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Japanese IP beats expectations (for a change)

Chris Scicluna
  • While markets were inevitably quiet as investors awaited tomorrow's Trump-Xi meeting, Japanese IP data provided a long-overdue upside surprise, while French inflation beat expectations too.  

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Japanese retail data disappoint

Chris Scicluna
  • Japanese retail sales data disappointed with only a modest gain in May, while BoJ Deputy Governor Wakatabe again signalled the BoJ's willingness to ease policy swiftly if necessary.

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German and French consumer moods

Chris Scicluna
  • Fedspeak drove markets in Asia today, with the chances of substantive easing in July downplayed to push equities and bonds lower. In the euro area, the latest surveys took stock of the moods among consumers in Germany and France, which remain on very different trajectories.  

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Bund yields hit new record low

Chris Scicluna
  • Risk appetite was in short supply in Asia, and European markets followed suit, with 10Y Bund yields down to a new record low despite an improved French business survey.

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The week ahead

Chris Scicluna
  • Asian markets had a relatively quiet start to the week, in which attention will focus on the Trump-Xi bilateral in the margins of the Osaka G20. But some top-tier ecomomic data are due too, largely from mid-week on.

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