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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.  

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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. 

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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.

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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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