Recent Blogs

FILTER POSTS

Category

Archive

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. 

Categories : 

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.  

Categories : 

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. 

Categories : 

Morning comment: Brexit chaos, BoJ flow of funds, RBA minutes & Aussie house prices

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While the Brexit mess deepens in the UK, today saw modest declines in most Asian equity markets and relatively stable bond markets on a light day for news from the region. But Aussie Government bonds rallied as the RBA minutes and house price data did nothing to prevent increased expectations that the next move in the cash rate is down, while the BoJ's flow of funds data shone light on its own imprint on the market ffor JGBs and T-bills as well as shifts in financial asset holdings off various sectors.  

Categories : 

The week ahead, w/c 18 March

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Asian equity markets maintained a positive tone at the start of the week, while Japan's trade report largely aligned with expectations in February. Focus this week will be firmly on the FOMC (& dot-plots) announcement on Wednesday and Brexit.  

Categories :