Macroeconomic & Microeconomic Calendar – Week of January 20 to 24, 2026
Monday, January 19 – Calm but Strategic Day: Davos Opens the Offensives
Highlights:
- US stock markets will be closed due to Martin Luther King Jr. Day.
- No major corporate earnings expected.
World Economic Forum in Davos (Day 1):
- Kicking off the unmissable annual event bringing together political leaders, CEOs, and NGOs.
- Main topics: responsible artificial intelligence, sustainable growth, rebuilding trust.
- Notable participants include: Satya Nadella (Microsoft), Jensen Huang (Nvidia), Jamie Dimon (JPMorgan), Emmanuel Macron, Ursula von der Leyen, António Guterres, Donald Trump.
ICE Barcelona (Games & Casinos):
- Opening of the annual expo, attended by Light & Wonder, Aristocrat Gaming, Brightstar Lottery.
Tuesday, January 20 – Earnings Kick Off: Netflix and 3M in the Spotlight
Key Earnings to Watch:
- 3M Company, U.S. Bancorp, United Airlines, Interactive Brokers, KeyCorp, Fastenal.
- Netflix will release after close, attracting strong market attention.
Expected Market Movements:
- High volatility on Firefly Aerospace (FLY) and AXT (AXTI).
- Overbought: High Roller Technologies (ROLR), Zion Oil (ZNOG), Springview (SPHL).
- Oversold: GoDaddy (GDDY), ZipRecruiter (ZIP), Domo (DOMO).
Additional Events:
- Potential IPOs for BitGo, Riku Dining Group, and Aigo Holding.
- Lock-up periods expire for McGraw Hill and Diginex.
- Walmart officially joins the Nasdaq 100.
- Investor Day hosted by Aytu BioPharma in New York.
- Davos continues (Day 2).
Wednesday, January 21 – Trump, Johnson & Johnson and the Auto Sector in the Spotlight
Key Results:
- Johnson & Johnson, Charles Schwab, Halliburton, Ally Financial, Kinder Morgan, Travelers.
Economic and Political Events:
- Highly anticipated speech by Donald Trump at 2:30 pm (US time).
- The Supreme Court examines the case regarding the revocation of Lisa Cook, a Fed governor.
- Simulations Plus holds its virtual Investor Day.
Automotive and Energy:
- Start of the Automotive World Tokyo expo, featuring Toyota, Nissan, Honda, Mazda, Suzuki.
- IEA publishes its monthly oil report.
Davos continues (Day 3).
Thursday, January 22 – Intel, P&G, and US Inflation in the Spotlight
Closely Watched Earnings:
- Intel (high volatility expected), Procter & Gamble, GE Aerospace, Abbott, Capital One, CSX.
Key Macroeconomic Data:
- November’s Core PCE Price Index expected to rise moderately.
- Final Q4 GDP expected stable at +4.3%.
- GDP Price Index expected at +3.8%.
- Weekly jobless claims: estimate around 203,000 filings.
Mergers & Acquisitions:
- End of the "go-shop" period for the takeover of Clearwater Analytics.
- Shareholder votes on the acquisition offers of Sotherly Hotels and Forge Global (acquisition by Charles Schwab).
Davos continues (Day 4).
Friday, January 23 – Consumer Sentiment and Cyclical Sectors Wrap Up the Week
Expected Results:
- SLB (ex-Schlumberger), Booz Allen Hamilton, Alaska Airlines (strong volatility anticipated).
High-Impact Economic Indicators:
- Flash Manufacturing PMI expected to show a slight increase.
- Services PMI expected to be stable or slightly higher.
- University of Michigan consumer confidence index: closely monitored for changes in inflation expectations.
Other Highlights:
- Quarterly natural gas report published by the IEA.
- Closing of the Davos Forum (Day 5).
