Markets.....
Asia.....
Good morning from Berlin. Asia stocks fell, Bonds & Yen rise as risk-off takes hold. Tighter French vote added to pol tensions on N. Korea.
Economic data due from Asia today
While South Korea's military dismisses war crisis rumors , North Korea seems to making noises indicating a war crisis exists....
South Korea military dismisses war rumors...
South Korea Sees Q1 GDP Growth Q/Q Just Below 1% - Finance Ministry Official
No OMO from PBoC for 12 consecutive days draining a total of 450 bln Yuan. Ample of liquidities in April...
PBoC Fixes USDCNY Reference Rate At 6.8957 (prev fix 6.9042 prev close 6.9050)
S. KOREA HWANG ASKS MILITARY TO EXPAND MONITORING OVER N. KOREA: BBG
Australia ANZ Roy Morgan Consumer Confidence 9-Apr: 114.8 (prev 111.1)
New Zealand Card Spending Retail (MoM) Mar: -0.3% (exp 0.5%; prev -0.6%)
- Card Spending Total (MoM) Mar: 0.5% (prev -1.0%)
US May Punish Chinese Companies Involved In North Korea Weapons – Sankei
US.....
Great overview of the week to come..
US stocks end little changed
Forexlive Americas Forex news wrap: Quiet Monday trade. Dollar softer
US Politics.....
On phone today, UK's Theresa May and Trump agreed it's time to persuade Russia its alliance with Assad no longer in its strategic interest.
As Secretary of State Tillerson heads to Moscow...
Disputing published report, Sr Admin Official says there's no US Intell consensus that Russia had advance knowledge of Syrian chem attack.
Unnamed source for the story. Hopefully-someone will go on the record w/this serious allegation against Russia.
ABC/Post polls:
Today: Approve of Trump missiles?
86% Reps, 37% Dems
Sept '13: Should Congress OK military in Syria?
56% Dems, 34% Reps
Spicer says Assad lost 20% of his fixed wing aircraft in the Tomahawk strike
Holding open option for further US military action , for not just CW , but barrel bombs-means further action likely.
Spicer says the UN Special Envoy for Syria, Staffan de Mistura, will be at the White House tomorrow for consultations.
Asked if it's accurate that Trump has gone back to drawing board on tax reform, Spicer: "No."
"Great" to do it before August recess.
The risk of a Gov't Shutdown is there , but an extension being passed is much more likely outcome.
As US warships diverted to waters near North Korea, Rex Tillerson says U.S. not interested in “regime change.”
Europe.....
Ukraine...
This has been a subject of discussion for awhile. And finally Ukraine's Central Bank Chief has quit.
This article from October an interesting read. 'Bankollapse" in Ukraine http://www.financialobserver.eu/cse-and-cis/ukraine/bank-failures-in-ukraine-ruin-citizens-and-hit-the-economy/ …
Greece....
Anger at 'drinks' gaffe is more about austerity: Dijsselbloem http://f24.my/146A.t
Greece suspends stricter border controls after airport delays http://dlvr.it/Nrztr5
Hefty cuts to tax discount and pensions http://dlvr.it/Nrzv1K
More chances offered for settlement of debts to state http://dlvr.it/Nrzv87
State finally hands over control of 14 regional airports to Fraport http://dlvr.it/NrzvKL
The Central Committee ultimately decided additional “austerity measures will be implemented only under the precondition of Debt relief.”
France.....
Massive fire wipes out French migrant camp , hundreds displaced.
#France: top 4 keep converging in today's 2 (weirdly similar) trackings.
Le Pen 24/24
Macron 23/23
Fillon 18.5/19
Melenchon 18/18
Hamon 9/9
Melenchon now in third place. Keep your eyes on the Melenchon factor...
Five questions (and answers) about France's surging Mélenchon http://dlvr.it/NrnGQm
Latest polls suggest Jean-Luc Melanchon is closing the gap on Le Pen and Macron in the French Presidential election https://www.theguardian.com/world/2017/apr/10/jean-luc-melenchon-shakes-up-frances-presidential-race#img-1 …
Rabobank on the #FrenchElection
Israel condemns Le Pen comments on roundup of Jews in WWII http://dlvr.it/NrlQG9
#France2017 today:
-Melenchon ascends
-Fillon cringes
-Macron strives
-Le Pen tramples
-Markets brace
More at @bpolitics
Rd 2: Macron vs Le Pen
This is how French voters currently align
Melenchon/Hamon stack behind Macon, Fillon voters more split
Source: Kantar
#Poll (@Kantar) for #Présidentielle2017
Macron 61% against Le Pen
Mélenchon 57% against Le Pen
Fillon only 55% in 2nd round pic.twitter.com/vvEvnMc16v
Germany....
Schauble and Germany oppose ever closer Europe , on key isdues.
Odds & Ends.....
China - US...
China’s economy looks safe so far this year: a trade war with US has been avoided http://buff.ly/2pk90kE
China will "offer concessions" to the US to avoid a trade war, including better market access for US financial sector investments and beef.
North Korea....
South Korean Paper Reports China Has Deployed 150,000 Troops To North Korea Border | Zero Hedge http://buff.ly/2p0xO1C...WTI breaking higher
North Korea Says "Loud-Mouthed" Trump's "Reckless" Syria Bombings Justify Their Nuclear Program http://www.zerohedge.com/news/2017-04-10/north-korea-says-loud-mouthed-trumps-reckless-syria-bombings-justify-their-nuclear-p …
North Korea on Sunday resumed its radio broadcast of mysterious random numbers , believed to be coded orders to its spies outside of NK.
Libya....
Libya's Sharara oilfield shut again as pipeline blocked: sources http://www.nasdaq.com/article/libyas-sharara-oilfield-shut-again-as-pipeline-blocked-sources-20170410-01207 … via @Nasdaq
Half a billion dollar case against LAIP struck out -
#UAE Secretary of Defense and Khalifa Haftar discuss the fight against terrorist organizations. #Libya
http://alwasat.ly/ar/news/libya/138468/ …
UN envoy Martin Kobler hints at broad amendments to the Libyan political agreement
http://alwasat.ly/ar/news/libya/138488/ …
Afriqiyah Cargo: First plane lands at #Benghazi's Benina Int'l airport in 4 years. #Libya
http://alwasat.ly/ar/news/libya/138472/ …
Demonstration in Tobruk calls for a return to the federal system. #Libya
http://alwasat.ly/ar/news/libya/138477/ …
International companies attend Benghazi conference on rebuilding city - https://www.libyaherald.com/2017/04/10/international-companies-attend-benghazi-conference-on-rebuilding-city/ …
Saleh meets new AU chief, Guinea's president Condé in Conarky - https://www.libyaherald.com/2017/04/10/saleh-meets-new-au-chief-guineas-president-conde-in-conarky/ …
The Guardian: Senior White House Official, Seb Gorka, pushing plan to partition #Libya into 3 parts
http://alwasat.ly/ar/news/libya/138390/ …
Locals still interested in Tripoli International Fair even if foreigners are not - https://www.libyaherald.com/2017/04/10/locals-still-interested-in-tripoli-international-fair-even-if-foreigners-are-not/ …
Siala rejects reports Tunisia asked for end of Operation Mediterranean Storm - https://www.libyaherald.com/2017/04/09/siala-rejects-reports-tunisia-asked-for-end-of-operation-mediterranean-storm/ …
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