Markets.....
Asia.....
Economic data due from Asia today ... here is what the RBA will be watching
Good morning from Berlin. Asia markets in risk-off mood on rising concerns over Trump. Dollar index erases almost all post-election gains.
Analyst says Indian banks are in trouble and asset quality is much worse than being let on.
#NobleGroup shares weaker after #Fitch downgrade #rating https://www.ft.com/content/b1fa74a9-b5e1-3f58-95eb-c03c54428f47 … via @fastFT
The collapse of Noble Group ! How much China PPT loses?
Hedging in Coke/Coking Coal the lethal weapon...
PBOC sets USD/CNY central rate at 6.8635 (vs. yesterday at 6.8790)
Japan data: Machinery orders for March +1.4% m/m (expected +2.5%)
Industrial #commodity futures opens mostly higher in #China, led by #IronOre, trading near 4% higher
10-year yield falls back below 2.3%; treasuries well bid in Asia
RISK OFF IN ASIA:
Kospi -0.2%
Nikkei 225 -0.5%
ASX 200 -0.7%
USD-JPY 112.58
S&P, Dow, Nasdaq futures -0.6%
Gold +0.5%
US 10Y yield 2.29%
NZ data - PPI for Q1: Output 1.4% q/q (prior 1.5%) Input 0.8% q/q (prior 1.0%)
ICYMI - Japan data yesterday was soft. Not positive for Thursday's Q1 GDP
US.....
Nasdaq gains. S&P and Dow down marginally.
Forexlive Americas FX news wrap. Dollar the weakest of the major currencies today. Housing weaker.
What would the Red Queen say about all of this ?
Private oil inventory data out - oil price drops
US Political Round Up....
( Much more at Twitter T.L.)
Fox's Bret Baier: No Republicans "willing to go on camera" after Comey memo http://hill.cm/cbOVd0z
Israeli intel "boiling mad" over Trump sharing info: report http://hill.cm/x2Tp4YP
*DJ SOURCES: EX-FBI DIRECTOR COMEY WROTE MEMO SAYING TRUMP ASKED HIM TO DROP FLYNN INVESTIGATION
*DJ SOURCES: COMEY MET WITH TRUMP DAY AFTER FLYNN WAS FORCED TO RESIGN
Hear we go , Comey has been given the invitation to the public hearing , he says that he wants.
Chaffetz Demands FBI Hand Over All Comey's Notes, Memos, & Recordings Related To Trump http://www.zerohedge.com/news/2017-05-16/chaffetz-prepares-subpoena-i-will-get-comey-memo-if-it-exists …
Comey's Revenge: Leaks Memo To NYT Saying Trump Asked Him To End Flynn Investigation http://www.zerohedge.com/news/2017-05-16/comeys-revenge-leaks-memo-nyt-saying-trump-asked-him-end-flynn-investigation …
Welcome to your daily 'latest leak from Washington' post
“What reasons do you have to doubt it?” is a standard for people who have abandoned critical thinking. It is not a useful standard. (1)
House Oversight Committee chair wants Comey memo by May 24
Jake Tapper: CNN was asked by administration to withhold info that Trump shared with Russia
McMaster has to be asking himself " Why exactly did I take this job ? " Trump is going to make him grow hair...
Judge Garland not interested in FBI job: sources http://reut.rs/2rd2Gjv
John Cornyn takes himself out of running for FBI post
Trump at event with Turkey's Erdogan: 'Had a very, very successful meeting' with Russian foreign minister. Adds 'our fight is against ISIS.'
Trump at event with Turkey's Erdogan: 'Had a very, very successful meeting' with Russian foreign minister. Adds 'our fight is against ISIS.'
