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Morning comment: Japanese consumption, German IP, Kiwi jobs, Brexit & BoE

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Some encouraging Japanese consumption data contrasted further weak German IP numbers while the latest Kiwi labour market data were a mixed bag. Looking ahead, May's Brexit talks in Brussels today will follow Corbyn's letter of offer of a deal, while the BoE's latest announcements and Inflation Report will be watched too.

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Morning comment: RBA back in neutral?

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Quiet markets overnight, except in Austalia, where further clarifications on RBA policy sent the AUD weaker and saw Aussie bonds rally. Germany's factory orders data were very much a mixed bag. 

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Morning comment: RBA not quite so dovish

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Despite a better services PMI, Japanese markets were quiet against the backdrop of national holidays across much of Asia. But despite some weak retail sales and import data, Aussie equities rallied following yesterday's Royal Commission conclusions, while the RBA gave support to the Aussie dollar and bond yields, eschewing the dovish message that many had anticipated. 

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The week ahead: RBA, BoE, etc.

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • A broadly positive tone to global markets to start the week, which brings new policy announcements from the RBA and BOE, as well as a handful of top-tier data from the major economies. 

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Morning comment: Japanese jobs, Aussie house prices, China PMI, euro CPI & US payrolls

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • A mixed showing in Asian markets as the US-China trade talks appeared to make gradual, if insubstantive, progress. Japan's labour market report was also a mixed bag, while China's Caixin PMI and Aussie house price data were weak. Euro area flash CPI, the UK manufacturing PMI and US payrolls lie ahead today.   

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