Markets.....
Asia....
Economic data due from Asia today (& some late RBA speak!)
PBOC sets USD/CNY central rate at 6.7451 (vs. yesterday at 6.7611)
Abe approval sliding more: Japan Defense Minister Approved Military Report Cover-up: Kyodo
Good morning Asia. Bearish dollar tone. Bloomberg Dollar Index at 10-month low; 10-year yield falls through the 200-DMA crack
Reuters Tankan: Japan Manufacturers Index +26 In July, Unchanged From June
Japan Non-Manufacturers Index +33 In July, Flat From June
Dalian up another 3%. $70 today?
Iron ore is just below $70 a tonne after rallying 30% in a month (@BIAUS) https://www.businessinsider.com.au/iron-ore-is-just-below-70-a-tonne-after-rallying-30-in-a-month-2017-7 … #ausbiz
S.Korea June Producer Price Index +2.8 Pct Y/Y (Prev Rev 3.4 Pct In May) -C.Bank
BOJ meeting begins today, concludes tomorrow - Goldman Sachs preview
US.....
US Total Net TIC Flows (USD) May: 57.3B (rev prev 74.4B)
-Net Long-Term TIC Flows (USD) May: 91.9B (rev prev 9.7B)
Nasdaq closed at fresh life-time high on a return of the FANG stocks w/ Netflix up double-digit after good subscriber numbers.
Nasdaq and S&P close at records.
ForexLive Americas FX news wrap: Washington not doing the dollar any favors
Saudis Hope To Accommodate Rising Nigerian & Libyan Production, Says Must Work Together With All Producers - RTRS
Saudi Arabia Committed To Mkt Stability By Drawing Down Overall Inventories – RTRS Sources
OIL - Private inventory data shows surprise build in US crude stocks
Crude oil futures settle at $46.40 /bbl. Up $0.38.
Europe....
European stocks end the session with losses.
US Politics...
Venezuela Sanctions...
US Official Responding To Question On If Potential Venezuela Sanctions Could Include Barring Oil Imports; Says ‘All Options On Table’ - RTRS
Here we go..
Replace & Repeal..
Joe Manchin is organizing a bipartisan group of senators , who are former governors , to discuss possible bipartisan action on healthcare.
More on the US Senate vote to take up Obamacare repeal next week
US senate's McConnell says senate will vote on repeal of Obamacare early next week
Healthcare stocks will crap the bed once the markets grasps magnitude of "shitte storm" of confusion to be uncorked.
Proposal to repeal Obamacare without replacement looks DOA
Senate Republicans lack votes for straight Obamacare repeal -- BBG
"Latest McConnell healthcare plan is political suicide" http://hill.cm/GYhnMsm
CAPITO: "I cannot vote to repeal Obamacare without a replacement"
COLLINS: "I will vote no on the motion to proceed..without a replacement"
NBC Nightly News @NBCNightlyNews
VP Pence says he and Pres. Trump "fully support" Sen. McConnell's plan to vote on Obamacare repeal with a 2-year transition period.
Capito is a wrecking ball...
JUST IN: Trump proposes letting ObamaCare fail after GOP healthcare bill dies http://hill.cm/hfefXxB
Russia & Russia Probes...
Trump spoke with Putin for an hour during undisclosed talk at G-20 dinner: reports http://hill.cm/mRbsJdM
Trump, Putin Held A Second, Undisclosed Meeting At G20 Summit In Germany -White House Official
BREAKING: Lawyer says eighth person at 2016 Trump Jr. meeting with Russian attorney was Ike Kaveladze
.@mkraju: Mueller has given the green light for Trump Jr. and Paul Manafort to testify publicly before the Senate Judiciary Committee.
Special Counsel investigators want to hear from an 8th person at Trump Jr.'s Russia meeting, person's lawyer says http://cnn.it/2tmKAgJ
Is Rinat Akhmetshin playing the media ? “I think I just have a talent for media,” Akhmetshin told lawyers in a 2012 deposition.
Iran....
https://www.treasury.gov/press-center/press-releases/Pages/sm0125.aspx … US sanctions against Iran press release , with groups and individuals sanctioned by Treasury listed.
Trump keeps Iran deal, but threatens more sanctions: US officials http://f24.my/1Vl4.t
Europe....
Greece...
GREEK BOND SALE IS SAID TO BE DELAYED BY IMF LOAN REQUIREMENTS
Greek Police clash with migrants at overcrowded Moria camp on Lesvos for second time in a week.
Mayor calls for end to 'lawlessness' in Athens after vandalism spree on central shopping street by anarchists.
