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Morning comment: RBA back in neutral?

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Quiet markets overnight, except in Austalia, where further clarifications on RBA policy sent the AUD weaker and saw Aussie bonds rally. Germany's factory orders data were very much a mixed bag. 

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Morning comment: RBA not quite so dovish

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Despite a better services PMI, Japanese markets were quiet against the backdrop of national holidays across much of Asia. But despite some weak retail sales and import data, Aussie equities rallied following yesterday's Royal Commission conclusions, while the RBA gave support to the Aussie dollar and bond yields, eschewing the dovish message that many had anticipated. 

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The week ahead: RBA, BoE, etc.

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • A broadly positive tone to global markets to start the week, which brings new policy announcements from the RBA and BOE, as well as a handful of top-tier data from the major economies. 

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Morning comment: Japanese jobs, Aussie house prices, China PMI, euro CPI & US payrolls

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • A mixed showing in Asian markets as the US-China trade talks appeared to make gradual, if insubstantive, progress. Japan's labour market report was also a mixed bag, while China's Caixin PMI and Aussie house price data were weak. Euro area flash CPI, the UK manufacturing PMI and US payrolls lie ahead today.   

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Morning comment: After the Fed

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • The dovish Fed has set the tone for today's markets, despite a busy data calendar. Japan's dataflow remained consistent with a strong Q4 while China's PMIs were slightly improved. And ahead of today's euro area GDP figure, Spain's growth number beat expectations but German retail sales figures were exceptionally weak.  

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