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China PMIs give markets a boost

Emily Nicol
Chris Scicluna
  • Despite the return of political uncertainty in Germany, Asian markets started the week on the front foot after the weekend’s Chinese PMIs surprised on the upside. Meanwhile, the latest Japanese data suggested an upwards revision to Q3 GDP but highlighted the weakness of domestic demand in Q4. Aussie data were  also mixed, although a further acceleration in house prices caught the eye.

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Japanese IP tanks

Emily Nicol
Chris Scicluna
  • Manufacturing output in Japan fell to its lowest level since 2015, while Germany chalked up its biggest drop in retail sales this year. The flash estimate of euro area inflation in November was, however, set to take a step up.

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Japanese retail sales plunge

Emily Nicol
Chris Scicluna
  • Following the long-awaited consumption tax hike, Japanese retail sales fell off a cliff, plunging to the second-lowest level since the Global Financial Crisis, as Typhoon Hagibis also took its toll.

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French consumers increasingly optimistic

Emily Nicol
Chris Scicluna
  • The latest French INSEE household survey surprised on the upside, suggesting that consumers were their most upbeat for more than 2½ years and that consumption should continue to support growth in Q4.  

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German consumers a touch more upbeat

Chris Scicluna
Emily Nicol
  • As Japan's services PPI data further emphasised weak underlying price pressures, a German consumer confidence survey suggested that price expectations fell the most since 2015, albeit households were on the whole a touch more upbeat about conditions.  

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