Markets....
Asia....
Economic data due from Asia today
Good morning from Czech. Asia stocks mostly declining in vol session after China unexpectedly tightens policy to discourage spec investments
Bank of #Japan whipsawed mkts in fought to assert control over rising bond yields. Has to offer a second unscheduled auction to lower ylds.
China Caixin Manufacturing PMI Jan: 51.0 (est. 51.8, prev. 51.9)
PBOC set USD/CNY mid-point at 6.8556 (prev. fix 6.8588)
- First fix since Jan 26 due to Lunar NY
Australia - Services PMI (January): 54.5 (prior 57.7)
Japan press: "BOJ on edge after Trump claims devaluation"
US / Europe....
US stocks end the session with small losses/small gains
ForexLive Americas FX news wrap: Dollar hopes rise ahead of jobs report
$0.34. -0.63%.
Trading oil is absolutely brutal at the moment
ECB's Coeure: Negative rates can't go on too long
ECB's Coeure: We don't react to s/t fluctuations, especially those caused by energy
The ECB's Praet is onto something
ECB's Praet: Firming EA recovery not sufficient to self-sustainably bring inflation towards 2% http://www.ecb.europa.eu/press/key/date/2017/html/sp170202_1.en.html …
BoEs Feb QIR - MPC stance unchanged but see risks to inflation 'trade-off' rising. Not the hawkish shift in stance expected.@Livesquawk
BoE Corporate Bond Holdings (GBP) 6.1B (prev 5.67B)
*BOE KEEPS GILT, CORPORATE BOND PLANS UNCHANGED; VOTES 9-0
*BANK OF ENGLAND KEEPS KEY INTEREST RATE AT 0.25%; VOTE 9-0
Europe.....
Power auctions rejected by all players http://dlvr.it/NGnVRs
Turkey ratchets up tensions http://dlvr.it/NGlf78
Farmers take protest to Thessaloniki http://dlvr.it/NGjdFT
Police prevent protesting cleaners from reaching PM's office http://dlvr.it/NGjcsb
Small steps taken to improve conditions at Lesvos migrant camp http://dlvr.it/NGldyG
Libyan PM demands more EU money ahead of Malta summit http://bit.ly/2kwgIJp
Turkey records huge drop in Aegean Sea refugee crossings to Greece in January http://www.hurriyetdailynews.com/turkey-records-huge-drop-in-aegean-sea-refugee-crossings-to-greece-in-january-.aspx?pageID=238&nID=109290&NewsCatID=359 …
UK Brexit White Paper...
UK Brexit white paper: UK wants to cherry pick for EU free trade deal
Spain ready to stop Catalan referendum by force. Will we have Catalan rebels fighting the Spanish regime soon ?
US Politics.....
Iran has been formally PUT ON NOTICE for firing a ballistic missile.Should have been thankful for the terrible deal the U.S. made with them!
Iran was on its last legs and ready to collapse until the U.S. came along and gave it a life-line in the form of the Iran Deal: $150 billion
TRUMP FRIDAY:
-intel brief
-tapes weekly address
-strategy/policy forum
-signs exec orders
-lunch w Michael Flynn
-departs for Palm Beach FL
Important meetings on Friday for Secretary of State Tillerson.
Source: Voter fraud investigation no longer a top priority for Trump
fred walton @fredwalton216
Trump's UN Ambassador takes on Russia at the UN over Ukraine.
Trump tells Israel to hold on building new settlements. A bit of a surprise.
'Trump taps first woman to CIA second in command'
NSC senior staff apts:
David Cattler (Regional Affairs)
John Eisenberg (Legal)
Kevin Harrington (Stat Plan)
Ken Juster (Intl Econ'c Affairs)
Trump advisers Reince Priebus and Steve Bannon met at White House with Australian ambassador to US, aide tells @justinsink. Mending fences.
BREAKING: Here’s The White House Memo Used To "Clarify" That Green Card Holders Are Not Covered By Trump’s Ban: https://www.buzzfeed.com/chrisgeidner/heres-the-white-house-memo-used-to-clarify-that-green-card-h?utm_term=.vln7eGLMlO#.rs6x60OMNK …
President Trump withdraws safe zone proposal for Syria...
Shouting match over Russia erupts at House committee hearing http://hill.cm/oMykpu5
Obamacare uncertainty may cause major health insurers to abandon customers http://nbcnews.to/2jBKopc
Current Senate Republican plan is a cloture vote on DeVos tomorrow, final vote Tuesday - then Sessions, then Price, then Mnuchin.
Senate Republicans postpone vote on Betsy DeVos until Monday http://hill.cm/5vksHTf
White House perspective ....
Military perspective......
From repeal to repair - rebranding of action , as to Obamacare , is underway.
Trump appears to say Wilbur Ross will be leading NAFTA negotiations.
Treasury to allow some exceptions to allow Companies to do some transactions with Russia's FSB.
Sens. Graham, Whitehouse announce investigation of "Russian efforts to influence democratic elections, both in the United States & abroad"
Trump Job Approval: Approve 43% (-); Disapprove 52% (-). Get the full trend http://on.gallup.com/TrumpJobApproval ….
This is a concern and something to keep an eye on.....mistakes will be made if experts cut out of the loop.
Tillerson is going to be fine as Secretary of State , assuming people give him a chance-inside and outside of WH.
Ouch...
Fifth labor group breaks with AFL-CIO to back Perez for Dem party chairman: http://hill.cm/uy5Wnab
180 federal employees sign up for "civil disobedience" class against Trump http://hill.cm/BxVWhON
Tweet after contentious call with PM Turnbull of Australia.
Trump threatening to cut public funds for U.C. Berkeley ?
Here are the attendees at Trump's cyber experts meeting, per the White House.
Odds & Ends.....
Clashes between Forsan Janzour brigade & Tribes Army of Wirshiffana near checkpoint 17 in Janzour district of Tripoli. Reason still unknown
#Libya 2 killed after Tripoli bank line panic https://www.libyaherald.com/2017/02/01/tajoura-bank-drama-ends-with-two-customers-shot-dead/ …
2/2 Libya PC with contested legitimacy, absence of parliament oversight, has no right to enter into agreements re territorial waters.
1/2 Libyan territorial waters is a historicaly contested issue. During 1980-1986 witnessed legal and military confrontations btw Libya&USA.
Purge continues in Turkey..
Draconian rules being imposed to sanitize terror events in Turkey.
Syrian rebels reject peace talks without 'transition of power' http://ow.ly/HAYM308Bk6v
#TheZeroHedge ― Germany Proposes Tagging & Tracking 'Potential' Terrorists http://dlvr.it/NGY0qd
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