Wednesday, August 16, 2017

Economic News , Data & Views.....August 16 , 2017.....Quick Hits For Wednesday -1) Europe - Europe's Major Stock Indexes Finish Higher For The Third Straight Session , Peripheral Debt Catches Bid Today In Part Due To ECB Head Draghi's Signaling No New Policy Message At Kansas Fed's Jackson Hole Soiree , GDP Data From Italy And Netherlands ; US -Tedious & Worn Out , Barely Green Performance For US Stock Indexes , FOMC Meeting Minutes Released - Key Headlines , DOE Crude Oil Inventories Show Larger Draw Than Expected - Oil Price Still Heads Lower , US Housing Starts & Permits Miss Expectations , Additional Items Of Note ; Asia- Economic Calendar , Market Moving News & Data. 2) US Politics : Business Leaders Depart Trump's Advisory Councils - Both Of Which He Disbands Today After Latest Wave Of Resignations ; Healthcare Updates , US-North Korea Situation ; Additional Items Of Note. 3) UK - Domestic Politics As Well As UK-EU Talks Related Items. 4) France - Key Items In Focus Today. 5) Germany - News Of Note To consider. 6) Odds & Ends - Iraq , Libya , Gulf Rift , Bitcoin News



Markets.....



Europe....



European stocks up for the third day this week

Investors willing to pay more & more for the privilege of holding their money. Lisbon sold 1y paper at record low yield of -0.29%.





bonds rally as 's Draghi will not deliver fresh policy steer at Jackson Hole.




ECB's Draghi Will Not Deliver Fresh Policy Message At Jackson Hole; Wants To Hold Off On Debate Until Autumn – RTRS Sources



ECB Spokesman: Draghi Speech Will Focus On Conference Theme Of Fostering A Dynamic Global Economy - RTRS




Netherlands GDP (Q/Q) Q2 P: 1.50% (est 0.60%; prev 0.40%) -GDP Constant Price NSA (Y/Y) Q2 P: 3.30% (est 2.30%; prev 3.20%)




Italy GDP WDA (Q/Q) Q2 P: 0.40% (est 0.40%; prev 0.40%) -GDP WDA (Y/Y) Q2 P: 1.50% (est 1.40%; prev 1.20%)



US....




US stocks end the day with gains



1 hour ago
WTI Futures Settle At $46.78/Bbl, Down $0.77




FOMC Minutes: Several Officials Saw Sub-2% Inflation For Longer Than Expected




FOMC Minutes: Several Officials Say Fiscal Policy Uncertainty Is Damping Investment



FOMC Minutes: Some Officials Argue For Patience On Inflation, Concerned By Weak Inflation



FOMC Minutes: Most Officials Support Balance Sheet Move At `An Upcoming Meeting'



FOMC Minutes: Most Officials See Inflation Pick-Up Over ‘Next Couple Years’



FOMC meeting minutes. Most Fed officials backed B/S move at upcoming meeting




DOE crude oil inventories -8945K vs -3382K estimate


US stocks trades higher in quiet trading


US building permits for July 1223K vs. 1250K estimate


Asia....




Economic data due from Asia today - Aussie jobs report


Singapore July trade data - miss for exports




Japan - Trade Balance for July: Y 418.8bn (expected Y 327.1bn)




New Zealand - Q2 PPIs for Output 1.3% q/q (prior 1.4%) & Input 1.4% q/q (prior 0.8%)


Base metals flying - zinc +5.4%, lead +5.7%, nickel +4%, copper +2.4%. Iron ore futures - +2.1%. Vale US - +3.3%, Freeport +5.7%, teck +6%




Japan press today on the potential for a snap general election

Australian jobs report (July) coming up - preview

Japan trade balance due today - preview



US Politics......




Swampland News.....








Pence ending international trip early amid Trump Charlottesville backlash





As anticipated last night , CEOs continued their exodus from the President's Manufacturing Council!






