders. ..









Cash-strapped bows before ’s historical visit

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Italy's Renzi says new business accords with Iran "just the beginning"







The German left's botched blow to right-wing

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Nissan, Airbus, Unilever, General Motors (Vauxhall) and Toyota have said they've no intention of withdrawing from the UK if we leave the EU.







Falling apart: German cities fear social collapse under ' pressure

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Merkel catching grief from her European counterparts.










French farmers protest falling prices of dairy and meat products

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Swedish refugee worker, 22, dead after stabbing attack at centre for unaccompanied minors


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Syria peace talks stalled over who represents opposition via









Breaking: UN Syria envoy de Mistura says talks in delayed, now tentatively scheduled for January 29th.









One sticking point in today's vote - parliament does not want to dismiss military commanders.











- Big HoR majority rejected the GNA Gov & requested PC forms a smaller Gov no more than 17 ministries within 10 days.











FT report - War has cost Libya $68 B in lost oil earnings.












ELSTAT data on Greece Economy for January 2016.











disposable income -30.2% over last 6 years from €43.6 bln in Q3 '09 to €30.4 bln in Q3'15.










Greece under pressure at EU migrant talks

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Greek minister lashes out at EU for not helping with refugees

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Europe....









wants investors on the hook if members ask for aid.

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Farmers’ blockade closes off key northern border crossing

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Ouch! The mood among German manufacturing companies hit a 12mth low, the Ifo Institute said.

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Uncertainty hits confidence: Ifo drops more than exp. Still points to decent growth

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Civil servants plan rally on Tuesday against pension reform
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| Industrial Orders
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| *POP. MILANO HALTED, LIMIT DOWN AFTER FALLING 3.8% IN MILAN ...should try banning short selling











Despite patrols, sealing Greek sea border is near impossible
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EU migration commissioner warns against Schengen ouster talk











Risk-on rally fizzles out: 's Dax starts nearly unchg to the week despite positive start in Asia.
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| Eurozone Excess liquidity rose to €643.681B from €632.103B

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| Dec PPI M/M: -0.7% v -0.2% prior; Y/Y: -2.2% v -2.6%

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| Italian state guarantee in "bad bank" plans seen at €40B-Repubblica









Asia & Emerging Nations  In Focus .....





VIDEO - France and India sign a memorandum of understanding on 36 Rafale Jets
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Takata shares hit seven-year low as air-bag recalls grow, reports
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| *DJ Ford to Cease All Ops in Japan, Indonesia This Year..*DJ Ford Sees 'No Path to Sustained Profitability' in Japan/Indonesia












| JAN.-DEC. STATE-OWNED COS. PROFIT FALLS 6.7%











| IRAQ OIL PRODUCTION IN DECEMBER WAS A RECORD - MINISTRY SPOKESMAN










| *PRESIDENT ADVISER BULUT SAYS TURKEY MAY ONE DAY HAVE TO SHUT BORDERS TO EU









| Combined profits of China's 125 brokerage firms rose to CNY245B in 15 vCNY97B in 2014 - Shanghai Daily ...moar stk mkt bubbles!








| *CHINA BANKS END-DEC. DOMESTIC ASSETS RISE 15.5% ON YEAR












| Dec Imports y/y: -18.0% v -16.4%

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| Dec Exports y/y: -8.0% v -7.0%e...biggest decline since 2012

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UBS's Magnus sees end of selloff giving way to muted gains.


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Good morning from Berlin back from Davos. Asia stocks extend global rebound with >$32/bbl & Offshore Yuan gains


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PBoC faces money-market stability challenge for New Year.

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