PT
Quarta-feira Jan 5 2022 12:09
12 mín
Check out some of the month’s key events to watch with our first monthly trading preview of 2022.
The year’s first big release is the US nonfarm payrolls. Markets will be hoping for a stronger report compared with December’s which once again disappointed. Just 210,000 roles were added in that report month, compared with 573,000 in Wall Street.
December 2021’s inflation data is shared with the January US CPI report. Inflation boiled over to a 40-year high in November, and we’re expecting to see similar numbers in this release. For context, the CPI reached a searing 6.8% in November 2021.
Christmas, Thanksgiving, Black Friday, and Cyber Monday all fall within a traditional dynamite period for US retailers. Initial reports at the end of last year suggest sales this is still the case. Watch for potentially hot retail sales in the face of an inflation ridden economy.
UK inflation hit a 10-year high in November, prompting the Bank of England to actually raise rates in a move that surprised markets. It’s unlikely this hot inflation is transitory though. It’s more the case that we’ll see an increase over November’s CPI 5.1% rise when December’s data is released this month.
The first PMI blitz of the year comes on Thursday 20th January with the latest economic indicators from the US, UK, and EU. Did these economies end December on the front foot or has Omicron put a dent in their recovery?
The Bank of Canada laid the groundwork for future rate hikes in December’s statement. As many as four could be on the way, and a possible timetable could be announced at Wednesday’s meeting.
The Federal Reserve’s first meeting of the year comes off the back of December’s tapering announcement and rate hike hints. Could Powell and Co. announce their hike intentions and give us an idea of when they could be coming?
Following its first meeting, the Fed gets a look at one of its preferred inflation indicators with the release of December’s PCE data. Mirroring CPI data, the PCE index rose at its fastest pace since 1982 last month. Expect a hot reading this January.
Major economic data
| Date | Time (GMT) | Asset | Event |
| Thu 06-Jan | 1:30pm | USD | Unemployment Claims |
| 3:00pm | USD | ISM Services PMI | |
| Fri 07-Jan | 1:30pm | CAD | Employment Change |
| 1:30pm | CAD | Unemployment Rate | |
| 1:30pm | USD | Average Hourly Earnings m/m | |
| 1:30pm | USD | Non-Farm Employment Change | |
| 1:30pm | USD | Unemployment Rate | |
| 3:00pm | CAD | Ivey PMI | |
| Wed 12-Jan | 1:30pm | USD | CPI m/m |
| 1:30pm | USD | Core CPI m/m | |
| 6:01pm | USD | 10-y Bond Auction | |
| Thu 13-Jan | 1:30pm | USD | PPI m/m |
| 1:30pm | USD | Core PPI m/m | |
| 1:30pm | USD | Unemployment Claims | |
| 6:01pm | USD | 30-y Bond Auction | |
| Fri 14-Jan | 8:00am | EUR | German Prelim GDP q/q |
| 1:30pm | USD | Core Retail Sales m/m | |
| 1:30pm | USD | Retail Sales m/m | |
| 2:15pm | USD | Industrial Production m/m | |
| 3:00pm | USD | Prelim UoM Consumer Sentiment | |
| Mon 17-Jan | 2:00am | CNY | GDP q/y |
| 2:00am | CNY | Retail Sales y/y | |
| Day 1 | All | WEF Annual Meetings | |
| 3:30pm | CAD | BOC Business Outlook Survey | |
| Tue 18-Jan | Tentative | JPY | BOJ Outlook Report |
| Tentative | JPY | Monetary Policy Statement | |
| Tentative | JPY | BOJ Press Conference | |
| Day 2 | All | WEF Annual Meetings | |
| 1:30pm | USD | Empire State Manufacturing Index | |
| Wed 19-Jan | Day 3 | All | WEF Annual Meetings |
| 9:30am | GBP | CPI y/y | |
| 1:30pm | CAD | CPI m/m | |
| 1:30pm | CAD | Common CPI y/y | |
| 1:30pm | CAD | Median CPI y/y | |
| 1:30pm | CAD | Trimmed CPI y/y | |
| Thu 20-Jan | 12:30am | AUD | Employment Change |
| 12:30am | AUD | Unemployment Rate | |
| 8:15am | EUR | French Flash Services PMI | |
| 8:30am | EUR | German Flash Manufacturing PMI | |
| 8:30am | EUR | German Flash Services PMI | |
| 9:00am | EUR | Flash Manufacturing PMI | |
| 9:00am | EUR | Flash Services PMI | |
| Day 4 | All | WEF Annual Meetings | |
| 9:30am | GBP | Flash Manufacturing PMI | |
| 9:30am | GBP | Flash Services PMI | |
| 10:00am | EUR | ZEW Economic Sentiment | |
| 10:00am | EUR | German ZEW Economic Sentiment | |
| 1:30pm | USD | Philly Fed Manufacturing Index | |
| 1:30pm | USD | Unemployment Claims | |
| 3:00pm | USD | Existing Home Sales | |
| Fri 21-Jan | 7:00am | GBP | Retail Sales m/m |
| Day 5 | All | WEF Annual Meetings | |
| 1:30pm | CAD | Core Retail Sales m/m | |
| 1:30pm | CAD | Retail Sales m/m | |
| Sat 22-Jan | Day 6 | All | WEF Annual Meetings |
| Mon 24-Jan | 2:45pm | USD | Flash Manufacturing PMI |
| 2:45pm | USD | Flash Services PMI | |
| Tue 25-Jan | 12:30am | AUD | CPI q/q |
| 12:30am | AUD | Trimmed Mean CPI q/q | |
| 3:00pm | USD | CB Consumer Confidence | |
| Wed 26-Jan | 9:00am | EUR | German ifo Business Climate |
| 3:00pm | CAD | BOC Monetary Policy Report | |
| 3:00pm | CAD | BOC Rate Statement | |
| 3:00pm | CAD | Overnight Rate | |
| 4:00pm | CAD | BOC Press Conference | |
| 7:00pm | USD | FOMC Statement | |
| 7:00pm | USD | Federal Funds Rate | |
| 7:30pm | USD | FOMC Press Conference | |
| 9:45pm | NZD | CPI q/q | |
| Thu 27-Jan | 8:00am | CHF | KOF Economic Barometer |
| 1:30pm | USD | Advance GDP q/q | |
| USD | Advance GDP Price Index q/q | ||
| USD | Core Durable Goods Orders m/m | ||
| USD | Durable Goods Orders m/m | ||
| USD | Unemployment Claims | ||
| 3:00pm | USD | Pending Home Sales m/m | |
| Fri 28-Jan | 1:30pm | USD | Core PCE Price Index m/m |
| 3:00pm | USD | Revised UoM Consumer Sentiment | |
| Mon 31-Jan | 2:45pm | USD | Chicago PMI |
Lista de ativos
Ver a lista completaMais recente
Ver todos
Segunda-feira, 5 Maio 2025
4 mín
Domingo, 4 Maio 2025
4 mín
Sábado, 3 Maio 2025
9 mín
