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Morning comment: Reuters Tankan, German orders, Aussie trade & sales

Chris Scicluna
Mantas Vanagas
  • While Trump tried to sound more upbeat on the US-China trade war, investor risk appetite has taken a further blow from Huawei news. Datawise, the latest Japanese business survey was mixed but German factory orders provided some long-awaited good news. 

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Morning comment: Aussie GDP, services PMIs, etc.

Chris Scicluna
Mantas Vanagas
  • Asian equities unsurprisingly in retreat after yesterday's sharp pullback on Wall Street. With May's authority seemingly in tatters, Brexit will remain centre-stage in the UK. And data-wise, Aussie GDP disappointed expectations, while the flow of services PMIs looks set to be mixed. 

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Morning comment: RBA on rates, ECJ on Brexit

Chris Scicluna
Mantas Vanagas
  • The feelgood from Sunday's vague US-China deal was short-lived, with Japanese equities ending their 7-day winning streak as the yen strengthened. Aussie stocks fell despite a solid readong for net trade and as the RBA left its main communication unchanged. But sterling was firmner as the ECJ opined about the process for revocation of the article 50 notice.   

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The week ahead, w/c 3 December 2018

Emily Nicol
Mantas Vanagas
  • An improved market tone was supported by positive Xi-Trump trade talks over the weekend. Brexit discussions will dominate the news flow this week, while Powell’s testimony before the Joint Economic Committee will also attract attention. The dataflow includes November’s PMIs and the US and Japanese labour market reports.

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Morning comment: Euro area inflation, Chinese PMIs and Japanese data deluge

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Markets mixed ahead of the weekend Xi-Trump bilateral. Data-wise, some firmer-than-expected Japanese IP data contrasted with a weak Chinese manufacturing PMI and yet antoher drop in German retail sales.

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