Macro Data Impacting Asia February 1 - 8

01 Feb

Covid and vaccines continue to overhang the market.

US Earnings remain in focus with 99 S&P companies set to report. Alphabet, Amazon, Alibaba, Snap, Exxon, Biogen, Pfizer and Chipotle being amongst them.   We also get the monthly jobs report. PMI and ISM data along with Trade Data at the end of the week.

For Asia PMI data on the agenda along with S Korean inflation. Japanese spending in focus on Friday along with Taiwanese Wholesale Prices and Inflation data.

In Europe again PMI data along with a Bank of England rate decision. Eurozone GDP data and unemployment. German Retail Sales, French Inflation being amongst the key items.

Monday 1 February 2021
JAPAN Manufacturing PMI
S KOREA Balance of Trade, Exports, Imports and Manufacturing PMI
TAIWAN No data due
CHINA Caxin Manufacturing PMI
HONG KONG No data due
EUROZONE Unemployment Rate
GERMANY Retail Sales, Manufacturing PMI
FRANCE Manufacturing PMI, New Car Registrations
UK Manufacturing PMI, Consumer Credit, Mortgage Approvals, Net Lending to individuals US Manufacturing PMI, ISM Manufacturing Data (New Order, Prices, Employment, PMI) Construction Spending. Senior Loan Officers Survey. Total Vehicle Sales
Earnings : Cirrus Logic, Rambus, ON Semiconductor, Vertex Pharmaceuticals, Otis Worldwide, Thermo Fisher, Nintendo, NXP Semiconductor, Warner Music, Cabot

Tuesday 2 February 2021
JAPAN No data due
S KOREA Inflation Rate
TAIWAN No data due
CHINA No data due
HONG KONG Retail Sales
GERMANY No data due
FRANCE Inflation Rate
UK Nationwide Housing Prices
US Redbook, ISM New York Index, IBD/TIPP Economic Optimism, API Crude Oil Stock Change
Earnings: Alphabet, Amazon, Exxon Mobil, Pfizer, UPS, BP, Amgen, Electronic Arts, FireEye, Chipotle, Viavi Solutions, PerkinElmer, ConocoPhillips, Sirius XM, Harley-Davidson, Alibaba, McKesson, Eaton, Marathon Petroleum

Wednesday 3 February 2021
JAPAN Services and Composite PMI
S KOREA No data due
TAIWAN No data due
CHINA Caixin Services and Composite PMI
EUROZONE Services and Composite PMI, Core Inflation Rate, Inflation Rate, PPI
GERMANY Services and Composite PMI
FRANCE Services and Composite PMI
UK Services and Composite PMI
US MBA Mortgage Applications and 30 yr Mortgage Rate, Services and Composite PMI, ISM Non Manufacturing Data (Business Activity, Prices, Employment, PMI, New Orders, EIA Oil Stocks Change Report.
Earnings: Qualcomm, Boston Scientific, GlaxoSmithKline, Abbvie, Biogen, Humana, Apollo Global Management, Allstate, eBay, PayPal, Check Point Software, Aflac, MetLife, Grubhub, KLA Corp

Thursday 4 February 2021
JAPAN Foreign Stock and Bond Investment
 No data due
 No data due
 No data due
 No data due
 Construction PMI, ECB Economic Bulletin, Retail Sales
GERMANY Construction PMI
FRANCE Construction PMI Retail Sale
UK BoE Rate Decision
US Challenger Job cuts, Unit Labour costs, Non Farm Productivity, Initial Claims,  4 week Average Claims, Continuing Claims, Factory Orders, EIA Natural Gas Report.
Earnings: Merck, Bristol-Myers Squibb, Ford, Hershey, Cigna, Clorox, Yum Brands, Intercontinental Exchange, Activision Blizzard, Gilead Sciences, Snap, Pinterest, Hartford Financial, Prudential Financial

Friday 5 February 2021
JAPAN Household Spending, Foreign Exchange Reserves, Coincident Index Prelim, Leading Economic Index Prelim,
S KOREA Foreign Exchange Reserves, Current Account
TAIWAN Wholesale Prices, Inflation Rate, Foreign Exchange Reserves,
CHINA No data due
HONG KONG Foreign Exchange Reserves
EUROZONE No data due
GERMANY Factory Orders
FRANCE Balance of Trade, Current Account
UK Halifax House Price Index
US Balance of Trade, Non Farm Payrolls, Unemployment Rate, Participation Rate, Average Hourly Earnings, Average Weekly Hours, Exports, Imports, Baker Hughes Rig Data
Earnings: Cardinal Health, Sanofi, Estee Lauder, Regeneron, Illinois Toolworks, Aon, CBOE Global Markets, Lazard, Biomet

Sunday 7 February
Foreign Exchange Reserves

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