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Morning comment: Japanese survey, UKk CPI, Brexit & FOMC

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • As investors await this evening's conclusion of the FOMC meeting and associated Fed commentary, Asian equity markets put in a mixed performance. After Japan's Reuters Tankan survey disappointed, today will bring UK inflation figures, while Thereas May will request a short extension for Article 50 ahead of tomorrow's Summit. 

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Morning comment: Brexit chaos, BoJ flow of funds, RBA minutes & Aussie house prices

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While the Brexit mess deepens in the UK, today saw modest declines in most Asian equity markets and relatively stable bond markets on a light day for news from the region. But Aussie Government bonds rallied as the RBA minutes and house price data did nothing to prevent increased expectations that the next move in the cash rate is down, while the BoJ's flow of funds data shone light on its own imprint on the market ffor JGBs and T-bills as well as shifts in financial asset holdings off various sectors.  

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The week ahead, w/c 18 March

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Asian equity markets maintained a positive tone at the start of the week, while Japan's trade report largely aligned with expectations in February. Focus this week will be firmly on the FOMC (& dot-plots) announcement on Wednesday and Brexit.  

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Morning comment: BoJ & Brexit

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Asian equity markets put in a strong performance today, while the BoJ left policy unchanged and maintained a broadly upbeat economic assessment. After UK MPs voted in favour of requesting an extension of the Article 50 deadline, today will bring final euro area inflation figures and US manufacturing data.  

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Morning comment: Chinese slowdown & Brexit extension

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Sentiment in Asian markets softened today as data pointed to the worst start to the year for China’s industrial sector since 2009. Sterling firmed again this morning as UK MPs will vote today to ask Theresa May to request an Article 50 extension.  

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