Markets.....
Sunday.......
Italy could soon be downgraded by DBRS. Haircut for govt debt as collateral would jump. In Nov, IT banks were borrowing €185bn fromECB (JEF)
Looks like nationalization i going to be a done deal.....
Privatbank about to be nationalized by Ukraine Gov't as soon as Monday ?
Ukrainian government and National Defense and Security Council back nationalization of country’s largest lender Privatbank, Ukrainska Pravda
2. Let
A small christmas donation for Europe? Monte Paschi’s share offer for institutional
investors ends on Dec22, for retail investors on Dec21.
#ECB's Draghi said to warn EU rising global rates pose crisis risk. http://bloom.bg/2hW0owT
For Saturday....
Italian banks: Monte Paschi will attempt to sell shares next week
Banking turmoil calms this week across Europe despite Monte dei Paschi cap need drama.
Who else? Deutsche Bank admits misleading clients in dark pool trades. Investors seem not care. Share price rallies. http://bloom.bg/2hCeJ5b
#China to place further curbs on insurance purchases in the latest bid to limit capital outflows. http://bloom.bg/2hdx8Sw
US Yields, Highest Weekly close since...
1-Mo: '08
6-Mo: '08
1-Yr: '08
2-Yr: '09
3-Yr: '10
5-Yr: '11
10-Yr: '14
30-Yr: '15
Bond bubble keeps deflating: Global bonds have lost another $431bn in value this week following hawkish Fed hike & panic in Chinese bond mkt
Good morning from Berlin. Global stocks have lost $525bn in mkt cap this week due to unexpected hawkish Fed hike & fin mkt turmoil in China.
WRAP: Lacker, Bullard both more hawkish than FOMC consensus.
Interesting > divergence in Atlanta Fed/NY Fed GDP trackers.
Have a good W/E!
Foreign currency deposits in China jumped US$20.4 billion to a record high of US$702.6 billion at the end of November. 1
@fredwalton216 Mortgages remain the predominant driver of bank lending growth- 70% of November’s nearly 800 billion yuan of loans. 2
@fredwalton216 Extraordinary large jump in so-called total social financing, which suggests a resurgence in shadow banking activities. 3
Hi @realDonaldTrump... offshore yuan chart FYI. Fresh record lows
$CNH
US Politics.....
BREAKING: Trump rips China for seizing Navy drone http://hill.cm/Hsu2bmG
#BREAKING China slams US 'hype' over its seizure of naval probe
CHINA WILL TRANSFER SEIZED DRONE TO U.S. IN APPROPRIATE MANNER
Trump has two cabinet positions left to fill; check out all the contenders on RCP's tracker
Exxon shifted on climate change under Trump's Secretary of State pick http://hill.cm/2mpIRlg
Video: Obama full press conference from yesterday where he says WikiLeaks 'dominated' US election https://www.youtube.com/watch?v=w2c0pYm44W4&feature=youtu.be …
More: http
In Arizona, electors Bruce Ash and Alberto Gutier say the number of calls, letters and emails are increasing as the vote draws near.
'Cut it out': @POTUS recalls warning #Putin over #US election cyberattacks http://dw.com/p/2URYe?maca=en-tco-dw …
.@CIA and @FBI agree #Russia intervened in #US presidential election http://dw.com/p/2URW6?maca=en-tco-dw …
Irony alert - despite a fairly hefty portion of major media openly supporting HRC - guess who got slimed in part today for HRC defeat ? Lol
NYT-Trump to select Rep. Mick Mulvaney (R-S.C.) to serve as director of OMB.
DNI say no intelligence briefing for Electors - no shocker , as all of the Reports & Assessments remain classified.
Facebook plans to use The Poynter Institute to flag "fake news" , which is funded George Soros' Open Society Foundations , 1
George W. Bush urges GOP senator to back Tillerson for secretary of State http://hill.cm/fYu5KQ7
"David McCormick is a superstar," David Petraeus told @nwadhams.
The 2 men had same thesis adviser.
Europe.....
Sunday......
Migration minister eyes 'closed' facilities on islands http://dlvr.it/MvtxD2
Concern grows in Greece over Turkey's intentions http://dlvr.it/Mvtx3Y
Dombrovskis: Tsipras's move 'unnecessary and unhelpful' http://dlvr.it/MvtwlX
Thousands attend Berlin rally for Aleppo http://dlvr.it/Mvt0qw
Eiffel Tower strike extends into holiday season http://dlvr.it/MvtWzd
Remain Campaigners Celebrate The Deaths of Brexit Voters http://bit.ly/2gYIU6U via @BreitbartNews
#reuters Any transitional deal with EU should not diminish Brexit vote: minister http://ow.ly/PWCQ507G65s
Britain doesn't know what Brexit it wants - Irish Independent
Polish opposition extends parliamentary protest after media access row http://reut.rs/2gYzPcW
Another @Kom_Obr_Dem_Int protest gathers, this time at the Supreme Court building. #Poland
#Poland #protest in the name of #democracy with #EU flags.reminds you of what? https://m.youtube.com/watch?v=NpWr_wBnUDU&feature=youtu.be … @LibertiesEU @osfEUpolicy @Cild2014
Saturday.......