Key items... 2
Key items ...1
Deputy AG: My focus is on the Constitution, not my reputation http://hill.cm/FmtxGPm
McMaster: Real issue is leakers, not Trump revealing intel http://hill.cm/mgQ4tMk
White House says Trump info-sharing with Russia ‘wholly appropriate,’ rips leaks
US National Sec Adviser McMaster: Not Concerned That Intelligence Sources Will Stop Providing Information To US After Trump Reports
US National Sec Adviser McMaster: Washington Post Story Is False
US McMaster: No One In The Room Felt Trump-Lavrov Talk Was Inappropriate
US McMaster: We Do Not Specify What Is And Isn’t Classified Information
McMaster: 'The president wasn’t even aware of where this information came from.' Trump not briefed on source, so 'premise' of story false.
Very much FWIW - Fox News identifies DNC staffer Seth Rich as a source of emails to WikiLeaks.
Gowdy withdraws name from consideration for FBI director: http://hill.cm/mHo7EKt
As President I wanted to share with Russia (at an openly scheduled W.H. meeting) which I have the absolute right to do, facts pertaining....
...to terrorism and airline flight safety. Humanitarian reasons, plus I want Russia to greatly step up their fight against ISIS & terrorism.
I have been asking Director Comey & others, from the beginning of my administration, to find the LEAKERS in the intelligence community.....
Why Trump can reveal classified information and you can't https://www.bloomberg.com/view/articles/2017-05-16/trump-s-classified-disclosure-is-shocking-but-legal … @bv
Europe.....
Greece....
Greek coalition MPs and multi-bill clear first hurdle as tension builds https://shar.es/1R1o3K #Greece #politics
Eurozone Growth at 1.7% in First Quarter; Greece Is the Only Country in Recession http://dlvr.it/P92NHd #Greece
Public Entities, Unions React Strongly to Greek Gov’t Austerity Measures http://dlvr.it/P8yFKS #Greece
Greek gov’t seeks to put positive spin on bill http://dlvr.it/P8nStJ
France.....
Can Merkel and Macron build on a pleasant first date? https://bloom.bg/2pHJQRL via @BV
France fines Facebook for collecting users' data without them knowing http://dlvr.it/P8xsPd
Macron delays unveiling government to ensure ministers are squeaky clean http://dlvr.it/P8v4ms
Why does France's president choose a PM and a government before June's elections? http://dlvr.it/P8sn1X
Merkel greeted Macron with pomp that reflected a rare moment of hope for the EU http://nyti.ms/2rlrtiy
These are the biggest tasks facing President Emmanuel Macron in France http://bloom.bg/2qqiSen
Germany....
Schoolchildren witness public prosecutor's death in Augsburg http://dlvr.it/P8zMc2
Half of major German companies favour a 'hard' Brexit, study shows http://dlvr.it/P8xsHM
Here's how Merkel's party won a shock victory in North Rhine-Westphalia http://dlvr.it/P8vlmq
Turkey says Germany must choose between Ankara and alleged coup plotters http://dlvr.it/P8rXDj
UK.....
Based on the EU's own figures, and as it stands today, UK taxpayers fund our own government AND the governments of Poland and Slovania.
#TelegraphView: Labour is cultivating the politics of envy with its economically illiterate manifesto http://www.telegraph.co.uk/opinion/2017/05/16/labour-cultivating-politics-envy-economically-illiterate-manifesto/ …
ICYMI WATCH Labour frontbenchers flounder on cost of major nationalisation pledges
http://bit.ly/2rc5cGy
Tory support on rise in every part of the country, according to huge poll
http://bit.ly/2r8ZuFq
The Labour Party has released its full manifesto today ahead of the General Election #GE2017
I always think this is an intuitively powerful point for Leavers; more than both sides recognise. https://capx.co/jd0ND via @CapX
David Willetts on Cameron doublechecking the Libdems were against an EUref before he put it in 2015 Tory manifesto http://www.standard.co.uk/comment/comment/david-willetts-theresa-may-s-manifesto-can-cement-her-one-nation-conservatism-a3540271.html …
Westminster voting intention:
CON: 47% (+3)
LAB: 29% (+1)
LDEM: 8% (-3)
UKIP: 6% (-2)
GRN: 4% (-1)
(via @TNS_UK / 11 - 15 May)
Theresa May and the battle for the Tory party's soul - my latest for @CapX https://capx.co/Xjrpr
EU-Singapore Ruling Offers U.K. Clues in Bid for Brexit Deal https://www.bloomberg.com/news/articles/2017-05-16/u-k-hopes-of-speedy-brexit-deal-hit-by-eu-singapore-ruling … via @markets
Odds & Ends....
