Economic Events: January 27 – February 2, 2025
Dear readers,
As we approach the week of January 27–February 2, 2025, global markets are set to respond to key economic developments.
Here's what to watch:
Japan Industrial Production :
A vital gauge of manufacturing health in the world’s third-largest economy. Any surprises here could influence global supply chain sentiment.Australia Q4 Inflation Data :
With commodity prices in flux, inflation data from Australia will hint at whether the Reserve Bank of Australia might adjust interest rates.U.S. Consumer Confidence Index :
A strong reading could signal resilient consumer spending, supporting hopes of sustained economic growth in early 2025.U.S. Federal Reserve Interest Rate Decision :
Widely anticipated by markets. Investors will focus on any policy shift or forward guidance regarding economic conditions and inflation targets.U.S. Q4 GDP Advance Estimate :
The first snapshot of growth in the world’s largest economy for the final quarter of 2024. Markets will look for signs of momentum or slowdown.Germany Unemployment Data :
As Europe’s largest economy, Germany’s job market health is a barometer for broader Eurozone stability.China Manufacturing PMI :
A key indicator of industrial activity in the world’s second-largest economy. A strong reading could bolster global recovery hopes.Eurozone CPI Flash Estimate :
Traders watch this closely to gauge the inflation outlook for the Eurozone and potential ECB policy moves in the near future.Canada GDP :
Canada’s growth figures often serve as a proxy for the health of resource-rich economies, impacting commodity and currency markets.U.S. Non-Farm Payrolls :
A marquee labour market indicator. Strong job numbers could reinforce expectations of tighter Federal Reserve policy, while weak data might weigh on 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:
Apple – A key gauge of consumer demand for premium electronics.
Amazon – E-commerce and cloud insights in focus.
Alphabet (Google) – Ad revenue and AI initiatives under the microscope.
Meta Platforms – Signals on digital ad demand and Metaverse developments.
Tesla – EV market insights and production updates.
Intel – Semiconductor industry updates in a volatile market.
Note: Dates are subject to change
Until next time!
Best Regards
Werner Mouton, CGMA