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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.

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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.

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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.