Investors were left confused as U.S. Tsy......>

FOREX: Investors were left confused as U.S. Tsy clarified Saturday that

delisting Chinese firms from U.S. bourses is not currently on the table, but

failed to rule out other measures limiting portfolio flows to China, mentioned

in Friday's BBG source report. The yuan ticked higher on the communique but

gradually pulled back as initial enthusiasm waned. Nonetheless, a stronger than

exp. PBoC fix and a beat in China's Caixin m'fing PMI provided fresh support to

Chinese currency before the country takes a week off for national holidays.

- Yuan strength failed to prop up the Antipodeans. NZD sold-off across the

board, with NZD/USD nearing its YtD low, as ANZ biz. conf. index hit an 11-years

low, countering a modicum of positivity sparked by a pick-up in local building

approvals. AUD was a touch softer, while CAD topped the G10 pile.

- KRW recovered after an early dip on a miss in S. Korea's factory production.

- German docket is quite heavy today, with jobs numbers, retail sales and flash

CPI all due. EZ unemployment, flash Italian CPI and U.S. Chicago PMI also hit

today. Riksbank's Ohlsson is the sole central bank speaker. Of course, familiar

risk themes remain in focus. Taiwanese mkts are shut because of a typhoon.