Recent Blogs

FILTER POSTS

Category

Archive

The week ahead, w/c 13 May

Chris Scicluna
Mantas Vanagas
  • With the weekend bringing recriminations rather than reconciliation in the US-China trade war, Friday’s better tone to equities has proved to be short-lived with equity indices in the Asia-Pacific closing lower and major government bond yields down too. Some weak Japanese economic data compounded the negative mood. The coming week will bring plenty of top-tier economic figures from the US, China and Europe, and ongoing political noise, not least from the UK.

Categories : 

Morning comment: Trump ups tariffs while Japanese wages wilt

Chris Scicluna
Mantas Vanagas
  • Asian markets took in their stride the decision of the US to follow through on threats to hike tariffs on imports from China, while some very weak wage data out of Japan were matched by some improved figures for household spending.   

Categories : 

Morning comment: Japanese confidence, Chinese inflation & credit

Chris Scicluna
Mantas Vanagas
  • With trade-war fears reinforced by Trump’s latest pugnacious exhortations, risk appetite remains in short supply, and not boosted overnight by some downbeat data out of China and Japan.

Categories : 

Morning comment: Japan PMI, China trade, German IP & UK politics

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • The negative tone from European and US equity markets persisted in Asia today, as  Chinese trade figures reported weaker exports and Japan's services PMI edged lower. German IP surprised on the upside, but political dysfunction will continue to dominate in the UK.

Categories : 

Morning comment: RBA, Japan PMI & German factory orders

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While Asian markets were mixed overnight, Aussie bond yields rose after the RBA decided not to ease policy this month. While Japan's final manufacturing PMI was more positive, the latest German factory orders data disappointed.  

Categories :