Markets....
Asia...
Former BOJ Kiuchi: 2% inflation goal is unachievable in foreseeable future
Former BOJ Kiuchi: BOJ cannot continue to purchase JGBs forever
PBoC Fixes USDCNY Reference Rate At 6.7132 (Prev 6.7211)
BOJ on a JGB buying spree again.. someone take away kuroda's credit card. $usdjpy
JN Labor Cash Earnings (Y/Y) Jun: -0.4% (Est 0.5% Prev 0.7%)
JN Real Cash Earnings (Y/Y) Jun: -0.8% (Est 0.1% Prev 0.1%)
Reuters with more on PBOC could widen yuan band
(Overnight) RBA's Harper - AUD recent surge threatens to hit the economy hard
Toyota, Mazda Set to Announce $1.6b U.S. Assembly Plant: WSJ
Economic data due from Asia today - RBA Statement
Typhoon watch for South Korea..
China - US dance on NK..
Something to keep in mind..
38 North's Joel Wit highlights the enormous human and economic consequences of war with Korea--are we really ready to pay those costs?
Any theoretical strike on #NorthKorea would inevitably require the removal of defenses around their harbors and other infrastructure.
US....
Its NFP day! Preview from Goldman Sachs
ForexLive Americas FX news wrap: USD/JPY dips to seven-week low
US dollar lower on report Mueller is setting up grand jury for Russia probe http://bit.ly/2v3uYfV
The Dow closes higher but the broader indices in the red
USDJPY falls to new day lows on impanel of grand jury
US Political News....
Rut Roh...
Special Counsel Mueller Impanels Grand Jury...
Actually , I think Congress would have to pass a Special Prosecutor Law first. Prior law expired years ago.
Interesting. ...
Top FBI officials could testify in special counsel Mueller's Russia probe: report http://hill.cm/Nskx7kQ
Trump atty Dowd tells colleague John Roberts "we have no reason to believe President Trump is under investigation"
Prior to grand jury news, Sen Coons found it noteworthy that senators filed 2 bills to try to protect special counsels
2nd bill unveiled today by Sens Coons/Tillis would allow special counsels to appeal their firing to a 3 judge panel
If Trump fires Muellar-it will be a knee jerk reaction before end of the weekend-if not this weekend-never will.
John Dowd, one of Trump's private lawyers, tells me re: WSJ report: "We have no reason to believe President Trump is under investigation."
"Grand jury matters are typically secret," Ty Cobb said.
WH adds that Comey said 3 times Trump is not under investigation.
Notable location choice: DC would be the venue for obstruction of justice and related crimes that occurred in the White House.
Other issues venued in DC: Flynn's FBI interview (took place in WH), SF-86 filings, FARA issues. Lot of post-campaign things to examine.
GRAND JURY SUBPOENAS HAVE BEEN ISSUED IN CONNECTION WITH JUNE 2016 MEETING BETWEEN DONALD TRUMP JR, RUSSIAN LAWYER & OTHERS - SOURCES: RTRS
INVESTIGATORS PROBING TRUMP FINANCIAL CRIMES, SOME UNCONNECTED TO ELECTION - SOURCES: CNNSPECIAL COUNSEL MUELLER IMPANELED GRAND JURY TO INVESTIGATE RUSSIA ELECTION INTERFERENCE - SOURCES: WSJ
JUST IN: Trump blames GOP-led Congress for “all-time low” relationship with Russia http://hill.cm/81tkmxE
Pov from Rosneft CEO... a certain amount of goading and ridicule being directed at Trump from Russia.
West Virginia Rally..
Trump's WV rally has concluded - no big announcements to impact FX
W.V Governor Justice: I Am Switching To Republican Party
Trump unperturbed by Grand Jury news..?
"What the prosecutor should be looking at are Hillary Clinton's 33,000 emails," Trump says to a ROAR of happy screams from the crowd.
"I just hope the final determination is a truly honest one," Trump says of the Russia investigation.
Trump has arrived at rally site in West Virginia, where sound system is at LEVEL 11 blasting classic rock. Whole place smells like popcorn.
