
Next Week's Memo
Monday (April 13)
Thailand "Songkran Festival" holiday market closed
New Zealand March Services PSI: Previous value 48
Japan March M3 Money Supply Year-on-Year: Previous value up 1.2%
Japan March M2 Money Supply Year-on-Year: Previous value up 1.7%
India March CPI Year-on-Year: Forecast up 3.4%; Previous value up 3.21%
US March Existing Home Sales Month-on-Month: Forecast up 0.1%; Previous value up 1.7%
US March Existing Home Sales: Forecast 4.08 million; Previous value 4.09 million
Canada February Building Permits Month-on-Month: Previous value up 4.8%
Earnings Announcements: Goldman Sachs (GS.US), Fastenal (FAST.US)
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Tuesday (April 14)
Thailand "Songkran Festival" holiday market closed
Monetary Authority of Singapore releases monetary policy statement
US March Government Budget: Previous value deficit $307.5 billion
UK March BRC Same-Store Sales Year-on-Year: Previous value up 0.7%
Australia April Westpac Consumer Confidence Index: Previous value 91.6
Australia April Westpac Consumer Confidence Index Month-on-Month: Previous value up 1.2%
Australia March NAB Business Conditions Index: Previous value 7
Australia March NAB Business Confidence Index: Previous value -1
Singapore Q1 GDP Year-on-Year Preliminary: Forecast up 5.9%; Previous value up 6.9%
Singapore Q1 Seasonally Adjusted GDP Quarter-on-Quarter Preliminary: Forecast down 1.0%; Previous value up 2.1%
China March RMB-denominated Trade Balance: Previous value surplus 637.55 billion RMB
China March RMB-denominated Exports Year-on-Year: Previous value up 36.1%
China March RMB-denominated Imports Year-on-Year: Previous value up 10.9%
China March USD-denominated Trade Balance: Forecast surplus $107.65 billion; Previous value surplus $90.98 billion
China March USD-denominated Exports Year-on-Year: Forecast up 9.4%; Previous value up 39.6%
China March USD-denominated Imports Year-on-Year: Forecast up 14.4%; Previous value up 13.8%
Japan February Industrial Production Year-on-Year Final: Preliminary value up 0.3%
Japan February Industrial Production Month-on-Month Final: Preliminary value down 2.1%
Japan February Capacity Utilization Index Month-on-Month: Previous value up 2.9%
*India March Wholesale Prices Year-on-Year: Forecast up 3.5%; Previous value up 2.13%
US March NFIB Small Business Optimism Index: Previous value 98.8
US March Core PPI Year-on-Year: Previous value up 3.9%
US March Core PPI Month-on-Month: Forecast up 0.5%; Previous value up 0.5%
US March PPI Year-on-Year: Previous value up 3.4%
US March PPI Month-on-Month: Forecast up 1.2%; Previous value up 0.7%
Earnings Announcements: JPMorgan (JPM.US), Johnson & Johnson (JNJ.US), Wells Fargo (WFC.US), Citigroup (C.US), BlackRock (BLK.US)
Wednesday (April 15)
Thailand "Songkran Festival" holiday market closed
South Korea March seasonally adjusted unemployment rate: forecast 2.9%; previous value 2.9%
South Korea February M2 money supply month-on-month: previous value up 0.7%
South Korea March export price index year-on-year: previous value up 10.7%
South Korea March export price index month-on-month: previous value up 2.1%
South Korea March import price index year-on-year: previous value up 1.2%
South Korea March import price index month-on-month: previous value up 1.1%
Japan February core machinery orders year-on-year: forecast up 8.5%; previous value up 13.7%
Japan February core machinery orders month-on-month: forecast down 1.0%; previous value down 5.5%
India March trade balance: forecast deficit of $27.6 billion; previous value deficit of $27.1 billion
India March export year-on-year: previous value down 0.8%
India March import year-on-year: previous value up 24.1%
India March unemployment rate: previous value 4.9%
France March CPI year-on-year final value: initial value up 1.7%
France March CPI month-on-month final value: initial value up 0.9%
France March harmonized HICP year-on-year final value: initial value up 1.9%
France March harmonized HICP month-on-month final value: initial value up 1.1%
Eurozone February industrial production year-on-year: forecast down 0.8%; previous value revised to down 1.1%
Eurozone February industrial production month-on-month: forecast up 0.4%; previous value down 1.5%
United States last week MBA mortgage application number: previous value down 0.8%
United States March export price index year-on-year: previous value up 3.5%
United States March export price index month-on-month: previous value up 1.5%
United States March import price index year-on-year: previous value up 1.3%
United States March import price index month-on-month: previous value up 1.3%
United States April New York Fed manufacturing index: previous value -0.2
United States April NAHB housing market index: previous value 38
Canada February wholesale sales month-on-month: previous value down 1%
Canada February manufacturing sales month-on-month: forecast up 3.8%; previous value down 3%
