Markets......
Economic data due from Asia today - RBA day
China - Caixin Manufacturing PMI for July: 51.1 (expected 50.4)
ICYMI: China asks huge insurer to sell overseas assets, bring proceeds back
PBOC sets USD/CNY central rate at 6.7148 (yesterday's mid rate was 6.7283)
JN Nikkei Manufacturing PMI Jul F: 52.1 (Prev 52.2)
SK Nikkei Manufacturing PMI Jul: 49.1(Prev 50.1)
SK Exports (Y/Y) Jul: 19.5% (Est 15.90% Prev 13.70%)
SK Imports (Y/Y) Jul: 14.5% (Est 15.00% Prev 18.00%)
Australia -AIG Manufacturing PMI for July: 56.0 (prior was 55.0)
Australia - ANZ Roy Morgan weekly Consumer Sentiment: 118.4 (prior 115.1)
Australia July Manufacturing PMI 54.4 vs 56.2 in June
Meanwhile, this from Reuters: "North Korea can hit most of United States"
ICYMI.
Japan press: Q2 GDP on track for 2.6% annual pace
US......
Broad indices lower. Dow sets another record.
Gains for July:
S&P +1.9%
DOW +2.5%
NASDAQ +3.4%
$0.46. +0.93%. 
Odds & Ends - Finance....
Bitcoin update...
BTC-E has allegedly responded , pledges to return customer funds -doesn't say how or how much is gone with the wind.
US Politics....
Swampland.....
THIS...
Scaramucci will NOT retain his position at the U.S. Export-Import Bank, Sarah Huckabee Sanders says. No role at this time in administration.
.@SHSanders45 made it pretty clear Anthony Scaramucci cut his own throat with that interview last week
Kelly setting tone fast on day...
Scaramucci has been removed as White House communications director by new chief of staff John Kelly, @damianpaletta confirms.
Curiouser by the day...
House Republicans leave for recess with no budget and no plan to avoid government shutdown http://hill.cm/PwGgQP6
Venezuela.....
US freezes assets of #Venezuela's president Maduro. Venezuela default probability jumps >95% despite higher #oil. https://www.wsj.com/articles/u-s-freezes-assets-of-venezuelan-president-nicolas-maduro-1501529960?mod=djemalertNEWS …
Check announced to Maduro..
Treasury Department Statement on Maduro Sanctions. H/T - Lee Saks...
US likely to sanction Venezuela over "sham" election: report http://hill.cm/RfTasMl
Sunday was a grim day , expect more grim days to follow yesterday.
Russia / RussiaProbes / Russia Counter-Sanctions...
"Very soon" Pres. Trump will sign legislation on sanctions against Russia, VP Pence says during a speech in the country of Georgia.
UAE Ambassador to US in hot water in Saudi Arabia over his comments...
RNC orders staff not to delete documents related to 2016 election http://hill.cm/fJbzf1I
North Korea....
With the #USSNimitz conducting combat operations in the #MiddleEast, the #USSRonaldReagan is the only carrier left in the #PacificRim.
New @DptDefense statement.
.@StuckinArabia concludes that “the Hwasong-14’s re-entry vehicle did not survive during its second test” http://bit.ly/2vZmsi8
Plan A)Talking over;Plan B) Diplomacy done;Plan C)UNSC pointless;Plan D)China intervention rejected; Plan E is _ ?
Very important article - SK official makes points supporting his view NK has acquired reentry technology.
Trump may not be intetested in waiting for China and/or Russia to intervene with NK regarding its nuclear program.
Russia condemns NK's missile launch , urges restraint by other countries and rejects responsibility for problem.
Gulf Rift ....
This visit bolsters our strong US-Qatar partnership & we look fwd to continuing our coop to ensure regional security & free flow of commerce
UAE Ambassador to US in hot water in Saudi Arabia over his comments...
Qatar showing no signs of backing off or bowing down...
No signs Gulf Rift is calming down. If anything , new fissures are being opened.
Another example of new fissure -WTO complaint launched by Qatar...
Healthcare....
Executive Action For HC from Potus looming ?
REUTERS reports Exclusive: Senate too divided to keep up healthcare push - Senator Hatch http://reut.rs/2wfxS0e
JUST IN: Trump on healthcare: "Why should Congress not be paying what public pays?" http://hill.cm/RczHBXv
Bipartisan Hse coalition led by Reps Reed/Gottheimer offer health care solution to stabilize mkts. Provide fund for poorest
NEW: Senate GOP tries to pick up the pieces after stunning ObamaCare repeal defeat http://hill.cm/mV3k1tL
Europe....
Greece...
Half of Greeks can’t afford a week’s holiday http://dlvr.it/PZsDV7
Stournaras blasts ‘unsatisfactory’ institutions, ‘fortresses’ against excellence http://dlvr.it/PZsDKs
A summer tax tornado as 29.2 billion euros due by year’s end http://dlvr.it/PZsD8p
Prosecutor recommends conviction of ex-ELSTAT chief http://dlvr.it/PZsD07
Spain...
