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

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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…)

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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

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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

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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

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