Thursday, September 15, 2016

Economic News , Data & Views...... September 15-16 , 2016 ........ Quick Hits For Thursday- 1. Markets & Market Moving News : US , Europe & Stock Markets In Focus - Poor US Data Sparks Rally In US Stocks ; 2. Around The Horn For Europe - Spain , Italy , Greece , Germany , France , UK , EU- UK Talks , Bratislava Summit , Bank Of England Monetary Policy Meeting. 3. MENA Watch - Libya & Syria In Focus. 4. US Presidential Contest ( Crazy Clown Car Crash Race ) Highlights.

Markets & Market Moving News....

Asia - September 16 , 2016...

RTRS Survey: Few Japanese Firms See BoJ Spurring Deflation

BofA Merrill Lynch Global Research On APac Liquidity:

Japan’s Biggest Bank Urges Boj To Weigh Side Effects Of Policy -- BBG

Japan's Central Bank May Up Easing Commitment, Analysts Say -- BBG

*** Reminder: Chinese, Hong Kong, Korean, Malaysian & Taiwanese Markets Are Closed Today As They Observe A Market Holiday ***

September 15 , 2016....

U.S. stocks close strongly higher in broad rally

If it survives until March, the Dow's bull market will be the longest in history

Big US data splash on deck..

Retail sales take an unexpected dip today

Chart: US industrial production, capacity utilization decline again; miss forecasts -

Poor US data have reduced the chance of a Fed hike next week to 18%. Even probability for Dec hike just above 50%.

Morning Note: 1. BoE non-decision coming up. 2. US retail sales due. 3. Brexit? The Brits keep shopping

Good morning from Berlin. Asia stock markets waver as monetary policy uncertainty and weaker oil sap confidence.

Around The Horn - Europe

DOJ looks for 14 BN from DB to settle US probe !

France, BVA poll: Le Pen (FN-ENF): 33% ↑ Fillon (LR-EPP): 19% ↓ Hollande (PS-S&D): 13% ↓ Mélenchon (FG-LEFT): 13% Bayrou (MoDem-ALDE) 12% ↓

Elliniko bill reaches Parliament

Cosco reports record container traffic in Piraeus last month

Bad checks soar in August

The agenda of Fri meetings with institutions includes: Education (9-10am) Summing up at 10am (Fin & Econ Mins)

EU Officials apparently have given up yet...of course , bone-headed to state such a strategy.

Looking at Bratislava Summit and what to expect..

Bank of blocks Attica Bank frm providing new loans as NPEs soar to 57%. Rejects govt's proposal for new mgmnt team. /via

: At least 4 protesters and 8 police injured in . At least 15 arrested.

French police used excessive force against protesters. We're so concerned.

Video: Riot cops in France viciously attacking journalists during labor protest in .

Refugees aren't being hired by German companies - September 18th is the Berlin state election , Merkel's next test.

Raid on Stournaras home comes amid speculation the Bank of governor is set to block gov't nominations for top jobs at Attica Bank

Anti-graft prosecutors raid home of Bank of governor Stournaras in probe over work done by wife's PR firm

. reports Tsipras & Stournaras discussed raid on phone. PM assured Bank of governor, probe won't affect cooperation

FinMin pointed out to institutions the revenue outperformance ytd & estimate for similar trend in 2017, acc to MoF source.

IMF:Greek issue will be discussed in various fora during upcoming Annual Meetings of the IMF

Captain Jovan Krivokapić of the joint army & police forces tasked with halting them says the rise has been significant in the past 15 days

New wave of illegal migrants from Bulgaria & Macedonia putting increasing pressure on Serbia: security forces

Asia overnight, Europe morning , Wall Street preview...

Police Use Tear Gas on Chios Residents Protesting Migrant Situation

Far-right and refugees in mass fight in east German town

[BREAKING] BoE: 9-0 MPC Votes to keep rates on hold at 0.25%, QE at £435bln & Corporate Bond-buys of £10bln

Bank of England update...

Rajoy seems inclined to keep forcing Elections until he gets an absolute majority...

European leaders are discussing "far-reaching proposals" to build a pan-EU military - as per Süddeutsche Zeitung.

UK -EU talk strategy unveiled...

Even when her Gov't hasn't been popular , Merkel has previously enjoyed support. Things have changed.

Sovereign debt wall for Italy keeps growing higher.....

The End for 's Renzi? Goldman Sachs and Morgan Stanley Are Divided


| German Ministry Sees Pensions Dropping Below 40% of Income: WiWo

MENA Watch - Libya & Syria In Focus....

As of now, the 7-day initial cessation of hostilities will end on 19th Sept; then the anti-/AQ “JIG” will form.

France says needs details of U.S.-Russia deal via


The ceasefire in Syria provides a welcome respite but no guarantee of long-term peace

Even failed cease-fires could help end Syria's war, according to some surprising studies

| Jabhat Fatah al-Sham: The US/Russian Deal: A New Conspiracy but the Same Position

U.N. official says Assad's government is holding up aid delivery to war-torn parts of Syria

SEADELTA loading at RasLanuf port (1st since 2014) 750k bbl destined for France

Looks like West getting on board with recent developments !

most likely the liberation of oil crescent by forces has changed more attitudes on the ground significantly

Agilah Saleh, Majbri, Qatrani, Serraj, Emhamed Shaib & possibly Mitig too all in Cairo today after LNA capture of oil terminals.

CBL starts issuing credit letters to importers in USD @ official rate , might help restore trust in the system

Exports should resume around 18th according to sources in Ras Lanuf.

US Presidential Contest....

"What does it even matter " ?

. returns to tightening White House race as releases medical details

Livni: Clinton health hysteria would not be the same if she were a man

Deplorables comment stinging Hillary with potential voters..

Trump increases lead to six points in LA Times. Male votes swing in his favour after Clinton 9/11 memorial collapse.

Head-2-Head FL, OH polls: Florida: Trump 50 (+4) Clinton 46 Ohio: Trump 50 (+4) Clinton 46

FL, OH Polls: Florida: Trump 47% (+3) Clinton 44 Ohio: Trump 46% (+5) Clinton 41

National : Trump 42 (+2) Clinton 40 Johnson 7 Stein 2 A 6% shift toward Trump in a week

National : Clinton 43 (+4) Trump 39 Johnson 9 Stein 2 A 5% shift toward Clinton in a week

More mostly bad news in polls this AM for Clinton, whose chances are down to 63%.

Officials dismiss the possibility of a US election hacking via

Donald Trump says it's "unlikely" Vladimir Putin is trying to sway the US election

Huge blunders and gaffes just don't seem to have the same consequences this US election

As approaches, 'expect more -linked leaks, scandals and sleaze'