Earnings announcements: AMSL (ASML.US), Bank of America (BAC.US), Morgan Stanley (MS.US); Contemporary Amperex Technology Co., Limited (03750.HK), Si Technology (06613.HK)
Thursday (April 16)
Federal Reserve releases Economic Beige Book
United States February net international capital flow: previous value outflow of $25 billion
United States February net long-term capital flow: previous value inflow of $15.5 billion
Australia April consumer inflation expectations: previous value 5.2% Australia March Employment Participation Rate: Forecast 66.9%; Previous 66.9%
Australia March Unemployment Rate: Forecast 4.3%; Previous 4.3%
Australia March Employment Population Change: Forecast increase of 20,000; Previous increase of 48,900
Australia March Full-time Employment Population Change: Previous decrease of 30,500
Australia March Part-time Employment Population Change: Previous increase of 79,400
China First Three Months National Real Estate Development Investment: Forecast decrease of 11.5%; Previous decrease of 11.1%
China March Urban Survey Unemployment Rate: Forecast 5.2%; Previous 5.3%
China First Three Months Urban Fixed Asset Investment Year-on-Year: Forecast increase of 1.9%; Previous (first two months) increase of 1.8%
China March Industrial Added Value Year-on-Year for Above-Scale Enterprises: Forecast increase of 5.3%
China March Total Retail Sales of Consumer Goods Year-on-Year: Forecast increase of 2.2%
China First Quarter GDP Quarter-on-Quarter: Forecast increase of 1.4%; Previous increase of 1.2%
China First Quarter GDP Year-on-Year: Forecast increase of 4.8%; Previous increase of 4.5%
UK February Overall Trade Balance of Goods and Services: Previous surplus of £3.922 billion
UK February Goods Trade Balance: Previous deficit of £14.449 billion
UK February Construction Output Year-on-Year: Previous decrease of 0.2%
UK February Construction Output Month-on-Month: Previous increase of 0.2%
UK February Manufacturing Output Year-on-Year: Previous increase of 1.3%
UK February Manufacturing Output Month-on-Month: Previous increase of 0.1%
UK February Industrial Output Year-on-Year: Previous increase of 0.4%
UK February Industrial Output Month-on-Month: Previous decrease of 0.1%
UK GDP Quarter-on-Quarter for the Three Months Ending in February: Previous increase of 0.2%
UK February GDP Month-on-Month: Previous no change
Italy March CPI Month-on-Month Final Value: Initial value increase of 0.5%
Italy March CPI Year-on-Year Final Value: Initial value increase of 1.7%
Italy March Harmonized HICP Month-on-Month Final Value: Initial value increase of 1.6%
Italy March Harmonized HICP Year-on-Year Final Value: Initial value increase of 1.5%
Switzerland March PPI Year-on-Year: Previous decrease of 2.7%
Switzerland March PPI Month-on-Month: Previous decrease of 0.3%
Eurozone March Core Inflation Year-on-Year Final Value: Initial value increase of 2.3%
Eurozone March Harmonized HICP Month-on-Month Final Value: Initial value increase of 1.2%
Eurozone March Harmonized HICP Year-on-Year Final Value: Initial value increase of 2.5%
United States Last Week Initial Jobless Claims: Previous 219,000
United States April Philadelphia Fed Manufacturing Index: Previous 18.1
United States March Capacity Utilization Rate: Forecast 76.3%; Previous 76.3%
United States March Manufacturing Output Month-on-Month: Previous increase of 0.2%
United States March Industrial Output Month-on-Month: Forecast increase of 0.1%; Previous increase of 0.2%
Canada March Existing Home Sales Month-on-Month: Previous decrease of 1.3%
New Stock Listing: SiGe New Energy (06656.HK)
Earnings Announcements: Taiwan Semiconductor Manufacturing Company (TSM.US), Netflix (NFLX.US), PepsiCo (PEP.US), Abbott (ABT.US), Bank of New York Mellon (BK.US), Travelers Companies (TRV.US), Alcoa (AA.US)
Friday (April 17)
New Zealand March food prices month-on-month: Previous value down 0.1%
Singapore March non-oil domestic exports year-on-year: Forecast up 10.3%; Previous value up 4%
Malaysia Q1 GDP year-on-year preliminary value: Forecast up 5.6%; Previous value up 6.3%
Malaysia March CPI year-on-year: Forecast up 1.8%; Previous value up 1.4%
Italy February trade balance: Previous value surplus EUR 1.089 billion
Italy February current account: Previous value deficit EUR 1.785 billion
Eurozone February seasonally adjusted current account: Previous value surplus EUR 37.9 billion
Eurozone February unadjusted trade balance: Previous value deficit EUR 1.9 billion
Eurozone February seasonally adjusted trade balance: Previous value surplus EUR 12.1 billion
Canada March housing starts: Forecast 250,000 units; Previous value 250,900 units
U.S. March Conference Board Leading Economic Index month-on-month
Earnings announcements: Ericsson; China Tower (00788.HK), Bay Area Development (00737.HK), China State Construction Industry (00830.HK)
New stock listings: Manycore Tech (00068.HK), Changguang Chenshin (03277.HK); Youzan Technology (06051.HK) transfers to main board
*Announced as soon as possible on the same day

