Markets.....
Asia......
Economic data calendar in Asia today - China GDP, & Yellen speaking
PBOC conduct biggest open market ops ever this week, net injection CNY 1.13trln (last week CNY 100bln), leading up to Lunar New Year
PBOC to inject total CNY 110bln via reverse repos
- CNY 50bln via 14-day
- CNY 60bln via 28-day
PBOC sets USD/CNY mid-point at 6.8693 (prev. close 6.8750, prev. fix 6.8568
Due out from China soon (with estimates)
Fourth Quarter GDP +6.7%
Factory Output +6.1%
Retail Sales + +10.7%
Fixed Asset Investment +8.3%
China think-tank on Trump - his harsh rhetoric, its just bluster
Japan: Reuters Tankan Manufacturing Index +18 in January (vs. Dec. 16)
US & Europe....
US stocks end the session lower across the board
ForexLive Americas FX news wrap: Draghi drops euro, but it battles back
DoE Cushing Inventories (WoW, 19/Jan): -1.274m (est +300k, prev -579k) #OOTT
DoE Crude Oil Inventories (WoW, 19/Jan): +2.347m (est -960k, prev +4.097m) #OOTT
DoE Gasoline Inventories (WoW, 19/Jan): +5.951m (est +2.345m, prev +5.023m) #OOTT
Europe In Focus.....
Another voice warning about the disintegration of the EU...
Italy to hold 70% of Monte dei Paschi bank https://euobserver.com/tickers/136596
German FinMin says if IMF refuses to join Greek program, it'll be a sign the Greeks aren’t sticking to their commitments so it'll end #spin
One step fwd by Schauble @business-- if Greek authorities not able w/out flexibility granted by EU, pre-condition for a program isn't there
Monte Paschi retail bondholders should be reimbursed based on price paid- regulator, prefer continuation of listing
ECB leaves monetary policy on hold
http://buff.ly/2jCSv3J
#ECB leaves all rates & QE unchanged, as expected.
#FRANCE | MACRON SAYS HE'LL PRESENT POLICY PROGRAM BY MID MARCH - BBG
Update on MPS bailout....
Market's verdict of May' #wef17 speech not very friendly: Pound has lost some ground as her speech was way below expectations.
#ECB Said to Lack Agreement on How to Buy Debt Below Deposit Rate - Bloomberg (citing people familiar with the matter)
Us Politics.....
FiveThirtyEight
Obama granted clemency unlike any other president in history: http://53eig.ht/2jE3ppJ
Outgoing DHS secretary says he knows John Kelly, his chosen sucessor, well. He is "a man of character and integrity" https://www.dhs.gov/news/2017/01/19/secretary-homeland-security-jeh-johnson-issues-farewell-message-dhs-workforce …
Sources say extradition of El Chapo to US -in works for months- is goodwill gesture from Mexico to the incoming & outgoing administrations
Between unpopular Dems, GOP, a chance for Trump to triangulate
Jennifer Jacobs
New list of White House staff includes @SarahHuckabee @OMGrisham @lwalters @CaliforniaPanda @lansing @BorisEP @Cliff_Sims @SeanCairncross.
While speculation as to what Trump may do runs rampant , best course is to hold the horses and wait & see.
This is what Donald Trump is doing starting on Day One http://www.mcclatchydc.com/news/politics-government/white-house/article127333179.html#storylink=cpy …
Pence said they've focused on action plans for Day 1, Day 100 and Day 200 - but doesn't offer specifics before leaving news conference mic.
"We're wrapping up this transition on time and under budget," Pence says.
20% of transition budget will be returned to treasury, he says.
Trump is still working through which executive orders he wants to deal with tomorrow, and which ones Monday, Tuesday, etc @seanspicer says.
Trump is keeping about 50 Obama staffers in place, including Brett McGurk, a special envoy helping fight ISIS, spokesman Sean Spicer said
Turkish FM meets Trump’s national security advisor http://www.hurriyetdailynews.com/turkish-fm-meets-trumps-national-security-advisor-.aspx?pageID=238&nID=108736&NewsCatID=510 …
Flynn really is the wrong person on Trump's Team , to be meeting with Turkish Officials...
Transition throw wrenches into the gears amid questions of whether the US participates at Astana and just precisely how that would work ...
Taiwan Ex-premier Will Lead a Delegation to Trump's Inauguration #TrumpInaugural
MENA......
Libya......
When the situation in #Libya is not getting any better but you just continue to 'hang in there'
Clear as mud , as to what exactly is the problem now..
