The second full week of 2025 brings a busy schedule of economic releases, including bank earnings, inflation data, and retail sales reports. Here are five critical events to watch:
Major banks will kick off the Q4 earnings season this week, with JPMorgan Chase, Bank of America, Wells Fargo, and Citigroup reporting their results. Investors will be monitoring lending activity, credit quality, and the impact of higher rates on bank profits.
The Consumer Price Index (CPI) report will be released on Wednesday at 8:30 am, providing insight into inflation trends and influencing Fed policy decisions. Markets will be watching for confirmation that inflation continues to moderate.
The Producer Price Index (PPI) report will offer early signals about future consumer prices on Tuesday at 8:30 am. This data is often sensitive to inflation expectations, which could impact rate cut expectations.
Thursday’s Retail Sales report will provide crucial information about consumer spending during the holiday season. A strong report could suggest economic resilience, while weakness might raise concerns about consumer health.
The week also brings the Philadelphia Fed Manufacturing Index and Initial Jobless Claims on Thursday morning. These reports will offer regional insights into manufacturing sector health and labor market conditions, respectively.
Source: https://www.barchart.com/story/news/30403439/inflation-data-earnings-and-other-key-things-to-watch-this-week