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Week ahead, w/c 1 April

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Buoyed by China's PMIs and overlooking a downbeat Tankan, equities started the week on the front foot. A busy week ahead gets underway with flash euro inflation, US retail sales and manufacturing ISM, and the next phase of MPs indicative votes on Brexit.  

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Morning comment: Japanese IP, German retail sales & Brexit

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Risk appetite is back in Asia supported by Mnuchin's trade comments. But while Germany's retail sales figures were upbeat, the latest Japanese data were discouraging. All eyes later today will be on the House of Commons, but May is facing another large defeat. 

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Morning comment: Brexit, euro area & NZ confidence surveys

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Asian markets made losses today, after US and European bond markets rallied on the back of more dovish tones. After UK MPs failed to reach a majority on the indicatives votes, Brexit will continue to dominate the newsflow.  

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Morning comment: Brexit & RBNZ

Chris Scicluna
Emily Nicol & Mantas Vanagas
  • Asian equities put in a mixed performance today, while in New Zealand 10Y bond yields fell to a record low as the RBNZ adopted a much more dovish tone. Focus in the UK will be on MPs on the first round of indicative votes on various Brexit scenarios.  

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Morning comment: More euro area surveys & further humiliation for May

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After a further humiliation for Theresa May last night, Asian markets put in an improved performance today, while the latest German and French sentiment surveys remained consistent with ongoing economic growth. 

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