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Japan’s flash PMIs improve in October

Chris Scicluna
Emily Nicol
  • Japan's annual headline inflation positive for the first time in 13 months but the BoJ’s preferred core index down 0.5%Y/Y.
  • While BoE Chief Economist Pill said to the FT that November’s MPC meeting is “live” for a possible rate hike, UK retail sales drop in September and consumer confidence falls to 8-month low in October.
  • Australia’s composite PMI output index jumps to a 4-month high of 52.0 in October.

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BoJ says financial system maintains “stability on the whole”

Chris Scicluna
Emily Nicol
  • BoJ credit survey reports a smaller decline in business loan demand than three months ago, with an expectation of a small improvement ahead as credit conditions ease modestly.
  • UK public borrowing continued to trend well below the OBR’s forecast.
  • French business sentiment up on strong services confidence.

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UK CPI inflation edges lower on hospitality base effects

Chris Scicluna
Emily Nicol
  • Japan’s merchandise exports fell in September as virus and supply chain bottlenecks hit production in the auto sector.
  • China’s loan prime rates once again unchanged this month.
  • Germany’s PPI inflation significantly exceeds expectations again on energy pressures.

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Euro area construction set to have fallen

Chris Scicluna
Emily Nicol
  • Asian bourses mostly firmer today, led by gains in the tech-heavy markets.
  • RBA Board minutes reaffirm the Bank’s sanguine inflation outlook and thus dovish policy prescription.
  • Australian consumer confidence improves for a 6th consecutive week.

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China's GDP grows less than expected in Q3

Chris Scicluna
Emily Nicol
  • BoE Governor Bailey states on the weekend that the MPC will “have to act” to keep inflation expectations anchored; later this week inflation and flash PMI readings will take centre stage.
  • NZ’s CPI increases 2.2%Q/Q in Q3, far above the RBNZ’s forecast, lifting annual inflation to 4.9%Y/Y; services PMI rebounds to 46.9 in September as restrictions continue to weigh.

 

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