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Morning comment: Euro area flash PMIs, German GDP & Brexit

Chris Scicluna
Emily Nicol
  • While Japanese markets are closed for the Labour Thanksgiving holiday, Asian markets picked up the baton of negativity from European markets yesterday. Datawise, the focus will be on euro area flash PMIs, while Brexit will remain centre stage. 

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Morning comment: Japan CPI, ECB account & Brexit

Chris Scicluna
Mantas Vanagas
  • Markets are broadly stable this morning after a more positive session yesterday and with the US closed for Thanksgiving. Japan's latest inflation data broadly met expectations while the failure of May and Juncker to reach a Brexit breakthrough yesterday evening was no show-stopper. 

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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.