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Morning comment: BoJ chatter, Aussie construction & Kiwi trade

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While Asian equity markets were mixed after Wall Stgreet offered little direction, chatter on BoJ policy was a preoccupation in Japan while the latest economic reports from the Antipodes disappointed.  

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Morning comment: Brexit shifts & euro surveys, ahead of Powell testimony

Chris Scicluna
Mantas Vanagas
  • Asian equities gave up some of yesterday's gains following a loss of momentum on Wall Street and amid a dearth of local economic news. The latest euro area consumer confidence readings, however, were more positive while sterling made gains ahead of Theresa May's statement, which seems set to reduce further the chances of a no-deal Brexit on 29 March.

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Week ahead, w/c 25 Feb

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • A major rally in Chinese equities to start a busy week for global economic news, following Trump's decision to delay the increase in tariffs on imports from China that had been scheduled for 1 March. 

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Morning comment: Japanese CPI & wages, German GDP & RBA signalling

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Ahead of today's Trump-Liu meeting, Asian markets were mixed. Japanese inflation and wage data were not wholly encouraging, while the RBA suggested that it's not yet completely neutral about the likely direction of rates. 

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Morning comment: PMIs, ECB minutes and Aussie labour market

Mantas Vanagas
Chris Scicluna

Following the Fed mintues and support from reports on the US-China trade talks, the tone in the Asian markets overnight was more positive. While the manufacturing PMI in Japan was weak, the French surveys were improved and Australia's jobs data were strong.

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