Markets....
Asia.....
Economic calendar for Tuesday. .
Australia NAB Sept Business Conditions Index 14 (prev rev 14)
Australia NAB Sept Business Confidence Index 7 (prev 5)
Japan Aug Trade Balance BoP Basis JPY318.7B (est JPY264.3B, prev JPY566.6B)
Japan BoP Aug Current Account Adjusted JPY2266.9B (est JPY1978.6B, prev JPY2032.9B)
Japan BoP Aug Current Account Surplus JPY2380.4B (est JPY2223.3B, prev JPY2320B)
BoK Governor Lee: FX Swap Talks With China Planned For Today, Ongoing
Australia Roy Morgan Weekly Consumer Confidence Index 113.8 (prev 113.4)
New Zealand data- retail sales.
Preview of Australia data..
So basically , NK knows to - some degree , what US/SK/Japan operational war plan might be ?
UNSC bans all nations from allowing these four cargo ships-Petrel 8, Hao Fan 6, Tong San 2 & Jie Shun , to enter any port in their country.
Last three paragraphs probably give insights not generally considered - worth reading just for this aspect.
No missile launch so far..
Mattis on North Korea: "right now a diplomatically led (sanctions) effort...we've got to be ready to ensure that there are military options"
North Korea stages fanfare and fireworks in honor of late leader http://www.koreaherald.com/view.php?ud=20171009000269 …
US.....
Ho hum day...
Quiet Columbus Day. ..
US Politics.....
Las Vegas....
For this reason, LVMPD still believes shooter acted alone, is not part of terrorist organization, was the only shooter.
Sheriff: We have uncovered ~200 instances of the shooter traveling throughout Las Vegas. He's never with anyone else besides Marilou Danley
Sheriff: We are still in contact with Marilou Danley
Sheriff: There was not a note in the suspect's room. It was a document with numbers on it.
Sheriff: The next press conference will be at the end of the week on Friday, unless new critical information comes to light.
Sheriff: As I've said from day one, we want to know why. We want to know the motive.
Interesting thing to , if he was really gambling at this level & for that number of years , how didn't he go broke ?
Puerto Rico -
Puerto Rico gov makes specific asks for fed $
HUD - $3.2B
DHS - $500M
HHS - $500M
DOT - $149M
SBA - $90M
USDA - $83M
USDE - $78M
#muniland
Fiscal Control Board urges Trump to offer maximum possible assistance.
Following collapse of electrical system , service expected to return to those who had service.
Puerto Rico governor: 'hell to pay' over water, food deliveries http://reut.rs/2yatUdE
Gov @ricardorossello is asking $4.6 billions as initial aid from Congress as well as access to fed loans and HUD funding @CaribBusiness
Gov. Rossello said the severe flooding SJ experienced last night was due to improper debris removal @CaribBusiness
Health: 67 hospitals and 71% of pharmacies are operational, 39 are energized, and @USNSComfort is near Arecibo w/88 patients @CaribBusiness
Overall access to clean water is at 60% but North region is at 30% access the acueduct system @CaribBusiness
140 public school are expected to open this week @CaribBusiness
Gov Rosselló said electric grid is still too "fragile and susceptible" to large amounts of rain @CaribBusiness
"We want to pin point and eliminate what could be public health emergencies"- Gov @ricardorossello @CaribBusiness
Gov Rosselló is in conversations with the Treasury Department to discuss the liquidity issues the island has @CaribBusiness
Gov Rosselló argued that in other for supplies reach all sectors of the island, he needs the help of the mayors @CaribBusiness
Gov is asking of some mayors to "implement better practices" in organising the distribution of supplies @CaribBusiness
Adverse weather prevented a Cell on Wheels satellite to Utuado. Gov hope the operation can be completed today @CaribBusiness
Gov said brigades from organisations that offer to help w/ electric grid were asking for a down payment PR couldn't pay @CaribBusiness
Swampland....
My latest: After White House Issues Demands, Hopes for a DACA Deal Dim and Nancy Pelosi Hints At December Showdown
Not a shocker..
Trump seeks border wall and big immigration changes , in exchange for DACA.
UK-Brexit News , Domestic Politics....
#Brexit thread
Theresa May refuses to reveal whether legal advice said
Art50 could be revoked. Says supreme court was clear it did not expect it to be.
