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Morning comment: BoJ after the Fed

Chris Scicluna
Mantas Vanagas
  • Markets are, to say the least, unimpressed by the Fed's announcements, with equity investors taking fright and govvies finding extra support. The BoJ, needless to say, left its policy and assessment of the outlook unchanged, but Kuroda paid lip-service to possible future easing options.   

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Morning comment: Japan trade data ahead of the Fed

Chris Scicluna
Mantas Vanagas
  • Mixed markets as investors await the Fed. In Japan, the latest trade report disappointed while the JGB market was struck by a rare bout of volatility. 

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Morning comment: Brexit, US housing market & RBA minutes

Mantas Vanagas
Emily Nicol
  • Today’s euro area data flow brings only the German Ifo survey, while the focus on the UK (depressingly) remains on Brexit. China’s government is holding its key economic conference, where it will set its key economic targets for 2019.

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The week ahead: Fed, BoJ, BoE & Brexit

Chris Scicluna
  • Asian markets were largely steady at the start of a week to be dominated by the Fed, while Brexit, the BoE and BoJ, and the regular dataflow, will provide additional distractions. 

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Morning comment: Tankan, China, French PMIs & Brexit

Chris Scicluna
Emily Nicol
  • The market mood is negative after some weak Chinese economic data, a plunge in the French PMIs and another poor showing from Theresa May in Brussels. The latest BoJ Tankan survey was, at least, broadly upbeat.