Markets.....
Asia.......
Good morning from Berlin. Risk rout eases after Wall St & Dollar trim losses. Asia stocks climb w/ Japan & Australia led gains. Bonds drop.
Economic data due from Asia today (this is a really short post)
Japan finance minister Aso: No comment on FX levels
Japan economy minister Ishihara: Closely watching market moves
USD/JPY testing highs as Tokyo trading gets underway http://news.forexlive.com/!/usdjpy-testing-highs-as-tokyo-trading-gets-underway-20170327 …
Australia - ANZ-Roy Morgan consumer confidence index: 113.8 (prior week 112.0)
More Japan press: Odds of BOJ's Kuroda hitting price target grow longer by the day
US.......
S&P 500 finishes 2 points lower
Dow closed lower for the 8th day, longest losing streak since 2011 as investors recalibrating pol expectations on timing & scope of tax bill
ForexLive Americas FX news wrap: Can't keep risk trades down
Dallas Fed Manufacturing Outlook for March much weaker than expected-New Orders , Inventories & Employee #s tumble.
US Politics.....
Trump wants $1B for 62 miles of border wall: report http://hill.cm/j2felOI
Just call him Devin "Austin Powers" Nunes , international man of mystery...
Trump Asks Why House Intel Committee Isn't Probing The Clintons http://www.zerohedge.com/news/2017-03-27/trump-asks-why-house-intel-committee-isnt-probing-clintons …
Trump To Sign 'Energy Independence' Order Tomorrow Rolling Back Obama Climate Change Initiatives http://www.zerohedge.com/news/2017-03-27/trump-sign-energy-independence-order-tomorrow-rolling-back-obama-climate-change-init …
Senior Finance Chairman Wyden: Review Mnuchin Comments For Possible Ethics Violation
"We're driving the train on this," Sean Spicer says on tax reform.
Trump officials Mnuchin, Cohn, Ross, others to play role, he says.
This Is What Trump's Revised Agenda Timeline Looks Like, In One Chart http://www.zerohedge.com/news/2017-03-27/what-trumps-revised-agenda-timeline-looks-one-chart …
Scoop: Trump admin plans simultaneous push on tax reform and infrastructure
https://www.axios.com/scoop-trump-wants-to-make-tax-reform-infrastructure-a-package-deal-2332543336.html …
White House: Administration Looking At August At Target Date For Tax Reform, But Depends On Consensus On Big Issues
On Thursday: Senate Intelligence Committee open briefing on "Disinformation: A Primer in Russian Active Measures and Influence Campaigns"
Burr/Warner confirm Kushner to talk to Intel: "We expect him to be able to provide answers to key questions that have arisen in our inquiry"
Trump press secretary opens his briefing with Russia protests, repeating statement US "strongly condemns" detention of peaceful protesters.
Nunes explains what went on last week. Possibility of two separate investigations seems high.
Grassley wants answers on opposition research paid for by Trump’s opponents--both GOP and Dems.
Dossier was shared with FBI.
NEW: Sen. Grassley writes to opposition research firm requesting information, documents on uncorroborated Trump-Russia dossier.
Democrats force one-week delay in committee vote on Supreme Court nominee, choice still on track with GOP support. - AP $EURUSD
Rep. Nunes had a secret White House meeting before claiming Pres. Trump may have been incidentally monitored. http://nbcnews.to/2n99XL4
A government official said Nunes was seen Tuesday night at the NSC offices of the Eisenhower building
#NEW #Texas AG @KenPaxtonTX announces state leads 13 state coalition in filing brief supporting @POTUS' revised travel ban. @CBSDFW
4 bills Trump signs today reverse Obama on:
-disclosure of labor violations
-Planning 2.0 rule
-school standards
-reporting on teacher prep.
Europe....
Interesting connections drawn here...
France, Ifop poll:
Macron (EM-*): 26%
Le Pen (FN-ENF): 25%
Fillon (LR-EPP): 18%
Melénchon (FI-LEFT): 14% ↑
Hamon... http://fb.me/1pEPLmSEA
Germany, INSA poll:
CDU/CSU-EPP: 32% ↑
SPD-S&D: 32%
AfD-ENF: 11% ↓
LINKE-LEFT: 9%
GRÜNE-G/EFA: 7%
FDP-ALDE: 6% ↓
Why am I not surprised ?
