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Morning comment: German IP & Japan Confidence

Chris Scicluna
Mantas Vanagas
Emily Nicol
  • Despite further gains yesterday in US equities, today's Asian markets were mixed while Germany's IP data seriously disappointed. 

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The week ahead, w/c 7 January 2019

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • The market mood in Asia was unsurprisingly more upbeat after Friday's events in the US. The euro area dataflow started the week with a mixed bag of results from Germany, however, while Japan's latest services survey was weaker than of late.  

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Morning comment: Asian PMIs, Euro CPI, US jobs

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After yesterday's torrid time in the US, Japanese markets reopened for the year with equities significantly weaker and 10Y JGB yields firmly in negative territory. But news on trade talks gave a boost to Chinese markets, which should follow through to Western markets today. Euro area inflation, the UK services PMI and US johbs report take centre-stage on a busy day for new economic data. 

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Morning comment: Japan CPI, France & UK confidence

Chris Scicluna
Mantas Vanagas
  • The market mood remains downbeat. And downside surprises to Japanese inflation and further deteriorations in French and UK economic sentiment surveys simply reinforced the negativity. 

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Morning comment: BoJ after the Fed

Chris Scicluna
Mantas Vanagas
  • Markets are, to say the least, unimpressed by the Fed's announcements, with equity investors taking fright and govvies finding extra support. The BoJ, needless to say, left its policy and assessment of the outlook unchanged, but Kuroda paid lip-service to possible future easing options.   

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