Recent Blogs

FILTER POSTS

Category

Archive

Morning comment: Japan & Aussie data, ECB preview

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Asian equity markets edged lower today while Japan's coincident index signalled a possible turning point to the worse at the start of 2019. Focus now turns to the conclusion of the ECB policy meeting, where downwards revisions to its economic forecasts are inevitable and confirmation of future TLTROs are also likely.  

Categories : 

Morning comment: Aussie GDP disappoints

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • ACGBs rallied as Aussie GDP disappointed even the markets' downgraded expectations. Elsewhere, markets were mixed with little substantive news to give direction.

Categories : 

Morning comment: A mixed bag of data from Japan, China & Australia

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While Chinese stocks benefited from announcements of modest fiscal stimulus, Japanese markets were weaker despite a better services PMI survey. Ahead of today's European services PMIs, the latest UK retail survey was weak, as was the latest batch of Aussie trade data.  

Categories : 

Week ahead, w/c 04 March

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Asian equity markets started the week on the front foot as comments surrounding the US-China trade deal remained positive. An eventful week brings the latest ECB and RBA policy announcements, US payrolls, various European sentiment surveys, Japanese and Aussie GDP reports & Chinese trade figures. 

Categories : 

Morning comment: Disappointing Japanese data, Chinese & Europen PMIs

Emily Nicol
  • Asian equities gained on the back of more positive noise surrounding the China-US trade deal and an unexpected pickup in the Chinese Caixin manufacturing PMI. The latest Japanese data, however, largely disappointed pointing to weak GDP growth in Q1.

Categories :