Overview.....
Global Equity Indices, % below all-time high...
Greece: 91%
Japan: 54%
China: 56%
Brazil: 45%
Germany: 21%
US: 9%
10-Year Yields...
US: 1.96%
Spain: 1.56%
Italy: 1.47%
France: 0.67%
Germany: 0.35%
Japan: 0.05%
Switzerland: -0.25%
Negative Yields through...
Switzerland: 10 yrs
Japan: 9 Yrs
Germany: 7 yrs
France/Belgium: 6 yrs
Italy/Spain: 2 yrs
The ongoing downtrend in Crude (# days below 200-day moving average) is now 100 days longer than the prior record.
MENA Watch.....
UK awaits outcome of #Libya talks as it weighs military options
http://www.theguardian.com/world/2016/feb/01/uk-considering-military-action-against-isis-in-libya …
Nations gather in Rome to discuss anti-Islamic State push, #Libya
http://www.reuters.com/article/us-mideast-crisis-coalition-idUSKCN0VA3RE …
Under fire for its description of situation in Syria, UN classifies Madaya, Yarmouk, Bqine, & Moadamiyeh as besieged http://newirin.irinnews.org/un-changes-syria-siege-list-adds-madaya-and-yarmouk/ …
My views on the #Syria #Genevatalks and missteps by the Obama administration. @ForeignPolicy http://foreignpolicy.com/2016/02/01/the-united-states-botched-the-syria-talks-before-they-even-began/ …
Syrian opposition says government must implement goodwill measures within days http://bit.ly/1SU3Zv9
Syrian opposition awaits government reply on humanitarian steps http://bit.ly/1NMAdAD
#Breaking U.N. says Syrian govt approves ‘in principle’ U.N. request for aid delivery to besieged towns http://ara.tv/93qfy
#Libya Explosion and fire knock out oil pipeline eastern Libya http://www.reuters.com/article/libya-security-idUSL8N15G41Q …
The Hiftar conundrum (again): GNA member withdraws in protest re Serraj-Hiftar meeting. 2 wks ago another pro-Hiftar member did same #Libya
New Libya govt must have Tripoli HQ: U.N. envoy http://ara.tv/beysd
#BREAKING - Zika virus declared a global health emergency by WHO http://f24.my/1Pu3OnO
Zika Virus Threatens "Disaster In Rio" Olympics As WHO Declares Global Emergency http://www.zerohedge.com/news/2016-02-01/zika-virus-threatens-disaster-rio-olympics-who-declares-global-emergency …
UPDATED #Shell debt rating cut to lowest since S&P began coverage in 1990 http://www.bloomberg.com/news/articles/2016-02-01/s-p-lowers-shell-s-rating-puts-other-oil-majors-on-watch … via @dmarino4
#BREAKING: $BHP Billiton credit rating cut to A (from A+) by @standardpoors on low #oil and #commodities prices
WTI EXTENDS SLIDE, FALLS 6% OR $2.05 TO $31.57/BBL
#OIL | #Russia, #Venezuela Energy Ministers Conclude Meeting in Moscow (decline to comment to reporters after meeting for ~2.5 hours) - BBG
Iran: $100B in assets 'fully released' under nuclear deal http://bit.ly/1KSkWhB
Europe In Focus ....
Angela Merkel finds herself in the middle of another dispute within Germany's coalition http://bloom.bg/1Tvupm7
Soccer players protest refugee drownings http://dlvr.it/KNBNdc
#Cologne police plan to double number of officers on duty at this year's #Karneval http://www.thelocal.de/20160201/cologne-police-promise-massive-carnival-presence …
315 migrants captured on Aegean despite latest tragedy http://bit.ly/1Snnoot
PABLO IGLESIAS: "We would like the PSOE to take up our offer of a progressive govt.". https://www.thespainreport.com/articles/606-160201220015-podemos-ciudadanos-tell-socialist-party-it-must-choose-a-left-or-right-wing-government …
LATEST: Podemos & Ciudadanos Tell Socialist Party It Must Choose A Left- Or Right-Wing Government
https://www.thespainreport.com/articles/606-160201192115-podemos-ciudadanos-tell-socialist-party-it-must-choose-left-or-right-for-government …
PSOE looks like they will try for a fairly broad cross party Coalition - at the appropriate time.
Pablo Iglesias, on offer to PSOE: "In the last 10 days we have not had a reply".
Pablo Iglesias says the Podemos proposal is the same: a progressive government led by Sánchez and with Iglesias as Deputy PM.
Journo asks Pablo Iglesias if Podemos would abstain or vote in favour of a PSOE + Ciudadanos government. "No", he replies.
Podemos refuses to back deal between Socialists and Ciudadanos, saying parties' policies are "incompatible" http://cort.as/bdHb
BBC News - Donald Tusk to publish UK-EU 'settlement' http://www.bbc.co.uk/news/uk-politics-eu-referendum-35456633 …
The only settlement will be decided by the British electorate
Despite Cameron's talk of progress , lots of roadblocks ahead.
Cameron’s EU deal negotiations: the key questions answered http://trib.al/BOs8ixh
The Guardian: Liam Fox, former Defence Secretary, has urged eurosceptic Conservative ministers to show integrity and vote to leave the EU.
Farmers close Athens-Thessaloniki highway in central Greece http://dlvr.it/KN4RPL
Major transport disruption in Athens for Thursday's general strike http://dlvr.it/KN2vvn
Asia Grab Bag.......
Hong Kong Housing Bubble Suffers Spectacular Collapse: Sales Plunge Most On Record, Prices Crash http://www.zerohedge.com/news/2016-02-01/hong-kong-housing-bubble-suffers-spectacular-collapse-sales-plunge-most-record-price …
CHINA SETS YUAN REFERENCE RATE AT 6.5510 AGAINST U.S. DOLLAR, VS 6.5539
PBOC TO INJECT 50B YUAN WITH 28-DAY REVERSE REPOS: TRADER; 50B YUAN WITH 14-DAY REVERSE REPOS: TRADER
Rally Hobbled As Ugly China Reality Replaces Japan NIRP Euphoria; Oil Rebound Fizzles http://www.zerohedge.com/news/2016-02-01/rally-hobbled-ugly-china-reality-replaces-japan-nirp-euphoria-oil-rebound-fizzles …
Why is world on edge ahead of Shanghai G-20 meeting in late Feb: BofA believes China will announce one-off Yuan devaluation a la Plaza
Yen bulls burned after BOJ's surprise spurs biggest rout in year http://bloom.bg/1Kk9e4m
News Headline: Jan A-Share mkt cap -12.62 trln RMB, almost 2015 Italy GDP..
Daiwa Asset, Mitsubishi UFJ Suspend MMF Orders on BOJ Neg. Rates. Everyone is clueless what is going on
Here it comes: Bank of Tokyo-Mitsubishi UFJ Developing Virtual Currency: Asahi.
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