Overview......
#BREAKING Japan's January trade data out... not good.
Exports -12.9% (est. -10.9%)
Imports -18% (-15.8%)
Deficit at $1.04B
JAPAN JAN IMPORTS POST 13TH STRAIGHT Y/Y DROP
JAPAN JAN EXPORTS TO CHINA -17.5% Y/Y, 6TH STRAIGHT DROP
Since March 9, 2009...
S&P 500: +223%
Crude: -33%
Still believe the S&P needs higher Oil?
http://stks.co/h3yE9
Most interesting here: Industrials, Energy, & Materials outperforming with Crude still down 17% YTD and ISM Manufacturing at 48.2.
7 Global Equity indices Positive YTD...
Colombia
Indonesia
Mexico
Turkey
Argentina
Russia
Thailand
All Emerging Mkts
Europe......
UK- EU Talks / Brexit ....
BORIS JOHNSON SAID `LEANING TOWARDS' BREXIT: ITV
Refugee Crisis / Border Security.....
With no Davutoglu in town tomorrow, no point of having the #migration meeting in the Austrian perm rep. EU official says it's cancelled.
Greece rejects EU 'lies' on migration http://www.bbc.co.uk/news/world-europe-35594712 … #European_not_quite_Union
Merkel vows to keep seeking common ground on migrants http://dlvr.it/KXLC08
Number of Syrian #refugees at Turkish border rises to about 150,000
#Merkel shifting strongly away from her "European solution" to redistribute migrants around EU w/quotas. #EUCO
Austria moves to ‘plan B’, defies #EU - wide solution to refugee crisis – http://EurActiv.com http://eurac.tv/oMj
CSU's Seehofer calls for national solution to #migrantcrisis: "We can't rely on other countries to do the work." (IE Merkel's 'EU solution')
What the EU risks turning into.
Ankara Attack / Turkey-Syria ......
Good piece on the situation in northern Aleppo and #Turkey's stance: http://bit.ly/1or4Eb5 /via @fehimtastekin #Syria
Initial signs point to Kurdish PKK militants in Ankara bombing: Turkish security source http://bit.ly/1RNTOr4
Turkish Deputy PM: We don't know who are the perpetrators of Ankara attack. But we know they carried out their attack without a flaw
CHP MP Eren Erdem: 3 military buses burnt to ashes, at least 52 dead, 58 injured #Ankara
PHOTO: Explosion in #Ankara reportedly near Turkey’s parliament - @Charles_Lister
Oil.....
S&P: "We do not expect the agreement on Feb. 16 between oil ministers from Qatar, Russia, Saudi Arabia, and Venezuela to freeze oil output "
Iran Oil Minister Offers No Commitment to Iranian Oil Production Limits in State Media Reports After Tehran Oil Meeting With Qatar
Buzz about OPEC/non-OPEC deal potential misses the point: OPEC itself can't reach a deal yet on #oil output, whether it's cuts or freezes.
Ukraine.......
Samopomich convenes special meeting of party leadership: Samopomich will hold a special meeting of party leade... http://bit.ly/1RMTb0W
Samopomich boycots Rada sessions, held 'emergency meeting' on 'oligarch coup.' Not clear if they'll leave coalition.
UKRAINE PROSECUTOR'S OFFICE SAYS CHIEF IS ON VACATION: IFX
Batkivshyna Party leader Yulia Tymoshenko announced her faction was leaving the ruling parliamentary coalition.
Spain........
CATALONIA: Defiant After Constitutional Court Order, To Continue Foreign Policy https://www.thespainreport.com/articles/641-160217134047-catalan-government-defiant-after-constitutional-court-order-will-continue-with-foreign-policy …
#Spain - Caretaker FM Margallo facing strong criticism from MPs over UK-EU deal. Podemos wants gov't to veto it, PSOE asks for delay. #EUCO
Podemos leader Pablo Iglesias asks Spanish FM Margallo to reject UK-EU deal, says caretaker gov't "cannot compromise future of Spain". #EUCO
BREAKING: Civil Guard says five people arrested in ICBC fraud op in Madrid. https://www.thespainreport.com/articles/640-160217111501-spain-s-civil-guard-launches-money-laundering-operation-against-china-s-icbc-in-madrid …
Greece........
Greece begins 2016 with a return to falling consumer prices http://bloom.bg/1XxuB4s
Deputy Minister Sgouridis handed in his resignation after comment that PM @atsipras misled #farmers by promising too much #Greece
China's COSCO named preferred bidder for privatization of #Greece's largest port http://xhne.ws/u38V0 (File Pic)
IMF WANTS FULL GREECE NPL SALE, WARNS OF MORE BANK RECAPS - SOURCES
EU, IMF STILL DISAGREE ON GREECE DEBT SOLUTION - SOURCES
1664% increase in migrants in the last 12 months going from #Turkey to #Greece into EU https://wikileaks.org/eu-military-refugees/EEAS/page-7.html#efmAULAce …
Stocks, past year.
France: -11.8%
UK: -13.7%
Germany: -14.5%
Poland: -16%
Italy: -18.6%
Sweden: -19%
Spain: -22%
Greece: -44%
Ukraine: -45%
Hundreds of trucks & private cars stranded on Greek-Bulgarian border due to farmers’ protests http://goo.gl/fb/XZYzjD
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