Markets......
China state planner approves CNY 218.8bln of fixed asset investment projects in October
BANK INDONESIA IS IN THE MARKET TO STABILIZE THE RUPIAH: BBG
THIS is your currency to watch today. Indonesian Rupiah weakens most in over 3 years. (yes that's a 1-day move on the chart)
PBOC to inject total CNY 210bln via reverse repos
- CNY 140bln via 7-day reverse repos
- CNY 70bln via 14-day reverse repos
Whoa. China weakens yuan fixing beyond 6.8 for first time since 2010, today's 6.8115 fix vs 6.7885 the biggest weakening move since Oct 21st
China sets Yuan fixing at 6.8115 vs 6.7885 prior
Looking at the percentage move up in yields, Aussie 10Y bonds on track for worst 2 days in over 23 years....
JN PPI (MoM) Oct: -0.1% (est. -0.10%, prev.0.00%)
-PPI (YoY) Oct:-2.7% (est. -2.70%, prev. -3.20%)
Park's approval rating remains at record-low 5 pct
Japan business mood improves in encouraging sign for economy-Reuters Tankan
Japan Reuters Tankan Index (Nov) Nov: 14 (prev 10)
Economic data due from Asia today (and an RBA speaker)
The Trump Triumph: Dow Hits Record High Amid Bond Bloodbath, Currency Carnage, And Tech Turmoil http://www.zerohedge.com/news/2016-11-10/trump-triumph-dow-hits-record-high-amid-bond-bloodbath-currency-carnage-and-tech-tur …
Making Yields Great Again: Trump Unleashes A "Bigly Rates Repricing" http://www.zerohedge.com/news/2016-11-10/making-yields-great-again-trump-unleashes-bigly-rates-repricing …
and China's been dumping TSYs
Here's where markets closed on Thursday:
http://buff.ly/2fVmOlE
Dow hits all-time high, tech stocks get crushed:
http://buff.ly/2fG5hg8
You’re Fired! Nasdaq Crumbles With Amazon, Facebook as Dow Soars 275 Points to New High http://on.barrons.com/2g1uEto
*DOW AVERAGE CLIMBS 211 POINTS TO CLOSE AT ALL-TIME HIGH
S&P 500 UNOFFICIALLY CLOSES UP 4.32 POINTS, OR 0.20 PERCENT, AT 2,167.58
NASDAQ UNOFFICIALLY CLOSES DOWN 42.68 POINTS, OR 0.81 PERCENT, AT 5,208.40
European stocks snatch defeat from the jaws of victory
Financials rally in sync w/ higher bond yields. Deutsche Bank jumps by 5.6% as 10y yields has risen to 0.27%.
Ouch. EM currencies get Trumped. Feeling the pain amid Dollar strength and higher US yields.
MOST EURO ZONE BOND YIELDS SET FOR BIGGEST DAILY JUMP THIS YEAR - TRADEWEB
Ouch! Trump victory wipes $337bn off market as global bonds drop. http://bloom.bg/2g0wOJV
Ooops! The yuan falls to a 6y low amid concern Donald Trump will target #China. http://bloom.bg/2eMzp8c
Good morning from Berlin. Asia rebounds in sharp turnaround from Trump shock. Dollar recoups losses. Bulk commodities extend meteoric run.
US crude oil futures settle at $44.66 per barrel
US Election Post-Mortem
( Just Highlights , Much more at Twitter Timeline...)
Looks like Trump has won the popular vote !
They're calling it #Calexit: Some Californians want to secede after Trump's victory http://cnn.it/2fEYMbo
Tyler Durden: Calexit - California Secession Petition Gaining Strength After Trump Win
After Trump victory, Oregonians submit ballot proposal to secede from the union http://bit.ly/2fFylSM
Exit polls by age and gender:
Men over 45: Trump +21
Men under 45: Trump +2
Women over 45: Clinton +1
Women under 45: Clinton +26
This is why I have little patience for the whining ....
