In today’s briefing:
- Ohayo Japan | US Stocks Slide as Jobs Report, Inflation Fears Weigh
- [Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY
Ohayo Japan | US Stocks Slide as Jobs Report, Inflation Fears Weigh
- US stocks fell on Friday, with the Dow Jones Industrial Average plummeting over 400 points, due to concerns over tariffs and inflation.
- Key inflation data is due out next week, including January’s consumer price index (CPI) and wholesale inflation figures, which may impact investor sentiment.
- Major companies, including McDonald’s, Coca-Cola, and Unilever, will report earnings next week, providing insight into the health of the consumer sector.
[Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY
- Abnormally high growth during CNY of the express delivery parcel data showed social gift giving likely bumped up 20ppt YoY growth this CNY;
- BYD plans to extend ADS to its low priced cars. 2025 will be a year L3 ADS extending to mainstream EV’s now this prediction is even conservative;
- Chinese EV makers are launching free price wars. But zero financing may be prompted by the banks, not by EV makers, mitigating margin impact.
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