Tuesday: Inflation Signals and Policy Outlook
Key U.S. data releases include January inflation expectations, retail sales, and labor cost index, which will offer clues on Fed policy. ECB President Lagarde will speak publicly, while Fed officials are also scheduled to address economic conditions, drawing market attention.
- Key Highlights: U.S. inflation expectations, retail sales
- Event Focus: Lagarde speech, Fed commentary
- Earnings Preview: SMIC (HK), energy and consumer stocks (US)
Wednesday: Jobs Data and Geopolitical Risk
The January U.S. nonfarm payrolls report and unemployment rate will be the highlight. Strong data could justify a more hawkish Fed stance. China will also release CPI data, impacting sentiment on the Asian economy. Meanwhile, a Netanyahu-Trump meeting may stir geopolitical tensions, influencing oil markets.
- Key Highlights: U.S. jobs report, China CPI
- Event Focus: OPEC monthly report, geopolitical risk
Thursday: Tech and Crypto Earnings
Corporate earnings continue with EV and tech names such as Rivian and Coinbase set to report, with investors watching for growth signals.
Friday: Inflation and Eurozone Economic Health
U.S. CPI data will be the week’s centerpiece, potentially shaping monetary policy direction. The eurozone will also release GDP revisions and trade balance figures, offering insight into the region's economic performance.
- Key Highlights: U.S. core CPI, eurozone GDP revision
- Event Focus: Fed official appearances