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Morning comment: Japan spending & wages, Aussie retail

Chris Scicluna
Emily Nicol
  • Ahead of the US labour market reprot, and as markets continue to adjust to a higher yield environment, BTPs are underperforming after Italy's government finally set out its detailed fiscal arithmetic. Japan's spending and labour market data, meanwhile, were a mixed bag. 

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Morning comment: UST plunge, Italian arithmetic & Aussie trade

Chris Scicluna
  • Bond yields are sharply higher following yesterday's UST correction, while Italy's long-awaited economic and financial arithmetic will be closely watched today.

Morning comment: Italian deficit & services PMIs

Chris Scicluna
Emily Nicol

Italian markets are reversing yesterday's losses after news of a slightly more coniliatory approach from the government regarding its deficit plans. Meanwhile, ahead of today's flow of  services PMIs, Japan's survey was disappointing.

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Morning comment: Japan surveys & RBA

Chris Scicluna
Emily Nicol
  • BTPs continue to suffer on Italian fiscal concerns, while the RBA offered no surprises with its latest policy announcement and Japan's latest economic surveys were underwhelming. 

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BoJ Tankan & the week ahead

Chris Scicluna
Emily Nicol
  • Markets appear upbeat on news of the United States-Mexico-Canada Agreement on trade, but BTPs remain volatile, albeit with no contagion to other euro govvie bonds. Meanwhile, the latest BoJ Tankan survey was a mixed bag, suggesting softer activity but a still-upbeat outlook for Japanese capex.

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