Markets & Markets....
Thursday Asia Morning Items.....
Kuroda has no plans to cut BoJ's holdings of JGBs at this stage
IDC worldwide smartphone shipments in Q3 +1% YoY
IDC: Samsung -13.5% in Q3, Apple -5.3%, Huawei +23%
BOJ IWATA: DETERMINED LARGE-SCALE BOND BUYS STILL NECESSARY
BoJ's IWata: Will continue to promote powerful easing via asset purchases and interest rates, will use all tools to reach price target
PBoC injects 210bn yuan (115bn via 7-day reverse repos, 55bn via 14-day, 40bn via 28-day)
PBoC fixes yuan 6.7736 (prev fix 6.7705, prev close 6.7706)
A few minutes ago New Zealand reported its biggest trade deficit since at least 1951. Here's how that looks...
Wednesday Items....
The major market indices end the day mixed.
DOW JONES UNOFFICIALLY CLOSES UP 31.36 POINTS, OR 0.17 PERCENT, AT 18,200.63
S&P 500 UNOFFICIALLY CLOSES DOWN 3.60 POINTS, OR 0.17 PERCENT, AT 2,139.56
NASDAQ UNOFFICIALLY CLOSES DOWN 32.54 POINTS, OR 0.62 PERCENT, AT 5,250.86
Another day around the way...
Wicked Wednesday looming for stocks ?
Lackluster auction for the 5 year bond..
Good morning from Rhineland. Asia mkts declining, led lower by weakness in US equities after disappointing (Apple) results & crude overnight
$0.78. -1.56%.
Rollercoaster ride with oil continues...
#EIA | U.S. crude #oil production week ending 10/21: 8.504mbd.
40kbd w/w. lower 48 +28kbd, alaska +12kbd. #OOTT
40kbd w/w. lower 48 +28kbd, alaska +12kbd. #OOTT
#EIA #GASOLINE STOCKS
PADD1 62.874mb +1.967
PADD2 51.236mb -0.521
PADD3 77.124mb -2.834
PADD4 7.027mb -0.1
PADD5 27.75mb -0.559
#OOTT
#EIA CRUDE STOCKS
PADD1 18.18mb +0.219
PADD2 136.205mb -1.406
PADD3 243.389mb +2.007
PADD4 23.313mb +0.88
PADD5 47.07mb -2.255
#OOTT #OIL
#Russia | Novak wednesday: no decision yet on participation of Russia, other #oil producers in Nov #OPEC meeting. IFX. #OOTT
Around The Horn For Europe .....
Italy......
Horrible news...
Mediterranean deaths have hit a record in 2016 , still more than 2 months left...
Italian Earthquake devastation...
A 6.0 magnitude earthquake in central Italy.
MORE: After getting hit with a 5.4 #earthquake earlier, #Italy sees second quake at 6.4 magnitude http://sptnkne.ws/c7ps #ItalyEarthquake
UPDATE: Collapsed buildings reported in at least 3 towns in central Italy; no immediate word on casualties http://bit.ly/2ebjk9v
A second earthquake reported near Perugia
Renzi is on fire today , as he blasts the EU !
EU cracks widen every day..
Italy, Constitutional Referendum, Lorien poll:
Yes: 48% (-1)
No: 52% (+1)
Italy, Constitutional Referendum, Index poll:
Yes: 49% (nc)
No: 51% (nc)
Italy, Constitutional Referendum, Demopolis poll:
Yes: 51%
No: 49%
This graphic lays out trafficking throughout most of central to northern Africa....
ITALIAN 10-YR BONDS EXTEND DROP; YIELD AT HIGHEST SINCE JUNE
MONTE PASCHI HALTED, LIMIT DOWN AFTER FALLING 9.3% IN MILAN
Beware the Italian Doom Loop: Monte dei Paschi's default probability keeps trading in lockstep w/ #Italy's.
Greece.....
#Greece Council of State rules unconstitutional (14 vs 11 votes) the government law on TV licenses.
#CoS ruling means #TV_licensing tender is annulled, tender losers can continue to broadcast +money paid by winners will have to be returned
#Greece disposable income falls for second straight quarter, by 0.7 pct in Q2 https://shar.es/1EVC4K #economy
France.......
France: Alain Juppé only potential candidate to beat Marine Le Pen in first round. #Presidentielles2017 #France #LePen #Juppe #Juppe2017
France, BVA poll:
Le Pen (FN-ENF): 28% ↓
Sarkozy (LR-EPP): 22% ↓
Mélenchon (FG-LEFT): 15% ↑
Bayrou (MoDem-ALDE): 15% ↑
France, BVA poll:
Juppé (LR-EPP): 33% ↑
Le Pen (FN-ENF): 26% ↓
Macron (NI-NI): 11% ↓
Mélenchon (FG-LEFT): 12% ↑
Hollande (PS-S&D): 9%
France, BVA poll:
Le Pen (FN-ENF): 25% ↓
Sarkozy (LR-EPP): 20% ↑
Macron (NI-NI): 14% ↓
Mélenchon (FG-LEFT): 12% ↑
France, BVA poll:
Juppé (LR-EPP): 39% ↑
Le Pen (FN-ENF): 29% ↓
Mélenchon (FG-LEFT): 13% ↑
Montebourg (PS-S&D): 9%
Germany....
2 months after moving to sell its Argentine subsidiary , DB announces sale of its subsidiaries in Mexico
DB had been depository bank for Level 1 ADR since October of 2012....confidence in DB fading ?
Bleeding from Asset Management. ...
Deutsche Bank Board to Extend Talks Over Capital to Friday: BZ
You have to wonder if the misstatements as to value of derivatives , goes beyond zero coupon inflation swaps ?
Surely Bloomberg's report from earlier today (that DB is probing whether it misstated derivatives) , coincidental..
Chart of two troubled banks - Commerzbank & Monte Paschi.
CETA ......
No Belgian deal on #CETA yet. Talks to continue at 10am...Any official confirm. Summit is postponed? @JustinTrudeau http://m.hln.be/hln/m/nl/942/Economie/article/detail/2940741/2016/10/26/Nog-altijd-geen-akkoord-over-CETA-gesprekken-hervatten-morgen.dhtml …
Not sure this will fly....
Keeping hope alive.....
Flemish PM admits it's unlikely to have a #CETA Summit tomorrow. Can still take place one of these days-negotiators http://m.hln.be/hln/m/nl/942/Economie/article/detail/2940741/2016/10/26/Tekst-CETA-klaar-voor-laatste-analyse.dhtml …
There are lessons to be learned from this debacle - will the EU learn them ?
Dutch Foreign Min after talks w Ukr Minister: Still a small chance NL ratifies EU-Ukr deal https://twitter.com/fonslambie/status/791253495768809473 … No majority in NL Senate
*JUNCKER SAYS TRUSTS AGREEMENT ON #CETA WILL BE REACHED TODAY - BBG
*JUNCKER DOESN'T KNOW IF EU TO BE ABLE TO SIGN CANADA PACT THUR.
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