Catharsis Ours: 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

‏@RANsquawk

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 #ASIA

‏@JavierBlas2

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

‏@zerohedge 1

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

‏@zerohedge 1

Chinese Rush To Buy Foreign Assets As Mammoth $1 Trillion In Capital Flees Country http://www.zerohedge.com/news/2016-01-25

‏@fredwalton216

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

The Telegraph @Telegraph

Opec oil cartel issues strongest plea to date for pact with Russia and rival producers to halt collapse in prices http://tgr.ph/KnGjjO 

‏@RudawEnglish

Cash-strapped #Europe bows before #Rouhani’s historical visit
 http://rudaw.net/NewsDetails.aspx?pageid=189329 … 

‏@DailyStarLeb

Italy's Renzi says new business accords with Iran "just the beginning" http://bit.ly/1S6RYCN 

‏@dwnews

The German left's botched blow to right-wing #AfD http://dw.com/p/1Hjc8  

‏@RedHotSquirrel

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

‏@SputnikInt

Falling apart: German cities fear social collapse under #refugees' pressure http://sptnkne.ws/a5yr  #MigrantCrisis 

‏@zerohedge

WTI $25 puts open interest http://www.zerohedge.com/news/2016-01-25/what-squeeze-bets-oil-will-drop-below-25-hit-record-high … 

‏@fredwalton216

Merkel catching grief from her European counterparts. 

dwnews @dwnews

#Merkel 'miscalculated' European partners in #refugeecrisis, says @Judy_Dempsey http://dw.com/p/1HjKn  

‏@AFP

French farmers protest falling prices of dairy and meat products 

‏@TheLocalSweden

Swedish refugee worker, 22, dead after stabbing attack at centre for unaccompanied minors http://www.thelocal.se/20160125/swedish-refugee-centre-worker-dead-in-stabbing … 

‏@fredwalton216

Syria peace talks stalled over who represents opposition http://reut.rs/1QnHg71  via @Reuters

‏@samueloakford

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

‏@reportingLibya

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

Mohamed Eljarh @Eljarh

#Libya HoR voted today to reject Article 8 of the additional provisions that states all military posts become vacant 20 days after signing.

‏@Eljarh

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

‏@reportingLibya

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

Matthew Reed @matthewmreed

#Libya's NOC chief to @FT: $68 bil in #oil revenue lost; $53 bil of that blamed on Jadran http://on.ft.com/23m4mC5  

‏@fredwalton216

ELSTAT data on Greece Economy for January 2016. 

ELSTAT @StatisticsGR

#ELSTAT Published! The #GreekEconomy - Updated 22-1-2016 http://www.statistics.gr/en/the-greek-economy …

‏@ManosGiakoumis

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

Manos Giakoumis @ManosGiakoumis

Drop in #Greece household disposable income accelerates to 3.3% in Q3. http://www.macropolis.gr/?i=portal.en.economy.3580 … #economy #euro 

‏@AFPmostpopular 10

Greece under pressure at EU migrant talks http://yhoo.it/1K6v637  #AFP #YahooNews 

‏@ekathimerini

Greek minister lashes out at EU for not helping with refugees http://dlvr.it/KJtzcn  

Europe....

‏@Schuldensuehner

#Germany wants investors on the hook if #Euro members ask for aid. http://bloom.bg/1PMBMQy 

‏@ekathimerini

Farmers’ blockade closes off key northern border crossing http://dlvr.it/KJp4lc  

‏@Schuldensuehner

Ouch! The mood among German manufacturing companies hit a 12mth low, the Ifo Institute said. http://on.mktw.net/1KzhkRo  

‏@Schuldensuehner

Uncertainty hits confidence: #Germany Ifo drops more than exp. Still points to decent growth http://bloom.bg/1nJ01IN  

‏@ekathimerini

Civil servants plan rally on Tuesday against pension reform http://dlvr.it/KJn960  

‏@moved_average

#Italy | Industrial Orders 

‏@moved_average

#Italy | *POP. MILANO HALTED, LIMIT DOWN AFTER FALLING 3.8% IN MILAN ...should try banning short selling

‏@ekathimerini

Despite patrols, sealing Greek sea border is near impossible http://dlvr.it/KJmRK3  

‏@ekathimerini

EU migration commissioner warns against Schengen ouster talk http://www.ekathimerini.com/205367 

‏@Schuldensuehner

Risk-on rally fizzles out: #Germany's Dax starts nearly unchg to the week despite positive start in Asia. 

‏@moved_average

#ECB | Eurozone Excess liquidity rose to €643.681B from €632.103B 

‏@moved_average

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

‏@moved_average

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

Asia & Emerging Nations In Focus .....

‏@France24_en

VIDEO -  France and India sign a memorandum of understanding on 36 Rafale Jets http://f24.my/1ZMTCZ8  

‏@WSJbusiness

Takata shares hit seven-year low as air-bag recalls grow, @Kubota_Yoko reports http://on.wsj.com/1KyXztm  

‏@moved_average

#Japan | *DJ Ford to Cease All Ops in Japan, Indonesia This Year..*DJ Ford Sees 'No Path to Sustained Profitability' in Japan/Indonesia

‏@moved_average

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

‏@moved_average

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

‏@moved_average

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

‏@moved_average

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

‏@moved_average

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

‏@moved_average

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

‏@moved_average

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

‏@Schuldensuehner

UBS's Magnus sees end of #China selloff giving way to muted gains. http://bloom.bg/1UkWZos  

‏@Schuldensuehner

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

‏@Schuldensuehner

PBoC faces money-market stability challenge for #China New Year. http://bloom.bg/1PvAVDx  

Catharsis Ours

Monday, January 25, 2016

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