Wednesday, January 21, President
Trump's 8:30 AM EST speech is high-impact, with recent focus on Fed pressure, housing, and credit card rate caps.
Thursday, January 22, brings critical GDP Annualized at 8:30 AM EST and Core PCE Price Index (MoM, YoY) at 10:00 AM EST. GDP is expected to outperform, but PCE inflation remains a key Fed concern, potentially above target due to tariffs. Today,
Friday, January 16, Fed speeches (Collins 10:50 AM EST, Bowman 11:00 AM EST, Jefferson 3:30 PM EST) offer monetary policy insights amidst ongoing political tensions over central bank independence.
Tuesday, January 20, ADP Employment Change at 8:15 AM EST will provide an early labor market read.
Traders should prepare for significant volatility mid-week.
Trump's policy rhetoric could impact sectors like housing (ITB) and financials (XLF), while GDP and PCE data will heavily influence Fed rate cut expectations, currently seen as limited near-term. Monitor Fed speakers for nuanced policy cues on inflation and independence.