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UK inflation temporarily ticks higher

Chris Scicluna
Emily Nicol
  • BoJ survey points to some normalization of credit demand in Q3; credit standards ease further.
  • UK inflation ticks up a little less than expected in September on end of restaurant subsidies.
  • UK public borrowing still trending below OBR projection even as debt ratio rises to 60-year high

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Negative price pressures still in the pipeline in Germany

Chris Scicluna
Emily Nicol
  • European sentiment weighed by new anti-pandemic restrictions and Brexit amateur dramatics
  • China’s new home price inflation slows in September, existing home price inflation steady
  • Negative price pressures still in the pipeline in Germany

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China's Q3 GDP positive but misses expectations

Chris Scicluna
Emily Nicol
  • China’s GDP grows a softer-than-expected 4.9%Y/Y in Q3, but September IP/retail sales data impresses
  • Japan’s exports improve less than expected in September as European demand weighs
  • ECB and BoE make more dovish noises ahead of flash PMIs due later in the week
  • New Zealand General Election returns Jacinda Ardern as PM with clear majority

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Euro car registrations rise for first time in 2020

Chris Scicluna
Emily Nicol
  • While Johnson might well seek a pause in negotiations for reflection, he seems unlikely to commit fully to no deal and should leave the door open to further negotiations.
  • Euro area car registrations rise for the first time this year

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RBA's Lowe hints at more easing as unemployment rises

Chris Scicluna
  • Japan’s services activity rebounds less than expected in August, but July revised up
  • China’s inflation declines further than market consensus in September
  • RBA’s Lowe says won’t hike until actual inflation at target and moots buying long bonds as unemployment rises
  • EU Summit won’t trigger a post-Brexit trade deal, but UK won’t walk away either

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