Bond issue is shelved for now http://dlvr.it/PWPd3q
Gov't spokesman says bond issue will come when Greece 'fully prepared' http://dlvr.it/PWPchD
UK....
Labour member goes on hunger strike to force party to stand candidates in Northern Ireland http://bit.ly/2vxJefF
Labour granted emergency Commons debate on tuition fees tomorrow http://bit.ly/2uvsXew
Electoral Commission 'troubled' by reports of double-voting
http://bit.ly/2uDizSm
Government is ‘struggling’ to spend foreign aid budget in calendar year - report
http://bit.ly/2tB11RL
Irish minister decries 'lack of UK leadership' over Brexit: http://bit.ly/2tBizO1
Italy....
Italy temporary visa plan is doa , when you realize what it would require.
Italy FinMin Padoan: EU Govts Still Disagree On Bank Risk Sharing, Reduction
Let's see if Italy actually does this , rather than make threats.
According to new rules, NGO ships will have to go back to ports to offload migrants = less rescues?
Cleanup continues. UniCredit frees itself from €17.7bn bad loans, reaches an agreement for sale. http://24o.it/zCu0oH
Germany.....
Daimler Announces Voluntary Recall Of 3 Mln Diesel Vehicles In Europe - RTRS
Merkel: No, we’re not putting a limit on new refugees http://hotair.com/archives/2017/07/18/merkel-no-not-putting-limit-new-refugees/ …
Outcry after Turkish court orders German human rights activist to be kept in custody http://dlvr.it/PWSc5T
Bavaria introduces new pollution rules to try and save diesel cars http://dlvr.it/PWSbpP
Syria....
A dozen Turkey-backed Syrian rebels have been killed in clashes with US-backed SDF forces. Just what northern Syria needs.
Updated Control & Influence #Map #Syria 18 July 2017 by #Data Shows % of Gains & Losses in the last 30 Days HD: https://goo.gl/LCzFxJ
Coalition position - No pause in Raqqa Offensive , but SDF working to adjust tactics , adapting to fight.
Good map showing surge toward Deir Ezzor...
Venezuela....
Venezuela is #3 supplier of foreign oil to US and officials not ruling out barring oil imports: "all options are on the table."
U.S. prepares to sanction Venezuela officials, Maduro defies threat http://reut.rs/2ux1zwN
Venezuela defies President Trump, says vote for constitution body going ahead http://u.afp.com/4X24
RESPONSE TO THE ERRATIC STATEMENT ISSUED BY THE GOVERNMENT OF THE UNITED STATES AGAINST VENEZUELA
BREAKING: Venezuela opposition calls for 24-hour national strike against President Maduro on Thursday
Some members of Venezuela's opposition think more should be done than holding a national strike http://bit.ly/2u6dEYR
Maduro defends the Bolivarian process from interference by Western capitals - lashing out at criticism from Rajoy & Mogherini.
Odds & Ends...
Vodafone Qatar says its engineers are working thru night to ensure that the network was "reliably restored", services impacted since Monday.
Jimi Hendrix playing guitar while stationed in Kentucky with the 101st Airborne, 1962
Iran’s Parliament Designates US Forces, Spies as Terrorist Backers
http://alwaght.com/en/news/104211
#Iran
#US
#Terrorism
The Saudi-led blockade on Qatar isn't going well
Translation-North Korea has range to hit the US , but neither US nor N.K will have a clue where the missiles may go.
Opinion: Empty US threats over North Korea are serving China’s interests http://buff.ly/2vdylk9
Prime Minister Erdogan engaging in shuttle diplomacy , visiting KSA , Kuwait and Qatar on 7/23 and 7/24.
Libya's NOC to share Libya's oil production plan in OPEC meeting in Russia
#NOC_Libya
http://www.libyanexpress.com/libyas-noc-to-share-libyas-oil-production-plan-in-opec-meeting-in-russia/ …
Panic selling over feared network split , replaced by panic buying now that split seems to be avoided ?
Indian note ban: Nepalis could lose their savings
#India #Nepal #DeMonetisation http://www.gulf-times.com/story/557039
Turkey Sends More Troops to Qatar
http://alwaght.com/en/News/104178
#SaudiQatarRow
#Turkey
#SaudiArabia
#Qatar
Turkish PM demands main opposition CHP leader apologize for ‘controlled coup’ comments http://www.hurriyetdailynews.com/turkish-pm-demands-main-opposition-chp-leader-apologize-for-controlled-coup-comments.aspx?pageID=238&nID=115656&NewsCatID=338 …
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