Macro Data Impacting Asia 24 - 30 January


25 Jan

US a big week ahead for earnings with over 100 companies reporting and for data we also get Q4 GDP and a Fed meeting (no change expected  but watch for comments on the new administration). We also get Durable goods and personal income and spending and the PCE deflator which the Fed watches closely.  Trump’s impeachment to start Monday likely a small distraction for most.

In Asia Japan: Key data BoJ minutes, Retail Sales, Jobs, Tokyo CPI and Consumer Confidence.S Korea: GDP Growth Rate, Consumer & Business Confidence, Retail Sales, Manufacturing & Industrial Production.Taiwan: Industrial Productions and Retail Sales on Monday and Consumer Confidence on Friday.China: Industrial Profits and then on Sunday Manufacturing and Non Manufacturing PMI.Hong Kong: Balance of Trade and GDP.

For Europe Eurozone: Sentiment data, Loans data, Germany: Ifo data, Inflation, Unemployment, Import Prices and GDP Growth rateFrance: Unemployment, GDP,  Household Consumption and PPIUK: Unemployment.

Monday 24 January 2021 
JAPAN No data due
S KOREA No data due
TAIWAN Industrial Production, Retail Sales, M2 Money Supply
CHINA  No data due
HONG KONG  No data due
EUROZONE  No data due but a number of ECB speeches
GERMANY Ifo Business Climate, Current Conditions and Expectations FRANCE  No data due
UK  No data due
US  Chicago Fed National Activity Index, Dallas Manufacturing Index
Earnings : Kimberly-Clark, Yamana Gold, Steel Dynamics

Tuesday 25 January 2021
JAPAN  BoJ Monetary Policy Meeting Minutes
S KOREA GDP Growth Rate
TAIWAN  No data due
CHINA  No data due
HONG KONG Balance of Trade, Export, Import
EUROZONE  No data due
GERMANY  No data due
FRANCE  No data due
UK Unemployment Data, CBI Distributive Trades
US FOMC meeting starts, IMF World Economic Outlook, Redbook, Case Schiller Home Prices, House Price Index, CB Consumer Confidence, Richmond Fed Manufacturing Index, API Crude Oil Stock Change.
Earnings: Microsoft, 3M, Johnson & Johnson, American Express, Starbucks, Raytheon, Verizon, Texas Instruments, Lockheed Martin, UBS, D.R. Horton, General Electric, Novartis, UBS, Freeport-McMoRan, Paccar, Capital One, Advanced Micro Devices

Wednesday 26 January 2021
JAPAN Leading Economic Index and Coincident Index
S KOREA Consumer Confidence
TAIWAN  No data due
CHINA Industrial Profits
HONG KONG  No data due
EUROZONE  No data due
GERMANY Consumer Confidence
FRANCE Consumer Confidence, Unemployment Benefits and Jobseekers Total.
UK No data due
US MBA Mortgage Applications & 30 yr Mortgage Rate, Durable Goods, EIA Oil Stocks report. FOMC Rate Decision and Press Conference.
Earnings: Facebook, Apple, Tesla, AT&T, Boeing, General Dynamics, Whirlpool, Norfolk Southern, Blackstone, Nasdaq, Anthem, Abbott Labs, Textron, Corning, Hess, VF Corp, Samsung, Teradyne, Canadian Pacific Railway, Raymond James, Levi Strauss

Thursday 27 January 2021
JAPAN Retail Sales, Foreign Stock and Bond Investment
S KOREA Business Confidence
TAIWAN No data due
CHINA No data due
HONG KONG No data due
EUROZONE  Sentiment (Economic, Industrial and Services) Consumer Confidence & Inflation Expectations.
GERMANY Inflation Rate
FRANCE No data due
UK No data due
US GDP Price Index & Growth Rate, Initial Claims, 4 week Ave Claims, Continuing Claims, Goods Trade Balance, Wholesale Inventories, PCE Prices, Core PCE, New Home Sales, CB Leading Index, EIA Gas Stock Change, Kansas Fed Manufacturing Report.
Earnings: McDonald’s, Dow, Visa, Mondelez, Northrop Grumman, Comcast, Mastercard, PulteGroup, Southwest Air, Altria, American Airlines, JetBlue, T.Rowe Price, McCormick, Brunswick, Marsh and McLennan, Sherwin-Williams, Stanley Black and Decker, Canon, Valero Energy, Beazer Homes

Friday 28 January 2021
JAPAN Unemployment Rate, Jobs/Application ratio, Tokyo Core CPI, Industrial Production, BoJ Summary of Options, Consumer Confidence, Housing Starts, Construction Orders.
S KOREA Industrial Production, Retail Sales, Manufacturing Production, Construction Output
TAIWAN Consumer ConfidenceGDP Growth Rate
CHINA No data due
HONG KONG GDP Growth Rate
EUROZONE Loans to Households & Companies, M3 Money Supply
GERMANY Unemployment Rate & Change, Import Prices,
FRANCE GDP Growth Rate, Household Consumption, PPI
UK Nationwide Housing Prices,
US Personal Income & Spending, Employment Cost Data (Wages, Benefits and Index), PCE Price Index, Core PCE Price Index, Chicago PMI, Pending Home Sales, Michigan Data (Current Conditions, Consumer Expectations, 5 year Inflation Expectations, Consumer Sentiment, Inflation Expectations), Baker Hughes Rig Data.Earnings: Chevron, Caterpillar, Colgate-Palmolive, SAP, Eli Lilly, Honeywell, Weyerhaeuser, Synchrony Financial, Booz Allen, LyondellBasell, Church and Dwight.

Sunday 30 December 2021
CHINA NBS Manufacturing and Non Manufacturing PMI

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