MACRO DATA IMPACTING ASIA 10 -14 August


14 Aug

MACRO DATA IMPACTING ASIA 10 -14 August

Tension between the US and China key this week with investors watching to see how China reacts to Trumps latest moves.  
Trumps move on Stimulus a slight +VE and could trigger agreement for the democrats and republicans to agree a new comprehensive Stimulus package.
Covid still overhangs the market but having less daily impact.
Earnings continue, especially in HK with Tencent, Mobile, Unicom, WH Group, Cathay and Swire, Yue Yuen, Li Ning and others

Data wise China Inflation and PPI on Monday and then later New Yuan Loans and Total Social Financing along with House Price Index, Retail Sales, Unemployment amongst others.
Japan closed Monday but Tuesday Current account and Bank Lending and PPI later in the week. S Korean Unemployment and Export/Import prices. Taiwan GDP Growth on Friday.
UK Unemployment, GDP growth, Production data.
Europe Sentiment, Wholesale Prices, Unemployment and Inflation
US Inflation and Retail sales but also PPI, Business Inventories and University of Michigan prelim data.



Monday 10 August

EARNINGS 
Marriott, Simon Property Group, Occidental Petroleum, Liberty Media, Tilray, IAC/InterActive, International Flavors and Fragrances, Canopy Growth, SeaWorld, Barrick Gold, Duke Energy, Royal Caribbean, DoYou
Hong Kong Hysan (14), Guotai Junan International (1788), Shandong Chenming Paper Holdings(1812), Lifestyle China (2136), Prudential (2378),

JAPAN Market closed
S KOREA No data due
TAIWAN No data due
CHINA Inflation and PPI
HONG KONG No data due
EUROZONE No data due
GERMANY No data due
FRANCE No data due
UK No data due
USA JOLTs Job Openings, Consumer Inflation Expectations


Tuesday 11 August

EARNINGS
SoftBank, BioNTech, Sysco, Casper Sleep, Canada Goose, Super Micro, Viavi Solutions, Vir Biotechnology.
Hong Kong WH Group (288), Giordano Int (709), China Literature (772), China Tower Corp (788), China Longyuan Power (916), Hua Hong Semiconductor (1347), Orient Securities (8018)

JAPAN Current Account, Bank Lending, Eco Watchers Survey Outlook & Current
S KOREA No data due
TAIWAN No data due
CHINA No data due
HONG KONG No data due
EUROZONE ZEW Economic Sentiment Index
GERMANY ZEW Economic Sentiment Index and Current Conditions
FRANCE No data due
UK Unemployment Rate, Average Earnings data
USA NFIB Business Optimism Index, PPI, Core PPI, Redbook, API Curde Oil Stock Change



Wednesday 12 August

EARNINGS
Cisco Systems, Lyft, Brinker International, SmileDirectClub, Fossil, Vroom, Performance Food
Hong Kong Clear Media (100), Cathay Pacific Airways (297), Rusal (486), Techtronics (669), Tencent (700), China Unicom (762), China Medical System (867), China Everbright Water (1857), Guotai Junan Securities (2611), Sun Art (6808),

JAPAN Machine Tool Orders
S KOREA Unemployment
TAIWAN No data due
CHINA Could get Vehicle Sales, FDI, New Yuan Loans, Outstanding Loan Growth, Total Social Financing, M2 Money Supply.
HONG KONG No data due
EUROZONE Industrial Production
GERMANY No data due
FRANCE No data due
UK Balance of Trade, GDP Growth Rate, GDP, Construction Output, Construction Orders, Industrial Production, Manufacturing Production, Business Investment, Labour Productivity, Goods Trade Balance, NIESR Monthly GDP Tracker.
USA MBA Mortgage Applications and 30 year Mortgage Rate, Core Inflation Rate, Inflation Rate, EIA Oil Report, WASDE Report.


Thursday 13 August

EARNINGS 
Tapestry, Applied Materials, Brookfield Asset Management, NetEase, Azek
Hong Kong Swire Pac (19 & 87), Galaxy Ent (27), CP Pokphand (43), Chinese Estates (127), China Everbright Int (257), PAX Global (327), Yue Yuen (551), Value Partners (806), Prosperity Reit (808), Convenience Retail Asia (831), China Mobile (941), Lenovo (992), Towngas China (1083), Ausnutria Dairy (1717), Swire Property (1972), Li Ning (2331), WuXi AppTec Co (2359), BOC Aviation (2588), Beijing Tong Ren Tang (3613), Pou Sheng (3813),

JAPAN PPI
S KOREA No data due
TAIWAN No data due
CHINA No data due
HONG KONG No data due
EUROZONE No data due
GERMANY Wholesale Prices, Inflation Rate
FRANCE Unemployment Rate, IEA Oil Report
UK No data due
USA Export Prices, Import Prices, Initial Claims, 4 week average Claims, EIA Gas Report,


Friday 14 August
EARNINGS Hong Kong
Wanda Hotel Development (169), Goldlion (533), Wynn Macau (1128), Sands China (1928), China Gold Int (2099), Aoyuan Healthy Life Group (3662), China Aoyuan Group (3883).

JAPAN Foreign Bond and Stock Investment, Tertiary Index
S KOREA Export and Import Prices
TAIWAN GDP Growth Rate
CHINA House Price Index, NBSPress Conference, Fixed Asset Investment (YTD), Industrial Production, Retail Sales, Unemployment Rate
HONG KONG GDP Growth Rate
EUROZONE GDP Growth Rate, Balance of Trade, Employment Change
GERMANY No data due
FRANCE Inflation Rate
UK No data due
USA Retail Sales Data, Unit Labour Costs, Non Farm Productivity, Industrial Production, Manufacturing Production, Capacity Utilisation, Business Inventories, University of Michigan Aug Data Prelim (Current Conditions, Inflation Expectations, 5 year Inflation Expectations, Consumer Sentiment, Consumer Expectations), Baker Hughes Total Oil Rig Count.

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