Asian Initial Thoughts: US Inflation, Markets Closed on Monday, Chinese House Prices & Loans

Summary

The episode outlines the upcoming Lunar New Year market closures across major Asian economies and the U.S. President’s Day holiday, forecasting lighter trading volumes. It highlights the imminent release of the Fed’s Miran speech and the China House Price Index, noting that housing issues have become structural with only Shanghai showing modest price gains. The host also recaps recent earnings reports from companies like Capgemini, Ingersoll Rand, Moderna, Mohawk Industries, NatWest, and Yamaha, emphasizing their relevance amid the market slowdown.