- The week ahead will be dominated with economic data focused on inflation
- There are still some December ending Q1 earnings and a few February ending earnings reports
- Unlocked Currency and Commodity weekly notes on this note
- I will be traveling next Friday and will not be posting notes
- Enjoy the Superbowl!
The Week Ahead
A Sunday email with all of the relevant catalysts in the coming week. Includes major earnings reports and economic data.
The Week Ahead February 5, 2023
- The week ahead will have a relatively quiet with macro events
- The number of corporate earnings reports will peak this week
- The US dollar reversal has the potential to continue, which would affect a lot of other assets
- Have a great week!
The Week Ahead January 29, 2023
- It’s going to be one of the busiest and most consequential weeks in memory
- A huge macro week with some key economic data, Fed, ECB, and BoE
- Q4 earnings season peaks this week with AAPL, AMZM, and GOOGL, among others
- Enjoy the football playoff games. I like the Bengals and 49ers
The Week Ahead January 22, 2023
- The week ahead will have a few macro catalysts with the PCE data the last inflation data ahead of next week’s Fed meeting
- Q4 earnings will ramp up starting mostly on Tuesday, with several important large companies reporting this week
- The following week will be incredibly busy with the majority of the S&P reporting and a Fed meeting
The Week Ahead January 15, 2023
- The week ahead will have several important macro catalysts that could be market-moving.
- The BoJ could be very interesting if they make or signal any changes to their current YCC policy
- A continuation of Q4 earnings season
- Several important charts on this note include S&P 60 minute, Bitcoin, US Dollar, Yen, Euro
- PLEASE HELP US HELP YOU BY TAKING A BRIEF SURVEY ON THIS NOTE
The Week Ahead January 8, 2023
- The week ahead will get busy late in the week with the CPI and the kickoff of Q4 earnings
- The S&P recent range remains 3800-3900 even with the S&P slightly above
- Powell will be speaking on Tuesday