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Morning comment: Italy & Brexit

Chris Scicluna
Mantas Vanagas

A better tone to markets this morning, despite yesterday's combative report from the US Trade Representative on Chinese technology transfer and intellectual property. The Commission's opinion on Italy's revised budget plans is due this morning ahead of the latest May-Juncker bilateral on Brexit this evening.  

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Morning comment: Carney's testimony, RBA minutes

Mantas Vanagas
Chris Scicluna
  • Asian equities have followed US markets lower, with UST yields and the dollar slightly weaker too. Looking ahead, BoE Governor Carney’s parliamentary testimony today will be watched as Brexit noise persists, while US housing starts data are due. 

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The week ahead, w/c 19 November 2018

Mantas Vanagas
  • Ahead of the EU summit at the end of the week, UK politics remain in focus – Tory MPs are likely to trigger a vote of no confidence in May’s leadership, but she is likely to survive such a move.

Morning comment: UK politics remain in focus

Mantas Vanagas
Emily Nicol
  • Despite the resignations from the UK Cabinet yesterday, PM May is determined to press ahead with her deal. But while it will likely be signed off by EU leaders later this month, the deal seems unlikely to be  supported in UK parliament.

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Morning comment: Brexit in focus

Mantas Vanagas
Emily Nicol
  • The UK Cabinet approved the UK’s Brexit deal with the EU.

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