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Morning comment: Japanese IP drops again

Chris Scicluna
Emily Nicol
Mantas Vanagas

Ahead of the extended Golden Week holidays, a deluge of Japanese data saw industrial production disappoint again, confirming the biggest quarterly drop in output since the last consumption tax hike.  

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Morning comment: BoJ & UK politics

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Japanese equities reacted positively to the conclusion of the BoJ's Policy Board meeting, which made a number of tweaks to its policy framework to enhance its sustainability.  

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Morning comment: Japan activity, Aussie CPI & euro area surveys

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Among mixed Asian markets, Aussie equities and bonds rallied following a soft Q1 CPI report that raised expectations of a rate cut next month. Japan's all industry actiivty was weaker in February, while the German Ifo was likely to point to subdued conditions at the start of Q2. 

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Morning comment: Japanese inflation & final wages, EA consumer confidence

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Asian equity markets had a mixed performance today, while Japan's TOPIX largely ignored a disappointing outcome from revised labour earnings figures out of Japan. Today will bring the Commission's flash consumer confidence indicator for the euro area and US new home sales figures. 

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Morning comment: US & UK retail sales, euro area PMIs

Mantas Vanagas
Emily Nicol
  • Asian equity markets declined, but the Australian ASX 200 posted a small increase following the announcement of Aussia labour market figures. 

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