Jeremy Oles

Published On: 15/07/2025
Share it!
By Published On: 15/07/2025
Time(GMT+0/UTC+0)StateImportanceEventForecastPrevious
09:00🇪🇺2 pointsTrade Balance (May)———-9.9B
12:30🇺🇸2 pointsCore PPI (MoM) (Jun)———-0.1%
12:30🇺🇸3 pointsPPI (MoM) (Jun)———-0.1%
13:15🇺🇸2 pointsIndustrial Production (YoY) (Jun)———-0.60%
13:15🇺🇸2 pointsIndustrial Production (MoM) (Jun)———--0.2%
23:50🇯🇵2 pointsExports (YoY) (Jun)———--1.7%
23:50🇯🇵2 pointsTrade Balance (Jun)———--638.6B

Summary of Upcoming Economic Events on July 16, 2025

Europe – Eurozone Trade Data

Trade Balance (May) – 09:00 UTC

  • Previous: €9.9B
  • Impact: A strong surplus supports EUR; a decline could raise concerns about external demand and put pressure on the currency.

United States – Producer Prices & Industrial Activity

Core PPI (MoM, Jun) – 12:30 UTC

  • Expected: 0.1%
  • Impact: A low-core reading helps support the view of easing inflation pressures; dovish for bond yields.

PPI (MoM, Jun) – 12:30 UTC

  • Expected: 0.1%
  • Impact: If PPI matches expectations, it reinforces subdued inflation trends and may support soft-landing expectations.

Industrial Production (YoY, Jun) – 13:15 UTC

  • Expected: 0.60%
  • Impact: Suggests modest manufacturing expansion; supportive for industrial stocks and GDP growth outlook.

Industrial Production (MoM, Jun) – 13:15 UTC

  • Expected: –0.2%
  • Impact: A monthly contraction could signal slowing momentum and weigh on cyclical equity sectors.

Asia – Japan Trade Performance

Exports (YoY, Jun) – 23:50 UTC

  • Expected: –1.7%
  • Impact: Continued export decline reflects weak global demand; a surprise rebound could support JPY and export-centric equities.

Trade Balance (Jun) – 23:50 UTC

  • Expected: –¥638.6B
  • Impact: A large deficit may pressure JPY and raise questions about Japan’s external sector, potentially prompting BoJ attention.

Market Impact Analysis

  • U.S. PPI and industrial data will guide inflation and growth outlook, influencing Treasury yields, USD, and cyclical stocks.
  • Eurozone trade strength may provide modest support to EUR, though overshadowed by upcoming ECB commentary.
  • Japan’s export and trade balance data act as late-session sentiment drivers for JPY.
  • Overall, the U.S. data set offers the clearest market-moving potential.

Overall Impact Score: 7.5 / 10

Key Watchpoints:

  • PPI prints—if hot, may reset inflation expectations; if soft, bolster case for rate pause/easing.
  • Industrial Production monthly miss would highlight U.S. growth risks.
  • Japanese trade surprise—strength here could be a surprise catalyst for JPY and export-linked assets.