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Morning comment: Dire data from China & Japan

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • A day of disappointing Asian economic data saw China’s official PMIs weaken in February and Japan’s IP, retail spending and housing starts reports reveal a sharper-than-expected decline in activity in January. Only the Aussie capex report provided any cause for optimism.

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Morning comment: BoJ chatter, Aussie construction & Kiwi trade

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While Asian equity markets were mixed after Wall Stgreet offered little direction, chatter on BoJ policy was a preoccupation in Japan while the latest economic reports from the Antipodes disappointed.  

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Morning comment: Brexit shifts & euro surveys, ahead of Powell testimony

Chris Scicluna
Mantas Vanagas
  • Asian equities gave up some of yesterday's gains following a loss of momentum on Wall Street and amid a dearth of local economic news. The latest euro area consumer confidence readings, however, were more positive while sterling made gains ahead of Theresa May's statement, which seems set to reduce further the chances of a no-deal Brexit on 29 March.

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Week ahead, w/c 25 Feb

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • A major rally in Chinese equities to start a busy week for global economic news, following Trump's decision to delay the increase in tariffs on imports from China that had been scheduled for 1 March. 

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Morning comment: Japanese CPI & wages, German GDP & RBA signalling

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Ahead of today's Trump-Liu meeting, Asian markets were mixed. Japanese inflation and wage data were not wholly encouraging, while the RBA suggested that it's not yet completely neutral about the likely direction of rates. 

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