Week Ahead - Jan 13-17

I hope everyone is having a wonderful weekend after that wild finish to the week. We have a flurry of data this week, with the headliners being inflation and retail sales.

On Tuesday, we get an updated NFIB Small Business optimism index, and I will be curious to see how hiring and compensation plans show up post election, and we also get PPI and Redbook sales. Wednesday has MBS applications and CPI, but we also get UK CPI early in the morning and I think that is important given the Gilt moves of late. Thursday we get retail sales, import/export prices, Philly Fed and inventory data. Friday comes with building permits, housing starts and industrial production.

In case you are catching up, I covered the blockbuster NFP report in Data Recap.

I also published my preview for the year in Questions for 2025.