Reuters Explains How It "Fudged" Its Polls http://www.zerohedge.com/news/2016-11-10/reuters-explains-how-it-rigged-its-polls …
.@HuffingtonPost admits the obvious: Bias was a factor in ridiculous claim that @HillaryClinton had a 98% chance of beating @realDonaldTrump
Easy to blame third parties , Russia , women voters-end of the day , the chart shows Democratic Party has collapsed.
Data dive , of note , check data for younger male and female voters.
Commentary from @willrahn: The unbearable smugness of the press - CBS News https://www.google.com/amp/www.cbsnews.com/amp/news/commentary-the-unbearable-smugness-of-the-press-presidential-election-2016/?client=safari …
Politico: Even Dems are getting tired of Team Hillary scapegoating
Top 3 priorities- Bigly jobs , healthcare reform, strengthening immigration enforcement. Trump declined to reassert pledge to bar Muslims.
Let her go? Giuliani, Christie throw cold water on Hillary prosecution
Hensarling says he is not pursuing position as Treasury Sec. in Trumps cabinet, wants to work in the house to repeal Dodd-Frank - Rtrs
Don't people understand how Elections work or how Democracy works ? Sometimes your Candidate loses. Suck it up.
Trump may or may not build that Mexico Wall - but NAFTA is going to be renegotiated.
Canada's Prime Minister Trudeau ready to talk. Get Mexico's President on board and discuss the issues.
Schumer pronounces TPP dead. It will not be ratified. Good bye TPP.
Well , yes. This is correct...
Mainly peaceful protests , with some exceptions..
Anti-Trump Protests Continue Across The US Overnight, Burn American Flags, Disrupt Traffic http://www.zerohedge.com/news/2016-11-10/anti-trump-protests-continue-across-us-overnight-burn-american-flags-disrupt-traffic …
The campaign and its rhetoric is over. Time for everyone to get to work on transitioning power.
Obama: "I have been very encouraged by the interest in President Elect Trump in wanting to work with my team on many of the issues" US faces
I just continue to caution people not to prejudge - wait and see how Trump conducts himself as POTUS.
If I recall things-Juncker didn't exactly have nice things to say during the Campaign about Trump.Already chirping.
List of Trump’s potential cabinet appointees leaked; Update: Dimon for Treasury?
Pardon still waiting in the wings..
List of leaders to speak to Trump before May quite something: Egypt, Ireland, Mexico, Israel, Turkey, India, Japan, Australia, South Korea.
Around The Horn - Europe.....
Financials rally in sync w/ higher bond yields. Deutsche Bank jumps by 5.6% as 10y yields has risen to 0.27%.
My view: Hollande and Merkel have failed to understand that Trump's presence alters the tenor of 2017 elections in Europe
Conman Pulls off a €400,000 P2P Bitcoin Transaction in Italy https://www.cryptocoinsnews.com/conman-pulls-off-a-e400000-p2p-bitcoin-transaction-in-italy/ …
UK says #TheresaMay & #DonaldTrump spoke earlier today. PEOTUS: "UK a very, very special place for me & our country"
I'm sure he does and G.L.W.T...
Medium level intensity DDoS attacks launched at russian banks...
EU -Italy set to butt heads over the Budget..
Fringe parties not really "fringe " anymore , as anti-establishment sentiments take hold.
And there is a lot to keep an eye on globally , before the key vote in France...
Juncker calls for an EU army
insisting on closer military and security cooperation between EU member states http://dw.com/p/2ST5Y?maca=en-tco-dw …
Frontrunning: November 10
ANSA: ITALY COURT REJECTS REFERENDUM APPEALS
Another blow to Renzi: #Italy’s industrial output falls 0.8% in Sep, Weakening recovery prospects ahead of constitutional referendum.
