Markets.....
Asia....
Asia calendar For Tuesday ....
2-week SHIBOR near YTD high, another 2bps higher will be the highest level since 2015 April...
Qtr-end pressure?
China Aug First Home Mortgage rate 5.12%, +8 mths in a row, +15.35% fr 4.44% YoY. Beijing raises mortgage rate 6 times or halts mortgage biz
From tomorrow till Oct.18 Nat'l Congress, strict monitor internet social media ...
Australia Q2 House Price Index 1.9pct q/q (est 1.3pct, prev 2.2pct)
Australia Q2 House Price Index 10.2pct y/y (est 9.2pct, prev 10.2pct)
Japan Finmin Aso: Would Have To Maintain Fiscal Discipline If Govt Changes Use Of Sales Tax Revenue
New Zealand Q3 Westpac Consumer Confidence 112.4 (prev 113.4)
US.....
Equifax Said To Suffer Hack Earlier Than Date Of Disclosure
*TOYS `R' US IS SAID TO PLAN BANKRUPTCY FILING AS SOON AS TODAY
Around the horn....
DOW JONES UNOFFICIALLY CLOSES UP 63.31 POINTS, OR 0.28 PERCENT, AT 22,331.65
NASDAQ UNOFFICIALLY CLOSES UP 5.20 POINTS, OR 0.08 PERCENT, AT 6,453.67
S&P 500 UNOFFICIALLY CLOSES UP 3.53 POINTS, OR 0.14 PERCENT, AT 2,503.76
US Total Net TIC Flows (USD) Jul: -7.3B (prev R 5.9B)
-Net Long-Term TIC Flows (USD) Jul: 1.3B (prev 34.4B)
Europe....
European stocks have a green Monday !
FRANCE'S CAC 40 UP 0.3 PCT, GERMANY'S DAX UP 0.4 PCT, SPAIN'S IBEX UP 0.2 PCT
Another slap for Juncker: His idea of #euro expansion to all EU members has been criticized by >3/4 of economists. http://cfmsurvey.org/surveys/junckers-state-union-address …
US Politics....
Very interesting...
Whoa !!!!!!!
Mueller told Manafort to expect an indictment, per LaFraniere, @mattapuzzo @adamgoldmanNYT
Schumer threatens to jam up Senate to block GOP ObamaCare repeal bill http://hill.cm/HzsLFnt
McCain rips his own party for trying to quickly pass ObamaCare repeal bill http://hill.cm/tGbiv7T
Rand Paul: I'm afraid that the new ObamaCare repeal bill will pass http://hill.cm/l8UMFI5
US to send 3,000 more troops to Afghanistan http://hill.cm/WcYYXBX
Pelosi gets shouted down by DACA protestors at press conference http://hill.cm/xSg0SCY
NEW: Dems fear that Trump is the only winner in Sanders and Clinton's bitter feud http://hill.cm/JGpcl8v
Clinton: I'm open to challenging the legitimacy of the election http://hill.cm/dggiqEo
Certainly , that's a lot of drills...
Wonder if Seoul agrees with this ?
Conflict with NK heading to two options - escalated confrontation with China or military action.
Trump at UNGA....
Pres.Trump, the SG & 128 other countries pledged support for reforming the UN to be more effective, efficient &transparent #NewDayatUN #UNGA
North Korea , Syria , Venezuela and Iran will be topics of POTUS message at UNGA.
Europe....
UK...
UK PM May Calls Special Brexit Cabinet Meeting Reports Times
The story on the front page of tomorrow's papers >>
May not moved by CETA + option...
Another departure....
Boris Article Wasn’t Wrong About £350 Million: https://order-order.com/2017/09/18/boris-article-wasnt-wrong-350-million/ …
Spain
SPANISH FOREIGN MINISTRY SAYS HAS ASKED #NORTHKOREAN AMBASSADOR TO LEAVE SPAIN BY END OF MONTH: TWITTER
Looks like Spain's Central Gov't plans to control finances for sometime...
Spain warns Catalonia faces "brutal" impoverishment if it leaves http://u.afp.com/4aAh
El País reports Spanish Socialist Party (PSOE) no longer averse to suspending home rule in Catalonia.
Greece....
