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Power to the Populists

Emily Nicol
Chris Scicluna
  • Financial markets are back in risk-on mode, thanks to the actions of Trump and Johnson. More prosaically, Japan’s Q4 Tankan was a mixed bag, with good news on capex offsetting a signal of near-term economic weakness.

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Lagarde on the oche

Emily Nicol
Chris Scicluna
  • After Jay Powell yesterday set out the Fed’s stall, Christine Lagarde takes her turn in the spotlight today. But don’t expect a new message on ECB policy. Datawise, Japan’s domestic private machine orders were weaker than expected, but there was better news in terms of demand from the public sector and overseas.

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Monetary policy and politics in focus

Emily Nicol
Chris Scicluna
  • A busy week for economic and political news from the major economies will bring the latest policy announcements and updated economic forecasts from the Fed and ECB. Meanwhile, the UK’s General Election looks set to deliver a parliamentary majority for current PM Johnson.

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Japanese spending slumps, but wages trending higher

Emily Nicol
Chris Scicluna
  • Japan’s consumption-related releases suggest a particularly sharp slump in spending at the start of Q4, as the impact October’s tax hike and Super Typhoon weighed. And so the government today maintained its view of conditions as worsening.

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Abe stimulus less than meets the eye

Emily Nicol
Chris Scicluna
  • After much speculation, Abe unveiled his latest plans for fiscal stimulus. While the eye-catching headline figures provide a misleading picture, the package should ensure that public spending will provide the principal source of Japanese economic growth in the coming year.

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