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Week ahead, w/c 8 October

Chris Scicluna
Emily Nicol
  • With UST yields at new highs on Friday, Chinese markets playing catchup after last week's holiday and Italy's government in no mood to compromise risk appetite is firmly in reverse this morning despite the PBOC's weekend RRR cut. 

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Morning comment: Japan spending & wages, Aussie retail

Chris Scicluna
Emily Nicol
  • Ahead of the US labour market reprot, and as markets continue to adjust to a higher yield environment, BTPs are underperforming after Italy's government finally set out its detailed fiscal arithmetic. Japan's spending and labour market data, meanwhile, were a mixed bag. 

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Morning comment: UST plunge, Italian arithmetic & Aussie trade

Chris Scicluna
  • Bond yields are sharply higher following yesterday's UST correction, while Italy's long-awaited economic and financial arithmetic will be closely watched today.

Morning comment: Italian deficit & services PMIs

Chris Scicluna
Emily Nicol

Italian markets are reversing yesterday's losses after news of a slightly more coniliatory approach from the government regarding its deficit plans. Meanwhile, ahead of today's flow of  services PMIs, Japan's survey was disappointing.

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Morning comment: Japan surveys & RBA

Chris Scicluna
Emily Nicol
  • BTPs continue to suffer on Italian fiscal concerns, while the RBA offered no surprises with its latest policy announcement and Japan's latest economic surveys were underwhelming. 

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