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Morning comment: China PMIs & euro area GDP

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Mixed markets overnight, as China’s April PMIs disappointed. Ahead of the first estimate of euro area Q1 GDP, this morning’s French figures suggested steady growth but  Spain’s beat expectations with an acceleration to a five-quarter high.

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Week ahead, w/c 29 April

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While Asian equity markets started the week on the front foot, the data focus today will be on euro area sentiment surveys which are likely to point to a further deterioration at the start of Q2. The remainder of the week will bring euro area Q1 GDP and April inflation figures, as well as the US labour market report. The Fed and BoE will also hold policy-setting meetings.  

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Morning comment: Japanese IP drops again

Chris Scicluna
Emily Nicol
Mantas Vanagas

Ahead of the extended Golden Week holidays, a deluge of Japanese data saw industrial production disappoint again, confirming the biggest quarterly drop in output since the last consumption tax hike.  

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Morning comment: BoJ & UK politics

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Japanese equities reacted positively to the conclusion of the BoJ's Policy Board meeting, which made a number of tweaks to its policy framework to enhance its sustainability.  

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Morning comment: Japan activity, Aussie CPI & euro area surveys

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Among mixed Asian markets, Aussie equities and bonds rallied following a soft Q1 CPI report that raised expectations of a rate cut next month. Japan's all industry actiivty was weaker in February, while the German Ifo was likely to point to subdued conditions at the start of Q2. 

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