Economic Events: January 20–26, 2025
Economic Events: January 20–26, 2025
Dear readers,
As we approach the week of January 20–26, 2025, global markets are set to respond to key economic developments. Here's what to watch:
Bank of Japan (BoJ) Interest Rate Decision
The BoJ will announce its latest monetary policy stance. Markets are keenly observing any shifts in its ultra-loose policy as inflation in Japan shows signs of life.Germany’s ZEW Economic Sentiment Index
A leading indicator of economic sentiment in Europe's largest economy, this index offers insights into investor confidence amid ongoing geopolitical tensions.UK Consumer Price Index (CPI) for December
Inflation data will be crucial for anticipating future Bank of England rate hikes, given the UK’s persistent cost-of-living crisis.U.S. Existing Home Sales for December
Housing market trends are pivotal for assessing U.S. consumer confidence and economic resilience in the face of rising mortgage rates.European Central Bank (ECB) Governing Council Meeting
While no policy changes are expected, the ECB’s commentary on inflation and economic growth will influence market expectations.U.S. Initial Jobless Claims
This weekly data reflects the state of the U.S. labour market, a key component of the Federal Reserve's economic outlook.South Korea’s Q4 GDP
As a major global exporter, South Korea's growth figures will provide valuable insights into the health of global trade and technology sectors.U.S. Core Personal Consumption Expenditures (PCE) Price Index
As the Fed’s preferred inflation gauge, the Core PCE will influence expectations for future rate hikes.India’s December Trade Data
India’s export and import trends are pivotal in understanding its economic trajectory as a rapidly growing global economy.Microsoft and Tesla Earnings
Earnings from these giants will offer insights into the tech and EV sectors, with implications for broader market sentiment.
Stay informed and watch these developments closely—they’ll shape the economic narrative of 2025.
Key U.S. Earnings Announcements
Here are key companies releasing earnings reports this week, along with the scheduled dates and key areas to watch:
Johnson & Johnson – Provides insights into pharmaceutical and consumer health product performance.
Procter & Gamble – Offers data on consumer goods demand and global market trends.
Abbott Laboratories – Key for understanding developments in medical devices and diagnostics.
Netflix – A barometer for streaming service growth and content strategy effectiveness.
3M Company – Provides insights into industrial and consumer product demand across various sectors.
United Airlines Holdings – Offers data on airline industry recovery and travel demand trends.
Capital One Financial – Key for assessing consumer credit trends and financial services performance.
Prologis – Provides insights into real estate investment and logistics infrastructure demand.
Charles Schwab – Offers data on brokerage services and investment product demand.
Fifth Third Bancorp – Key for understanding regional banking performance and consumer lending trends.
Until next time!
Best Regards
Werner Mouton, CGMA