Macro Data Impacting Asia 27 Nov - 6 Dec


26 Nov

This and previous notes can be found at Substack ( Asian Market Sense )
Check out ERI-C.com for  interesting research and trading analysis

Focus next week will be Friday’s US payrolls data as earnings wind down.  
The wildcard could be the impact of the new covid variant which has prompted today’s sell off in Asian markets.
PMI  data out this week will be watched closely too

Saturday 27 November
China
Industrial Profits

Monday 29 November
AUSTRALIA  Business Inventories, Company Gross Profits
JAPAN 
Retail Sales
S KOREA No data due
TAIWAN No data due
CHINA  No data due
HONG KONG No data due
EUROZONE Economic Sentiment, Consumer Confidence, Consumer Inflation Expectations, Industrial Sentiment, Selling Price Expectations, Services Sentiment.
GERMANY Inflation Rate
FRANCE No data due  
UK No data due  
US Pending Home Sales, Dallas Fed Manufacturing Index

Tuesday 30 November
AUSTRALIA  
Building Permits, Current Account, Private Sector Credit.
JAPAN Unemployment Rate, Jobs/Applications Ratio, Industrial Production, Housing Starts, Construction Orders
S KOREA Construction Output, Industrial &  Manufacturing Production, Retail Sales
TAIWAN No data due
CHINA Manufacturing, Non Manufacturing and General PMI
HONG KONG Retail Sales
EUROZONE Inflation & Core Inflation Rate
GERMANY Unemployment Rate
FRANCE Inflation Rate, GDP Growth Rate, Household Consumption, PPI,
UK No data due
US Redbook, Case-Shiller Home Price, House Price Index, Chicago PMI, Consumer Confidence, Dallas Fed Services Index, Fed Chair Powell Testimony,  API Crude Oil Stock Change.

Wednesday 1 December
AUSTRALIA  
Group Manufacturing Index, Manufacturing PMI, GDP Data (Growth Rate, Capital Expenditure, Final Consumption, Deflator)
JAPAN Capital Spending, Manufacturing PMI
S KOREA 
Balance of Trade, Exports and Imports, Manufacturing PMI
TAIWAN Manufacturing PMI
CHINA 
Caixin Manufacturing PMI
HONG KONG 
Manufacturing PMI
EUROZONE 
Manufacturing PMI, ECB Non-Monetary Meeting
GERMANY 
Manufacturing PMI, Retail Sales
FRANCE 
Manufacturing PMI, New Car Registrations
UK 
Manufacturing PMI, Nationwide Housing Prices
US MBA 30 yr Mortage Rate,  Applications, Purchase Index Refinance Index and Mortgage Market Index, ADP Employment Change, Manufacturing PMI, ISM Manufacturing Data  (PMI, Prices, New Orders, Employment) Construction Spending,   EIA Crude Oil Change Report.

Thursday 2 December
AUSTRALIA  
Balance of Trade, Exports and Imports, Home Loans, Retail Sales, Investment Lending for Homes,
JAPAN Stock & Bond Investment, Consumer Confidence,
S KOREA GDP Growth Rate, Inflation Rate
TAIWAN 
No data due  
CHINA No data due  
HONG KONG 
No data due  
EUROZONE 
ECB  General Council Meeting, Unemployment, PPI
GERMANY No data due  
FRANCE 
No data due  
UK No data due  
US Challenger Job Cuts, Jobless Initial Claims, 4 week Ave Claims, Continuing Claims, EIA Gas Stocks Change,

Friday 3 December
AUSTRALIA  
Group Construction Index, Services & Composite PMI
JAPAN Services & Composite PMI
S KOREA Foreign Exchange Reserves
TAIWAN 
GDP Growth Rate
CHINA Caixin Services & Composite PMI
HONG KONG 
PMI
EUROZONE Services & Composite PMI, Retail Sales
GERMANY 
Services & Composite PMI
FRANCE 
Services & Composite PMI,  Industrial Production, Budget Balance, Retail Sales
UK 
Services & Composite PMI
US Non Farm Payrolls, Unemployment Rate, Govt Payrolls, Ave Weekly Hours, Ave Hourly Earnings, Manufacturing Payrolls, Partication Rate, Services & Composite PMI, ISM Non-Manufacturing (PMI, Business Activity, Prices, New Orders, Employment ) Factory Orders,   Baker Hughes Rig Count  

Saturday 4  December
TAIWAN
  Foreign Exchange Reserves.

Sunday 6 December
TAIWAN
Wholesale Prices, Inflation Rate


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