"When you hear the word Russia let's keep in mind...same people pushing this crazy story" predicted election wrong, Lara Trump says in WV.
Traveling w Trump to rally:
John Kelly
Eric & Lara
Jared
Ronna McDaniel
Kellogg, Scavino, John McEntee, Hope Hicks, Bill Stepien, Joe Hagin.
Also on Air Force One with Trump: West Virginia Sen Shelley Moore Capito
Here's @BW's January profile on Jim Justice, the governor said to be switching from Democrat to Republican https://bloom.bg/2vu2Pki
NEWS: WV Gov Jim Justice is expected to change parties, become a Republican tonight at the rally with Trump >>
North Korea...
O point in any talks presently ..
New U.S. sanctions against the DPRK: A North Korean perspective http://buff.ly/2wnhOd6
Lavrov and Tillerson discussed the situation on the Korean Peninsula, agreed to meet in Manila
@ASEAN, August 6-8 
https://sptnkne.ws/fdk2
@ASEAN, August 6-8 https://sptnkne.ws/fdk2 
Problem w/ "No Regime Change "statement-stems from fact what Tillerson said yesterday could refuted by POTUS today.
Swampland News - Healthcare , Debt Limit , ...
Senate unanimously blocks Trump from making recess appointments http://hill.cm/q0849NT
House and Senate now out for rest of month:
Senate got clearance from all 100 senators to confirm dozens of nominees today. But the nomination of Callista a Gingrich didn't make cut
Anthem, Aetna exit Obamacare exchanges
WH budget chief Mulvaney says he & entire administration now on board behind "clean" debt limit increase - no longer seeking spending cuts
McConnell: The Senate has confirmed more nominations this week than the Senate has confirmed all year combined.
He will have his hands full. Kelly needs to get Trump to commit to checking with him before tweeting.
Looks like press event pulled by Mooch...
Leaks briefing set for Friday from AG Sessions ODNI Chief Coats.
White House staffers were high-fiving Stephen Miller after his combative exchange with CNN reporter Jim Acosta, aide Seb Gorka says.
H.R. McMaster has concluded Susan Rice did nothing wrong on unmasking, @EliLake reports https://www.bloomberg.com/view/articles/2017-08-03/you-can-thank-leakers-for-new-russia-sanctions …
This going to come a head quicker than I thought...
Sanctuary City news update..
Leaks Embarrass POTUS
Deputy Press Sec Lindsay Walters on AF1 gaggle: "It's not beneficial to anyone to have these documents leaked out."
Will Trump apologize to NH for drug den remark?
"I am not going get into commenting on that (leaked) conversation," Lindsay Walters on AF1.
Interesting. ...
Corker on WH leaks:
To have people leaking..these people should be fired. There is disloyalty
Graham on leak of foreign ldr transcripts:
It's a disservice that this happenend...you can't have people picking and choosing what to leak
Hopefully people understand , like Trump or not , leaking transcripts of calls with world leaders hugely dangerous.
This !
Keep in mind , the leaked calls referenced in WaPo - were from January 27th and January 28th...
POTUS must be at the point of sitting everyone down and having lie detector tests administered..
WannaCry Hero Researcher Busted By FBI For Kronos Malware Campaign
WannaCry attack hero Marcus Hutchins arrested in US http://bit.ly/2v38NXh
FBI detains researcher who stopped spread of damaging malware program http://hill.cm/a4LhOiQ
Whoa ! If you recall WannaCry, a researcher fairly early on stopped the hack. Now allegedly arrested !
UK....
Gove's U-Turn Smells Fishy
https://order-order.com/2017/08/03/goves-u-turn-sounds-fishy/ …
LISTEN Ken Livingstone: Failure to "Kill All The Oligarchs" Caused Venezuela Crisis [AUDIO] https://order-order.com/2017/08/03/ken-failure-kill-oligarchs-caused-venezuela-crisis/ …
Labour Hawks Want Corbyn to Renounce Maduro https://order-order.com/2017/08/03/273839/ …
Recap Lib Dems call for drug policy change after record number of deaths in 2016
http://bit.ly/2f8efUL
ICYMI Prisons not given ‘sufficient attention’ by Government, says Tory former minister
http://bit.ly/2f7GcMu
Michael Gove confirms foreign trawlers will have continued access to UK waters
http://bit.ly/2v01DEB
Venezuela....
