Markets.....
Asia.....
Economic data due from Asia today - Japan trade, Australian CPI
Good morning from Berlin. The Trump trade is in full swing again. Stocks in Asia joined a global rally on investors’ optimism in econ growth
Asia bond yields are rising, follows rise in US & Europe as Jan manu PMIs came in strong & hopes for infrastructure spending increased.
China Development Bank 10-year bond yield shoots above 4%, 1st in 18 months.
Some of you may have missed this. China has effectively started raising rates & tightening policy
Australia CPI (YoY) Q4: 1.5% (est. 1.60%, prev. 1.30%)
-CPI (QoQ) Q4: 0.5% (est. 0.70%, prev. 0.70%)
Australia Trimmed Mean CPI (YoY) Q4: 1.6% (est. 1.70%, prev. 1.70%)
-Trimmed Mean CPI (QoQ) Q4: 0.4% (est. 0.50%, prev. 0.40%)
Australia Weighted Median CPI (YoY) Q4: 1.5% (est. 1.40%, prev. 1.30%)
-Weighted Median CPI (QoQ) Q4: 0.4% (est. 0.50%, prev. 0.30%)
Moody's affirms Australia at Aaa; outlook stable, boosts economy strength score to very high
JUST IN: South Korea preliminary GDP in the fourth quarter grew by 2.3% YoY (est. +2.2%), +0.4% QoQ (+0.3%)
Note: Both slowed from 3Q
Japan Trade Balance (JPY) Dec: 641.4B (est. 281.1B, rev prev. 150.8B from 153.0B)
Japanese Trade Balance Adjusted (JPY) Dec: 356.7B (est. 209.9B, rev prev. 466.1B from 536.1B)
Japanese Exports (YoY) Dec: 5.4% (est. 1.10%, prev. -0.40%)
-Imports (YoY) Dec: -2.6% (est. -0.80%, prev. -8.80%)
US......
STOCKS HIT ALL-TIME HIGHS: Here's what you need to know
http://buff.ly/2k06Szq
Treasury yields notch largest daily gain in 6 weeks
$0.43. +0.82%.
API report shows bigger build than expected...
Crude: +2927MMbl
Gasoline: +4849MMbL
Distillate: +1953MMbL
Cushing: -145MMbbl
WTI crude oil futures settle at $53.18/barrel
US Politics......
Trump signed directives requiring American-made steel & changing process of approving & regulating future pipeline & infrastructure projects
Possible Trump infra:
Reconstruct rail btw NYC/Newark $12B
Ohio River dams $3B
Bridges on I-95 $8B
New air traffc control sys $10B
#muniland
TRUMP INFRASTRUCTURE PROJECTS TOTAL AT LEAST $137.5B: MCCLATCHY
The Republican health plan that doesn’t repeal Obamacare
Trump's actions today on Keystone and Dakota pipelines were memoranda, @PressSec Sean Spicer says. Not executive orders.
Certainly, this secret service agent and anyone thinking the same way , can't remain on detail to protect POTUS.
BREAKING: Trump bans EPA employees from providing updates on social media or to reporters, bars awarding new contracts or grants.
From what I've read about the meeting , it seemed to be a positive meeting.
Big committee day for Trump administration nominations.
Carsons ayed, Sessions delayed, with updated estimate for Sessions' eventual floor vote http://www.decisiondeskhq.com/2017/01/24/sessionsdelayedcarsonayed/ …
Gov. Nikki Haley has been approved by the Senate Foreign Relations Committee for UN Ambassador http://www.decisiondeskhq.com/2017/01/24/live-committee-vote-o-rama-next-up-nikki-haley-un-ambassador-12noon/ …
Keystone, Dakota Pipelines Back on Tap With #Trump Orders: Chart - Bloomberg
James Comey asked to stay on as FBI director by President Trump, sources confirm with CBS News http://cbsn.ws/2jt4SMA
Ford Chief praises Trump for killing TPP , defined as a bad deal.
The FBI has reviewed intercepts of communications between the Russian ambassador to United States and retired Lt. Gen. Michael T. Flynn 1
Europe in Focus.....
Greece......
EU says will not sign off on Greece bailout review on Thursday http://dlvr.it/NBXMV5
Greece wants Eurogroup to ‘acknowledge progress’ under bailout http://dlvr.it/NBY4ff
Greek government say they are working to close bailout review
UK.....
Parliament must vote to trigger Article 50...
UK PM Spokesman: Parl’t Has Already Indicated Support For Getting On With Brexit Process - RTRS
UK PM Spokesman: Respects Court Decision, Will Set Out Next Steps To Parl’t Shortly - RTRS
UK PM Spokesman: Parl’t Has Already Indicated Support For Getting On With Brexit Process - RTRS
France......
France's Fillon acts to head off scandal over wife's work: PARIS (Reuters) - The frontrunner in… http://dlvr.it/NBmtnW #news #Reuters
FRANCE: Presidential election frontrunner Francois Fillon paid his wife over half million dollars from parliamentary funds
The money looks bad, reports of her not working for that pay is a much larger issue.
