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BoJ and ECB policy meetings in focus

Chris Scicluna
Emily Nicol
  • BoJ leaves policy settings unchanged; makes predictable changes to forecasts in the revised Outlook Report
  • Focus will be on today’s ECB Governing Council meeting with Lagarde likely to keep powder dry ahead of key December policy decisions, but Spanish CPI data flags upside risks to near-term price outlook
  • UK car production the weakest in any September since 1982

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Aussie core inflation exceeds expectations

Chris Scicluna
Emily Nicol
  • Sentiment has turned slightly sour in Asia, with most bourses in the red today; Aussie bond yields jump, especially at the short end, as core inflation exceeds expectations
  • German and French consumer confidence surveys provide mixed messages, euro area bank lending expected to have remained solid in September
  • Budget and Spending Review the main focus in the UK
  • Trade, capex and inventory data to allow estimate tweaking ahead of tomorrow’s US Q3 GDP report

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Japan's trimmed mean CPI increases to a 26-month high

Chris Scicluna; Emily Nicol
  • Japan’s services PPI inflation slows to 0.9%Y/Y in September; CPI trimmed mean inflation increases 0.3ppt to a 26-month high of 0.6%Y/Y
  • ECB’s bank lending survey for Q3 and UK retail survey for October due
  • Aside from corporate earnings news, today’s US diary is highlighted by news on consumer confidence, new home sales, manufacturing activity and house prices

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ECB and BoJ announcements due on Thursday

Chris Scicluna; Emily Nicol
  • German ifo sentiment survey and US activity indices due for release today.
  • ECB and BoJ latest policy setting meetings will conclude on Thursday, although no change to policy is expected. 
  • Flash Q3 GDP data from the US (Thursday) and euro area (Friday), and October euro area inflation are due in the week ahead. 
  • UK government's Budget and Spending Review due on Wednesday. 

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BoE Chief Economist says November meeting is live for rate hike

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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