The first full trading week of January ushers in a regular economic release schedule after the New Year holiday period. Markets will focus on a broad set of macroeconomic data including manufacturing surveys, confidence metrics, retail figures, foreign reserves, global inflation indicators, and various sentiment and employment related indicators across major economies. As the week progresses, attention will shift toward data that reflects activity in services sectors, consumer behavior metrics, and broader labor market trends. This slate of data is important for assessing global growth momentum and potential currency volatility early in 2026.
📅 Monday, 5 January 2026
Global Retail and Price Indicators
- Singapore Retail Sales (Year-on-Year & Month-on-Month)
- Turkey Consumer and Producer Price Indexes (CPI, PPI)
- Lithuanian Producer Price Index (Monthly & Yearly)
European Economic Indicators
- Swiss Purchasing Manager Index for Manufacturing
- Eurozone Eurocoin Economic Indicator
- Eurozone Unemployment Rate
- Eurozone Consumer Confidence Index
- UK Money Supply (M4) and Lending metrics
- Eurozone Sentix Investor Confidence
- Latvian Industrial Production (M/M and Y/Y)
North American & Asia Pacific
- Canada Official Foreign Reserves
- U.S. ISM Manufacturing Survey components
- South Korea Official Foreign Reserves
- Australian PMI Composite and Services PMI
- Japanese Official Foreign Reserves and Monetary Base
- UK Retail Sales Monitor and Shop Price Index
- Hong Kong and Singapore Manufacturing PMIs
📅 Tuesday, 6 Janauary 2026
- European Labor & Retail Metrics
- Global Activity Indicators
- Indian PMI Services and Composite PMI
- Estonian Industrial and Manufacturing Output data
📅 Wednesday, 7 January 2026
- European Labor & Retail Metrics
- Global Activity Indicators
- Indian PMI Services and Composite PMI
- Estonian Industrial and Manufacturing Output data
📅 Thursday, 8 Janauary 2026
- U.S. Economic Indicators
- Japan
- Average Cash Earnings (y/y)
- 30-year Government Bond Auction results
- Consumer Confidence Index
- Australia
- Goods Trade Balance report
- Eurozone
- German Factory Orders (Month-on-Month)
- French Trade Balance
- CPI and unemployment metrics in select Eurozone economies
- Monetary Policy discussion summaries
📅Friday, 9 Janauary 2026
- U.S. Economic Indicators
- U.S. International Trade in Goods and Services (October 2025)
- U.S. Wholesale Trade and Inventory figures
- Weekly Crude Oil Inventories (may affect commodity-linked currencies)
- Japan
- Average Cash Earnings (y/y)
- 30-year Government Bond Auction results
- Consumer Confidence Index
- Australia
- Goods Trade Balance report
- Eurozone
- German Factory Orders (Month-on-Month)
- French Trade Balance
- CPI and unemployment metrics in select Eurozone economies
- Monetary Policy discussion summaries
🧠 Macro Themes & Focus for the Week
- Labor Market Metrics: Early week ADP employment figures and weekly jobless claims set the stage ahead of the headline nonfarm payrolls and unemployment data on Friday, which markets use to gauge the macroeconomic backdrop for monetary policy expectations.
- Confidence and PMI Data: PMI and confidence surveys from major regions such as the Eurozone and the U.S. released early in the week help assess business and consumer sentiment trends that shape growth expectations.
- Trade and Activity Measures: Trade balance and activity indexes mid-week can influence currency flows through signals on economic momentum and external demand patterns.
📅 Monday, 29 December 2025
- Japan
- Bank of Japan Summary of Opinions from the recent policy meeting is released — insight into the BoJ’s thinking and future guidance.
- Norway
- Retail sales (ex-auto) data reported — indicates consumer spending trends.
- United States
📅 Tuesday, 30 December 2025
- Switzerland
- KOF Leading Indicator — a broad measure of economic activity expectations which can affect the CHF.
- United States
- S&P Case-Shiller 20-City Home Price Index (monthly and annual readings) — housing price trends that can influence risk sentiment.
- Fed Meeting Minutes from the December Federal Reserve policy meeting — detailed insights into U.S. monetary policy deliberations; one of the week’s most important releases.
📅 Wednesday, 31 December2025
- China
- Official Manufacturing PMI — snapshot of factory activity in the world’s second-largest economy; can influence broader risk appetite and EM FX moves.
- United States
- Initial Jobless Claims — weekly labor market update reflecting layoffs and employment trends.
📅 Thursday, 1 Janaury 2025
- 📌 Global Markets Closed for New Year’s Day
- Major equity and bond markets in North America, Europe, China, Japan, and others are closed for the New Year holiday.
- Almost all scheduled economic releases are paused, and liquidity conditions remain very thin.
📅Friday, 2 January 2025
- China & Japan
- Financial markets remain closed in recognition of the holiday period.
- Euro Zone
- Manufacturing PMI (final) — provides updated data on business activity in the euro area; can affect EUR crosses.
- M3 Money Supply — broad money growth figure, relevant for longer-term currency trends.
- United Kingdom
- S&P Global Manufacturing PMI — gauges manufacturing sector activity in the UK.
- United States
- S&P Global Manufacturing PMI for December — early indicator of economic momentum.
- Construction Spending for November — reflects investment in the U.S. economy.
- Canada
- S&P Global Manufacturing PMI — manufacturing activity snapshot with potential impact on the Canadian dollar.
Notes
- January 1 (Thursday) is widely observed as a public holiday; most major markets are closed, meaning minimal scheduled data and thinned trading volumes.
- January 2 sees some return of scheduled indicators, but with continued thin liquidity and muted volatility compared with a typical week.
Categories: Market News
