Markets.....
Asia.......
Economic data due from Asia today
PBoC Fixes USDCNY Reference Rate At 6.8849 (prev fix 6.8604 prev close 6.8861)
PBoC To Skip Open Market Ops Today
- Yen slides
- Asia stocks mixed
- Oil slumps
- India rate decision
http://bloom.bg/2kKXobE
Another inflation surprise for January. 4/ 5 now in Asia. Taiwan CPI up most in a year; wholesale inflation faced to a 5-year high.
Japan Trade Balance BoP Basis (Dec): JPY 806.8 Bln (est JPY 738.9 Bln prev JPY 313.4 Bln)
Japan BoP Current Account Balance Adj (Dec): JPY 1669.2 Bln (est JPY 1709.4 Bln prev JPY 1799.6 Bln)
Japan BoP Current Account Balance (Dec): JPY 1112.2 Bln (est JPY 1183.3 Bln prev JPY 1415.5 Bln)
Summary of Opinions at the Monetary Policy Meeting on January 30 and 31, 2017 http://twme.jp/boj/02HQ
US.........
Nasdaq closes at record highs.
CRUDE +14.23mb
GASOLINE +2.9mb
DISTILLATES +1.37
CUSHING +0.624mb
OIL - private inventory data shows 'much bigger than expected' build
U.S. crude #oil futures settle at $52.17/bbl.
$0.84. -1.58%. #CME #NYMEX #WTI $CL_H7 #OOTT
volume: ~511k
$0.84. -1.58%. #CME #NYMEX #WTI $CL_H7 #OOTT
volume: ~511k
The dollar is climbing after a Fed official says March is 'on the table'
http://buff.ly/2lgRjEz
U.S. 10-YEAR TREASURY YIELDS HIT LOWEST SINCE JAN. 18
Treasuries Rally as US Stocks Fade, Oil Slumps: Markets Wrap https://www.bloomberg.com/news/articles/2017-02-06/asian-stocks-to-fall-as-yen-climbs-on-haven-demand-markets-wrap … via @business
US Politics.....
US Appeals Court Ends Hearing Over Trump Travel Ban Without Announcing A Ruling, Judge Will Issue Decision "As Soon As Possible" - RTRS
Trump lawyer getting aggressively questioned by 9th Circuit in travel ban case. “I’m not sure I’m convincing the court," he says
Obama-appointed judge steps in to throw a lifeline to anti-Trump lawyer in 9th Circuit. Bush-appointed judge going hard on his argument.
The Key Arguments in State of Washington vs. Trump http://blogs.wsj.com/law/2017/02/07/the-key-arguments-in-state-of-washington-vs-trump/ … via @WSJ
FBI reports show terror suspects coming from Canada
Melania Trump reaches a settlement with Webster Tarpley in a major defamation case.
The president has invited Japanese Prime Minister Abe "down to Mar-a-Lago" and the 2 leaders will spend weekend there together, Spicer says.
GOP bill would abolish entire Education department: http://hill.cm/lCjwle8
SPICER: TRUMP WON'T LET #IRAN FLOUT VIOLATIONS TO AGREEMENT. IRAN `KIDDING ITSELF' NOT REALIZING NEW PREZ IN TOWN - WH PRESS BRIEF
Spicer says Trump took 7 countries Obama ID'ed as not having proper systems in place to guarantee our safety, because he wants "no regrets."
Asked about budget, Spicer says today they're just excited that Betsy DeVos will be sworn in tonight as Education secretary. Ends briefing.
Breaking: Senate confirms Betsy DeVos as education secretary; Pence casts tiebreaking vote
Trump’s pledge to dismantle Dodd-Frank is colliding with same trouble as Obamacare.
https://www.bloomberg.com/politics/articles/2017-02-07/trump-s-dodd-frank-do-over-diverted-to-slow-lane-with-obamacare …
by @StevenTDennis @EDexheimer
Trump tells sheriffs meeting at White House his immigration ban "could" go to Supreme Court; "hopefully it doesn't have to." @margarettalev
Let's wait and see how concrete any proposal is , then analysis can be done. On the face , an interesting proposal.
Watch #Libya for the First Sign of #Trump-#Putin Collaboration
https://www.bloomberg.com/view/articles/2017-02-03/watch-libya-for-the-first-sign-of-trump-putin-collaboration …
Europe.......
France....
