MACRO DATA IMPACTING ASIA Feb 7 - 12 February


07 Feb

Lunar New Year holidays make for a shortened trading week
Holidays this week
Japan closed Thursday for National Foundation Day
S Korea closed on Thursday and Friday re-opens Monday 15 February
Taiwan closed Monday re-opens 17 February
China closed from Thursday and re-opens Thursday 18 February
Hong Kong closed Friday and re-opens Tuesday 16 February
Singapore closed Friday re-opens Monday 15 February

Earnings continue, along with the passage of the US stimulus plan. Data is quite light; US CPI data (Wednesday) along with Powell speaking to the Economic club of New York also on Wednesday, with Michigan prelim data. Chinese Inflation data, German Trade and Inflation data, UK GDP and Trade data.

Sunday 7 February
China
Foreign Exchange Reserves Jan $3.211tn vs 3.217bn (F/cast was 3.2tn)

Monday 8 February
JAPAN Current Account, Bank Lending, Eco Watchers (Current & Outlook)
S KOREA Balance of Trade, Export and Import
TAIWAN Market Closed. Balance of Trade, Export and Import
CHINA No data due
HONG KONG No data due
EUROZONE No data due
GERMANY Industrial Production
FRANCE No data due
UK No data due
US Consumer Inflation Expectations
Earnings: Hasbro, KKR, Loews Corp., Softbank, Dun and Bradstreet, Take Two Interactive, Nuance, Leggett and Platt, Simon Property Group

Tuesday 9 February
JAPAN Average Cash Earnings Machine Tool Orders
S KOREA No data due
TAIWAN Market Closed 
CHINA No data due
HONG KONG No data due
EUROZONE No data due
GERMANY Balance of Trade, Exports, Imports, Current Account
FRANCE No data due
UK No data due
US Jolts Job Openings, WASDE Report, API Crude Oil Stock Change Report.
Earnings: Cisco, Twitter, Lyft, Dupont, Mattel, Honda, Nissan, Centene, Hanesbrands, Canopy Growth, Martin Marietta Materials, Masco, Sealed Air, S&P Global, Hains Celestial , Fox Corp, Akamai, Owens-Illinois

Wednesday 10 February 
JAPAN PPI
S KOREA Unemployment
TAIWAN Market Closed 
CHINA 
Inflation Rate, PPI
HONG KONG 
No data due
EUROZONE 
No data due
GERMANY 
Inflation Rate
FRANCE Industrial Production
UK No data due
US MBA Mortgage Applications and 30 year Mortgage Rate, Inflation Rate, Wholesale Inventories, EIA Crude Oil Stocks Change Report, US Budget Plan, Monthly Budget Statement, Powells speech to Economic club of New York.
Earnings: Coca-Cola, General Motors, Uber, Zillow, Under Armour, Cerner, Zynga, iRobot, MGM Resorts, Spirit Airlines, Lumen Technologies, Molina Healthcare, O’Reilly Automotive, Wyndham Hotels

Thursday 11 February
JAPAN Market Closed National Foundation Day
S KOREA Market Closed
TAIWAN Market Closed
CHINA 
Market Closed
HONG KONG No data due
EUROZONE No data due
GERMANY Wholesale Prices
FRANCE IEA Oil Market Report
UK No data due
US Initial Claims, Jobless Claims 4 week Average, Continuing Claims, EIA Natural Gas Stocks Change, Fed Monetary Policy Report.
Earnings: PepsiCo, Walt Disney, Kraft Heinz, Expedia, AstraZeneca, Generac, Virtu Financial, Yeti, Kellogg, AllianceBernstein, Borg Warner, Duke Energy, Molson Coors, Tyson Foods, ArcelorMittal

Friday 12 February
JAPAN Foreign Stock and Bond Investment
S KOREA Market Closed
TAIWAN Market Closed 
CHINA 
Market Closed Could get Vehicle Sales
HONG KONG Market Closed
EUROZONE No data due
GERMANY No data due
FRANCE No data due
UK Balance of Trade, Construction Output & Orders, GDP, GDP Growth Rate, GDP 3 Month Average. Industrial Production, Manufacturing Production, Business Investment, Good Trade Balance, NIESR Monthly GDP Tracker.
US Michigan Prelim Data (Current Conditions, Inflation Expectations, Consumer Sentiment, 5 yr Inflation Expectations, Consumer Expectations) Baker Hughes Rigs Data.
Earnings Moody’s, Newell Brands, ING Grope

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