Markets....
SHFE Rebar keeps on falling, now -3.8%
US and China talks in Washington end in deadlock as threat of trade war rises http://buff.ly/2uct11Y
PBoC has to inject liquidity 4 days in a row via reverse repo to soothe A-Share.
Asian stocks on track for longest win streak in well over 2 years. 9 days and counting
Australia, NAB Business Survey for Q2: business confidence 7 (prior 7)
Australia June Employment Change 14k (est 15k, prev rev 38k), Australia June Unemployment Rate 5.6pct (est 5.6pct, prev rev 5.6pct)
Here's your big picture on the Australia jobs front. 2017 has been solid.
Trump's honeymoon with #China appears to be over. No joint statement after economic talks. News briefing cancelled.
PBOC sets USD/CNY reference rate for today at 6.7464 (vs. yesterday at 6.7451)
Bloomberg on the BOJ - "questions about the sustainability of its easing program"
Japan's Cabinet Office statement - Japan still in 'moderate' economic recovery
US officials comment on trade with China - remarks on trade deficit
Japan June Exports 9.7pct y/y (est 9.5pct, prev 14.9pct)
Japan June Import 15.5pct y/y (est 14.4pct, prev 17.8pct)
Japan June Trade Surplus JPY439.9B (est JPY488B, prev Deficit JPY204.2B)
Economic data due from Asia today - BOJ day!
US....
Healthcare hope keeps stocks bid. Record closes.
Forexlive Americas FX news wrap: Guess what? Stocks reach new all time highs again
Europe....
European stocks end the day mostly higher
"Barely more than one in 10 UK firms putting Brexit plans into effect" warns IoD
German fin min report - risks to economy from Brexit, US trade policies
US Politics.....
Russia Probes & Russia Generally...
Mueller warned not to cross Trump's redline on family finances unrelated to Russia probe. File that one away for future reference.
Donald Trump has soured on Attorney General Jeff Sessions....
Manafort's testimony should be interesting...
Trump Jr and Manafort will be testifying in an open session. Get your popcorn..
Interesting.....
Interesting...
Foreign Policy
Iran thinks it is close to one of its main goals in Iraq - control of territory and pushing US out.. will US push back?
Working w Russia to destroy ISIS in Syria helps US & EU to halt jihadi operations in West. Arming FSA offers no leverage, only Kills Syrians
US Pres Trump: Asked If He Will Impose Tariffs On Steel Imports, Says "Could Happen" – RTRS
Financial aid and military aid cut off to syrian rebels
Immigration...
ICE update...
BREAKING: Supreme Court says Trump administration can enforce refugee ban for now.
Replace & Repeal....
Axios: Trump not quite ready to kill ObamaCare subsidies
CBO Estimates Republican Senate Bill To Repeal Obamacare Would Decrease Federal Budget Deficit By $473b 2017-2026
Hot darn....
US Senator Hatch: First senate procedural vote on repealing Obamacare could be Monday
SENATOR RON JOHNSON SAYS TRUMP ARGUED STRONGLY FOR SENATE RETURNING TO LEGISLATION TO REPEAL & REPLACE OBAMACARE INSTEAD OF REPEAL: RTRS
MCCONNELL SAYS WILL BE VOTING ON MOTION TO PROCEED WITH HEALTHCARE BILL NEXT WEEK, OPEN TO AMMENDMENTS: PRESS CONFERENCE
US Political Oddities...
Breaking: John McCain diagnosed with brain cancer
Growing more troubling by the moment...
Poll: Voters cool on Trump Jr’s Russia meeting but resist impeachment
Europe.....
Départ d'un chef
http://www.cerclehernani.over-blog.fr Gal Pierre de Villiers
Translated from French by Bing
Departure of a Chief http://www.cerclehernani.over-blog.fr Gal Pierre de Villiers http://cerclehernani.over-blog.fr/2017/07/depart-d-un-chef.html?utm_source=_ob_share&utm_medium=_ob_twitter&utm_campaign=_ob_sharebar …
PM May on the war path...
Belgium: Poland close to having EU voting rights stripped over judicial reforms - Timmermans - You... https://www.youtube.com/watch?v=mbHvythYIS8 … via @skinnergj
No more diplomatic blabla. Loud and clear language from Germany on arrest human rights defenders in #Turkey.
#Steudtner @amnesty
Households battered by the crisis http://dlvr.it/PWsNVW
"While the people we end up arresting in Italy are small fry, the bigwigs responsible for human trafficking remain in Libya"
Left-wing attempt to kill political opponents no longer unthinkable, Berlin authorities warn http://dlvr.it/PWlsCk
Interesting reporting on Orbán's Hungary and Putin's Russia: http://politi.co/2u8CZ4h . Worrisome, too. #NATO
State audit tribunal to order Artur Mas and three others to pay €5 million for the Nov 9, 2014 Catalan independence referendum. (El Mundo)
El Tribunal de Cuentas dicta un auto para exigir a Artur Mas que pague el 9-N.
Europa Press reports former Caja Madrid chairman Miguel Blesa was killed by a rifle bullet, not a shotgun blast.
http://www.europapress.es/nacional/noticia-blesa-fallecio-finca-villanueva-rey-840-horas-disparo-rifle-torax-20170719114419.html …
Odds & Ends...
Venezuela's military chiefs reaffirm loyalty to President Maduro, say will protect a controversial upcoming vote http://u.afp.com/4XDr
This is insane.
Turkish troops begin joint exercises http://www.gulf-times.com/story/557263
These pictures show how ethereum is taking over the digital currency world
Qatar's National Human Rights chairman: Gulf states 'rebuff bid to ease humanitarian impact' of Qatar blockade http://aje.io/ys882
Intelligence shows #NorthKorea preparing possible ICBM test
China had more exports in 2016 than Russia, India, the UK, Italy and France combined.
New details emerge about meeting that touched off Saudi palace coup: http://reut.rs/2vkuhP4
One of the most interesting parts in a great article in the intrigue in the Saudi palace coup http://www.reuters.com/article/us-saudi-palace-coup-idUSKBN1A41IS …
Leaving without a deal could enable the UK to legally exit without paying a penny
Revenge killings are not the answer , just adds more fuel to sectarian fires.
Once again , US sources debunk a Quartet claim against Qatar.
Mustafa Sanalla (#Libya NOC): Our goal is to reach 1.25 million barrels of oil production per day in 2017. #OOTT
http://www.alwasat.ly/ar/news/libya/147782/ …
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