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Morning comment: Japan PPI, US & UK CPI, EA IP and RBNZ

Chris Scicluna
Emily Nicol
  • Asian markets were boosted by improved prospects for the avoidance of a further US government shutdown and a de-escalation of trade-related tensions between the US and China. The conclusion of the latest RBNZ meeting, meanwhile, offered a less dovish message than markets had expected, while Japan's goods PPI surprised on the downside ahead of CPI releases from the UK and US.

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Morning comment: Japanese services, Aussie confidence & lending

Chris Scicluna
Emily Nicol
  • Market sentiment was firmer in Asia on positive news related to the US government shutdown and trade talks. Japanese services sector data were upbeat while the latest Aussie reports were a mixed bag, with improved business conditions but weaker pricing indications and a plunge in new home loans.

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The week ahead, w/c 11 Feb

Chris Scicluna
Emily Nicol
  • A busy week ahead brings further US-China trade discussions; UK-EU talks and another House of Commons debate on Brexit; data on GDP in the UK, Germany and Japan, and inflation in the US, UK and China; and the possible return of the US government shutdown.  

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Morning comment: Japanese sentiment & wages, & more from the RBA

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • A downbeat tone to Asian markets tallied with a downbeat Japanese Economy Watchers survey while the RBA offered more detail on the kind of scenarios that might prompt a rate cut this year. The latest Japanese labour earnings data broadly remained in line with the recent moderately positive trend, however, while the latest national IP reports from the euro area were a mixed bag. 

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Morning comment: Japanese consumption, German IP, Kiwi jobs, Brexit & BoE

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Some encouraging Japanese consumption data contrasted further weak German IP numbers while the latest Kiwi labour market data were a mixed bag. Looking ahead, May's Brexit talks in Brussels today will follow Corbyn's letter of offer of a deal, while the BoE's latest announcements and Inflation Report will be watched too.

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