UK PM MAY TOLD BUSINESS LEADERS AT BREXIT MEETING ON MONDAY THAT COMPANIES SHOULD THINK OF TWO-YEAR TRANSITION PERIOD AS ASSURED - REUTERS
UK PM May: Trade, Customs Papers Will Pave Way For UK To Become Independent Trading Nation
May: during implementation period, we will have left EU & its institutions
May: UK unconditionally committed to maintaining Europe's security we will continue to offer aid and assistance #Brexit
May: we do not want to settle for adopting a model enjoyed by ther countries, we have rejected idea of something based on EEA #Brexit
*DOMBRET: BANKS MUST PREPARE FOR HARD BREXIT
On DD not being here @EU_Commission says: "Timing of talks depends on availability of UK partners. We are always here and we are ready."
Certainly. ..
Boris watch...
The game within a game..
Spain.....
VALENCIA: Other images show riot police have been deployed in the city after confrontations between demonstrators.
Fascism on display in Valencia..
France won't recognize a Catalonia declaration of independence-I doubt any EU nation will recognize this.
Another Company moved its Corp HQ from Catalonia.
Interesting...
1. ANC calls demo at same time as Puigdemont is appearing in Catalan parliament for expected declaration of independence from Spain.
2. Space that will be occupied by ANC also includes area around High Court in Catalonia.
Rajoy issues warning today about an independence declaration....
News to consider as we wait for Tuesday.
Full Casado quote on Puigdemont DOES NOT specify which of the two "ends up like Companys" he was referring to.
https://www.thespainreport.com/articles/1198-171009154054-pp-spokesman-says-puigdemont-might-end-up-like-lluis-companys-who-was-executed-in-1940 …
1. National Police officer of superintendent rank now in charge of physical security of High Court in Catalonia, with mixed Mossos + Police.
2. The Chief Justice of the most senior court in Catalonia does not trust the Catalan police to guarantee physical security of the building.
3. Chief Justice of High Court in Catalonia says Puigdemont "determined" to declare independence, which puts integrity of court in danger.
4. Political talk is of "rhetorical" vs. "real" declaration of independence, but Chief Justice in Catalonia just made a real decision.
High anxiety ahead of Tuesday.
Odds & Ends....
US....
California wildfires....
We are trying to stay ahead of fire, which jumped Jamboree, we are now at Cowan Heights neighborhood, being evacuated. #Canyonfire2 @FOXLA
Before & After photos of #SantaRosa's Coffey Park neighbourhood.
#wildfire #wildfires #fire #fires #California #CanyonFire #Anaheim #USA
#BREAKING: Total Northern California fire-related deaths climbs to 10: 7 in Sonoma, 2 in Napa and 1 in Mendocino. http://nbcbay.com/YjxNy2b
N. California:
1 day
14 wildfires
1500+ homes and businesses destroyed
20,000 evacuated
57,000 acres burned
Already one of the worst wildfire events in state history.
"This is scary sh**", my photog says. He's been in the biz for quite some time, hasn't seen a smoke plume like this.#canyonfire2 @FOXLA
At least four homes now seen burning in Anaheim Hills... @FOXLA
EU....
Germany essentially shoots down Macron led reforms..
Syria....
Syrian Democratic Forces captured Zughayr Kabira, Huwayj Diyab, Abu Ghaminah and Muhaymidah from Islamic State
Map: http://SyrianCivilWarMap.com
There is no deal between SAA and ISIS to allow them passage to Idlib. SAA counters every ISIS attempt (see quoted tweet)[Graphic]
Turkey.....
LATEST: Istanbul Chief Public Prosecutor’s Office calls US Consulate staff member to testify http://www.hurriyetdailynews.com/turkey-issues-detention-warrant-for-another-us-consulate-staff-member-120574 …
Now confirmed that Istanbul prosecutor asks another staff at Istanbul US Consulate to testify. Consulate staff now at #Consulate.
#Standoff
Third US Consulate Staff member detained , another situation in foreign policy realm , that is escalating.
Turkish MFA has summoned the US Embassy's Deputy Head of Mission.
North Korea.....
NK bank in the precious metals business....
NK says everything is fine despite gas price spike...
Probably wise to avoid Sea of Japan presently...
Keeping tabs on NK via U-2S aircraft, RC-800 airplane, RF-16 jet, E-737 planes as well as P-3C maritime patrol aircraft.
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