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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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Japanese data disappoint

Chris Scicluna
  • While markets reacted to news that Donald Trump has flip-flopped over whether to launch a militaryt strike on Iran, Japan's data disappointed, with declines in inflation and the flash manufacturing PMI. 

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Kuroda signals yield shift after Fed pivot

Chris Scicluna
  • After the Fed largely validated recent market shifts, Kuroda suggested that changes might soon be afoot at the BOJ, even as it left policy unchanged today.
  • The BoE will probably leave its own guidance unchanged today, but an ECB rate cut in September now looks highly likely. 

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Awaiting the Fed

Chris Scicluna

Despite a very weak Japanese trade report, Asian equity markets followed those in Europe and the US with solid gains. 

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Draghi's turn in the spotlight

Chris Scicluna

After today's RBA minutes flagged the strong likelihood of further rate cuts by the RBA over coming quarters, this morning attention shifts to the ECB with Mario Draghi set to strike a dovish pose at the Sintra Forum. 

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