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Morning comment: Japanese confidence, Chinese inflation & credit

Chris Scicluna
Mantas Vanagas
  • With trade-war fears reinforced by Trump’s latest pugnacious exhortations, risk appetite remains in short supply, and not boosted overnight by some downbeat data out of China and Japan.

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Morning comment: Japan PMI, China trade, German IP & UK politics

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • The negative tone from European and US equity markets persisted in Asia today, as  Chinese trade figures reported weaker exports and Japan's services PMI edged lower. German IP surprised on the upside, but political dysfunction will continue to dominate in the UK.

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Morning comment: RBA, Japan PMI & German factory orders

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While Asian markets were mixed overnight, Aussie bond yields rose after the RBA decided not to ease policy this month. While Japan's final manufacturing PMI was more positive, the latest German factory orders data disappointed.  

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Morning comment: Euro area CPI, UK PMIs & US payrolls

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While little domestic data, Asian equity markets had a mixed session overnight. All eyes today will be on the US payrolls report, while flash euro area inflation and the UK's composite PMI will also be noteworthy. 

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Morning comment: Fed on hold, BoE to follow suit

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After the Fed predictably reiterated its ‘patient’ stance, and Powell was seemingly less dovish that the market might have hoped, today will see the BoE also leave its policy stance unchanged while Carney might well be somewhat more hawkish than of late.

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