Monday, February 2 – Palantir, Disney, and US Manufacturing PMI in Focus
The week opens with heightened volatility as attention centers on Palantir, Disney, and precious metals.
4:00 PM :
- ISM Manufacturing PMI – key gauge of industrial activity
- ISM Manufacturing Prices – indicator of inflationary pressures in the sector
Other highlights :
- Results from Palantir, Disney, Tyson Foods, NXP, Rambus…
- Fed's SLOOS report on credit conditions
- IPOs: VeraDermics, Once Upon a Farm, Eikon Therapeutics, etc.
- OPEC+ meeting on oil production
- NADA Convention (automotive sector)
- Co-leadership at Lululemon with Meghan Frank and André Maestrini
Tuesday, February 3 – AMD, PepsiCo & US Jobs Market
Results from AMD, PepsiCo, Merck, Amgen, PayPal, and Chipotle draw attention.
4:00 PM :
- JOLTS Job Openings – crucial indicator of tightness in the labor market
Not to miss :
- Western Digital Innovation Day
- Semrush shareholder vote on Adobe’s offer
- Oppenheimer Emerging Growth Conference (AEVA, AEHR…)
Wednesday, February 4 – Alphabet & Nonfarm Payroll Data
Spotlight on tech and pharma giants: Alphabet, Uber, AbbVie, Eli Lilly, Qualcomm will report their results.
2:15 PM :
- ADP Non-Farm Employment Change
4:00 PM :
- ISM Services PMI
Simultaneously :
- Monthly Costco report (after market)
- Chicago Fed automotive symposium with GM’s CFO
- Vote on reverse stock split at Noodles & Co
Thursday, February 5 – Amazon & the ECB: Dual Economic Climax
A day dominated by two major events:
7:45 AM : ECB statement
8:30 AM : Christine Lagarde press conference
2:30 PM :
- Unemployment Claims – weekly US unemployment data
Other events :
- Results from Amazon, Shell, ConocoPhillips, Roblox, Barrick Gold
- Amazon conference call at 5:00 PM
- Rebranding of American Axle as Dauch Corporation
- Votes on Veeco Instruments / Axcelis Technologies merger
- Speeches from St. Louis & Atlanta Fed presidents
Friday, February 6 – NFP Report & Consumer Sentiment
Crucial day for markets with US employment figures:
2:30 PM :
- Average Hourly Earnings (m/m)
- Non-Farm Employment Change (NFP)
- Unemployment Rate
4:00 PM :
- University of Michigan Consumer Sentiment (preliminary)
- UoM Inflation Expectations
Also on the agenda :
- Results: Toyota, Philip Morris, Centene, Autonation
- Immunovant business update call
