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UK GDP in the spotlight

Emily Nicol
Chris Scicluna
  • After further dovish noises from the BoE MPC this weekend, all eyes will be on the UK’s November GDP report this morning. Other highlights this week include GDP figures from Germany and China, inflation numbers from the US, Japanese machine orders, and retail sales data from the US and UK.  

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Some stronger data ahead of payrolls

Emily Nicol
Chris Scicluna
  • Ahead of the US labour market report later today, Japan’s November spending figures pointed a recovery following the pot-tax-hike plunge while the dataflow from France, the UK and Australia was a touch firmer too.

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German production provides some positivity

Emily Nicol
Chris Scicluna
  • With the crisis in the Middle East de-escalating, risk appetite returned today to Asian markets. Chinese data showed that consumer price inflation remained at a seven-year high. But while Chinese car sales were down again in December and a UK retail survey suggested the first fall in annual sales in 2019 since the early 1990s, German manufacturing output exceeded expectations.  

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Measured markets after missile strikes

Emily Nicol
Chris Scicluna
  • After a predictable initial reaction to the Iranian missile strikes against US bases in Iraq, markets regained their poise, paring equity market losses while USTs and the yen reversed their gains. The latest Japanese and Aussie data were mixed, while Germany’s factory orders data disappointed.

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No news is good news

Emily Nicol
Chris Scicluna
  • In the absence of major news from the Middle East, risk appetite returned to markets today, allowing most Asian equity indices to rebound.  The latest Japanese PMIs were downbeat, however, while Aussie job ad data also disappointed.

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