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Morning comment: Japan consumption, ECB account, US CPI & UK house prices

Emily Nicol
  • Equity markets have turned decidedly negative over recent days, while President Trump continued to critisise the Fed's recent tightening. Data-wise, Japan's consumer spending appears on track to decline in Q3, while a UK house price survey signalled further weakness ahead. 

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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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