Wilders' Plan For Holland: Time For Liberation http://www.zerohedge.com/news/2016-11-10/wilders-plan-holland-time-liberation …
There are five more dominoes populists want to topple in Europe. http://bloom.bg/2g06SxQ (Chart via SG)
#Italy’s Next in the Crosshairs for Anti-Establishment Wave. Markets look to constitutional vote in December http://bloom.bg/2eCmsdZ
Odds & Ends.....
Proliferation of international meetings have however not been matched by any sense among #Libyan-s that a breakthrough is on the horizon.
Speculation is raging in #MENA now about U.S. policy under @realDonaldTrump.
For #Libya, I anticipate a welcome change from the Obama era.
A 2-day meeting of the Libyan Political Dialogue started today in Malta
Brazil's Rousseff alleges President Temer received illegal funds http://dlvr.it/MdfSkh #usDollarRpt http://goo.gl/nnFPIZ
Raqqa: Syrian Arab fighters pull out of Kurd-led offensive https://shar.es/1IZbTG via @MiddleEastEye
Obama directs Pentagon to target al-Qaeda affiliate in Syria, one of the most formidable forces fighting Assad http://wpo.st/YwWD2
Fantastic news ! Al Qaeda former franchisee & chief fighting force in Syria ( al Nusra ) , still deemed terror group despite name change.
Syria Kurd women fighters out for revenge against jihadists http://u.afp.com/4oDK
Trump's Syria:
1. Bye bye no-fly-zone
2. Skepticism towards rebels
3. No attacks against regime
4. Cooperation with Russia
Musings On Iraq Mosul Campaign Day Twenty-Four, Nov 9, 2016 http://musingsoniraq.blogspot.com/2016/11/mosul-campaign-day-twenty-four-nov-9.html …
#Mosul Operation: #Iraqi Army Goes Slower to Clear Liberated Areas First - #BasNews
http://www.basnews.com/index.php/en/news/iraq/310782 …
Number of families fleeing #Mosul tripled in a week
Est. 42,000 people have fled since #MosulOffensive started
https://www.oxfam.org.au/media/2016/11/we-just-came-from-the-dead-number-of-families-fleeing-mosul-triples/ …
Donna Brazile got an earful at the first post-Trump DNC meeting
The hypocrisy of #HillaryClinton supporters.
#ZIKV in the Americas: 374622 suspected & 66004 confirmed cases
in the Americas as of 10 Nov/EW43 per @pahowho https://flutrackers.com/forum/forum/emerging-diseases-other-health-threats-alphabetical-i-thru-z/zika-virus/763580-zikv-gbs-and-microcephaly-in-the-americas-distribution-and-data-per-country-region-for-ew-44-10-nov …
#Microcephaly & #GBS in the Americas: at least 2266 cases of microcephaly& 447 cases of GBS as of 10 Nov/ EW 44 https://flutrackers.com/forum/forum/emerging-diseases-other-health-threats-alphabetical-i-thru-z/zika-virus/763580-zikv-gbs-and-microcephaly-in-the-americas-distribution-and-data-per-country-region-for-ew-44-10-nov …
#Microcephaly and #ZIKV in Brazil: data for Nov 2015 - Oct 2016 per region
https://flutrackers.com/forum/forum/south-america/south-america-guillain-barré-microcephaly-zika-virus-tracking/brazil-ac/763568-microcephaly-and-zikv-in-brazil-data-for-nov-2015-oct-2016-per-month …
#Microcephaly in Brazil: 226 foetal deaths suspected due to neurological infection with 173 cases confir. due to neuro. infection for EW 43
#Microcephaly in Brazil: 3091 sus./2106 cases confir. due to neurological infection with 405 #ZIKV positive for EW43 https://flutrackers.com/forum/forum/south-america/south-america-guillain-barré-microcephaly-zika-virus-tracking/brazil-ac/763554-microcephaly-and-neurological-infections-data-for-ew-43-29-oct-distribution-and-numbers-per-region …
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