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Sterling slides and Gilts rally as tabloids suggest Johnson ready to quit Brexit talks

Chris Scicluna
  • Japanese consumption up again & leading index at 16-month high ahead of 3rd supplementary budget.
  • China’s trade surplus hits record high as exports surge but imports remain subdued.
  • German IP surges at start of Q4 but might be sufficient to offset services weakness.

 

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German factory orders surge in October back above pre-pandemic level

Chris Scicluna
  • Australian retail sales rebound, driven by easing of restrictions in Melbourne.
  • German factory orders surge above pre-pandemic level.
  • Kiwi construction activity jumps 34.6%Q/Q in Q3 as lockdown ends.

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Japan’s services and composite PMIs revised higher

Chris Scicluna
  • Japan’s services and composite PMIs revised higher, wiping out declines in flash report.
  • BoJ reportedly considering extending business support policies at this month’s meeting.
  • China’s Caixin services PMI surprises to upside; composite PMI highest since March 2010.

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German retail sales rebound in October, beating expectations

Chris Scicluna
  • Japanese consumer confidence little changed at subdued level in November.
  • Australian GDP rebounds 3.3%Q/Q in Q3, above market consensus.
  • UK shop price survey reports steeper price deflation on the high street.

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China’s Caixin manufacturing PMI jumps to ten-year high

Chris Scicluna
  • Japan’s business capex falls just 1.2%Q/Q in Q3; manufacturing PMI revised up to a 15-month high; jobless rate nudges up to 3.1%.
  • China’s Caixin manufacturing PMI jumps 1.3pts to 54.9.
  • Net exports subtract 2% from Aussie GDP growth in Q3, public consumption to add. 0.3%; dwelling approvals surprise to upside again and house price inflation picks up.

 

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