Markets....
Asia.....
Economic data due from Asia today - China inflation, BOJ's Kuroda speaking
Good morning from Berlin. Asia stocks drop on reports of new US FX policy. Approach would result in US sanctions vs many countries in region
US considers new FX policy. Would potentially result in US sanctions vs many countries, not just #China. https://www.wsj.com/articles/u-s-eyes-new-tactic-to-press-china-1487034167 …
#China has become biggest exporter of #inflation. CPI rises to multi-year highs as CenBank eyes tighter policy. http://reut.rs/2lJabIz
Soaring China PPI due to commodity prices. Is it sustainable when housing market is cooling down?
China PPI growth in Jan. fastest since Aug '11; CPI fastest since May '14. Breakdown:
Food 2.7%
Healthcare 5%
Mining 31%
Raw materials 12.9%
Why the BOJ near 40% of the bond market is no laughing matter http://bloom.bg/2lK2KSe
Japan FinMin Aso: Japan-Us Economic Dialogue To Address Issues Including Bilateral Ties And Trade And Investment In Asia Pacific - RTRS
Aso: Setting Framework For Economic Dialogue May Take Some Time But Want To Forge Ahead Actively
Japan PM Abe: Agreed With US Pres Trump To Hold Bilateral Summit Whenever Both Attend G7 Meetings - RTRS
Japan FinMin Aso: Japan Proposed To Trump Idea Of Opening Economic Dialogue For Including Fiscal, Monetary & Structural Policies - RTRS
Abe Told US Pres Trump Discussions On FX Should Be Left For Finance Minister & Treasury Secretary
HOT
Percentage of index members above 50DMA
H-Shares 100%
Hang Seng 94%
Nifty 88%
Taiex 85%
Straits Times, KLCI 83%
Topix 69%
ASX 200 63%
Chinese January inflation data due in 2 hours; forecasts:
CPI +2.4% (highest since 2014)
PPI +6.5% (highest since 2011)
Australia - ANZ Weekly consumer confidence: 116.4 (prior 117.5)
US.....
Monday
S&P: All-Time High
Dow: All-Time High
Nasdaq: All-Time High
MidCap 400: All-Time High
Russell 2000: All-Time High
NYSE: All-Time High
DAKOTA ACCESS JUDGE REJECTS TRIBE’S REQUEST FOR TEMPORARY HOLD: BBG
$0.93. -1.73%. 
80kbd m/m.
#Venezuela | #oil min: still early for #OPEC to make decision on extending cuts. will be looking at Jan/Feb/March data 4clarity. BBG. #OOTT
There are 2 questions Yellen won’t be able to dodge on Capitol Hill this week
http://buff.ly/2kpS8Gc
Fed's Kaplan: Fed should hike sooner rather than later
US Politics......
General Flynn resigns , letter of resignation....
NEWS: Keith Kellogg is acting national security adviser with Mike Flynn's departure, source tells me.
Of the three names under consideration ( Keith Kellogg , David Petraeus & Bob Harwood ) , Harwood would send a signal for sure.
BREAKING: Federal judge in Virginia has issued injunction banning Trump Administration's travel ban from being implemented in the state
Trump has a Treasury secretary.
U.S. Senate confirms Steven Mnuchin with a 53-47 vote.
McConnell sets up votes on six Trump nominees http://hill.cm/lh4I2Q8
If Flynn stays , it's on an extremely short leash , with Pence , Pompeo and Mattis watching his every move.
"I can't reveal what" Gen. Flynn "has discussed with the president," Kellyanne Conway tells @MSNBC.
Gen. Flynn has said "can't recall" whether discussed sanctions with Russian ambassador before taking office, Kellyanne Conway tells @MSNBC.
Just spoke to House Intel Chairman Devin Nunes about Mike Flynn.
He expects Flynn to keep his job, blames "swamp" denizens for leaks...
Sean Spicer says no classified info reviewed in public view at Mar-a-Lago. Trump was briefed on N Korea in a room for classified briefings.
President Trump tells reporters Chief of Staff Priebus is doing, "Not a good job, a great one."
BREAKING: The U.S. plans to impose sanctions on Venezuela's vice president, officials say http://bloom.bg/2ldduKV
U.S. intelligence withholding information from Trump? - The weirdest thing about this piece? It ran in the New ...
Trump reviews top White House staff after tumultuous start
Republicans, aiming to kill ObamaCare, also work to shore it up
Flynn says he has no plans to resign. Remains to be seen if he is forced out - he doesn't have to be fired for that.
Four GOP senators have told leadership that they won't support Trump's pick for labor secretary, sources say. http://cnn.it/2l8AWcY
Nine Cabinet nominees are out of committee but await confirmation. Here's an update on them.
http://www.decisiondeskhq.com/2017/02/13/scheduledpending-cabinet-confirmations-updated/ …
#POTUS Trump: US/Canada to work for mutually agreeable trade
US/Canada discussed economy, jobs for women
Wonderful meeting with Canadian PM @JustinTrudeau and a group of leading CEO's & business women from Canada
and the United States
and the United States
In joint statement, Trump & Trudeau don't mention NAFTA, but commit to build on "the existing strong foundation for trade & investment."
EU -US dust off regarding border tax which hasn't been established yet.
Nice primer regarding Trudeau -Trump meeting and key issues.
#POTUS Will deal very strongly with North Korea
More from Abe: Trump will consider all options regarding North Korea
Visit set for Thursday cancelled , no reason given.
