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Financial Week of January 12–16, 2026

Updated January 2026

Macro & Micro Summaries — Results, Inflation, Fed and Markets


Monday, January 12 — Calm Before the Storm, Focus on Health and Consumer Sectors

  • Results: Sify Technologies.
  • Major Conferences (all day):
    • JPMorgan Healthcare Conference (Johnson & Johnson, Novartis, AstraZeneca…)
    • ICR Retail Conference (Walmart, Urban Outfitters, Yeti…)
  • Reports & Speeches:
    • 10:35 — Speech by Alberto Musalem (Fed St. Louis)
    • 18:00 — Speech by John Williams (Fed NY)
    • WASDE Report (USDA) – all day

Tuesday, January 13 — CPI Day: Inflation Under the Microscope

  • Results:
    • Before open: JPMorgan (JPM), BNY Mellon (BK), Delta Airlines (DAL), Concentrix (CNXC)
    • After close: Concrete Pumping Holdings, Phoenix Education
  • Key Macro Data:
    • 08:30CPI (inflation) report (Core & overall, m/m and y/y)
    • 16:00New Home Sales report
    • (Time TBA) — ADP Weekly Employment Change
  • Other Events:
    • Needham Growth Conference (all day)
    • Denny's vote (privatization)
    • 5 years since Affirm (AFRM) IPO

Wednesday, January 14 — Big Banks & Big Oil: High-Voltage Day

  • Results:
    • Before open: Wells Fargo (WFC), Citigroup (C), Bank of America (BAC), Infosys (INFY), United Community Bank
    • After close: H.B. Fuller (FUL), Fastenal Industries, Compass Diversified
  • Economic Data:
    • 08:30:
    • Core PPI m/m
    • PPI m/m
    • Retail Sales (core & total)
    • 14:00 — Fed Beige Book
  • Fed Speeches:
    • 09:50 — Anna Paulson (Philadelphia Fed)
    • 14:10 — John Williams (Fed NY)
  • Other Events:
    • Detroit Auto Show (unveilings + Car/Truck of the Year awards)
    • OPEC Monthly Report

Thursday, January 15 — Financial and Consumer Giants Under Pressure

  • Results:
    • Before open: Morgan Stanley (MS), Goldman Sachs (GS), BlackRock (BLK), First Horizon, Insteel Industries
    • After close: JB Hunt (JBHT), Bank7
  • Economic Data:
    • 08:30:
    • Unemployment Claims
    • Empire State Manufacturing Index
    • Philly Fed Manufacturing Index
  • Other Events:
    • Costco (COST) AGM — all day (ESG vote + dividend speculation)
    • Consumer credit data (AXP, JPM, BAC, etc.)
    • Cocoa Association of Asia report
    • Topgolf Callaway is officially renamed Callaway Golf

Friday, January 16 — Super Friday for the Fed Before Blackout

  • Results:
    • Before open: Regions Financial (RF), State Street (STT), PNC Financial (PNC), M&T Bank (MTB)
  • Fed:
    • All day: Expected speeches from Philip Jefferson, Michelle Bowman, Michael Barr, Stephen Miran
    • Start of FOMC blackout period after this day

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