Markets.......
Asia....
Economic data due from Asia: Japan, Australia capex; BOJ, Fed; China - big day coming
China Caixin manufacturing PMI: 49.6 (expected 50.1)
Australia - April retail sales: 1.0% m/m (expected +0.3%)
Australia Q1 Capex, 'headline' is 0.3% (vs. expected +0.5%)
People’s Bank of China sets yuan reference rate at 6.8090 (vs. yesterday at 6.8633)
Check out Wednesday's move in the Chinese currency.
Japan - Nikkei / Markit Manufacturing PMI for May (final) 53.1 ('flash' 52.0)
More on yesterday's BOJ announcement re JGB buying plans for June
Japan capex data for Q1: +4.5% y/y (expected +4.0%)
Australia (May) manufacturing PMI: 54.8 (prior 59.2)
Australia retail sales data (April) - previews
S Korea CPI May 0.1% m/m vs 0.2% fcast (prev -0.1%)
CPI May 2.0% y/y vs 2.0% fcast (prev 1.9%)
Core CPI May 1.4% y/y vs 1.4% fcast
NZ terms of trade data for Q1, up 5.1% q/q
US....
Forexlive Americas FX news wrap
US stocks end the day down, but could have been much worse...
OIL - Private inventory data shows bigger than expected draw in crude stocks
US Yields...
1-Month, 3-Month, 6-Month, 1-Yr: highest levels since 2008.
10-Yr & 30-Yr: near 2017 lows.
#Flattening
1-month Treasury yield ends May at 0.86%, highest level since Sep 30, 2008. Market: 91% chance Fed hikes in June.
UK.....
UK poll, Cons 42, Labour 38 (You GOv)
Sun/Survey Monkey poll has Conservative lead trimmed by 2pts with Cons on 44% (44%) and Labour 38% (36%)
Latest Tory poll leads:
YouGov: 3pt
Survation: 6pt
Kantar: 10pt
FT poll of polls: 9pt
ICM: 12pt
ComRes: 12pt
Panelbase: 15pt
Help! #ge2017
Labour neck and neck with Tories for second in Scotland - poll
http://bit.ly/2qAewAQ
EXCL Brussels prepared to postpone start of Brexit talks if Jeremy Corbyn becomes Prime Minister http://bit.ly/2qAU8Q2
Time for closing statements (stop cheering) #bbcdebate
Amber Rudd: "A vote for anyone other than Theresa May is a vote for Jeremy Corbyn and that coalition [of chaos]"
Amber Rudd: Jeremy Corbyn has no plan for #Brexit #BBCDebate http://www.telegraph.co.uk/news/2017/05/31/bbc-election-debate-live-jeremy-corbyn/ …
http://www.telegraph.co.uk/news/2017/05/31/bbc-election-debate-live-jeremy-corbyn/ …
Angus Robertson: "Our pledge is this: to work every day to make Scotland the best country it can be.” #BBCDebate
Jeremy Corbyn: “On 8 June, you have the power to decide: vote Labour – for the many, not the few.” #BBCelection
"On 8 June, it’s your decision, your country, your vote. Vote Ukip," Paul Nuttall says #BBCelectiondebate
Theresa May on the defensive over TV election debate snub after Corbyn ambush
http://bit.ly/2qAHTD0
LISTEN: Jeremy Corbyn unable to spell out how much Labour childcare policy will cost in painful radio interview http://bit.ly/2riPoBy
Dutch bank ING to cut Amsterdam trading jobs, move some to London
We shall see how this works out..
Ex-ECJ judge Franklin Dehousse says EU is "exaggerating in its demands for Brexit, especially about future ECJ role"
US Political Round Up...
Russia may be getting its US facilities back...
including subpoenas to FBI, CIA, NSA for any unmasking requests by Samantha Power.
Things Clinton is pointing to for her 2016 loss -->
- Comey
- Russia
- DNC data
- misogyny
- emails
- DNC fundraising
- fake news
- media
Nothing is ever Hillary Clinton’s fault (especially last year’s election loss)
*DJ HOUSE INTELLIGENCE COMMITTEE ISSUES SEVEN SUBPOENAS IN RUSSIA PROBE, SOURCES SAY
*DJ FOUR RELATE TO RUSSIA INVESTIGATION, THREE RELATE TO 'UNMASKING' CONTROVERSY
*DJ THE GOP-LED COMMITTEE TO TARGET OBAMA ADMINISTRATION OFFICIALS
COMMERCE DEPARTMENT WILL IMPOSE ANTI-DUMPING, ANTI-SUBSIDY DUTIES IN MEXICAN SUGAR, CANADIAN LUMBER CASES IF SETTLEMENT CANNOT BE REACHED
""Gary Cohn, has informed counterparts in European Union nations that the president intends to withdraw"
Questions on Russia to Marc Kasowitz from now on, Spicer says.
Spicer says announcements coming on agreements between Vietnam and U.S. companies--
including GE, Honeywell, Hilton, Caterpillar, UPS.
