Catharsis Ours: Economic News , Data & Views ( April 29 , 2016 ) Overview For Friday ( 1. Markets - Global Equities Returns Through April , Commodities - Returns through April , Crude Oil Bounce Since February Lows , USD Index - YTD Low While Oil Rebound To YTD High , Credit , Bond , NIRP Items De Jour. 2. Greece Updates - Primarily Focused On State Of Talks With Creditors , Greece Unemployment at 24.4% In January . 3 Libya In Focus - Political Updates , General State Of Play . 4. Brexit Items De Jour. 5. Refugee Crisis / Border Security Items.)

Markets.....

Global Equity returns (local currency) through April...

‏@MktOutperform

Commodity Returns through April...

‏@MktOutperform

Crude Oil in 2016...

Feb 11: -30% YTD

Today: +24% YTD

$WTIC $CL_F

‏@MktOutperform

Dollar Index at YTD low. Crude Oil at YTD high. $DXY $CL_F

‏@MktOutperform

Inflation Expectations end the month at their highest level since last July. Long bond yields yet to move in kind...

‏@MktOutperform

Leveraged Loan index was positive every single day in April, continuing its remarkable move higher off the Feb lows.

‏@MktOutperform

Negative Yields through...
Swiss: 15 yrs
Japan: 10 Yrs
Germany: 8 yrs
France: 5 yrs
Ireland: 4 yrs
Italy: 2 yrs

Greece .......

‏@GreekReporter

Eurostat: Greek Unemployment at 24.4% in January http://dlvr.it/LBFKDY  #Greece

‏@ManosGiakoumis

#EC: 2 significant elements have been added to the discussion, contingency & debt measures & have required further discussion. #Greece #imf

‏@ManosGiakoumis

"We are 99% there" (on measures worth 3% of GDP for #Greece to achieve the 2018 primary surplus target), #EC says. #ecb #esm #imf  #economy

‏@ManosGiakoumis

#EC spokeswoman @A_Breidthardt: We believe all conditions are there to find an agreement (on #Greece) soon. #economy #ecb #esm #

‏@NickMalkoutzis

Greece, Germany, IMF: Someone Has To Blink – @MMQWalker with one of his always useful Q&As http://on.wsj.com/1rEnXiY  via @WSJ #Greece #IMF

‏@ekathimerini

Greek deal closer, euro zone finance ministers to meet May 9 http://dlvr.it/LB3t0z 

EU-Turkey / Refugee Items.....

‏@fredwalton216

Turkey threatens EU over visa free travel and pledged funds for refeugees.

DAILY SABAH @DailySabah

Denying visa-free travel means collapse, says PM Davutoğlu http://sabahdai.ly/8IIZfa  

Libya.........

‏@fredwalton216

The unity government seeks to sack Haftar, replacing him with Mahdi Al-Barghathi.
Don't do it GNA , don't do it.

Dr Shahid @Dr_Shahid

Libya's Presidency Council threatens to dismiss Haftar
http://bit.ly/1N8EJjN   
#africa #libya

‏@fredwalton216

Not a good sign...

Mohamed Eljarh @Eljarh

#Libya anti-GNA gatherings were held in Tobruk & Abiyar that included key tribal figures, HoR members & activists. Agilah Saleh attended #PT

‏@fredwalton216

UK not sending troops to Libya...

Chris Stephen @reportingLibya

#Libya UK foreign secretary says ISIS in Libya no immediate threat to UK. No troop deployment likely http://www.reuters.com/article/us-mideast-crisis-libya-britain-idUSKCN0XQ2H5 …

‏@Lyobserver

Protesters in east #Libya reject Skhirat agreement, burn #Italian flags for anti-Haftar statement of Def Min
#Italy

‏@LibyaschannelEN

#HoR members arriving in #Ghadames. MP Salah Zubik told us 2 days ago that #GNA vote is scheduled for next Wednesday

Brexit Items .......

‏@Schuldensuehner

In case you missed it: S&P reiterates neg outlook for UK on #Brexit. Brexit would likely lead to downgrade of AAA.

‏@KellerZoe

More Than 100 City Bosses Back EU 'Leave' Vote 
http://news.sky.com/story/1687565/more-than-100-city-bosses-back-eu-leave-vote …

‏@Telegraph

Brexit: staying in the EU is a bigger risk than leaving, claims City veteran http://www.telegraph.co.uk/business/2016/04/29/brexit-staying-in-the-eu-is-a-bigger-risk-than-leaving-claims-ci/?utm_medium=Social&utm_source=Twitter&utm_campaign=Echobox&utm_term=Autofeed#link_time=1461949091 …

‏@zerohedge

Dallas Fed's Ex-Goldman president says Brexit will be a factor in the Fed's June decision

Refugee Crisis / Border Security .....

‏@fredwalton216

Blockade probably would violate International Law , generally blockade of a country is an Act Of War....

Salon.com @Salon

With this latest stunt, NATO is likely violating international law http://slnm.us/7ciBq0Y 

‏@AlArabiya_Eng

Obama: US may admit 10,000 Syria refugees this year http://ara.tv/rc2b2 

‏@TheAtlantic

Dinner in Idomeni and Uber in London: The week in global-affairs writing http://theatln.tc/1SPoO94 

‏@fredwalton216

Update on Austria's planned fence..

EUobserver @euobs

#Austria's interior minister #Sobotka told #Italy a new fence would "channel" people but not block traffic.
#brenner
https://euobserver.com/migration/133272 …

‏@SputnikInt

Atlantic puppeteers: who is behind 'the #Merkel plan' and EU refugee policy http://sptnkne.ws/bhG4  #MigrantCrisis 

‏@TIME

Oil and refugees might force European intervention in Libya http://ti.me/1MV7AHY

‏@astroehlein

What could be worse than the abusive #EUTurkeyDeal on refugees? A similar deal with Libya... http://bit.ly/1rw8bXf 

‏@dwnews

De Maiziere: Balkan route should stay shut #refugees http://dw.com/p/1If71 

‏@AJENews

Greece removes refugees from Athens due to tourist rush http://aje.io/gykn 

‏@Salon

E.U. forcing refugees into “concentration camps” as economic crisis fuels far-right, warns Greek ex-finance minister http://slnm.us/oEwDwTE 

Catharsis Ours

Friday, April 29, 2016

No comments:

Post a Comment