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Morning comment: Euro area inflation, Chinese PMIs and Japanese data deluge

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Markets mixed ahead of the weekend Xi-Trump bilateral. Data-wise, some firmer-than-expected Japanese IP data contrasted with a weak Chinese manufacturing PMI and yet antoher drop in German retail sales.

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Morning comment: Japan retail sales, Spanish inflation

Chris Scicluna
Mantas Vanagas
  • After Jay Powell's comments provided support to investor sentiment, Japan's retail sales data surprised on the upside but Spain's inflation data were significantly weaker than expected.

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Morning comment: German confidence & Aussie construction ahead of Powell

Chris Scicluna
Mantas Vanagas
  • Markets steady despite provocative Kudlow comments, while German consumer confidence and Aussie construction data disappointed. But all eyes will be on Jay Powell later today.

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Morning comment, 27 Nov 18

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • Monday's positive tone on Wall Street followed through to many markets in Asia despite further barbs from Trump on Chinese trade policy and another inconsequential government meeting on Italian fiscal policy. 

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The week ahead, w/c 26 Nov

Chris Scicluna
Emily Nicol
Mantas Vanagas
  • An improved market tone ahead of an eventful week of monetary policy commentary, Xi-Trump talks, an Italian budget revision, more Brexit noise, and plenty of top-tier economic data.

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