France, Opinion Way poll:
Le Pen (FN-ENF): 25% ↓
Macron (EM-NI) 23%
Fillon (LR-EPP): 20%
Hamon (PS-S&D) 14%... http://fb.me/2UEr5zVSq
France, Ifop poll:
Le Pen (FN-ENF): 26%
Macron (EM-NI) 21%
Fillon (LR-EPP): 19%
Hamon (PS-S&D) 15% ↓
Mélenchon... http://fb.me/1Prlsiap6
Latest French Ifop poll shows Macron at 21% in 1st round, Fillon at 18.5%, Le Pen at 25.5%. Macron win at 64% vs Le Pen at 36% in 2nd round.
Is the ECB worried about losing France or concerned Le Pen may win ?
Interesting , shortly after Julian Assange says he has dirt on Candidate Macron - a gay affair rumor surfaces.
Scandal for Fillon , rumor for Macron - so far , Le Pen and Hamon not tainted by either.
Fillon hole gets deeper. Now news of a 45,000 € severance payment , apart from no evidence wife did work.
Moving forward: Fillon 'relaunches' campaign after expenses scandal http://dlvr.it/NJttNh
SAPIN SAYS THOSE WHO SAY WE WERE WRONG ON TRUMP, WRONG ON BREXIT, SO MARINE LE PEN WILL WIN "DON'T UNDERSTAND ANYTHING ABOUT FRANCE"
FRENCH FINMIN SAPIN SAYS "MARINE LE PEN WILL NEVER BE ELECTED IN FRANCE"
Sarkozy to stand trial over campaign funding , an ill wind that bodes poorly for Fillon....
#France 10y risk spread over Germany keeps rising on increasing political risks in the Eurozone. Risk premium now 77bps, highest since 2012.
Greece.....
Card payments up by 50 percent in a year http://dlvr.it/NK0dn0
Trade deficit expands along with imports http://dlvr.it/NK05Yk
Investors in Greece fear ‘accident’ as debt payment time nears http://dlvr.it/NJy8Rv
Dijsselbloem: IMF Report on Greece ‘Unnecessarily Pessimistic’ http://dlvr.it/NJwLM2 #Greece
And there you have it. Greek 2Y bonds close at just over 10% yield, last closed at over 10% in June 2016 #Greece #Greekcrisis #imf
Government Spox Tzanakopoulos: ‘Our Aim Is to Not Yield to Illogical Demands by the IMF’ http://dlvr.it/NJqwcW #Greece
Germany......
Germany, Civey poll:
CDU/CSU-EPP: 34% ↓
SPD-S&D: 28% ↑
AfD-ENF: 11%
LINKE-LEFT: 8%
GRÜNE-G/EFA: 8%
FDP-ALDE: 7%
*WEIDMANN SAYS U.S. CURRENCY COMMENTS ON GERMANY ARE `DECEPTIVE'
Were these German attacks 'under-reported' as Trump says? Not quite | @emkanderson https://www.thelocal.de/20170207/yes-trump-these-german-attacks-were-covered-quite-extensively …
Hundreds more German troops arrive in Lithuania amid Russia fears http://dlvr.it/NJvB4z
1,000s to strike at Berlin airports, causing cancellations and delays http://dlvr.it/NJtRHV
Ouch! #Germany's industrial output unexpectedly falls most in 8yrs. Dec production down 0.7%.
Odds & Ends.....
Libya....
Infighting and interference hamper Tripoli CBL says former spokesperson - https://www.libyaherald.com/2017/02/07/infighting-and-interference-hamper-tripoli-cbl-says-former-spokesperson/ …
Customs duty of 100 percent to be imposed on imports - to solve liquidity and ... - https://www.libyaherald.com/2017/02/07/customs-duty-of-100-percent-to-be-imposed-on-imports-to-solve-liquidity-and-economic-problems/ …
Khalifa Haftar says expects positive attitude from Pres. Donald Trump on #Libya and support in fight against terror
http://alwasat.ly/ar/news/libya/132087/ …
Mogherini: EU supports Pres. Council based on UN decisions, can change recognition if Libyans come to new agreement
http://alwasat.ly/ar/news/libya/132286/ …
Exclusive: Tripoli Appeals Court's order shows cancellation of PC's LIA steering committee
http://www.libyanexpress.com/exclusive-tripoli-appeals-courts-order-shows-cancellation-of-pcs-lia-steering-committee/ …
Iraq.....
$50 Million Needed to Clear #Mosul from #IS Explosives: #UN - #BasNews
http://www.basnews.com/index.php/en/news/iraq/328840 …
#Japan Approves $100 Million Loan for #Iraq https://www.tasnimnews.com/en/news/2017/02/07/1321360/japan-approves-100-million-loan-for-iraq …
Syria....
Turkey is throwing everything it has in this attack on al-Bab after the Syrian Arab Army quickly advanced and is now 5km from the city
Keep the civilians in Al Bab and other ISIS held towns/cities in your thoughts.
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