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Morning comment: RBA on rates, ECJ on Brexit

Chris Scicluna
Mantas Vanagas
  • The feelgood from Sunday's vague US-China deal was short-lived, with Japanese equities ending their 7-day winning streak as the yen strengthened. Aussie stocks fell despite a solid readong for net trade and as the RBA left its main communication unchanged. But sterling was firmner as the ECJ opined about the process for revocation of the article 50 notice.   

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The week ahead, w/c 3 December 2018

Emily Nicol
Mantas Vanagas
  • An improved market tone was supported by positive Xi-Trump trade talks over the weekend. Brexit discussions will dominate the news flow this week, while Powell’s testimony before the Joint Economic Committee will also attract attention. The dataflow includes November’s PMIs and the US and Japanese labour market reports.

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Morning comment: Euro area inflation, Chinese PMIs and Japanese data deluge

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Markets mixed ahead of the weekend Xi-Trump bilateral. Data-wise, some firmer-than-expected Japanese IP data contrasted with a weak Chinese manufacturing PMI and yet antoher drop in German retail sales.

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Morning comment: Japan retail sales, Spanish inflation

Chris Scicluna
Mantas Vanagas
  • After Jay Powell's comments provided support to investor sentiment, Japan's retail sales data surprised on the upside but Spain's inflation data were significantly weaker than expected.

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Morning comment: German confidence & Aussie construction ahead of Powell

Chris Scicluna
Mantas Vanagas
  • Markets steady despite provocative Kudlow comments, while German consumer confidence and Aussie construction data disappointed. But all eyes will be on Jay Powell later today.

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