Markets......
Asia.....
HK Nikkei PMI Jul: 51.3 (Prev 51.1)
JN Nikkei PMI Composite Jul: 51.8 (Prev 52.9)
JN Nikkei PMI Services Jul: 52 (Prev 53.3)
Japan - Nikkei/Markit July PMIs: Services 52.0 (prior 53.3 ) & Composite 51.8 (prior 52.9)
US Orders All Passport Holders Out Of North Korea After September 1 http://www.zerohedge.com/news/2017-08-02/us-state-department-escalates-north-korea-travel-alert-full-ban-declares-passports-i …
New Zealand - ANZ Job Ads for July: -1.0% m/m (prior +1.3%)
On #China's recent test of what appears to be the Dong Neng 3 (DN-3) anti-satellite missile
Interesting. ...
NEW: Chinese People's Liberation Army Rocket Force Staged a Massive Missile Drill Against a THAAD Mockup Target
Australia - Services PMI for July: 56.4 (prior 54.8)
Australia - July PMI CBA/Markit Composite 56.7 (prior 57.2) & Services 57.0 (prior 57.0)
Gold lower - stops triggered in thin early Asia trade
Economic data due from Asia today - Australia and China focus
US.....
Dow closes at an all-time high for the 6th straight day, 32nd time this year. $DJIA https://pensionpartners.com/the-best-of-times/ …
Dow closes above the 22K level. S&P and Nasdaq near unchanged.
Forexlive Americas FX news wrap: EURUSD cracks 1.1900 but backs off
More from Fed's Williams: Sees one more rate hike this year (3 likely the next)
Fed's Rosengren: Tight Labor Markets Justify Fed Plans to Keep Raising Rates
Williams Q&A: Balance sheet unwind 'baked into the cake' for markets
Fed's Williams: We need to gradually reduce monetary stimulus
$0.43. +0.87%. 
Europe....
BoE meet today - a (technical) look at GBP ahead of Carney and Co.
Former BOE deputy Bean warns economic growth could fall off a cliff
European stocks end the session lower
Will the strong currency kill the Eurozone recovery? Euro just hit strongest level since Jan2015. Chart watcher look to 2010, 2012 levels.
US Politics....
Swampland....
Mark Zuckerberg has the ability to fund himself if he chooses to do so , lining up folks from HC's old team...
Purge: McMaster fires two Bannonites on National Security Council
Between McMaster and Kerry , house-cleaning well underway.
Molina Healthcare pulling out of two states, raising premiums 55% in remaining states
Christopher Wray has been sworn in as the new director of the FBI
Three Reasons Why the GOP Tax Reform Effort Could End in Tears
Presented without comment , listen & form your own opinion.
Russia wasn’t trying to elect a particular candidate. Putin wanted to delegitimize our elections. http://hotair.com/headlines/archives/2017/08/russia-wasnt-trying-elect-particular-candidate-putin-wanted-delegitimize-elections/ …
Still have proverbial sharks flying around the White House in the political whirlwind though...
Baltimore Drops Dozens of Cases After Video Casts Doubt on Officers: @nytimes
#BREAKING: Senate eyeing early end to extended session this week http://hill.cm/QZfgGCl
Trump's job approval sinks to a new low of 33% in new Quinnipiac poll out today. http://bit.ly/2wmsFny
Responding to rumors Rick Perry being considered as new DHS Secretary to replace Gen. Kelly, who replaced Reince Preibus as Chief of Staff
Foreign Policy- Non Russia...
Iran's Deputy Foreign Minister responding to new US sanctions against Iran
New DPRK travel alert issued from U.S State Dept today. Only those w/ special passport validation allowed into North Korea after 9/1/2017.
People's Liberation Army Rocket Force engages in a war game where they appear to test strategy against THAAD.
Wherein I discuss why Lindsey Graham is dangerously wrong on North Korea.
.@StateDept: don’t see "any indication" that North Koreans are willing to have a "serious discussion" but US goal is to change their mind
Mattis/Tillerson now briefing senators on why the administration doesn't want/need a new AUMF to justify the use of military force overseas
Trump says he's reforming U.S. green card system with new 'Raise Act.' Will restrict immigration 'significantly,' make system 'merit-based.'
US officials looked to Canada, other countries for ideas on reforming system. Moving away from issuing entry cards to 'low-skilled' workers.
US Senate observers give immigration bill little chance of passage. Politico estimates fewer than 30 Republicans will support, no Democrats.
*JUNCKER REPEATS CONCERNS ABOUT NEW U.S. SANCTIONS ON RUSSIA
Acting asst sec state Sue Thornton says Tillerson won't meet separately with North Korean FM at ASEAN regional forum. #ThrillerInManila
Russia...
Dmitry trying to mindgame Trump on Twitter.
JUST IN: Russian PM Medvedev: Pres. Trump's admin. "has demonstrated full impotence" in signing new Russia sanctions.
Federal judge married to new Mueller appointee steps aside from cases relating to Trump http://hill.cm/hP0IvAn
Signing statement items of note..
Another Trump statement on the bill signing notes in particular that it "encroaches on the executive branch’s authority to negotiate":
Time will tell , time will tell...
#BREAKING: Trump quietly signs Russia sanctions bill behind closed doors http://hill.cm/bmnC2ML
Europe....
Report on feasibility of reparations supposed to be ready August 11th...sums involved could be astronomical.
Lloyd's of London gives range of 53 to 121 billion for a major cyberattack.
#Libya EU rubber boat export ban comes into force to counter migrant smugglers (Malta Today)
NGO ship intercepted by Italy , new rules in effect..
An important Brexit note to consider today.
Qatar Navy Buys 7 Ships for 5 Billion Euros From Italy: BBG
2. Issue now being debated in the Senate. It's not a done deal until Senate votes in favour. #Italy #Libya
We shall see....
Poland to seek WW 2 reparations from Germany ?
#France and #Italy still split over the STX shipyard. Rome talks fail to bridge differences. https://www.bloomberg.com/news/articles/2017-08-01/italy-france-still-split-over-fincantieri-bid-for-stx-shipyard …
Mena & Odds And Ends...
Libya...
I believe this applies if he is directed to do so by PC Head Serraj..
Syria....
SAA advance toward Ma'adan underway , 6 key villages captured to clear the way.
Fierce battle in Sukhnah city after SAA advance on Tantour heights overlooking city
1000s of Arabs excluded from upcoming elections in Syria’s Kurdish-majority north. A Self-Admin official explains. http://bit.ly/2voPdXv
If accurate , SAA has reached first building inside Al Sukhnah. ISIS said to be http://retreating.Next 48 hours cld be key.
Catch All
So much for that Saudi imports collapse
Unless drastic additional sanctions are imposed , the Gulf Rift can continue for a long , long time.
Turkey continues to expand repression of expression..
Brazil....
263 representatives voted to reject the corruption charges against Temer.
227 voted to approve the charges
#Brazil
Brazil's President Temer wins votes in lower house to block corruption charge
BRAZIL’S TEMER SECURES VOTES TO AVOID TRIAL; VOTING ONGOING
Venezuela...
Only a third ?
An in-country view of the decline of Venezuela since 2014. Very well written and worth taking the time to read.
Venezuela’s Opposition Has No Plans to Set Up Interim Government http://bit.ly/2hnsoOx
#Venezuela poll turnout figures 'manipulated': e-voting firm
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