Negative is the new normal. After Jan govt bond rally - driven by ECB, BoJ - German Bund yields now neg out to 7yrs.
German economy minister visits Poland to soothe gas pipeline fears http://www.thelocal.de/20160130/germany-soothes-polish-gas-pipeline-fears …
The Negative Side of Negative Rates - @lisaabramowicz1 http://ow.ly/3yXEPo won't increase lending, only has currency effect
More goodies from Iranian president Hassan Rouhani's visit to Paris. http://www.thelocal.fr/20160130/frances-atr-to-sell-40-turboprop-planes-to-iran …
US Real GDP: +1.8% yoy German Real GDP: +1.7% yoy The massive differential in rates...can this persist?
New all-time lows in 2-yr yields today in:
Sweden Germany Netherlands Austria Finland Belgium France Ireland Japan
Global 5-Year Yields... Switzerland: -73 bps Germany: -30 bps France: -13 bps Japan: -6 bps US: +137 bps
U.S. is the only developed country in the world with a tightening monetary policy bias. Everyone else: still easing.
Refugee Situation / Economic Migration / Border security
Up to 100 masked men, dressed in black, involved in "migrant attack" in Stockholm http://bbc.in/1SiudYn
Two Swedish PMs to be called to scrutiny committee to justify handling of immigration. http://www.thelocal.se/20160130/sswedish-pm-to-be-called-before-scrutiny-committee …
Ten dead, several missing as migrant boat sinks off Turkey http://bit.ly/1m4fCBh
Masked marchers beat migrants in first far-right backlash to refugee stabbing http://www.thelocal.se/20160130/masked-marchers-beat-migrants-in-stockholm-centre …
Turkey wants more money from EU for refugee aid: report http://bit.ly/20d1zfA
Attacks on refugee homes in Germany 2015: 1,005 2014: 199
Greek Registration Centers: Why Refugee 'Hotspots' Aren't... http://bit.ly/1OUWrV4 via @SPIEGEL_English #EUpol
Swedish police called to 5,000 migrant incidents in four months. http://www.thelocal.se/20160129/swedish-police-files-5000-migrant-incidents-sin …
Over 6,000 #refugees stranded on Greek island of #Lesbos by ferry strike http://www.seleo.gr/voreia-ellada/201810-xiliades-prosfyges-kai-metanastes-egklovismenoi-sti-mytilini …
Brexit / UK Negotiation With EU.....
MUST READ: A 'tour de force' from @PeteNorth303 on why the EU is redundant in a globalised world http://peterjnorth.blogspot.co.uk/2016/01/the-eu-is-not-trade-bloc-its.html?m=1 … #Brexit
There is a 'long way to go' to reach an EU reform deal, says David Cameron as talks continue with Brussels.
EU talks going UK's way, says David Cameron on eve of key weekend - The Guardian http://goo.gl/fb/WxlE5l
More than half of voters back the UK staying in the European Union, latest poll says (Sky News) http://bit.ly/1KgQ8Mr
David Cameron: EU benefit reforms are 'not good enough' – video http://bit.ly/1OUZYTd via @guardian #EUpol
At last: a useful Brexit poll - on the generation gap in views on Europe
Give us a brake: so far Cameron has little to show from EU talks http://bit.ly/1SfXpPQ via @guardian #EUpol
Cameron tight-lipped on possible ‘emergency brake’ in Brexit neg... http://bit.ly/1SfUIh2 via @EUractiv #EUpol