Greek Farmers Decide on Roadblocks to Protest Austerity http://dlvr.it/Mvhjc5 #Greece
ESM Chief: Tsipras’ Annouced Benefit Measures Undermine Bailout Objectives http://dlvr.it/MvhjSm #Greece
Greece-Creditors Unlikely to Complete Bailout Progran Review Before 2017 http://dlvr.it/MvhjXd #Greece
Greece Willing to Compromise with Creditors on Program Review Provided it Excludes IMF Demands http://dlvr.it/MvhjYt #Greece
Tsipras: We are Determined to Defend the Rights of the Greek People http://dlvr.it/Mvdq0b #Greece
Berlin gives Tsipras the cold shoulder http://dlvr.it/MvMhlf
Merkel to Tsipras: Only Creditors Will Decide on Greek Bailout http://dlvr.it/MvFxyd #Greece
Attica Security Police Dismantle Migrant-Trafficking Ring Operating in Greece, Italy http://dlvr.it/MvMRvq #Greece
Catalan parliament speaker in court over secession debate http://dlvr.it/MvbyLt
For sale: Iconic Madrid landmark on the market for €272 million http://dlvr.it/MvBcww
Germans think that 21% of the German population are Muslims. Truth is that it's only 5%. Numbers for France even more surprising.
US judge 'optimistic' for deal in VW case http://dlvr.it/MvYlVK
Germany arrests Turk for spying on Kurds http://dlvr.it/MvYKgr
Taliban leader tries (and fails) to get asylum in Germany http://dlvr.it/MvHRyB
Italy, Tecné poll:
M5S-EFDD: 31% ↑
Renzi-NI: 19% ↑
PD-S&D: 14% ↓
FI-EPP: 13% ↓
Lega-ENF: 12% ↑
FDI/AN-NI: 5%
SI-LEFT: 2%
AP-EPP: 2%
Italy, Tecné poll:
PD-S&D: 30%
M5S-EFDD: 30%
FI-EPP: 15%
Lega-ENF: 12% ↑
FDI/AN-NI: 5%
SI-LEFT: 3% ↑
AP-EPP: 3% ↑
Italy, IPR poll:
PD-S&D: 30% ↓
M5S-EFDD: 30% ↑
LN-ENF: 13%
FI-EPP: 13% ↑
FDI-NI: 5% ↓
SI-LEFT: 4% ↑
NCD/UDC-EPP: 3%
Italy, IPR poll:
M5S-EFDD: 30% ↑
Renzi-NI: 21% ↑
PD-S&D: 11% ↓
LN-ENF: 13%
FI-EPP: 12%
FDI-NI: 5%
SI-LEFT: 3%... http://fb.me/8nFVxF1iP
Former Italy aerospace boss's corruption sentence suspended http://dlvr.it/Mvb7Lr
Three more charged over Nice truck attack http://dlvr.it/MvZgcn
What do Parisians think of the pollution nightmare? http://dlvr.it/MvFd7F
One dead after 'deliberate' blaze at Paris migrant centre http://dlvr.it/MvC9WZ
Poland, Pollster poll:
PiS-ECR: 33%
N-ALDE: 21% ↓
PO-EPP: 13%
K'15-NI: 12% ↑
SLD-S&D: 8%
Razem-LEFT: 7% ↑
Crowds gathered at the presidential palace Saturday morning & marched to parliament. On Friday protesters blockaded the parliament building.
Opposition lawmakers in Poland block parliament to protest media rules http://dw.com/p/2URBx?maca=en-tco-dw …
Mass protests in Warsaw and also Krakow , Szczecin & other cities throughout Poland.
Opposition MPs in Poland protest press restrictions-delaying a key Budget vote. It was first protest in the Polish parliament for 10 years.
Odds & Ends....
Syria.....
Sunday......
Multiple buses burned....
