Overview ......
Developed economies, past yr
Cut rates:
Switz/Sweden/ECB/Denmark/Japan/Canada/Norway/Australia
Hiked rates:
US
Fed not expected to hike rates again until Dec '16. Expectations for first hike in...
UK: Nov '17
Eurozone: Jul '19
US - Election Items , Economic Data ...
Iowa revealed the three themes that define the 2016 campaign http://wapo.st/1UI4QfX
BREAKING - Final result: Clinton wins Iowa Democratic caucus over Sanders, 49.8%-49.6%
http://sabahdai.ly/YfiI2q
US Yield Curve continues to flatten, at new expansion lows today:
111 bps (10-Yr yield minus 2-Yr yield)
$TNX
Exxon Halts Stock Buybacks As Oil Production Surges http://www.zerohedge.com/news/2016-02-02/exxon-halts-stock-buybacks-oil-production-surges …
10Y Treasury Yield Crashes To 10-Month Lows, Down 40bps Since Fed Rate-Hike http://www.zerohedge.com/news/2016-02-02/10y-treasury-yield-crashes-10-month-lows-down-40bps-fed-rate-hike …
"If 10Ys go to 1.50% the probability of recession is 59%." - DB http://www.zerohedge.com/news/2016-02-02/flaw-feds-calculation-recession-odds-are-far-higher-widely-believed …
WTI Crude Crashes Back Below $30 http://www.zerohedge.com/news/2016-02-02
ISM New York Tumbles Most Since August As Revenues Crash http://www.zerohedge.com/news/2016-02-02/ism-new-york-tumbles-most-august-revenues-crash …
Europe...
#Greece to get on its feet w/ 50% income tax + 30%:in social contributions - too sad Greeks get on their knees + die
43 jihadists caught , one can only wonder & guess how many got through ?
Greece faces stepped-up EU demands to stem tide of refugees http://dlvr.it/KNkhPQ
Kathimerini English
Drivers in for more woes as farmers resume highway blockade http://dlvr.it/KNkhKF
#Greece farmers are blocking highways and border crossings to protest 15% pension cut plans
http://dw.com/p/1HnTO
Migrant arrivals in Greece unabated, despite risks http://reut.rs/23FTXRV via @Reuters
GOVERNMENT: Rivera says Ciudadanos ready to negotiate government with PSOE. https://www.thespainreport.com/articles/609-160202200800-king-asks-socialist-party-leader-pedro-sanchez-to-form-a-new-spanish-government …
major news from spain; king asks socialist leader to form govt. socialists came 2nd posted worst election results in party's history
#Spain - After 2nd round of consultations, Rajoy says he still lacks majority to form gov't. King Felipe to announce his decision shortly.
To be, or not to be together, that is the question... My proposal for a new settlement for #UKinEU http://ow.ly/XQ8Vw
Early reactions from various Gov'ts...
Poland's EU minister: “The U.K.’s first three demands are acceptable, The fourth one is the problem. http://www.politico.eu/article/tusk-sends-eu-leaders-proposed-u-k-deal/ … via @jancienski
Majority of Tory MPs waiting on results of renegotiation before committing themselves to either Remain or Leave http://openeurope.org.uk/daily-shakeup/uk-reform-package-tabled-brussels-today/#section-1 …
EU Commission spox: Tusk proposal paves way to start sherpa process. Sherpas [Govt officials] will meet on Friday.
Boris Johnson says Cameron needs to do 'much much more' on Europe, says Britain should have power on emergency migration brake #LBC
#Germany will have to spend 50 billion euros for refugees in 2016 and 2017. http://dw.com/p/1Hn22 #refugeecrisis
MERSCH: DON’T ASSUME ECB WILL BEEF UP STIMULUS IN MARCH:WSJ
Austria To Pay Migrants €500 To Go Back Where They Came From http://www.zerohedge.com/news/2016-02-02/austria-pay-migrants-%E2%82%AC500-go-back-where-they-came …
FINNISH TWO-YEAR NOTE YIELD DROPS TO RECORD-LOW MINUS 0.427%
It's no surprise the French are losing faith in Hollande's war on terrorism: http://www.thelocal.fr/20160202/french-lose-faith-in-hollande-to-lead-fight-on-terror …
.@matteorenzi slams ‘perverse’ EU rule on #refugee spending and budget deficit http://politi.co/1Q9ufeS
#Denmark further extends border controls http://bit.ly/1JVbLSS
Special Stockholm police squad set to stop far-right vigilante violence in Swedish capital http://www.thelocal.se/20160202/stockholm-special-squad-to-stop-far-right-vigilantes …
European Commission set to ask Portugal to tweak its 2016 budget http://openeurope.org.uk/daily-shakeup/uk-reform-package-tabled-brussels-today/#section-5 …
Swiss bank Julius Baer warns it may start passing negative rates onto individual depositors in Euros http://openeurope.org.uk/daily-shakeup/uk-reform-package-tabled-brussels-today/#section-6 …
MENA .......
Iran, Saudi Arabia must compromise, resolve Mideast tensions: UN Khorasan http://khorasannews-en.com/en/doc/news/2948/iran-saudi-arabia-must-compromise-resolve-mideast-tensions-un …
Syrian army threatens to encircle Aleppo http://bit.ly/1PxHslq
Turkmen commander: We may retreat to Idlib if Bayırbucak falls http://sabahdai.ly/dsiqQj
So , neither US , France or UK plans to send combat troops to Libya. What about Advisors ?
43 jihadists caught , one can only wonder & guess how many got through ?
Italy's Trevi to sign Mosul dam contract in coming days http://bit.ly/1UGS69x
IS Moves Money to Avoid Coalition Air Hits http://bit.ly/1PepoJt
Libya has collapsed in the grip of civil war and much of it is in the control of Islamist extremists linked to IS http://www.telegraph.co.uk/news/politics/tony-blair/12086505/Tony-Blairs-phone-conversations-with-Colonel-Gaddafi-revealed.html …
The rd connects #Turkey / #Aleppo z cut off due 2 the regime advancing & #Russia support. Towns r empty,huge displaced movement again #Syria
This is rapidly falling apart..
#Syria opposition HNC demands “immediate, serious & clear steps” to ensure UNSC Res 2254 implemented prior to talks
My new @southfronteng article + map update: The Battle for #Aleppo – the “Mother of all Battles” https://shar.es/1hMqR5
#BREAKING: Syrian opposition says it will not attend afternoon meeting with UN envoy. UN has confirmed meeting is cancelled - via @AFP
Under heavy #Russia bombardment for 2-days straight, #Aleppo FSA rebels now demanding opposition HNC insist on halt, or withdraw from talks.
PT: #Russia, #Iran & #Assad regime coordinating major E->W (from Nubl/Zahra) & W->E (from Retyan/Bashkoy) push to cut off N. #Aleppo rebels.
Senior opposition negotiator Alloush says not optimistic on talks http://bit.ly/1UFIags
Syria refugee women in Lebanon face abuse, exploitation: Amnesty http://f24.my/1QWIusc
John Kerry, Kobler, Italy FM Gentiloni & Qatari FM Al Thani discuss support for #Libya's unity govt in Rome meeting
#Libya crude output only 360,000 bpd as war wrecks fields, pipes, terminals @energyaspects in @Reuters #Oil Forum
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