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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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End of term report: Can Brexit make the grade?

Dharshini David
  • As Parliament breaks for the summer, the probability of “no deal” Brexit or a second referendum have risen. 
  • While a soft Brexit remains the central scenario, that will hinge on agreement on the Irish backstop arrangement

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Brexit: May takes a risky shot at goal

Dharshini David
  • UK ministers meet on Friday to consider May’s proposals for a soft Brexit.
  • It’s a risky gamble, given vociferous opposition, but with the clock ticking, it may pay off.

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