Tuesday, June 7, 2016

Economic News , Data & Views ( June 7 , 2016 ) Quicks Hits For Tuesday (1. Markets - Risk On For Credit Rip Continues , Global Ten Year Yields See Various New Lows Today , Global Equities Continue Rip From February Lows , Crude Oil Rip Continues. Some Trend. 2. UK Referendum - Cameron - Farage Face Off Today and Selected High Points , additional Items Of Interest On Subject Matter. 3. Greece Updates - Primary Focus On Creditors Talks & General State Of Play In Greece. 4. Odds & Ends. )


Markets & Market Moving News....




CCC High Yield Bond Index at an 11-month high, up 34% from its Feb low.








European High Yield Bond Index at new all-time highs. Rally in credit over past few months has been a global event.








New 52-week low in yields today in: Germany Austria Denmark France Belgium South Korea Australia New Zealand Russia







Global Equities: 68% above their 200-day MA 59% positive YTD +2.7% median YTD return -8.6% median below 52-week high






Crude Oil up 92% in the past 80 trading days. Only Jun-Oct 1990 and Feb-Jun 2009 saw larger 80-day gains.






Brexit......



5 Items each from Cameron & Farage ......





Cameron: We can certainly survive outside the EU, the question is how we thrive. Economic consensus is we're better off in





Cameron: Less access to EU market means fewer jobs. Forecasts not always correct but extent of consensus impressive





Cameron: Good ways and bad ways of controlling migration, pulling out of single market would damage our economy






Cameron: No way for 5th largest economy to go to be locked out of decisions affecting our biggest market






Cameron: Changes to benefit access was key demand in renegotiation and now no full access for new migrants for 4 years






Farage: Experts all wrong on ERM, wrong on Euro now wrong on EU. In some cases directly funded by EU






Farage: Trade with EU only worth 12% of our GDP, we have a massive domestic economy





Farage: We're British, after we vote to leave we won't be bullied by likes of Juncker!





Farage on free movement and impact on wages: Time to stop just thinking about GDP figures and think about less well off in society






Farage: US sells more into EU market than we do and they don't have to accept free movement






Cameron challenged to debate Gove & Johnson...









Capital is not fleeing UK because of the referendum. Myth busting...









Voters set to defy Labor leadership...







Greece......







Gov't edges closer to bailout funds after signing Elliniko deal









Taxpayers’ debts to the state keep piling up








Rulings back 35 migrants appealing deportation








If the Refugee Deal Crumbles, There Will Be Hell to Pay via







Laying out four open issues and steps required to release tranche payment at issue.







Greece latest tranche payment may come near end of June - 7.5BN







Refugee/migrant/asylum seeking in Greece now more than 57,000....






Odds & Ends.....







Ankara to EU: No visa-free travel, no readmission agreement





Activists claim '300 civilians executed' by Iraqi militias during Fallujah fighting








Probably not what he expected...







French Open apparently ongoing , tear gas canisters for tennis balls...









Erdogan signs controversial bill lifting immunity for certain members of Parliament , opening door to prosecutions.










Brazil political quagmire of corruption about to get even murkier as Prosecutor mulls more "Carwash" arrests...









Chelsea have apologised "unreservedly" to Eva Carneiro, who has settled her dismissal claim









LeBron wavering on Rio ?









Perfectly understanding Guthrie will skip Rio. She's expecting her second child , would be foolish to attend.








Range from High to low over past ten years ( displayed on the chart ) , eye-opening ....











Even before today's Istanbul attack - last 12 months were particularly bloody for Turkey








Another attack on police in Istanbul....










The government fears it will disrupt the Euro 2016 starting Friday-never disrupt soccer











German Constitution Court rules on OMT June21st - Calendar the event.









OUCH! Deutsche Bank slumped to no. 6 in deals involving German firms.




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