Your fired. Trump disbands the manufacturing council

Strategic and policy forum:Intolerance, racism and violence have absolutely no place in this country


US Pres. Trump’s strategy and policy Council is on the verge of disbanded



Not a shocker and probably not the only one..





3M CEO Thulin resigns from Trump manufacturing advisory council.


Healthcare....




JUST IN: Trump will make crucial ObamaCare payments this month






If you're wondering what hurts Trump with his base: health care yes, Charlottesville no. (Most recent datapoint is Aug. 13-15.)






Good on A Start-Up Suggests a Fix to the Health Care Morass





North Korea....



Kim made “a very wise and well reasoned decision,” says …



State Department release on tomorrow's US- 2+2 meeting of top defense/diplomatic officials.




Russian expert says North Korea takes first step to finding compromise with US




US, Japan conduct air drills amid North Korea standoff






Morning re-up: 's New High-Performance Missile Engines Likely Weren't Made in Russia or Ukraine


NAFTA Talks...



This will be interesting to see how this plays out






Mexico Economy Minister: NAFTA is a terrific success, admits modernization without putting at risk what was achieved

Freeland suggests not a ton happened today, just "launch": "At the moment we are not yet in the weeds. That applies to every single issue."



Replying to 
Freeland says Canada is not in favour of a US content requirement (or any national content requirements) on goods as Lighthizer floated



Replying to 
Freeland says trade negotiations "can include moments of excitement" when asked about Lighthizer's tough talk this morning



Replying to 
Freeland says "it's not up to Canada to choose the government of the United States" in response to question on how we can deal with Trump



UK....




More than 100 MPs call for action over ‘Nazi-like language’ in Sun column:



Sarah Champion resigns over Sun article claiming Britain has 'problem' with Pakistani men raping white girls


Next phase of Brexit talks between UK and EU likely delayed to December


Government faces Brexit backlash over Ireland 'no hard border' pledge


Recap | WATCH: Labour shadow minister fails FIVE times to set out party's customs union policy:


Theresa May under pressure to cancel Donald Trump state visit over Nazi row



EU repeats first Brexit priority is to make sufficient progress on UK withdrawal


UK's May says Britain may still want to help fund specific EU programmes after Brexit





France.....




Fancy that Who'da thunk it? I'm shocked SHOCKED.... Etcetera.






France provides toilets and taps for Calais migrants





Drone makes mysterious delivery to French prison





Germany....



Merkel opens up in interview with German YouTubers





State authorities warn that letter ordering silence on refugee crimes is a fake






Turkey asks Berlin to look into sightings of 'top coup fugitive'




GMS Poll: German Chancellor Merkel’s Conservatives At 40% Support Vs Social Democrats 22%





Odds & Ends....




Iraq....



Well , this hasn't press here in the West ( just saw this news today ) , but apparently something is rotten in Basra , Iraq !










city governor quits, travels to after investigation















Resigned Governor of banned from travel due to pending corruption investigations






Iraqi Army Launches Operation to Liberate Tal Afar from ISISrn








Libya....









A total of 130 soldiers killed and 218 wounded due to mines in the Sabri and downtown areas of .







1 hour ago






1 hour ago
Medical aid from arrives at Sabratha teaching hospital.







Municipal Council denies any connection w/ Bunyan Marsous delegation visit to .







Powerplant in Tarhuna collapses due to electricity overloads.






Gulf Rift.....



Doesn't look like the US plans to leave anytime soon...






So , Crown Prince MBS met with Qatari dissident to undercut Qatar's Emir !







1 hour ago
Welp ....





Milaha launches direct container service between Qatar and Kuwait





In 2014, the GCC collectively spent $113bn on military purchases





US allies including Saudi Arabia and Bahrain did not uphold principles of religious freedom in 2016: Rex Tillerson




Qatar-Gulf crisis: All the latest updates




Bitcoin




The latest Bitcoin Price Index is 4,349.97 USD





$47 Million in Bitcoin: Ukrainian Lawmakers Declare Financial Holdings















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