Jeremy Oles
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| Time(GMT+0/UTC+0) | State | Importance | Event | | Previous |
| 04:30 |  | 2 points | Industrial Production (MoM) (May) | ———- | 0.5% |
| 15:39 |  | 2 points | Exports (YoY) (Jun) | ———- | 4.8% |
| 15:39 | | 2 points | Imports (YoY) (Jun) | ———- | -3.4% |
| 15:39 | | 2 points | Trade Balance (USD) (Jun) | ———- | 103.22B |
Summary of Upcoming Economic Events on July 14, 2025
Asia – Japan & China
Japan – Industrial Production (MoM, May) – 04:30 UTC
- Forecast: (not specified) | Previous: 0.5%
- Impact: Indicates manufacturing sector momentum. A surprise decline could weaken JPY and weigh on equity markets; upside would support optimism in capex and industrial sectors.
China – Exports (YoY, Jun) – 15:39 UTC
- Previous: 4.8%
- Impact: Key gauge of global demand for Chinese goods. A weaker print could signal slowing international trade, pressuring CNY and Chinese equities; strong results may boost confidence.
China – Imports (YoY, Jun) – 15:39 UTC
- Previous: –3.4%
- Impact: Reflects domestic demand. Continued contraction suggests weak internal demand; an improvement indicates potential stimulus impact and boosts sentiment.
China – Trade Balance (USD, Jun) – 15:39 UTC
- Previous: USD 103.22B
- Impact: A large surplus supports CNY via USD inflows; a drop may spark RMB softness and signal slowing global trade dynamics.
Market Impact Analysis
- China’s trade numbers are the focal point: any significant miss could pressure global trade sentiment, weighing on commodity prices, EM currencies, and China-linked equities.
- Japan’s industrial output gives early insight into the health of East Asia’s manufacturing sector, influencing JPY and regional equities.
- No major central bank commentary—volatility here may be muted unless data surprises.
Overall Impact Score: 6.5 / 10
Key Watchpoints
- Exports below 3% YoY would raise concerns about global trade momentum and weigh heavily on risk assets.
- Imports turning positive would suggest a rebound in domestic demand, easing some pressure on the Chinese economy.
- Industrial Production below 0% could mark a shift in Japan’s manufacturing cycle, influencing central bank sentiment and domestic equities.
