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Firm Japanese capex survey, ahead of ECB & RBA decisions

Chris Scicluna
Emily Nicol
  • Japanese equities made further losses today despite a more upbeat capex survey. Global bond markets continued to rally on the back of heightened geopolitical tensions. Against the backdrop of numberous top-tier global releases, attention this week will be on the ECB & RBA decisions, while Fed Chair Powell will speak at the start of a two-day Fed conference. 

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Japan's IP, retail sales & inflation reports underwhelm

Chris Scicluna
Emily Nicol
  • Major Asian equities lost ground today as Japanese activity and inflation figures underwhelmed, while the Chinese PMIs disappointed. Global bond markets continued to rally with 10Y JGB yields fell back to -0.10% and 10Y Bund yeilds fell through -0.20%. Focus today will be on flash inflation figures from Germany and Italy, while US PCE deflators will be closely watched. 

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UK car production plunged, Aussie capex declined and Spanish CPI fell more than expected

Chris Scicluna
Emily Nicol
  • Asian equity markets were mixed overnight, while Aussie equities made losses after particularly weak capex and building approvals releases. In the UK, Brexit uncertainty caused a marked decline in car production in April, while Spanish inflation eased more than expected.  

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French inflation declines more than expected, but spending picks up

Chris Scicluna
Emily Nicol
  • Asian equities ended the day lower, while Asian-Pacific govvie bonds followed the global trend higher. Data-wise, this morning's flash French inflation fell more than expected, but the latest consumer spending figures exceeded expectations. 

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Mixed messages from German and French consumer confidence

Chris Scicluna
Emily Nicol
  • Asian equities followed European markets higher as the European Parliament election results provided no major surprises. But the latest European data were mixed, with German consumer confidence disappointing, while French consumers were reportedly much more upbeat. 

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