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Morning comment: Euro area CPI, UK PMIs & US payrolls

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While little domestic data, Asian equity markets had a mixed session overnight. All eyes today will be on the US payrolls report, while flash euro area inflation and the UK's composite PMI will also be noteworthy. 

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Morning comment: Fed on hold, BoE to follow suit

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After the Fed predictably reiterated its ‘patient’ stance, and Powell was seemingly less dovish that the market might have hoped, today will see the BoE also leave its policy stance unchanged while Carney might well be somewhat more hawkish than of late.

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Morning comment: FOMC, UK & Aussie PMIs & house prices

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • With many Asian and European markets closed today, focus will be on tonight's Fed policy announcement. Data-wise, following some broadly downbeat Aussie house price figures, today will bring April's UK manufacturing PMI, US manufacturing ISM and the ADP employment report.   

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Morning comment: China PMIs & euro area GDP

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Mixed markets overnight, as China’s April PMIs disappointed. Ahead of the first estimate of euro area Q1 GDP, this morning’s French figures suggested steady growth but  Spain’s beat expectations with an acceleration to a five-quarter high.

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Week ahead, w/c 29 April

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While Asian equity markets started the week on the front foot, the data focus today will be on euro area sentiment surveys which are likely to point to a further deterioration at the start of Q2. The remainder of the week will bring euro area Q1 GDP and April inflation figures, as well as the US labour market report. The Fed and BoE will also hold policy-setting meetings.  

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