W Week Ahead

Week Ahead Preview: Davos; Fed Beige Book; ECB Minutes; U.S. Bank Earnings; Chinese and U.S. Data; U.K. CPI

14 January, 2024

From the World Economic Forum in Davos, the Fed Beige Book, ECB Minutes and Key Earnings, here’s what you need to know about the week ahead.


🌎 World Economic Forum in Davos, Switzerland, with this year’s theme “Rebuilding Trust.” US Secretary of State Antony Blinken, French President Emmanuel Macron, Chinese Premier Li Qiang and Ukrainian President Volodymyr Zelenskiy are slated to attend. Through Jan. 19. – Bloomberg

🇨🇳 Medium-term lending facility rate and volume

🇪🇺 Eurozone finance ministers meet in Brussels – Bloomberg

🇩🇪 Germany to release 2023 growth figures, including an estimate for the fourth quarter, and is likely to have entered a technical recession – Bloomberg

🇪🇺 November industrial production

🇪🇺 ECB’s Villeroy, IMF’s Gopinath on Davos Panel – Bloomberg

🇺🇸 US markets closed for Martin Luther King Jr. holiday

🇺🇸 Republican caucuses, the first nominating contests for the 2024 presidential election


🇩🇪 January Zew

🇪🇺 ECB Governing Council member Francois Villeroy de Galhau and International Monetary Fund First Deputy Managing Director Gita Gopinath speak at Davos – Bloomberg

🇪🇺 EU economic and financial affairs council (Ecofin) meets in Brussels – Bloomberg

🇬🇧 Nov./Dec. employment data

🇺🇸 December Empire manufacturing

🇺🇸 Fed Governor Christopher Waller speaks at Brookings Institution on economic outlook and monetary policy – Bloomberg


🇨🇳 Q4 GDP

🇨🇳 December retail sales, industrial production and FAI

🇨🇳 December new home prices

🇪🇺 ECB Executive Board member Piero Cipollone gives welcome remarks at meeting of Euro Cyber Resilience Board for pan-European Financial Infrastructures in Frankfurt – Bloomberg

🇪🇺 Bank of France Governor Francois Villeroy de Galhau speaks at French Senate’s financial affairs committee – Bloomberg

🇪🇺 ECB Governing Council member Boris Vujcic participates in panel on economic growth at WEF in Davos – Bloomberg

🇪🇺 ECB President Christine Lagarde and ECB Governing Council members Klaas Knot and Boris Vujcic speak at Davos – Bloomberg

🇪🇺 ECB’s Bostjan Vasle and National Bank of Hungary Deputy Governor Barnabas Virag speak at conference in Vienna, with ECB Governing Council member Gediminas Simkus also on a panel there – Bloomberg

🇪🇺 Bundesbank Chief Nagel Speaks in Davos – Bloomberg

🇬🇧 December CPI and PPI

🇺🇸 December retail sales

🇺🇸 December industrial production

🇺🇸 January NAHB

🇺🇸 Vice Chair for Supervision Michael Barr speaks at MIT/Federal Reserve conference on measuring cyber risk in the financial services sector – Bloomberg

🇺🇸 Fed Governor Michelle Bowman speaks about the path forward for bank capital reform at an event held by the US Chamber of Commerce in Washington, DC. – Bloomberg

🇺🇸 Fed Beige Book

🇺🇸 New York Fed President John Williams speaks at bank event on measuring equitable growth – Bloomberg


🇪🇺 ECB Minutes

🇪🇺 ECB President Christine Lagarde participates in Davos panel discussion – Bloomberg

🇺🇸 December housing starts and building permits

🇺🇸 January Philadelphia Business Outlook

🇺🇸 Atlanta Fed President Raphael Bostic speaks on economy at Metro Atlanta Chamber of Commerce, and also at Atlanta Business Chronicle’s 2024 economic outlook lunch – Bloomberg

🇺🇸 Republican presidential primary debate in New Hampshire.


🇪🇺ECB President Christine Lagarde and IMF Managing Director Kristalina Georgieva speak in Davos – Bloomberg

🇬🇧 December CPI

🇺🇸 January U. of Michigan Consumer Sentiment

🇺🇸 December Existing Home Sales

🇺🇸 Vice Chair for Supervision Michael Barr speaks about bank regulation at an event in Washington – Bloomberg

🇺🇸 San Francisco Fed President Mary Daly is part of a “fireside chat” on the economy at San Diego County Economic Round table – Bloomberg

🇺🇸 US Congress faces deadline to pass spending agreement before part of federal government shuts down – Bloomberg



Focus on U.S. Economic Calendar

Top 10 Macro/Financial Charts of the Previous Week – w2

What Happened in the World Economy Last Week – in charts – w2 (Bloomberg)

*Note: Previous reports can be found here