North Korea...
#AdmHarris: "Recent nuclear tests and missile launches demonstrate that #NorthKorea is a liability for China, not an asset."
A force of North Korean hacker sleeper cells is under new scrutiny after a global cyberattack http://nyti.ms/2pROvwm
GOP Senators to U.N.: Take action on North Korea http://hill.cm/WZ1ZJUM
#BREAKING US willing to talk to North Korea if missile, nuclear tests stop: ambassador to UN Nikki Haley
UNITED STATES DRAFTS UN SECURITY COUNCIL RESOLUTION IMPOSING STRICT SANCTIONS ON NORTH KOREA - SOURCE: IFX
Syria....
First day of talks begin. An overview.
#SYRIA: Opposition HNC delegation currently meeting with UN envoy at UNHQ. They've already made it a bit longer than govt meeting.
State of play updates..
#SYRIA: Two-a-days. Syrian government back at UN at 7:30 for talks with de Mistura, followed by HNC at 9:00 PM.
Iraq....
ISIS area of control in West Mosul is down to 12 square kilometers.
Libya....
Saiqa chief Bukhamada rejects Warfali resignation: report - https://www.libyaherald.com/2017/05/16/saiqa-chief-bukhamada-rejects-warfali-resignation-report/ …
Ahmed Gaddaf al-Dam: Former Gaddafi supporters looking to participate in politics if elections are held. #Libya
http://alwasat.ly/ar/news/libya/142071/ …
LNA marks third anniversary of Operation Dignity with impressive show of force - https://www.libyaherald.com/2017/05/16/lna-marks-third-anniversary-of-operation-dignity-with-impressive-show-of-force/ …
Sirte reconstruction discussed by Serraj and town’s mayor - https://www.libyaherald.com/2017/05/16/sirte-reconstruction-discussed-by-serraj-and-towns-mayor/ …
Banks agree loans repayment freeze for LCC employees - https://www.libyaherald.com/2017/05/16/banks-agree-loans-repayment-freeze-for-lcc-employees/ …
Dinar weakens again - https://www.libyaherald.com/2017/05/16/dinar-weakens-again/ …
GNA Defense Minister Mahdi Barghathi meets w/ Italian Interior Minister Minniti, discuss developing #Libya's Navy
http://alwasat.ly/ar/news/libya/142047/ …
Official: #Libya oil production declines to 739,000 barrels per day due to technical issues #OOTT
http://alwasat.ly/ar/news/libya/142040/ …
Khalifa Haftar: We will not leave our capital #Tripoli to become a haven for terrorists. #Libya
http://alwasat.ly/ar/news/libya/142035/ …
Saudi Arabia....
Not covered by Major media , but Saudi town of Awamiyah under "siege" by security forces. Under-reported siege enters its seventh day
#Saudi regime forces destroy Shia mosques in #Awamiyah and al-Deira
http://shiapost.com/2017/05/13/saudi-forces-kill-toddler-young-man-in-shia-populated-qatif/ …
Saudi regime has totally isolated the Shia town Awamiyah with cement blocks!
The situation is worsening, residents reporting!
#Saudi leading military operation in #Awamiyah, terrorizing 10ks of civilians & opposing #UN in protecting #Mosawara
http://www.esohr.org/en/?p=764
Photos: Saudi Arabia Raids Al-Masoura Neighborhood in Eastern Awamiyah Town http://dlvr.it/P6S2Mf
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