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Morning comment: Japanese spending & wages, German IP & Brexit flextension

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • With market sentiment supported by US-China trade hopes, Japanese equities overlooked some disappointing wage and spending data. In Europe, the mood might also be lifted somewhat by a better German IP report, as well as reports that EU President Tusk is set to propose a Brexit 'flextension'. 

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Morning comment: German orders, ECB account & UK car registrations

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Whiile Chinese equities were again supported by positive trade deal headlines, European equities started the day on the backfoot after a disappoitning German orders release. Attention later today will turn to the ECB's account, while Brexit talks will be the focus in the UK. 

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Morning comment: BoJ OG, Aussie retail sales & May's U-turn

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Market sentiment has received a boost from May's Brexit U-turn and further reports of progress on the US-China trade front. While the latest Aussie retail and trade data were upbeat too, the Chinese and Japanese services PMIs were a mixed bag, although the BoJ's updated output gap estimate supported its policy narrative.

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Morning comment: Brexit shambles, Tankan prices & RBA policy

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After last night's further Brexit fiasco in the House of Commons, the news from the Asia-Pacific was more prosaic, with the BoJ Tankan of firms' price expectations predictably suggesting a slight softening, while the RBA tweaked slightly its policy statement to give itself some wriggle room ahead as the economic data evolve. 

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Week ahead, w/c 1 April

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Buoyed by China's PMIs and overlooking a downbeat Tankan, equities started the week on the front foot. A busy week ahead gets underway with flash euro inflation, US retail sales and manufacturing ISM, and the next phase of MPs indicative votes on Brexit.  

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