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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. 

Morning comment: ECB, EU summit & Japan spending

Chris Scicluna
  • The positive market mood has been maintained today ahead of the ECB's policy announcements and EU summit discussions on Brexit. Japan's October spending data complemented the more upbeat tone.  

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May win fails to reduce Brexit uncertainty

Chris Scicluna
  • Theresa May won the Tory Party confidence vote, but received the backing of fewer than two-thirds of her MPs.
  • So, the result highlights significant divisions within her party and fails to reduce Brexit uncertainty.
  • Nevertheless, her victory implies that there is still less support in the House of Commons for a ‘no deal’ Brexit than other Brexit scenarios.

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