Macro Data Impacting Asia 9- 13 Aug Earnings, Inflation, Regulation & Covid


09 Aug

This and previous notes can be found at SubStack ( Asian Market Sense )
Check out ERI-C.com for your research needs

US earning season effectively winds up this week with just 10% of companies still to report. Focus likely now to be on Inflation, Fed tapering and covid resurgence.
China regulation on E commerce and other social items still a focus. HK earnings continue with some key names on the horizon.

A number of holidays this week;
Monday Japan and Singapore,
Tuesday Malaysia,
Wednesday Indonesia
Thursday Thailand
Monday  9 August AUSTRALIA  No data due
JAPAN 
Market Closed (Mountain Day), No data due.  
S KOREA No data due  
TAIWAN Balance of Trade, Exports, Imports
CHINA Inflation and PPI  data
HONG KONG No data due  
EUROZONE No data due
GERMANY Balance of Trade, Exports, Imports and Current Account
FRANCE New Car Registrations
UK No data due  
US Consumer Inflation Expectations

Tuesday 10 August
AUSTRALIA  
New Home Sales, Business Confidence and Building Permits
JAPAN Current Account, Bank Lending, Eco Watchers Survey (Current and Outlook)
S KOREA No data due  
TAIWAN GDP Growth Rate
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 No data due
US NFIB Business Optimism Index, Unit Labour, Non Farm Productivity, Redbook, API Crude Oil Stock Change

Wednesday 11 August
AUSTRALIA  
Consumer Confidence Index and Change
JAPAN Machine Tool Orders  
S KOREA 
Unemployment Rate
TAIWAN No data due  
CHINA 
Could get Vehicle Sales, New Yuan Loans, Outstanding Loan Growth, Total Social Financing, M2 Money Supply.
HONG KONG 
No data due  
EUROZONE 
No data due  
GERMANY 
Inflation Rate
FRANCE 
No data due  
UK 
No data due  
US MBA Mortgage Applications and 30 yr Mortgage Rate, Core Inflation Rate, Inflation Rate, EIA Oil Report, Monthly Budget Statement

Thursday 12 August
AUSTRALIA  
Consumer Inflation Expectations 
JAPAN PPI 
S KOREA No data due  
TAIWAN 
No data due  
CHINA No data due  
HONG KONG 
No data due  
EUROZONE 
Industrial Production
GERMANY No data due  
FRANCE 
IEA Oil Market Report
UK Balance of Trade, Business Investment, GDP Growth Rate, Construction Output, Industrial Production, Manufacturing Production, GDP 3 Month Ave, GDP, Goods Trade Balance, Labour Productivity, Construction Orders, NIESR Monthly GDP Tracker.
US PPIInitial Claims, 4 week Average Claims, Continuing Claims, Core PPI, EIA Natural Gas Report, WASDE Report

Friday 13 August
AUSTRALIA  
No data due  
JAPAN Foreign Stock and Bond Investment
S KOREA Import and Export Prices
TAIWAN 
No data due  
CHINA FDI (YTD)
HONG KONG 
GDP Growth
EUROZONE Balance of Trade
GERMANY 
Wholesale Prices
FRANCE 
Unemployment Rate, Inflation Rate
UK 
No data due  
US Export and Import Prices, Michigan Prelim Data (Consumer Senitment, 5yr Inflation Expectations, Comsumers Expectation,  Inflation Expectations, Current Conditions) Baker Hughes Rig Count.

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