Japan October Industrial Output +2.8% m/m (preliminary +3%) +1.4% y/y (prelim -2.6%)

Final industrial output data, Japan October 2024 +2.8% m/m +1.4% y/y Improvements from September. The preliminary readings for this was: Industrial Output +3.0% m/m (prior was +1.6%) Industrial Output -2.6%…

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Australian October business confidence 5 vs. prior -2

National Australia Bank monthly survey of business, for October 2024 Business Confidence +5, highest in nearly two years prior -2 Business Conditions +7 prior+7 — Some of the sub indexes:…

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Australian Q3 PPI +0.9% q/q (expected +0.7%)

Australia PPI (Q3) +0.9% q/q expected 0.7%, prior 1.0% For the y/y +3.9% prior +4.8% The Producer Price Index (PPI) measures a change in input prices of raw, semi-finished or…

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Wall Street Journal poll puts Trump ahead of Harris, 47 to 45

The Wall Street Journal reports its latest national survey, finding that Trump is leading Harris by 2 percentage points, 47% to 45%. The journal caveats with: within the polls’ margins…

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Morgan Stanley prefers Chinese stocks trading offshore over those listed on the mainland

Morgan Stanley has recommended that investors rethink their preference for Chinese stocks listed on the mainland in favor of those traded internationally. According to a Bloomberg (gate) report, this change…

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USD/JPY moves above 143.00

The only news of note has been the rate cut from the US Federal Open Market Committee (FOMC) on Wednesday: Just waking up? Here’s the short summary of Wednesday’s FOMC…

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“Overlooked green shoots” for China – improving growth seen ahead

In summary from analysts at Invesco Asia Trust on their outlook for China. Say that factors leading to ingrained pessimism on the economy include: faltering demand in the property market…

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Barclays forecast the next Bank of Japan rate hike in January 2025 (prior April 2025)

I posted earlier on the view from Nomura, looking for a December 2024 rate hike from the Bank of Japan, even if inflation doesn;t rise! Nomura say around 150 is…

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US Abraham Lincoln Carrier Strike Group accelerating towards Middle East

US Defense Secretary Austin spoke to his Israeli counterpart Gallant in a call Austin said he has ordered the USS Abraham Lincoln carrier strike group to accelerate its transit to…

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Bank of Japan Governor Ueda says some challenges are uniquely difficult for the Bank

Bank of Japan Governor Ueda We have made progress in moving away from zero and lifting inflation expectations, but we must now re-anchor them, this time at the 2% target…

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