#Venezuela | Millions of Votes “Manipulated” in Venezuela’s Constituent Assembly Election. http://bit.ly/2uZZEQB
Chilean Embassy in #Venezuela Offers Protection from Regime to New Judges. http://bit.ly/2hnVJsa
#Venezuela| European Union Denounces Illegal Constituent Assembly Vote in Venezuela. http://bit.ly/2hrzQIk
#Venezuela | Organization of American States to Hold “Urgent” Meeting Over Venezuelan Election Fraud. http://bit.ly/2u4HACf
Why you should care about the crisis in Venezuela http://cnn.it/2vuKpQl
Venezuela is bracing for protests as the gov prepares to open contentious new constituent assembly @juanchotrak
#BREAKING Venezuela attorney general's office asks court to block new assembly
#Venezuela | The Attorney General will launch an investigation into the accusations of alleged tampering with last Sunday’s vote | #EM
MENA...
Dubai....
Another Towering Inferno !
BREAKING: #Dubai's torch tower is AGAIN on fire.
Woke up to the crazy sirens in the neighborhood - yet another fire at the Torch tower in Marina. Hope everyone is safe. #dubai
Libya....
Libyan Ports Company refuses to go to Benghazi - https://www.libyaherald.com/2017/08/03/libyan-ports-company-refuses-to-relocate-to-benghazi/ …
Italian Gov't Sources: Haftar's threats are mere propaganda.. No real danger. #Libya
http://www.alwasat.ly/ar/news/libya/149176/ …
South Korean Amb: #Libya's security situation has improved, an encouraging sign for the return of foreign companies
http://www.alwasat.ly/ar/news/libya/149115/ …
Will wait and see how this plays out..
Egyptian army statement on CoS Hejazi-hosted meetings between Misratans & east Libyans. No mention of LPA/UN process
https://www.facebook.com/EgyArmySpox/posts/1117128611751453 …
Al-Bonyan Al-Marsoos Operation sets next Monday a day for the selection of Libyan Army leadership
Syria....
Former Ahrar al-Sham commander and defector to HTS "Hamoud Rahal Abo Malik" was assassinated outside his home in Ma'rshamarin village, Idlib
Army destroys positions and heavy equipment for ISIS terrorists in Deir Ezzor: Local sources in al-Mayadin city... http://bit.ly/2hqW9Oj
Deir Ezzor update..
After Coalition Raids ISIS Terrorists Attack Civilians in Deir Ezzor
Blockaded north #Homs countryside joins Russian-backed de-escalation zones today. "Pleased with the agreement." http://bit.ly/2waj7wH
ISIS running out of fighters , it would appear. Had to resort to forced conscription.
UNPRECEDENTED -- ISIS declares forceful conscription for all military-age males in Deir Ezzor (for now from 20-year-olds to 30-year-olds)
Gulf Rift....
#Saudi Information ministers from Anti-Terror Quartet countries discuss Qatar crisis http://dlvr.it/Pbd4h9
Compensation panel urged to help stranded workers in siege countries http://www.gulf-times.com/story/558958
Germany and US oppose bid to isolate Qatar
#QatarCrisis #Germany #UnitedStates http://www.gulf-times.com/story/558953
Qatar says Turkey helped blunt effects of Quartet blockade.
Turkey eyes sustainable ways to meet Qatar’s needs http://www.hurriyetdailynews.com/turkey-eyes-sustainable-ways-to-meet-qatars-needs--.aspx?pageID=238&nID=116309&NewsCatID=344 …
The latest updates on the Qatar-Gulf crisis http://aje.io/zk579
Arab quartet reinstates 13 demands to talk with #Qatar, which include: stop terrorism financing & cut ties with Iran http://xhne.ws/X4Pky
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