After a choppy stretch on Wall Street, U.S. equities opened the week on an upbeat note Monday. The rebound comes just days after the Dow surged past the 50,000 mark for the first time, setting a historic milestone as investors gear up for another packed slate of corporate earnings and key economic data releases. Here’s what’s happening this week…
- More than 800 companies report Q4 earnings this week. This morning, numbers are due from AstraZeneca, Coca-Cola, Gilead Sciences, S&P Global, CVC, Duke Energy, Marriott, and Spotify, followed Wednesday by Cisco Systems, McDonald’s, T-Mobile, Shopify, Williams Companies, and NetEase. Thursday earnings are due from Applied Materials, Arista Networks Unilever, British American Tobacco, Anheuser-Busch, Brookfield, and Barclays, followed Friday by Enbridge, NatWest Group, and Moderna. *
- This week’s jobs report is a big one. Along with the usual payrolls and unemployment numbers, Wednesday’s release comes with major revisions that could reveal the labor market has slowed way more than we thought, or maybe barely grew at all. Early estimates point to a huge downward reset to hiring, including a potential 911,000 drop for the year through March 2025. The report was supposed to land on Feb. 6 but got pushed back because of the partial government shutdown. As for the regular monthly data, economists expect January payrolls to rise by about 69,000, with the unemployment rate holding at 4.4%. **
- All eyes are on Friday’s CPI (Consumer Price Index) report, which was pushed back thanks to the recent four‑day government shutdown. The January inflation numbers are now one of the week’s biggest market movers, especially as investors look for clues on where the economy is heading in this post-peak inflation stretch. Economists expect headline inflation to land around 2.5% year over year — a noticeable cooldown from late 2025. But with the Fed still keeping rates in the 3.50%–3.75% range, this report could help determine whether rate cuts are finally on the horizon or if stubborn service costs will keep policy tighter for longer. ***
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