Breaking: Special Counsel Robert Mueller has cleared James Comey to testify publicly next week, a source close to Comey tells NBC News
Head of Justice Dept fraud section joins Robert Mueller’s probe into possible Trump-Russia collusion @Tschoenberg22
COMEY PLANS TO CONFIRM IN TESTIMONY THAT TRUMP PRESSURED HIM TO END INVESTIGATION INTO FORMER TRUMP ADVISER FLYNN'S TIES TO RUSSIA -CNN,
"Trump admits White House staff is source of damaging leaks" http://hill.cm/NGIFB5j
Broader Europe....
Greece....
Banks to put pressure on strategic defaulters http://dlvr.it/PHbrrl
Greek/Indian venture aims to start work on Crete airport in early 2018 http://dlvr.it/PHbHNm
Watsa: End capital controls, open up http://dlvr.it/PHbJDy
Gov’t receives triple warning http://dlvr.it/PHbHzm
Shipowner Marinakis expands his media holdings acquiring the Lambrakis group http://dlvr.it/PHbrx2
Athens Airport facelift coincides with 20-year concession extension http://dlvr.it/PHbJ7f
EU funds to go toward Attica waste facilities http://dlvr.it/PHYcJZ
No national rail service Thursday http://dlvr.it/PHWmC6
More yada yada yada from Tsipras...
ESM urges Greece to act fast on reforms to get new bailout loans in June http://dlvr.it/PHQgfK
France...
Macron stands by cabinet ally Ferrand as ethics row rages on http://f24.my/1IO9.t
Paris bar owner fined for selling terror attacks video to Britain's Daily Mail newspaper http://dlvr.it/PHQqgF
What you need to know about France's petrol shortages http://dlvr.it/PHMXSf
#Strauch: #ESM stands ready, but there can be no disbursement in July without #Greece's compliance with the Prior Actions list #110yearsSEV
Italy...
Rome mayor promises to close Roma camps in the capital http://dlvr.it/PHPP7N
Berlusconi hopes to turn love for animals into votes with new pet project http://dlvr.it/PHNnwV
'We barricaded ourselves in': Veteran Italian seaman speaks about his experience of the migrant crisis http://dlvr.it/PHKfFT
Huge job cuts on the horizon at Italy's scandal-hit Ilva steel plant http://dlvr.it/PHHxlW
Germany...
Up to 100,000 asylum cases to be checked after German soldier became refugee http://dlvr.it/PHTlsg
Church creates 'robot priest' to bless visitors in Martin Luther town http://dlvr.it/PHSHXX
Germany postpones deportation of Afghan asylum seekers after Kabul attack http://dlvr.it/PHNp7z
GERMANY FINANCE MINISTRY SPOKESWOMAN WE REJECT EURO BONDS AND MUTUALISATION OF DEBT - RTRS
20,000 homes in Hamburg hit by eight-hour power outage http://dlvr.it/PHLFVD
Odds & Ends.....
Iraq.....
Libya...
#Benghazi's security chief hold talks to form new joint security room. #Libya
http://alwasat.ly/ar/news/libya/143509/ …
Tarek al-Werfali, Commander in the 'Martyr Salah Berki' Brigade, kidnapped in #Tripoli. #Libya
http://alwasat.ly/ar/news/libya/143505/ …
Abdulrahman Swehli receives high level African delegation on #Libya in #Tripoli
http://alwasat.ly/ar/news/libya/143511/ …
UNHCR launches appeal for additional $75.5 million in humanitarian aid to #Libya
http://alwasat.ly/ar/news/libya/143457/ …
#Libya coast guard asks #Italy to quickly send spare-parts for boats to keep anti-smuggling operations going
http://alwasat.ly/ar/news/libya/143471/ …
Water and electricity return to Ghat after 45 hours of loss of service. #Libya
http://alwasat.ly/ar/news/libya/143479/ …
.@Reuters's @aaboulenein on Egypt's strikes in Libya http://uk.reuters.com/article/uk-egypt-security-analysis-idUKKBN18R2GC … (includes my thoughts @Eljarh, @Mokhtar_Awad & @MicheleDDunne )
Developments in the Political and Military Situation in Jufra
#Fezzan #Jufra https://fezzanlibya.com/en/news/developments-in-the-political-and-military-situation-in-jufra/ …
#Egypt's Sisi and #France's Macron agree to coordinate on #Libya
http://alwasat.ly/ar/news/libya/143412/ …
Catch all...
#Venezuela devalues currency 64%. Says first Dicom forex auction yields rate 2,010 bolivars. http://reut.rs/2qACGiH
Nomura bought controversial Venezuelan bonds on roughly the same terms as #Goldman deal. https://www.wsj.com/articles/nomura-bought-controversial-venezuelan-bonds-at-steep-discount-1496260700 … via @lisaabramowicz1
Looks as if Goldman already sold some of their controversial #Venezuela bonds, profiting off nation's despair. 2022 bond dropped 18% in 2d.
UPDATE: Turkish helicopter carrying 13, including high ranking soldiers, crashed: Reports http://www.hurriyetdailynews.com/turkish-military-helicopter-crashes-in-turkeys-sirnak-province.aspx?pageID=238&nID=113789&NewsCatID=341 …
Kabul terror attack rises to 90 dead , 400 or so wounded.
ISIS expected to claim massive Kabul blast..
#SYRIA: No Russian strikes in proposed 'de-confliction zones' recorded in month of May, according to SOHR.
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