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May confidence vote: Update

Chris Scicluna
  • Victory for May this evening won't represent a ringing endorsement for the PM, but will likely highlight the lack of support for a no-deal Brexit.

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Morning comment: May vote & Japan orders

Chris Scicluna
  • While the Conservative Party will hold a confidence vote in Theresa May's leadership this evening, a risk-on mood has returned to markets on the back of US-China trade optimism.

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Morning comment: Japan & Aussie surveys

Chris Scicluna
Emily Nicol
  • Asian markets had a mixed performance overnight, but European equity markets started on the front foot after Macron announced new fiscal largesse and as May flew off to the continent to seek new Brexit reassurances. 

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The week ahead, w/c 10 December 2018

Chris Scicluna
Emily Nicol
  • At the start of a week that brings important events for Brexit, an ECB policy announcement and plenty of top-tier econcomic figures, the negative market tone continues as US-China tensions appeared to intensify on the weekend, and the latest Chinese trade and Japanese GDP data disappointed expectations.   

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Morning comment: Japanese earnings, German IP & labour costs

Chris Scicluna
Emily Nicol
Mantas Vanagas

Benefting from the shift in US sentiment late yesterday, Asian markets regained poise today ahead of a busy day of political events and top-tier data. Ahead of the US payroll report, today's Japanese labour earnings data were firmer, but German IP disappointed.