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Morning comment: Japan & Aussie surveys

Chris Scicluna
Emily Nicol
  • Asian markets had a mixed performance overnight, but European equity markets started on the front foot after Macron announced new fiscal largesse and as May flew off to the continent to seek new Brexit reassurances. 

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The week ahead, w/c 10 December 2018

Chris Scicluna
Emily Nicol
  • At the start of a week that brings important events for Brexit, an ECB policy announcement and plenty of top-tier econcomic figures, the negative market tone continues as US-China tensions appeared to intensify on the weekend, and the latest Chinese trade and Japanese GDP data disappointed expectations.   

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Morning comment: Japanese earnings, German IP & labour costs

Chris Scicluna
Emily Nicol
Mantas Vanagas

Benefting from the shift in US sentiment late yesterday, Asian markets regained poise today ahead of a busy day of political events and top-tier data. Ahead of the US payroll report, today's Japanese labour earnings data were firmer, but German IP disappointed.  

Morning comment: Reuters Tankan, German orders, Aussie trade & sales

Chris Scicluna
Mantas Vanagas
  • While Trump tried to sound more upbeat on the US-China trade war, investor risk appetite has taken a further blow from Huawei news. Datawise, the latest Japanese business survey was mixed but German factory orders provided some long-awaited good news. 

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Morning comment: Aussie GDP, services PMIs, etc.

Chris Scicluna
Mantas Vanagas
  • Asian equities unsurprisingly in retreat after yesterday's sharp pullback on Wall Street. With May's authority seemingly in tatters, Brexit will remain centre-stage in the UK. And data-wise, Aussie GDP disappointed expectations, while the flow of services PMIs looks set to be mixed. 

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