#Libya Street protests against power cuts, Tripoli
Visas from Tripoli and direct flights ‘‘soon’’. Power generator ‘‘in the shortest peri ... - https://www.libyaherald.com/2017/01/19/visas-from-tripoli-and-direct-flights-soon-power-generator-in-the-shortest-period-of-time-italian-embassy-tripoli/ …
In Brief
#Libya
Audit Bureau bans 23 Libyan and foreign companies, freezes smuggled money accounts - https://www.libyaherald.com/2017/01/19/audit-bureau-bans-23-libyan-and-foreign-companies-freezes-smuggled-money-accounts/ …
Statement by @PentagonPresSec regarding the #US airstrike in #Libya- main kicker is proximity of established #ISIS camps to #Sirte
Ghat blackout apparently continues - note this is the 11th day in a row w/o power....
Winer - urges regional actors to "help" Libya end stalemate & agree on grand bargain to implement LPA. No one state can do it alone.
Ageela Saleh claimed yesterday the UK ambassador to Libya Millett said he agreed with Saleh that Kobler should leave his role as envoy !
LNA denies Hafter has signed any arms deal with Russia - https://www.libyaherald.com/2017/01/18/lna-denies-hafter-has-signed-any-arms-deal-with-russia/ …
Serraj not going to world economic summit - https://www.libyaherald.com/2017/01/18/serraj-not-going-to-world-economic-summit/ …
Syria.....
IS reinforcements from al-Qa'im-Albokamal arrive at DeirEzzor
RuAF air dropped supplies to SAA in DeirEzzor Airbase which is still besieged by IS
Clashes renew in DeirEzzor between SAA and IS in DeirEzzor as Airstrikes hit cemetery area & around Airbase, IS rockets hit Qusour & Jourah
#SYRIA: Assad says Astana talks "between govt & terrorist groups to reach a ceasefire & allow these groups to join reconciliation deals."
#BREAKING: Syria's Assad says Astana talks will focus on enforcing ceasefire so that humanitarian aid can reach civilians - via @AFP
Oddly enough, Ahrar al-Sham didnt want to attent #astanatalks to protect their #JFS buddies and now this happens
Turf battles between JFS and Ahrar al Sham breaking out in Idlib. Completely predictable.
Another ceasefire agreement in Wadi Barada
Deal was reportedly reached during negotiations btw rebels in Wadi Barada & reconciliation committee + SAA officers with German+UN mediation
Includes: Ceasefire, teams enter to fix water, case settled for militants + those that refuse evac to Idlib + locals return to their homes
More JFS attacks on Ahrar al-Sham positions in #Idlib being reported - in/around Darkoush and Bdama.
Casualties & more prisoners taken.
JFS now controls Ahrar al-Sham’s HQs in Khirbet al-Joz and Al-Zayniya, plus several more positions near Jisr al-Shughour, Bdama & Darkoush.
JFS has attacked several Ahrar al-Sham checkpoints and a local HQ in/around Khirbet al-Joz in #Idlib.
Several prisoners taken by JFS.
Iraq....
Baghdad's Sadrist governor Ali Tamimi impeached. Council vote held in Green Zone's Rasheed Hotel, to avoid disruption by Sadrist protesters.
Iran.....
Dozens of firefighters killed as burning high-rise building collapses in Tehran, state TV reports. http://nbcnews.to/2jbv1zt
Turkey....
Yıldırım calls on new US administration to ‘take steps to break anti-American feelings’ in Turkey http://www.hurriyetdailynews.com/yildirimcalls-onnew-us-administration-to-take-steps-to-break-anti-american-feelings-in-turkey.aspx?pageID=238&nID=108746&NewsCatID=510 …
Demirtas did not give Erdogan an easy pass for his presidential ambitions. He is paying for this in prison. http://theglobepost.com/2017/01/19/erdogans-presidential-rival-faces-142-years-in-prison/ …
British jets strike ISIL in northern Syria in coordination with Turkey: Turkish military http://www.hurriyetdailynews.com/british-jets-strike-isil-in-northern-syria-in-coordination-with-turkey-turkish-military-.aspx?pageID=238&nID=108722&NewsCatID=352 …
Turkish lawmaker chains self to rostrum, sparks new brawl @AP @usnews http://www.usnews.com/news/world/articles/2017-01-19/turkish-lawmaker-chains-self-to-rostrum-sparks-new-brawl …
7 of 18 articles approved so far , in second round of voting.
Interesting comment from Turkish Deputy P.M regarding Turkey's F.P as to Syria.
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