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Bund yields hit new record low

Chris Scicluna
  • Risk appetite was in short supply in Asia, and European markets followed suit, with 10Y Bund yields down to a new record low despite an improved French business survey.

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The week ahead

Chris Scicluna
  • Asian markets had a relatively quiet start to the week, in which attention will focus on the Trump-Xi bilateral in the margins of the Osaka G20. But some top-tier ecomomic data are due too, largely from mid-week on.

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Japanese data disappoint

Chris Scicluna
  • While markets reacted to news that Donald Trump has flip-flopped over whether to launch a militaryt strike on Iran, Japan's data disappointed, with declines in inflation and the flash manufacturing PMI. 

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Kuroda signals yield shift after Fed pivot

Chris Scicluna
  • After the Fed largely validated recent market shifts, Kuroda suggested that changes might soon be afoot at the BOJ, even as it left policy unchanged today.
  • The BoE will probably leave its own guidance unchanged today, but an ECB rate cut in September now looks highly likely. 

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Awaiting the Fed

Chris Scicluna

Despite a very weak Japanese trade report, Asian equity markets followed those in Europe and the US with solid gains. 

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