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Morning comment: Eyes on the ECB

Chris Scicluna
  • After Wall Street yesterday hit the skids, there was inevitably follow through to Asian markets overnight. And with financial conditions having tightened on global events and Italian fiscal irresponsibility, and euro area economic data surprising once again on the downside, all eyes will be on Draghi this afternoon as the ECB's policy meeting concludes.  

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Morning comment: October flash PMIs

Chris Scicluna
Mantas Vanagas
  • Asian markets continued to struggle to regain poise after yesterday’s volatility in the US and Europe. But ahead of the euro area flash PMIs, Japan’s manufacturing survey provided a welcome upside surprise.

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Morning comment: Italy, Brexit & Japanese

Chris Scicluna
Mantas Vanagas
  • Asian stocks went sharply into reverse after yesterday's gains saw no follow-through in Europe and the US. And BTP spreads are wider yet again today with the European Commission set to consider its response to the Italian government's refusal yesterday to amend its fiscal plans. 

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Week ahead, w/c 22 October

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Chinese equities are on fire thanks to government talk of stimulus, while BTPs have gained on ratings news as the Italian government prepares its response to the Commission. The latest BoJ financial system report, Aussie politics and Brexit are also in the spotlight.

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Morning comment: China GDP, Japan CPI, etc.

Chris Scicluna
Mantas Vanagas
  • A better day for Chinese markets despite some weaker-than-consensus GDP and IP data, while Japan's CPI report broadly met expectations. BTPs remain in the firing line after the Commission basically just told it like it is about the rule-breaking Italian fiscal plans.

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