FSA criticises armed groups that are preventing evacuations from Fua & Kefraya "they are placing lives of thousands in #Aleppo in danger"
Pro-govt media: buses arrive at designated crossing in #Aleppo to begin evacuations
Opposition: first phase of deal -1250 evacuated from Fua & Kefraya and half of those trapped in #Aleppo 1/3
Opposition: second phase of deal - 1250 from Fua & Kefraya and remaining people trapped in #Aleppo 2/3
Opposition: third phase - 1500 evacuated from Fua & Kefraya & 1500 evacuated from Zabadani and Madaya 3/3 #Aleppo
Buses enter #Aleppo to resume #evacuations: state media
Aleppo evacuation: UN Security Council to vote on sending observers http://ln.is/20Xvs by #BBCWorld via @c0nvey
Idlib Likely to Be Syria's Next Bloody Theater After Aleppo - New York Times http://dlvr.it/MvvQM7 World
Great Storify series on the complexities of the politics touching on the Syria Campaign. Worth taking a minute to check out.
Saturday....
Pro-govt media: 25 additional buses & ambulances move from #Aleppo to evacuate wounded, sick & their families from Fua & Kefraya
Ahrar al Sham: "Iranian militias stopped the #Aleppo evacuation until those besieged in Fua & Kefraya are evacuated"
Russia and Turkey are pushing the U.S. out of Syria: Washington is trying to return via proxies
http://alrai.li/nlfcq7c v @AlraiMediaGroup
Foreign Ministers of Turkey, Russia & Iran will meet soon 2discuss Syria squeezing out U.S.
http://alrai.li/nlfcq7c
Deal Reached that Could Restart Aleppo Evacuation full art. @ http://ift.tt/2hFB1mp #USCG #usarmy #usairforce #usnavy #usmarines #tricare
Syrian Rebels, Government Say New Deal Reached to Secure Aleppo Evacuation http://viid.me/qrY3Py
Hizbullah media: buses to evacuate civilians from rebel besieged loyalist towns Fua & Kefraya en route from #Aleppo
Libya....
Sunday........
Military councils of Zintan & Misrata oppose any military action in #Tripoli. Declare support for peaceful solutions. #Libya
O.K. now confirmed - GC Khalifa Haftar in Algeria on an official visit. Algeria has always been closer to #Tripoli based authorities. #Libya
A foreign warship attacked a vessel carrying weapons - and maybe fighters- from West Libya to Benghazi, forcing it to turn back: army source
UN congratulates Bunyan Marsous on Sirte victory, rebuilding now the priority - https://www.libyaherald.com/2016/12/18/un-congratulates-bunyan-marsous-on-sirte-victory-rebuilding-now-the-priority/ …
The GNA & its foreign backers benefit from not working with #Libya's parliament. They take control in Tripoli & stay in power indefinitely.
Saturday....
News Roundup - Sat, Dec 17, 2016 - 4:57 pm http://www.libyaobserver.ly/inbrief/news-roundup-sat-dec-17-2016 …
#Libya Critics say UN-backed government is not, in fact, enabled, because its constitution (LPA) is in force only if parliament votes yes.
Ageilah Saleh: We need Russia's support in reconstruction and army training. #Libya
http://alwasat.ly/ar/news/libya/127432/ …
Kobler in interview w/ @AlAhramGate: I think there is a consensus .. that the LPA should be kept as framework of the pol process in Libya
Martin Kobler: There was an agreement among participants of the Cairo meeting that a limited amendment to the LPA should be considered
Kobler: They suggested to discuss the question of supreme commandership of the army; the structure of a united Libyan army &chain of command
Kobler: ...and to discuss the structure of the Presidency Council
Kobler: Now one has to fulfil what they agreed on. This is a very good beginning of the process
Kobler: Some want to ...change structure of PC to 1+2 formula. This was LPA Draft4, it already discussed.But then it was decided 2 expand PC
Kobler: The principle is important. If you have a small Presidency Council it's maybe more efficient but it's not inclusive.
Kobler: This is not up to me to decide. I'm always in favor of having a consensus
UN envoy Kobler in #Italy after discussing #Libya issues with officials in Cairo
http://alwasat.ly/ar/news/libya/127448/ …
Renewed militia clashes shake Tripoli - https://www.libyaherald.com/2016/12/16/renewed-militia-clashes-shake-tripoli/ …
First tanker ships oil from Sidra - https://www.libyaherald.com/2016/12/16/first-tanker-ships-oil-from-sidra/ …
General Haftar calls for troops to "liberate" Tripoli. Unclear if fighting in parts of the city is related to this
Speaker of #Libya's HoR says (to Sputnik of all places) that parliament will offer soon "a new road map". End of UN-backed LPA?
The Libyan Political Agreement is 1 year old today. How does it work? Find out in @ecfr quick guide to #Libya http://bit.ly/2hJamWg
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