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The week ahead, w/c 28 January

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Despite another decent showing on Friday in US equity markets, Asian markets were relatively subdued today in the absence of significant domestic economic news. This week could well see global risk appetite pivot on Fed Chair Powell's post-FOMC comments on Wednesday, while US payrolls, euro area GDP and inflation feature on a busy data calendar. And Tuesday's UK parliament votes could see MPs take greater control over Brexit. 

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Morning comment: A rare Japanese CPI upside surprise

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While Asian equity markets were upbeat overnight, and the ECB's announcements yesterday continue to support periphery euro area govvies, JGBs were a touch firmer despite a significant upside surprise from the latest Tokyo inflation data. 

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Morning comment: Dire Japan & France PMIs ahead of ECB

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Ahead of the latest ECB annoucnemenbts, Japan's flash manufacturing PMIs surprised significantly on the downside, as did the French services PMIs.

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Morning comment: No BoJ surprises, but trade data disappoint

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • No surprises from the BoJ, with key policy parameters left unchanged and the economic outlook downgraded. Japan's latest trade data disappointed, suggesting that net trade again subtracted from growth in Q4. 

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Morning comment: A softer market mood

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Despite a better-than-expected Korean GDP report, Asian markets extended the subdued tone seen in the euro area yesterday. Looking ahead, UK labour market figures represent the most notable new data due today. 

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