[Key Events and Data Preview This Week: Non-Farm Payrolls + CPI, Central Bank Officials from Europe and the US Speak Out]
Monday:
①Data: Japan's December Trade Balance, Switzerland's January Consumer Confidence Index, Eurozone's February Sentix Investor Confidence Index.
②Event: ASEAN Finance Ministers and Central Bank Deputys Working Group Meeting held until February 13th.
Tuesday:
①Data: US January New York Fed 1-Year Inflation Expectations, January NFIB Small Business Confidence Index, December Retail Sales (MoM), Q4 Labor Cost Index (QoQ), December Import Price Index (MoM), November Business Inventories (MoM); France Q4 ILO Unemployment Rate; China January M2 Money Supply (YoY) (To be determined).
②Event: ECB President Lagarde attends discussion. Fed Governors Waller and Bostic deliver speeches. New York Fed releases Q4 2025 Household Debt and Credit Report.
③Earnings Report: Hong Kong Stocks – SMIC (Semiconductor Manufacturing International Corporation). US Stocks – BP, Spotify, Coca-Cola, AstraZeneca, Robinhood, Ford Motor.
Wednesday:
① Data: US API crude oil inventories for the week ending February 6, EIA crude oil inventories for the week ending February 6; US January unemployment rate, seasonally adjusted non-farm payrolls, average hourly earnings month-on-month, final reading of 2025 non-farm payrolls baseline change; China January CPI year-on-year rate.
② Events: EIA releases monthly Short-Term Energy Outlook report. Speeches by Fed's Hamak and Logan. OPEC releases monthly oil market report. Israeli Prime Minister Netanyahu will meet with Trump on Wednesday to discuss the Iran issue.
③ Holiday: Tokyo Stock Exchange closed.
④ Earnings Reports: Hong Kong Stocks – NetEase, Cloud Music. US Stocks – T-Mobile US, NetEase Youdao, Cisco, McDonald's.
Thursday:
① Data: US 10-year Treasury auction (ending February 11); UK Q4 GDP annualized rate (preliminary), December three-month GDP monthly rate, December manufacturing output monthly rate, December seasonally adjusted goods trade balance, December industrial production monthly rate; US initial jobless claims for the week ending February 7, January existing home sales (annualized), EIA natural gas storage for the week ending February 6.
② Events: Bank of Canada releases monetary policy meeting minutes. IEA releases monthly oil market report. ECB Executive Board members Schnabel, Cipolloné, Chief Economist Lane, and Governing Council member Stournaras deliver speeches.
③ Holiday: No trading on the Taiwan Stock Exchange.
④ Earnings Reports: Hong Kong stocks – Hua Hong Semiconductor, Lenovo Group. US stocks – Rivian, Coinbase, Applied Materials, Airbnb.
Friday:
① Data: Swiss January CPI (MoM); Eurozone Q4 GDP (YoY, revised); Eurozone Q4 seasonally adjusted employment (QoQ, final); Eurozone December seasonally adjusted trade balance; US January unadjusted CPI (YoY), seasonally adjusted CPI (MoM), unadjusted core CPI (YoY), seasonally adjusted core CPI (MoM).
② Events: Federal Reserve Chairman Logan and Federal Reserve Governor Milan attend events. China's National Bureau of Statistics releases monthly report on residential sales prices in 70 major and medium-sized cities. The Central Bank of Russia announces its interest rate decision. Bank of Japan policy board member Naoki Tamura delivers a speech.
③ Holidays: No market trading on the Taiwan Stock Exchange; no night trading on the Shanghai Gold Exchange, Shanghai Futures Exchange, Zhengzhou Commodity Exchange, and Dalian Commodity Exchange.
④ Earnings Report: US Stocks – Moderna.
Saturday:
① Data: US total oil rig count for the week ending February 13; CFTC releases weekly positioning report.