North Korean missile appears to be medium-range - Pentagon
Trump conducts national security meeting in public during Mar-a-Lago dinner http://hill.cm/I4rmFNP
Europe.....
Greece.....
Greece could have its sovereign rating slashed further into junk later this month http://on.ft.com/2kCVeb1
Greece on track with program but IMF too pessimistic, Dombrovskis says http://dlvr.it/NMbXQy
Extension of uncertainty & potential worsening of macro figures cld hit #Greece banks capital ahead of #ECB stress tests, BoG governor warns
Conservative chief #Mitsotakis to present alternatives in Berlin http://www.ekathimerini.com/216109
#Greece
Athens yet to respond to lenders' latest proposal http://dlvr.it/NMRs7w
Italy......
*RENZI SAYS ITALY POLITICAL SITUATION IS BLOCKED
ITALY'S EX-PM RENZI, WHO HEADS RULING PARTY, SAYS GOVT SHOULD NOT RAISE EXCISE DUTIES TO CUT DEFICIT AS IT PLEDGED TO EU
The EU warns that France will face austerity measures to meet its budget rules whoever wins the May election http://on.ft.com/2l6Qf5V
Italy, Piepoli poll:
PD-S&D: 32%
M5S-EFDD: 27%
LN-ENF: 12%
FI-EPP: 11%
FdI-NI: 5%
NCD-EPP: 3%
SI-LEFT: 3%
Germany....
Bavaria tells Trump: forget Germany, we’re most like you http://dlvr.it/NMfPJl
Germany committed to Greece bailout program, Merkel spokesman says http://dlvr.it/NMXVwr
SPD putting CDU under pressure...
Schulz warns against Grexit speculation http://dlvr.it/NMSSvz
Germany, Civey poll:
CDU/CSU-EPP: 33%
SPD-S&D: 29% ↑
AfD-ENF: 11%
LINKE-LEFT: 8%
GRÜNE-G/EFA: 8%
FDP-ALDE: 6%
Germany, Ipsos poll:
CDU/CSU-EPP: 33% ↓
SPD-S&D: 29% ↑
AfD-ENF: 12% ↓
LINKE-LEFT: 9% ↓
GRÜNE-G/EFA: 8% ↓
FDP-ALDE: 5% ↓
Germany, Emnid poll:
CDU/CDU-EPP: 33%
SPD-S&D: 32% ↑
AfD-ENF: 10%↓
LINKE-LEFT: 8%
GRÜNE-GREEN: 7% ↓
FDP-ALDE: 6%
Poland....
Polish PM to remain in hospital for next several days: government spokesman http://reut.rs/2l0fxjp
UK.......
Thst attitude will result in a "hard brexit "result..
Very well written piece...
France.....
Le Pen's plan to ditch the euro 'would cost France €30 billion a year' http://dlvr.it/NMfPYM
France, Opinion Way poll:
Le Pen (FN-ENF): 26% ↑
Macron (EM-NI) 22% ↑
Fillon (LR-EPP): 21% ↑
Hamon (PS-S&D) 15%... http://fb.me/8NbPA2een
Odds & Ends....
Libya....
Kobler praises Tunisian efforts to broker Libyan peace - https://www.libyaherald.com/2017/02/13/kobler-praises-tunisian-efforts-to-broker-libyan-peace/ …
LIA now run jointly by two chairmen who never meet, reflecting Libya’s chaos - https://www.libyaherald.com/2017/02/14/lia-now-run-jointly-by-two-chairmen-who-never-meet-reflecting-libyas-chaos/ …
#Libya #Libyaoil Tripoli militia says oil executives seized in relation to Gaza floating dock. Dock went live Feb 11 http://noc.ly/index.php/en/new-4/2072-loading-of-the-first-crude-oil-tanker-at-gaza-marine-terminal-fso-in-bouri-offshore-field …
Meeting of minds between Serraj and Haftar , reached in Cairo sit down ?
#Libya UK Libya ambassador says new Tripoli militia, National Guard, is illegitimate.
Libyan-Italian Joint Operations Room to combat illegal migration activated in #Tripoli
http://alwasat.ly/ar/news/libya/132925/ …
PC/ GNA spox refutes Italian agreement will allow illegal migrants to be based in Libya.m
UN Secretary General says Fayyad is "right choice" for Libya delegate
http://www.libyanexpress.com/un-secretary-general-says-fayyad-is-right-choice-for-libya-delegate/ …
PC declares new Ghwell’s Libyan National Guard illegal - https://www.libyaherald.com/2017/02/12/pc-declares-new-ghwells-libyan-national-guard-illegal/ …
Local Sirte issues seen as reason for mayor's kidnapping - https://www.libyaherald.com/2017/02/13/local-sirte-issues-seen-as-reason-for-mayors-kidnapping/ …
Municipal Councils of greater #Tripoli hold first forum to discuss security in areas in & around the capital
http://alwasat.ly/ar/news/libya/132887/ … #Libya
Syria......
BBC discovers Tahrir al-Sham, Al-Qaeda's latest incarnation in Syria http://buff.ly/2l7yl2J
It looks like Baghdadi is in Talafar from ISIS attempt to continuously break the PMU siege. No confirmation. @John_III_tg
There is no confirmation that #ISIS Baghdadi is hit, injured or killed.
#Iraq Baghdad believes its air force targeted #ISIS Abu Bakr al-Baghdadi HQ in west #Mosul killing at least 13 commanders: unconfirmed.
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