Risk-off mode despite the Trump-Xi meeting, and ahead of US core PCE and jobs report, China PMIs, CPI in Europe, and a likely RBA hike. We offer some thoughts on the Trump-Xi summit, and preview core PCE and labor market data in the US. In Europe we discuss the latest on Germany's politics, the significance of widening long-end spreads and the upcoming CPI data. We expect an RBA hike, a pickup in China PMIs and a somewhat divergent inflation picture in Australia, Korea and Indonesia. Chapters: US: 02:34, China: 06:42, Rest of Asia: 12:31, Europe: 17:28

 

 

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