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Morning comment: Japan spending, German factory orders & RBA

Emily Nicol
Mantas Vanagas
  • A mixed reaction in Asian markets ahead of the US mid-term elections. The RBA predictably left policy unchanged, while Japan’s spending declined sharply in September and German factory orders contracted in Q3. 

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The week ahead, w/c 05 November

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • After Friday's step up in US Treasury yields, Asian equities were in retreat today. The US mid-terms and FOMC meeting take centre-stage this week while the RBA and RBNA will make policy announcements, the Brexit talks will be watched, and the dataflow includes the services PMIs, Japanese spending and machine orders, Chinese trade and inflation, German IP and euro area retail sales, Turkish inflation and UK GDP.

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Morning comment: US-China trade deal and US labour market

Mantas Vanagas
Emily Nicol
  • Following reports that Trump is prepared to sign a trade deal with China, markets are in the risk-on mode. Today’s focus will be on the US labour market data.

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Morning comment: BoE, Brexit and manufacturing PMIs

Mantas Vanagas
Emily Nicol
  • Further increase in Chinese equity prices together with Sterling appreciation set a positive tone for financial markets today. 

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Morning comment: BoJ & data deluge

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Despite weak Japanese, Chinese, German and UK data already released today, the market mood remains improved. The BoJ, meanwhile, offered few surprises in its latest policy announcement and Outlook Report.  

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