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The week ahead, w/c 11 March

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • A busy week ahead includes key data on US retail sales and CPI, UK monthly GDP, euro area and Chinese IP, and Japanese machine orders, while the BoJ will make its latest monetary policy announcement and the House of Commons will hold its latest series of Brexit votes. 

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Morning comment: Japan GDP, China trade, European manufacturing data

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After yesterday's dovish ECB announcement, Asian equity markets followed European markts lower. While Japan's Q4 GDP was revised higher, China's trade report disappointed. And this morning also brought some mixed news on the manufacturing sector in euro area member states.  

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Morning comment: Japan & Aussie data, ECB preview

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Asian equity markets edged lower today while Japan's coincident index signalled a possible turning point to the worse at the start of 2019. Focus now turns to the conclusion of the ECB policy meeting, where downwards revisions to its economic forecasts are inevitable and confirmation of future TLTROs are also likely.  

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Morning comment: Aussie GDP disappoints

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • ACGBs rallied as Aussie GDP disappointed even the markets' downgraded expectations. Elsewhere, markets were mixed with little substantive news to give direction.

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Morning comment: A mixed bag of data from Japan, China & Australia

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While Chinese stocks benefited from announcements of modest fiscal stimulus, Japanese markets were weaker despite a better services PMI survey. Ahead of today's European services PMIs, the latest UK retail survey was weak, as was the latest batch of Aussie trade data.  

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