Jihadists 'stashed thousands of euros in grave at Paris cemetery' http://dlvr.it/NBdbR4
France, Ifop poll:
Le Pen (FN-ENF): 27% ↑
Fillon (LR-EPP): 25%
Macron (EM-NI) 18% ↑
Mélenchon (FG-LEFT): 15% ↑... http://fb.me/BVb40g01
France, Ifop poll:
Le Pen (FN-ENF): 27%
Fillon (LR-EPP): 26% ↑
Macron (EM-NI) 20% ↑
Mélenchon (FG-LEFT): 13% ↑... http://fb.me/3KnLsPsPY
Germany....
Germany’s Social Democrats back Schulz as candidate to run against Merkel http://f24.my/2j2cYzC
Berlin activists' cars burned in 'political crimes by far-right' http://dlvr.it/NBdbnj
GERMANY'S GABRIEL SAYS POLICIES OF MERKEL AND SCHAEUBLE CONTRIBUTED TO DEEPENING CRISIS IN EUROPE SINCE 2008, INCLUDING HIGH UNEMPLOYMENT
Vice Chancellor decides not to challenge Merkel in election http://dlvr.it/NBdbf0
#Germany Interested in Making $12 Billion Investment in #Iran’s Oil Industry http://ifpnews.com/news/business/energies/2017/01/germany-interested-in-making-12-billion-investment-in-irans-oil-industry/#.WIdb5AYe3h0.twitter … #OOTT
Germany, Civey poll:
CDU/CSU-EPP: 37%
SPD-S&D: 20%
AfD-ENF: 13%
LINKE-LEFT: 10% ↑
GRÜNE-G/EFA: 9%
FDP-ALDE: 6%
#btw17
Italy....
Italy’s Intesa confirms possible bid for insurer Generali http://on.ft.com/2jugQ8Y
Deadly chopper crash further taxes Italy's first-responders as hotel avalanche toll reaches 16 http://jtim.es/ybeI308jMum
Italy had the world's 4th largest economy (PPP) in 1980.
Today, its economy is ranked 12th.
ITALIAN CONSTITUTIONAL COURT TO RULE ON VALIDITY OF ELECTION LAW AFTER MIDDAY ON WEDNESDAY - COURT SPKS
MENA......
Libya.....
UK MP acknowledges Hiftar is 'divisive' but goes on ask what "senior military figure in all human history" has not been divisive?
#Libya
Libyan Dialogue mtg in Tunis, w/out presence of HoR,agree 2 reduce Pres Council to 3 & choose PM from outside PC.But is it valid w/out HoR?
#Libya #Libyaoil State oil company NOC to hold first US-Libya conference post-Trump inauguration, Washington, Feb 16 https://www.libyaherald.com/2017/01/23/first-post-trump-us-libya-conference-planned-for-washington/ …
#Libya could pump over 1.2 million bpd this year with more investment, NOC tells @OilSheppard @FT
#OPEC #gas #OOTT
http://on.ft.com/2kmVdqT
#Libya UN-backed GNA government investment conference, London, January 26.
Syria......
Second round of Syria Talks set for February 8th , will Opposition still In-fighting in Idlib at that time ?
Ahrar statement calls for Sharia court to assess situation in Idleb. Group is deploying forces to separate/stop fighting between rebels.
Six #RuAF Tu-22M3 long-range bombers carried out airstrikes on ISIS target for the 3rd time in Deir-Ezzor.
Key #JFS clash sites:
Sarmada
Kafranabl
Marat al-Numan
Marshurin
Hurbnish
Al-Dana
Ehsem
Hreitan
Al-Halzoum
Batabo
Saraqeb
Ariha
Deir Sunbul
#Live: “Whatever it takes us, we will go to stop this bloodshed” — Syrian representative in #Astana answers press. #astanaprocess
#Live: Bashar Jaafari says “We are trying to find a peaceful resolution to implement the ceasefire. This is the goal.” #astanaprocess
Joint Statement on conclusion of Astana Talks - Iran , Turkey & Russia.
Kuwaiti shariah judge in JFS announces resignation due to attacks on Jaish al-Mujahideen
Opposition in-fighting In Idlib has picked up markedly since Monday , as JFS et al vs Ahrar et al commence battle royale....
JFS has surrounded bases & HQs belonging to FSA - Sham Front in Anadan/Haritan/Hayyan north of Aleppo city
Areas in Idlib countryside; Halzwan, Ariha, Sarmada & Kafrnabel are witnessing clashes/mobilization with Jund vs Ahrar + JFS vs other rebels
Nusra/ AlQaeda are also besieging the weapon stores of FSA group "The Levant Front" in town of Anadan. https://twitter.com/akhbar/status/823843354152751106 … #Syria
Iraq.....
#Important:
#Moqtada considers moving #USA embassy to #Jerusalem a "war declaration" & calls for a formation of "an army 2liberate Jerusalem
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