Monday, January 26 — Nucor and the Health of Heavy Industry in the Spotlight

** Micro:**

• Earnings: Nucor (NUE), Crane (CR), Brown & Brown (BRO)

• IPO Watch: Public offerings of Picpay (PICS) and Ethos Technologies (LIFE)

• Investor Day: Hecla Mining (HL) in NYC

• Ex-dividends: Clorox, Paychex, Costco, Morgan Stanley

** Macro:**

• 2:30pm: Durable goods orders (core and total)

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Tuesday, January 27 — Boeing and UPS in the Spotlight, Consumer Confidence at a Turning Point

** Micro:**

• Earnings: Boeing (BA), RTX, UPS, GM, TXN, Northrop Grumman, Kimberly-Clark

• Mergers & Acquisitions: Crucial votes (PotlatchDeltic/Rayonier, SM Energy/Civitas)

• General meeting: Visa (V)

• Event: India Energy Week in Goa

** Macro:**

• 4:00pm: Consumer Confidence Index (CB) & Richmond Manufacturing Index

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Wednesday, January 28 — The Big Test: Microsoft, Meta, Tesla & the Federal Reserve

** Micro:**

• Major earnings: Microsoft (MSFT), Meta (META), Tesla (TSLA), ASML, IBM, Starbucks, General Dynamics, Las Vegas Sands

• Key conference: 5:30pm - Microsoft on Azure, Copilot and AI

** Macro:**

• 8:00pm: Fed rate announcement

• 8:30pm: Jerome Powell's press conference

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Thursday, January 29 — Apple, Visa, and Mastercard Set the Tone

** Micro:**

• Highly anticipated earnings: Apple (AAPL), Visa, Mastercard, Caterpillar, Honeywell, Lockheed Martin, Comcast, Altria

• Volatility: Western Digital (WDC), Olin (OLN)

• Investor Day: Starbucks

• M&A: Vote on the merger Kimberly-Clark / Kenvue ($49B)

** Macro:**

• 2:30pm: Weekly unemployment claims

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Friday, January 30 — ExxonMobil, Chevron & Inflation in Focus

** Micro:**

• Expected earnings: ExxonMobil, Chevron, American Express, Verizon, SoFi, Colgate-Palmolive

• Post-earnings volatility: Charter Communications

• Analyst Day: Church & Dwight

** Macro:**

• 2:30pm: Producer Price Index (PPI)

• 10:00am: US government funding deadline

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