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Morning comment: More euro area surveys & further humiliation for May

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After a further humiliation for Theresa May last night, Asian markets put in an improved performance today, while the latest German and French sentiment surveys remained consistent with ongoing economic growth. 

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The week ahead, w/c 25 March

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After Friday saw risk appetite evaporate in response to the weak German PMIs, economic data from the major economies will be scrutinised more closely than usual this week for further signs of global slowdown, while another key week for Brexit is to to unfurl too. 

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Morning comment: Dire data after Brexit relief

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Government bond yields continue their post-FOMC slide with today’s dire data – including Japan’s inflation and manufacturing PMI reports, and the whole gamut of euro area PMIs – providing further impetus. 

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Morning comment: Dovish Fed, Brexit farce, Aussie jobs & Kiwi GDP

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After yesterday's dovish Fed announcements and ahead of this afternoon's EU Summit discussion on Brexit, Asian markets were somewhat mixed, albeit with investors in many markets comforted by the further sharp drop in Treasury yields. Meanwhile, the latest Aussie unemployment and Kiwi GDP data provided insights into the likely future path of Antipodean rates.  

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Morning comment: Japanese survey, UKk CPI, Brexit & FOMC

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • As investors await this evening's conclusion of the FOMC meeting and associated Fed commentary, Asian equity markets put in a mixed performance. After Japan's Reuters Tankan survey disappointed, today will bring UK inflation figures, while Thereas May will request a short extension for Article 50 ahead of tomorrow's Summit. 

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