Recent Blogs




Kiwi consumer confidence rises as gathering restrictions lifted

Chris Scicluna
  • Japan’s IP beats expectations, with unemployment steady, but housing starts and construction orders data still weak.
  • Tokyo consumer prices fell in October due to lower food and energy costs.
  • Euro area Q3 GDP likely beat expectations after strong French and Spanish data.

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BoJ leaves policy setting unchanged

Chris Scicluna
  • ECB expexted to signal the likelihood of an increase in the PEPP envelope by year-end, and flag scope to increase asset purchase pace before the next meeting too.
  • BoJ leaves policy settings unchanged, lowers near-term growth & inflation forecasts.
  • UK car production drops to 25-year low in September.
  • Australian and Kiwi business confidence improves but still weak overall.

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Australian inflation remains low in Q3

Chris Scicluna
  • Australia’s CPI rebounds in Q3 but underlying inflation weak and no barrier to RBA easing.
  • French consumer sentiment only slightly softer ahead of Macron address to the nation.
  • Survey points to only modest easing of deflationary pressures on the UK high street.

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Japan's underlying inflation remains near zero in September

Chris Scicluna
  • Japan’s underlying inflation remains near zero in September.
  • China’s industrial profit growth slows in September, but off high base.
  • Aussie consumer confidence rises to a 6-month high while Melbourne restrictions lift.

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Record levels of coronavirus cases; BoJ revises down forecasts and ECB set to be dovish

Chris Scicluna
  • ECB set to be dovish this week, BoJ to revise down its forecasts.
  • Euro area and US Q3 GDP data will show vigorous rebound but doubts grow about Q4.
  • Japan’s services price data beat expectations, but underlying picture still subdued.

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