Wednesday, January 6, 2016

Economic News , Data & views ( January 6 , 2016 ) Europe In Focus ( 1.Greece hope to convince Troika on pension proposals . 2 Italy and EU Commission row increases as only italian member of Juncker's Cabinet quits. 3 . Libya and other MENA concerns front & center for EU Parliament and EU generally. 4. EZ Nov PMI flat at -0.2 ( M/M ). 5. BOE on hold until Nov 16 for rate hikes , as per ING. 6 Refugee related items. 7. Oil in free fall , ruble weakening in sympathy. 8. Stocks weaker on Dax. 9. EU Commission to seek more powers on emissions. 10. Odds & Ends. ) Asia/ Emerging Nations In Focus ( 1. North Korea announces test of H-Bomb. 2. Various items of note from Japan. 3. Various items of note from China. 4. Iran/ Opec item . 5. Currency items. 6. Odds & Ends )



Evening wrap.....




Wow ! That didn't take long . Shanghai closed for the rest of the day after hitting second circuit breaker of -7%




One of the mornings in China. Stocks already halted once for first circuit breaker.





China devaluation pace picks up the pace !









Something to consider. Definitely reasons to doubt North Korea's claim on detonating an H Bomb.









Canadian crude — the world’s cheapest oil — falls to record low as slump deepens price now under $20 a barrel








FOMC Minutes: Serious concerns about disinflation -
Embedded image permalink







WTI closed at $33.97 today. Pain continues to hammer energy. WTI , Brent , Heating Oil , Gasoline RBOB hit hard.










Brazil's Stocks Fall to Lowest Since '09 as Petrobras, Vale Sink








- PFG (Jathran) say they're only coordinating efforts with CoS in , don't recognize Haftar & no plans to cooperate with him.









REPORT: Tribes’ Army disbands in north amidst accusations of YPG blockade. What went wrong?








King of prediction-- Lu Zhengwei expects CNY may drop to 7.30. He correctly predicted US sub-prime, FED QE, CNY devalues to 6.5 last year.






I spoke to a nuclear physicist about what might have happened with North Korea's test:
Embedded image permalink






Majority in parliament agrees on bid. President Mas will call for elections on Monday.





Cologne mayor Henriette Reker apologizes for her comments, says she never meant to give women tips on how to behave.








No drop in asylum seekers reaching Germany, Berlin says






's NOC confirms two tanks still ablaze at Ras Lanuf, Es Sider









Gunmen assassinate commander of Syrian rebel group






slams as 'irresponsible’, 'bad neighbour' ahead of Brussels meeting








Europe......









PM, ministers and president hope to convince lenders about pension proposals


















EU Spox Catherine Ray: EU deeply concerned about ongoing fighting in , in constant contact with Fayez al-Seraj

Embedded image permalink

Embedded image permalink




















| Nov PPI M/M: -0.2% v -0.2%e; Y/Y: -3.2% v -3.2%e
Embedded image permalink









272 refugees have been relocated so far, European Commission says. Out of planned 160,000








UK ministers may campaign to leave EU, says Cameron
Embedded image permalink













NEW ON OUR BLOG - Re-run elections loom in as little progress is made in forming the new government







| *ING CHANGES BOE BANK RATE-INCREASE FORECAST TO NOV. 2016 ...PREV FORECAST Q2 2016
Embedded image permalink


















Op-ed: The return of barriers in Europe?
Embedded image permalink









| SELLS €4.04B V €5.0B INDIC IN 0% 2017 SCHATZ; AVG YIELD -0.38%
Embedded image permalink









Ruble weakens beyond 74 per Dollar as prices in free fall.

Embedded image permalink







*BRENT DROPS BELOW $35 A BARREL FOR FIRST TIME IN 11 YEARS
Embedded image permalink








Crude 35.17 74.08








VIDEO: - NYE sexual assaults in Cologne
Embedded image permalink






| RTRS - OFFICE OF CHANCELLOR ANGELA MERKEL IS SEALED OFF DUE TO SUSPICIOUS PACKAGE - POLICE SPOKESMAN








Ruble continues to weaken as Brent hits fresh 11y low.
Embedded image permalink







Brent Crude drops to fresh 11y low as ballooning oversupply outweighs Middle East tensions.
Embedded image permalink








Germany's Dax starts lower to the day despite rebound on fresh geopol tensions.
Embedded image permalink





Asia / Emerging Nations.....





Embedded image permalink








Was North Korean blast large enough to be a hydrogen bomb?

Embedded image permalink







BRICS & mortar: 4.0350 (+0.6%), 74.08 (+1.7%) 66.77 (+0.4%), 6.7180 (+1.2%) 15.80 +1.1%, 3.0120 (+1%)








at 2.5% discount to . Blaming for manipulation won't work this time (market forces):
Embedded image permalink






North Korea 'hydrogen' bomb test prompts global outrage
Embedded image permalink







| *SUGA: JAPAN TO CONSIDER OWN RESPONSE TO N.KOREA NUCLEAR TEST






| STANDARD CHARTERED AMONG LENDERS CHINA SUSPENDED FROM FOREX BUSINESS LAST WEEK -SOURCES






*N. KOREA BOMB TEST HAS `LIMITED IMPACT' ON S. KOREA RATING: S&P ...Thanks S&P was seriously concerned about that






| IRAN OPEC OFFCL: COUNTRIES THAT RAISED OIL PROD WHEN SANCTIONS ON IRAN WERE IMPOSED SHOULD CUT OUTPUT TO STABILISE MKT -SHANA






 

| *TAIWAN DOLLAR FALLS TO LOWEST SINCE APRIL 2009
Embedded image permalink










| Many corp execs cautious about increasing entire pay scale thru base pay increases as have last 2y-Nikkei







| How do you say "offshore go woosh" in mandarin?
Embedded image permalink









| DEC CAIXIN PMI SERVICES: 50.2 V 51.2 PRIOR; 17M low ..COMPOSITE: 49.4 v 50.5
Embedded image permalink








Nikkei closes down 1% and Yen strengthens on fresh geopol tensions as North Korea says it conducted hydrogen bomb.
Embedded image permalink








Stocks stabilize despite sharp drop in Yuan on fresh Intervention measures.
Embedded image permalink






Race to the bottom: ramps up currency devaluation. Yuan Drops to lowest since 2011.
Embedded image permalink









 5hr


Good morning from Berlin. More geopol tensions spur global de-risking. North Korea says it tested hydrogen bomb.
Embedded image permalink











to extend shareholder ban for now in order to stabilize mkts, BBG reports. The ban was set to expire on Jan8.
Embedded image permalink







No comments:

Post a Comment