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Morning comment: German orders, ECB account & UK car registrations

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Whiile Chinese equities were again supported by positive trade deal headlines, European equities started the day on the backfoot after a disappoitning German orders release. Attention later today will turn to the ECB's account, while Brexit talks will be the focus in the UK. 

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Morning comment: BoJ OG, Aussie retail sales & May's U-turn

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Market sentiment has received a boost from May's Brexit U-turn and further reports of progress on the US-China trade front. While the latest Aussie retail and trade data were upbeat too, the Chinese and Japanese services PMIs were a mixed bag, although the BoJ's updated output gap estimate supported its policy narrative.

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Morning comment: Brexit shambles, Tankan prices & RBA policy

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After last night's further Brexit fiasco in the House of Commons, the news from the Asia-Pacific was more prosaic, with the BoJ Tankan of firms' price expectations predictably suggesting a slight softening, while the RBA tweaked slightly its policy statement to give itself some wriggle room ahead as the economic data evolve. 

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Week ahead, w/c 1 April

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Buoyed by China's PMIs and overlooking a downbeat Tankan, equities started the week on the front foot. A busy week ahead gets underway with flash euro inflation, US retail sales and manufacturing ISM, and the next phase of MPs indicative votes on Brexit.  

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Morning comment: Japanese IP, German retail sales & Brexit

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Risk appetite is back in Asia supported by Mnuchin's trade comments. But while Germany's retail sales figures were upbeat, the latest Japanese data were discouraging. All eyes later today will be on the House of Commons, but May is facing another large defeat. 

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