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Morning comment: Dire Japan & France PMIs ahead of ECB

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Ahead of the latest ECB annoucnemenbts, Japan's flash manufacturing PMIs surprised significantly on the downside, as did the French services PMIs.

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Morning comment: No BoJ surprises, but trade data disappoint

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • No surprises from the BoJ, with key policy parameters left unchanged and the economic outlook downgraded. Japan's latest trade data disappointed, suggesting that net trade again subtracted from growth in Q4. 

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Morning comment: A softer market mood

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Despite a better-than-expected Korean GDP report, Asian markets extended the subdued tone seen in the euro area yesterday. Looking ahead, UK labour market figures represent the most notable new data due today. 

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The week ahead, w/c 21 January 2019

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • While China's Q4 GDP report looked soft, Asian equity markets started the week on the front foot, perhaps buoyed by the better tone of December's activity numbers. Today brings Theresa May's latest statement on Brexit, which seems bound to be inconsequential, while later this week the BoJ and ECB will pay lip service to rising downside risks while leaving policy unchanged. 

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Morning comment: Weak Japanese CPI

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Asian markets maintained the positive market tone seen in the US yesterday, supported by decent US data and later reports of a possible constructive initiative in the US-China trade negotiations. Data-wise, however, the latest Japanese inflation figures disappointed, with a further significant retreat in price pressures towards year-end.   

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