MACRO DATA IMPACTING ASIA Aug 31 - 4 Sept


04 Sep

MACRO DATA IMPACTING ASIA Aug 31 - 4 Sept

Main focus this week is likely to be the US Jobs report on Friday, with 1.4m forecast. We also get employment data for Japan.
There are a number of Fed speakers which will be watched closely for more detail on the Feds new policy.
With September starting it is likely that allocators will be revising their strategies for the final quarter, so expect more rotational trading.

This week we also get PMI data for Asia, Europe and the US, along with Retail Sales for Hong Kong, Europe and the UK.

Monday 31 Aug
JAPAN Retail Sales and Industrial Production, Consumer Confidence, Housing Starts and Construction Orders
S KOREA Industrial & Manufacturing Production and Construction output
TAIWAN No data due
CHINA Manufacturing and Non Manufacturing PMIs
HONG KONG No data due
EUROZONE No data due
GERMANY Inflation Rate
FRANCE No data due
UK No data due market closed
USA Dallas Fed Manufacturing Index

Tuesday 1 Sept
JAPAN
Unemployment, Job/applications ratio, Capital Spending, Manufacturing PMI
S KOREA GDP Growth Rate, Balance fo Trade, Exports, Imports, Manufacturing PMI
TAIWAN Manufacturing PMI
CHINA Caixin Manufacturing PMI
HONG KONG Retail Sales
EUROZONE Manufacturing PMI, Flash Core Inflation Rate, Flash Inflation Rate, Unemployment Rate
GERMANY Manufacturing PMI, Unemployment Rate,
FRANCE Manufacturing PMI, New Car Registrations,
UK Manufacturing PMI, BoE Consumer Credit, Mortgage Approvals, Mortgage Lending, Net Lending to Individuals.
USA Redbook, Manufacturing PMI, ISM Manufacturing Data (New Orders, Prices, Employment and PMI) Construction Spending, API Crude Oil Stock Change, Total Vehicle Sales.

Wednesday 2 Sept
JAPAN
No data due
S KOREA Inflation Rate
TAIWAN No data due
CHINA No data due
HONG KONG No data due
EUROZONE PPI
GERMANY Retail Sales
FRANCE No data due
UK No data due but a number of BoE speakers
USA MBA Mortgage Applications and 30 year Mortgage Rate, ADP Employment Change, ISM New York, Factory Orders, EIA Oil Report, Feds Beige Book.

Thursday 3 Sept
JAPAN
Foreign Bond and Stock buying, Services and Composite PMIs
S KOREA Foreign Exchange Reserves
TAIWAN No data due
CHINA Services and Composite PMIs
HONG KONG PMI
EUROZONE Services and Composite PMIs, Retail Sales
GERMANY Services and Composite PMIs
FRANCE Services and Composite PMIs, Retail Sales
UK Services and Composite PMIs
USA Challenger Job Cuts, Balance of Trade, Exports, Imports, Unit Labour Costs, Initial Claims and 4 week ave Initial Claims, Services and Composite PMI’s, ISM Non Manufacturing Data (Business Activity, New Orders, Prices, Employment and PMI), EIA Natural Gas Report,


Friday 4 Sept
JAPAN
No data due
S KOREA Current Account
TAIWAN Foreign Exchange Reserves
CHINA No data due
HONG KONG No data due
EUROZONE Construction PMI
GERMANY Construction PMI, Factory Orders
FRANCE Current Account, Budget Balance, Construction PMI
UK Construction PMI, New Car Sales
USA Non Farm Payrolls, Unemployment Rate, Average Weekly Hours, Average Hourly Earnings, Participation Rate, Baker Hughes Total Oil Rig Count.

Comments
* The email will not be published on the website.