Hellas Gold calls for issue of Skouries mine licenses http://dlvr.it/PnsX8R
Greece EU laggard in e-payments despite big acceleration in 2016 http://dlvr.it/PnsX1b
Bid to clean up Greek tanker oil spillage is beset by problems http://dlvr.it/PnsWv5
Tsipras calls on ministers to speed up reforms http://dlvr.it/PnsWmJ
PM tells minister must complete most pending bailout reforms by November http://dlvr.it/PnmhJS
Odds & Ends....
Bitcoin...
Bitcoin reg actions may include not just shutting down domestic Exchanges-but blocking access to foreign Exchanges.
CHINA IS SAID TO WIDEN BITCOIN BANS BEYOND COMMERCIAL TRADE:WSJ
Hurricane Maria,,,,
A Hurricane Warning is in effect for Guadeloupe, Dominica, St. Kitts, Nevis , Montserrat, U.V. I, B.V.I, Puerto Rico, Culebra and Vieques.
Maria Becomes a Potentially Catastrophic Category 5 Hurricane - as of the time of this tweet , 5 miles SE of Dominica , moving at 9mph.
Eyewall moving over Dominica....
Oh
7 PM AST position update for #Maria: Eye of dangerous Hurricane #Maria nearing Dominica. http://hurricanes.gov
#Maria model trends today are more encouraging for the Carolinas. Most of the GFS/Euro ensemble members show it out to sea. Far from a lock!
6 PM AST position update for Maria: Eye of dangerous Hurricane #Maria approaching Dominica. http://www.hurricanes.gov
#Maria becomes an extremely dangerous category 4 hurricane. Here are the 5 PM EDT key messages. http://hurricanes.gov
In past hour, eye of #HurricaneMaria has begun to clear & warm. Intensification continues rapidly. Not good at all.
It's #Dvorak T-time
Since 1851, just one hurricane has made landfall in Dominica at Cat 3+: David (1979, Cat 4).
Maria is on track to be the second.
Expecting NHC to upgrade #Maria into a Category 3 major hurricane in a few minutes.
Recon just found 104kt (120mph) and 111kt (128mph; suspect) surface winds in #Maria. Will see if NHC upgrades to major hurricane shortly
A warm spot popping thru the central dense overcast (CDO) of powerful #HurricaneMaria nearing major status this morning. Eye is visible.
Persistence, low-wind shear, good ocean heat content all point toward to #HurricaneMaria quickly developing a clear eye.
Track of #HurricaneMarie eye expected to pass over or very near Puerto Rico as a strong Category 4 storm (120-knots)
North Korea...
In essence-Cheong Wa Dae on Monday urged South Korean media outlets not to take Trump remarks at face value or give them much value at all.
“We must be ready to confront any consequences and any eventualities, including military options, to address (North Korea’s threat.)”
Front page from Korean Herald notes NK nuclear crisis...
Kurdistan...
Neither Iraq , Western interested parties or UN will meet requirements of Kurdistan -imo.
Global pressure grows on #Kurdistan to postpone referendum vote https://goo.gl/iKoaEd #KurdistanVotes
#BREAKING: Kurdistan’s FM @FalahMustafa meets with Turkish Foreign Minister @MevlutCavusoglu in New York, United States. #UNGA
UN Denounces Iraqi Kurds’ Independence Bid
http://alwaght.com/en/news/110486
#Iraq
#IraqiKurdistanRegion
#UN
#KurdistanReferendum
Iraq’s PM says #Kurdistan’s independence referendum invalidates the Iraqi constitution, territorial integrity and sovereignty.
Seoul plans to decide Thursday whether to provide US$8 million in aid for infants and pregnant women in NK through U.N. organizations.
Iraqi Prime Minister @HaiderAlAbadi named President Masoud Barzani and parliamentary speaker of #Kurdistan as defendants in the case.
The Iraqi Supreme Court has now stepped into the Kurdistan Referendum quagmire......and ordered it suspended.
Iraq PM has finally showed his hand - despite the promises made to the Kurds over the years , they will never be allowed to leave.
Syria.....
#SYRIA: Russia DefMin said "shock troops" had already captured several villages on river's eastern banks from IS & were pushing further east
"Today, Syria govt forces, reinforced by unit of 4th Armoured Division & with support of Russian aviation, crossed Euphrates." - RusDefMin
East Hama pocket melting away...
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