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Trade talk dominates

Emily Nicol
Chris Scicluna
  • Positive mood music surrounding US-China trade gave a boost to Asian equity markets at the start of the week.

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Tax hike fails to change Japan's inflation story

Emily Nicol
Chris Scicluna
  • Japanese headline inflation was unchanged after last month’s consumption tax hike, with underlying price pressures easing further. The flash PMIs from Germany and France suggested no new momentum in the euro area economy in Q4 too.

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Japan's construction output disappoints

Emily Nicol
Chris Scicluna
  • Contrasting with stronger services and manufacturing output, Japan’s construction activity disappointed in September, falling for the fourth consecutive month and providing a drag on the economy in Q3.  

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Japan's trade data disappoint again

Chris Scicluna
Emily Nicol
  • While US-China relations weighed on market sentiment across the region, Japan’s trade data disappointed market expectations with the biggest drop in exports for three years. Aussie job vacancy figures added to the downbeat newsflow.

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The week ahead

Chris Scicluna
Emily Nicol
  • After the PBoC today cut its rate on seven-day reverse repos, this week will bring the minutes from the most recent policy setting meetings at the Fed, ECB and RBA. Data-wise, attention will be on Japanese trade and CPI figures, as well as the flash PMIs for November from the major economies.

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