Recent Blogs

FILTER POSTS

Category

Archive

The week ahead: Brexit, Japan inflation, China GDP

Chris Scicluna
Emily Nicol
  • Judging by how the major markets have re-opened in Asia this week, investors are sceptical that Friday’s rally on Wall Street can be sustained. Meanwhile, Brexit will dominate attention in the UK, while a busy week for economic data includes Japanese inflation, Chinese GDP, and, today, US retail sales. 

Categories : 

Morning comment: China trade & Japan services

Chris Scicluna
Emily Nicol
  • The market tone improves at last thanks not least to China’s trade report, but Japan’s tertiary activity data add to evidence of a soft Q3 for GDP.

Categories : 

Morning comment: Japan consumption, ECB account, US CPI & UK house prices

Emily Nicol
  • Equity markets have turned decidedly negative over recent days, while President Trump continued to critisise the Fed's recent tightening. Data-wise, Japan's consumer spending appears on track to decline in Q3, while a UK house price survey signalled further weakness ahead. 

Categories : 

Morning comment: Japan orders, French IP & UK monthly GDP

Emily NIcol
  • A mixed performance in equity markets overnight, while Japanese orders surprised on the upside. Meanwhile, ahead of today’s flow of UK top-tier data, reports suggested some progress on the Brexit negotiations.

Categories : 

Morning comment: Japan & Aussie business surveys, German trade

Emily Nicol
Chris Scicluna
  • Equity markets had a mixed session overnight, while business surveys out of Japan and Australia signalled steady conditions, although German trade figures and a UK retail survey disappointed.

Categories :