Spain's Constitutional Court has unanimously suspended the Catalan parliament's attempt at changing rules for new indy vote in October.
Spain's Constitutional Court is expected to agree to consider a central government challenge later today, suspending Catalan legal moves.
Catalan separatist parties have registered the bill for the new independence referendum in the regional parliament. (La Vanguardia)
UK....
Working on a plan....
The Guardian front page, Tuesday 01.08.17: Trump fires media chief Scaramucci
Justin Welby says chance of agreeing Brexit deal in 18 months 'infinitesimally small' - http://bit.ly/2f1d7SD
Luxembourg PM tells UK: We want our money back: http://bit.ly/2vip3q7
Philip Hammond 'looking at tax rises': http://bit.ly/2vVg0Zd
Mood Board Reveals Telegraph Hacks' Despair https://order-order.com/2017/07/31/mood-board-reveals-telegraph-hacks-despair/ …
Europe Odds & Ends...
Italy, IPR poll:
M5S-EFDD: 28% ↓
PD-S&D: 24% ↓
LN-ENF: 13% ↑
FI-EPP: 13% ↑
DP-S&D: 6% ↑
FdI-*: 5% ↓
IC-*: 3% ↑
AP-EPP: 3%
SI-LEFT: 2%
Italy, Piepoli poll:
PD-S&D: 29% ↓
M5S-EFDD: 29%
LN-ENF: 14% ↑
FI-EPP: 13% ↑
FdI-NI: 5% ↑
AP-EPP: 3%
SI-LEFT: 2% ↓
Poland, Ipsos poll
PiS-ECR: 38%
PO-EPP: 24% ↓
K'15-*: 11% ↓
N-ALDE: 10% ↑
SLD-S&D: 5% ↑
PSL-EPP 3% ↓
RAZ-LEFT 2% ↓
WOL-NI 1% ↓
Germany, Civey poll:
CDU/CSU-EPP: 39% ↓
SPD-S&D: 24% ↓
FDP-ALDE: 9%
LINKE-LEFT: 9%
AfD-ENF: 8% ↑
GRÜNE-G/EFA: 7%
#btw17
Germany, Civey poll:
CDU/CSU-EPP: 40%
SPD-S&D: 25% ↓
FDP-ALDE: 9%
LINKE-LEFT: 9%
GRÜNE-G/EFA: 7%
AfD-ENF: 7% ↑
#btw17
Germany, Emnid poll:
CDU/CDU-EPP: 38%
SPD-S&D: 24% ↓
LINKE-LEFT: 9%
AfD-ENF: 9% ↑
GRÜNE-GREEN: 8%
FDP-ALDE: 8%
#btw17
Odds & Ends.....
MENA....
Syria....
MapUpdate #DeirEzzor 31/7/2017
by @MIG29_ by @hamza_780
hd http://store4.up-00.com/2017-07/150152713458981.jpg …
Iraq.....
ISIS "last stand" pocket near the Tigris in the northwest quadrant of the Old City is completely rubbled...
Libya....
CDA calls on election commission to prepare referendum on draft constitution as Tebu representatives reject it - https://www.libyaherald.com/2017/07/31/cda-calls-on-election-commission-to-prepare-referendum-on-draft-constitution-as-tebu-representatives-reject-it/ …
UN Mission says security delegation visited #Benghazi to assess current situation, will do same in #Sirte & #Sebha
http://www.alwasat.ly/ar/news/libya/148914/ …
Water and Sanitation Co. begins removal of sewage water from the streets of #Tobruk. #Libya
http://www.alwasat.ly/ar/news/libya/148911/ …
Thinni in court in defamation case brought by former interior minister - https://www.libyaherald.com/2017/07/31/thinni-in-court-in-defamation-case-brought-by-former-interior-minister/ …
Amazigh council describe LNA as terrorist militia - https://www.libyaherald.com/2017/07/31/amazigh-council-describe-lna-as-terrorist-militia/ …
Fayez Serraj meets with Claudio Descalzi, CEO of Italian oil company ENI. #Libya
http://www.alwasat.ly/ar/news/libya/148907/ …
Sanalla discusses 2nd phase of modernizing the Bahr al-Salam field with Italian oil company ENI. #Libya
http://www.alwasat.ly/ar/news/libya/148912/ …
#Italy and #France FM's discuss #Libya during phone conversation
http://www.alwasat.ly/ar/news/libya/148884/ …
Like yesterday, a "GLF4" coming from Trapani Birgi airport (Italy) is flying between Msallata and Bani Walid, in western Libya.
Italian Air Force flights today to #Libya went right over Irish Navy's patrol ship WB Yeats, curiously stopped offshore Khums since this AM
Besides spying over Misrata today, #Italy also flew another #Libya ISR mission with same pattern as yesterday... https://twitter.com/CivMilAir/status/891227131887398913 …
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