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BoJ and BoE announcements in focus following the Fed

Chris Scicluna
Emily Nicol
  • Fed more positive on the economy, but signals no rate hike until at least 2024.
  • BoJ leaves policy settings unchanged, upgrades economic assessment.
  • BoE’s MPC to sit on the side-lines today ahead of unpredictable autumn.
  • Australia’s labour market strengthened in August, confounding expectations.
  • Kiwi GDP contracts at record 12.2%Q/Q pace in Q2, much less than expected earlier.

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Japanese exports continue recovery, UK inflation fell sharply

Chris Scicluna
Emily Nicol
  • Asian markets mixed as Suga retains key ministers from Abe’s cabinet and investors await the Fed.
  • Japan’s exports continue to rebound in August, imports remain soft, as BoJ meeting looms.
  • UK inflation fell sharply last month on government support for the hospitality sector.

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Chinese recovery continues, UK labour market data mixed

Chris Scicluna
Emily Nicol
  • China’s industrial activity, retail spending and capex firmer in August.
  • UK labour market data a mixed bag, but sharp jump in redundancies is on its way.
  • RBA minutes provide no hints of further easing; AUD said to be at fair value.

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Chinese inflation eases, Aussie confidence rebounds

Chris Scicluna
  • Asian stocks fell after US tech rout continued; AstraZeneca vaccine news also weighs
  • China’s CPI inflation eases in August as expected, core inflation steady at 10-year low
  • Law-breaking UK bill to be published today to have key bearing on no-deal risks
  • Australian consumer confidence rebounds in September
  • Kiwi businesses also less downbeat in September, but 3Y NZGB yield turns negative

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Japanese GDP revised down, German exports slow

Chris Scicluna
  • Japan’s business capex revised down sharply in Q2, but GDP revised down slightly
  • Japan’s consumer spending and labour incomes soft in July, sentiment weak
  • Trump continues anti-China rhetoric
  • Australian business conditions deteriorate as Victoria lockdown weighs
  • German export growth moderates at start of Q2
  • A stronger UK retail survey

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