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Morning comment: Japanese trade, European surveys & FOMC minutes

Emily Nicol and Mantas Vanagas
  • Asian equity markets made modest gains today, despite a disappointing Japanese trade report and some slightly softer Aussie wage data. February sentiments will be published in Europe, while the FOMC minutes will be watched. 

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Morning comment: UK labour market, German and Japanese business sentiment

Mantas Vanagas
  • Following a quiet day in Europe and the Presidents’ Day holiday in the US, Asian markets were little changed overnight. The focus today is on the UK labour market figures, German and Japanese business sentiment surveys and the RBA minutes.

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The week ahead, w/c 18 February

Emily Nicol
  • This week US-China trade talks and Brexit noise will continue to dominate the news flow, while investors will no doubt watch the FOMC minutes (Wednesday) and the ECB account (Thursday) for any further insights into near-term policy.

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Morning comment: Japan's Q4 rebound disappoints, Germany escapes recession

Chris Scicluna
Emily Nicol
  • Despite some more positive mood music around the US-China trade talks, Asian markets today were something of a mixed bag. The dataflow was also rather variable, with a stronger Chinese export performance contrasting with a relatively modest rebound in Japanese GDP and a flat reading for German economic ouput in Q4.  

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Morning comment: Japan PPI, US & UK CPI, EA IP and RBNZ

Chris Scicluna
Emily Nicol
  • Asian markets were boosted by improved prospects for the avoidance of a further US government shutdown and a de-escalation of trade-related tensions between the US and China. The conclusion of the latest RBNZ meeting, meanwhile, offered a less dovish message than markets had expected, while Japan's goods PPI surprised on the downside ahead of CPI releases from the UK and US.

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