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Japan's trade surplus widens in November; French retail sales fall

Chris Scicluna
  • Japan’s trade surplus widens as forecast in November; both exports and imports weaker than expected but BoJ estimates point to further growth in real terms.
  • Japanese PMIs mixed in December – manufacturing PMI firms, but services PMI falls.
  • UK inflation surprises significantly on the downside.
  • French retail sales down by about one quarter last month.

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UK redundancies at record high

Chris Scicluna
  • China’s key activity indicators for November strengthen.
  • UK redundancies at record high despite extension of Job Retention Scheme.
  • RBA minutes contain no surprises; Aussie consumer confidence and payrolls lift.
  • NZ’s Westpac consumer confidence index lifts to 12-month high in Q4.

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Hopes for US fiscal stimulus and a breaking of Brexit trade deal deadlock

Chris Scicluna

Overview:

  • Equity markets reopen with slight upward bias in Asia on hopes for US fiscal stimulus, breaking of Brexit trade deal deadlock and as BoJ Tankan survey points to improved business conditions.
  • Japan’s Q4 GDP arithmetic off to a good start with manufacturing and services activity up in October.
  • China’s new home prices edge higher.

 

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UK GDP up in October despite the burgeoning 2nd wave of Covid

Chris Scicluna
  • ECB set to extend PEPP purchases and TLTROs: but for how long and by how much?
  • Japan’s MoF Business Outlook Survey points to lift in next week’s key Tankan.
  • Japan’s goods PPI flat in November, Tokyo office vacancies rise to 5-year high.

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Japan’s core machine orders rebound, while China’s CPI falls

Chris Scicluna
  • Japan’s core machine orders rebound at a record rate in October.
  • China’s CPI falls 0.5%Y/Y in November as pork prices drop again, raw materials lift PPI.
  • German exports continue to outpace imports pushing surplus to largest since February.

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