Asia stumbles to start week, possibly on geopolitics

Today's slide deck: https://bit.ly/2Jp3igO   - 

Today we look at Asian markets stumbling at the start of the week and possible drivers, including diplomatic push from the EU to ally with the US against the "challenge" posed by China and the US adding two Chinese large companies to its blacklist. Elsewhere, a rundown of the huge divergence in precious versus industrial metals, thoughts on the EURUSD, upcoming earnings releases and the busy macro calendar this week.