Wednesday, February 15, 2017

Economic News , Data & Views ...... February 15 , 2017..... Quick Hits For Wednesday : 1) Markets : Asia Economic Calendar For Thursday , News & Data - Australian Dollar And Japanese Yen Currencies To Keep An Eye Upon ; US Markets - Another Day Of Record Closes For S&P / Nasdaq / Dow , Scuttlebutt Of A Fund Losing 600ml On A Short S&P Position , Various Federal Reserve Speakers Comments Today & Additional Items Of Note ; Europe's Major Bourses Show Green , Interesting Financial News To Consider. 2) US Politics - Trump Tweets And Round Up Of News On Another Busy Day In D.C. 3) Europe In Focus - Key News For Wednesday , Politics In Primary Focus Touching On Greece , Italy , Netherlands & France. 4) Odds & Ends - North Korea & Libya In Primary Focus.



Markets.....




Asia.....



Economic data due from Asia today - jobs report from Australia


PBoC Fixes USDCNY Reference Rate At 6.8629 (prev fix 6.8632 prev close 6.8710)





PBoC To Inject CNY 80 Bln Via 7 Day Reverse Repos -To Inject CNY 80 Bln Via 14 Day Reverse Repos




PBoC To Inject CNY 90 Bln Via 28 Day Reverse Repos





Finally the actual Aussie jobs number was within 10 standard deviations of the estimate...





What most seem to be missing on this Aussie jobs report is that it was actually one of the worst in terms of full-time job loss on record








Ellis: Housing Situation More Complex Than Suggested By Single-Minded Focus On Median Prices








Here's My Australian Labour Market Preview From The Desk, Data Due At 00:30 GMT






Australian dollar hits three-month high in breakout



Japan press: Japan's finance minister says yen not weak, blurting out rate


US Markets .....





Once again...Record closes for US major indices




Talk of a fund losing a lot of cash on a short S&P position this week, apparently loss of over $600m (via )









1 hour ago
Forexlive America forex news wrap. Stronger data but wages still lag



*CHINA'S TREASURY HOLDINGS FELL TO $1.06T VS. $1.25T YEAR AGO






Fed's Yellen: US economy needs to add between 75k and 100k jobs per month to keep the jobless rate stable





Fed's Bullard: Fed can hike later in the year





Rosengren: Market expectations will not stop Fed from raising rates --Rtrs





Fed's Harker repeats view for three 2017 hikes





Headline Inventory Figures







Europe......




UK'S FTSE UP 0.6 PCT; GERMANY'S DAX UP 0.3 PCT



FRANCE'S CAC UP 0.7 PCT; SPAIN'S IBEX UP 0.6 PCT





"Italy could be the real canary in the EU coal mine"



ECB's Weidmann says it would be a mistake to roll back financial market regulation



US Politics.....





This Russian connection non-sense is merely an attempt to cover-up the many mistakes made in Hillary Clinton's losing campaign.






The fake news media is going crazy with their conspiracy theories and blind hatred. & are unwatchable. is great!






Information is being illegally given to the failing & by the intelligence community (NSA and FBI?).Just like Russia






Thank you to Eli Lake of The Bloomberg View - "The NSA & FBI...should not interfere in our politics...and is" Very serious situation for USA






Crimea was TAKEN by Russia during the Obama Administration. Was Obama too soft on Russia?






Senate Judiciary Committee demands Justice Dept hand over all docs on Flynn







Breaking: FBI NOT expected to pursue charges against regarding phone calls w/Russian Ambassador, reports








More: FBI says Flynn was cooperative and provided truthful answers







Pentagon may recommend combat troops for Islamic State fight in Syria: CNN





McCain announces he won't support Trump's pick for budget chief








1 hour ago
JUST IN: FBI releases hundreds of docs on Trump apartment race discrimination investigation







Andrew Puzder has withdrawn as President Donald Trump's choice for labor secretary, a source close to Puzder said.






Apart from IRS move , also consider collapse of two heathcare insurers mega - mergers (Anthem-Cigna /Aetna-Humana.)






Fwiw...






Trump open to one-state or two-state solution in Middle East: "I’m happy with the one they like the best"






NATO allies must pay more or US will 'moderate its commitment': Mattis







Another Mattis quote for NATO allies: "Americans cannot care more for your children’s security than you do".






Harward has been offered NSA position. Imo - thinking things through before leaping in , never a bad approach.






The reports that no evidence of Russia-Trump campaign collusion has emerged "so far."





Europe.....





says requested and participated as observer in Eurostat technical visit along with observers from DG ECFIN and .





European Commissioner Moscovici: Greece Needs to Take a Few More Steps






Tsakalotos: IMF should stop making unreasonable demands from Greece






FILLON CALLS FOR NEW PARTNERSHIP WITH RUSSIA: BBG







FAR RIGHT'S LE PEN SEEN WINNING FIRST ROUND OF FRENCH PRESIDENTIAL ELECTION WITH 26 PCT OF THE VOTES (+0.5), MACRON TO GET 19.5 PCT






Macron alleges Russia targeting him smears and numerous hack attempts. ..






Le Pen lures French farmers angered by worst crisis in decades, amid falling prices and international competition







Dutch I&O poll: PM Rutte's VVD overtakes populist Wilders as nr. 1 party. Wilders suffering losses in 3 recent polls





DJ ITALY'S RENZI: PARTY LEADERSHIP CONTEST MEAN JUNE VOTE UNLIKELY -- SOURCE






Renzi pushing for Snap Election in September..






Russia tells White House it will not return Crimea to Ukraine








Odds & Ends....




North Korea....





Additional detail and backstory...






 
UPDATE: North Korean officials in Malaysia objected to autopsy on body of Kim Jong Un's half-brother - Malaysian government sources






LOL ?






Libya.....


















High level delegation from the State Council arrives in after an invitation by 's Foreign Ministry











Libyan factions agree roadmap to peace despite lingering differences









I reiterate full support 2 LPA & its institutions, warn against seeking 2 achieve political gains by force










Khalifa Haftar meets w/ the Chairman of the HOR Foreign Affairs Committee in .











In Brief



















Doubts EU plans will curb illegal immigration, border agency says should expect as many migrants as last year








Time will tell if anything constructive will happen ..........