This does seem like a case for Inspector Clouseau....
EU Trade Association warns of Brexit talks collapse: Handelsblatt
France Set To Sell Its Peugeot Shares To Bpifrance For €1.92 Billion
Fillon keeps falling (17.5%), Mélenchon (14%) now half way between him and fading-away Hamon (10.5%)
Bank deposits dropped by 750 million euros in February, official figures show http://dlvr.it/NklCRm
Fraport Greece signs funding deal with 5 lenders http://dlvr.it/NklCYB
Turkey alleged to have interfered with Bulgarian Election...
Northern Ireland devolved government under threat after power-sharing talks collapse, warns UK secretary
The EU is struggling with its guidelines and response for after Article 50
UK Lords: Concerns On Post-Brexit Trade As Government Are Failing To Address The Issue
LONDON-QATAR MINISTRY OF FINANCE SAYS TO INVEST 5 BILLION POUNDS IN BRITAIN IN NEXT FEW YEARS
Was the "NATO Invoice" story just more fake news ? Germany Gov't debunks same....
*NOUY SAYS MONTE PASCHI IS `NOT INSOLVENT'
*NOUY: EXPECT A DECISION `SOON' ABOUT MONTE PASCHI SITUATION
*NOUY: SOME EURO-AREA BANKS MAY NEED TO BE WOUND DOWN IN FUTURE
EU sees significant progress , Greece media sees " a deal with Greece’s international creditors still appears a bridge too far..."
Odds & Ends......
Libya.....
#Pictures: Libyans celebrate #EarthHour in #Benghazi
http://alwasat.ly/ar/news/libya/137106/ … #Libya
Divisions surface in HoR over agenda and budget proposals - https://www.libyaherald.com/2017/03/28/divisions-surface-in-hor-over-agenda-and-budget-proposals/ …
NOC comes out fighting against PC's oil sector changes - https://www.libyaherald.com/2017/03/27/noc-comes-out-fighting-against-pcs-oil-sector-changes/ …
Complaint to the International Criminal Court in The Hague about the "war crimes" against LNA leaders in Libya wrote by E. Zahri Muntasserb.
Hafter spurns invite from Tunisia's president Essebsi: report - https://www.libyaherald.com/2017/03/27/hafter-spurns-invite-from-tunisias-president-essebsi-report/ …
Crisis Committee: 27 million liters of gasoline smuggled out of Southern #Libya in last 25 days, worth 21 mil Dinars
http://alwasat.ly/ar/news/libya/137089/ …
Italian prosecutor: charity-operated ships coordinate with #Libya based people smugglers, cause more migrant deaths
Presidential Council's decree basically makes NOC toothless, and transfers serious authorities to ignorant and possibly corrupt, politicians
#Libya's UN appointed government transfers full control of the country's oil wealth to its members , opening the door wide open for corruption
HoR rejects PC’s new Sirte security force -
Militants in Jufra airbase surrounded and to be starved out: report - https://www.libyaherald.com/2017/03/26/militants-in-jufra-airbase-surrounded-and-to-be-starved-out-report/ …
Syria......
Al Qaeda not going to win civilian hearts and minds with tactics such as this.
Definitely a great read on the dynamic relationship and state of play in Northern Syria...
Will liberating Raqqa come with the price of high civilian casualties , similar to Mosul ?
SDF take Tabqa airport, temporarily suspend operations near dam
http://www.rudaw.net/english/middleeast/syria/270320171 …
#Raqqa people are leaving the city heading North to the Gas victory and the people of AlKasrat are moving to the top of the mountains.
Iran....
Iran issues its own set of reciprocal sanctions as bilateral game of " tit for tat" continues.
North Korea....
Malaysia says Kim Jong Nam's body still in Kuala Lumpur http://reut.rs/2obMzyk
North Korea ramping up cyber attack activities - said to have plans targeting 100 banks....
North Korea activity involving its ballistic missile program has really spiked....
Exclusive: North Korea has no fear of U.S. sanctions move, will pursue nuclear arms - envoy http://reut.rs/2naEefI via @Reuters
Commentary: North Korea sparks debate in China http://jtim.es/cGp830ai2Cw
Japanese politicians want the ability to bomb North Korea before getting hit first http://bit.ly/2o372bS
No comments:
Post a Comment