This report covers the week of January 5 – 11, 2026. Following the holiday period, markets are entering their first full week of trading with a focus on labor market health, persistent inflation in Europe, and major tech-driven events like CES 2026.

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Weekly Executive Summary

• Economic Focus: The “Jobs Week” in the US is the primary driver, with Non-Farm Payrolls expected to show cooling (forecasted at 55k). European inflation data will dictate the ECB’s tone for Q1.
• Stock Market Focus: CES 2026 kicks off in Las Vegas (Jan 6–9), historically a catalyst for AI and tech stocks.¹ Market volatility is expected to rise as investors weigh the US Supreme Court’s looming decision on tariffs.
• Crypto Focus: A significant week for tokenomics, with $ENA, $LINEA, and $APT facing large supply unlocks.² Institutional sentiment remains bullish following the 2025 “GENIUS Act.”

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Daily Breakdown

Monday, Jan 5

• Economic:
  • China: RatingDog Services PMI (Dec) – Expected to dip slightly to 52.0.³
  • US: ISM Manufacturing PMI – Forecasted at 48.3 (remaining in contraction).⁴
• Stock Market: First full trading day of 2026; focus on high-valuation S&P 500 stocks after a 16% gain in 2025.
• Crypto: * $ENA Unlock: ~$36.1M in tokens released (2.37% of supply).⁵
  • Theta Network: Governance vote on TDROP 2.0 regarding staking incentives.⁶

Tuesday, Jan 6

• Economic:
  • US: JOLTS Job Openings (Nov) – Key indicator for labor demand.⁷
  • US: ISM Services PMI – Expected decline to 52.3.
• Stock Market: CES 2026 Begins. Over 4,300 companies exhibiting. Watch for keynote announcements from Samsung, LG, and Nvidia regarding AI integration.
• Crypto: $HYPE Unlock (Team tokens). Focus on AI-integrated Web3 projects showcasing at CES.

Wednesday, Jan 7

• Economic:
  • Eurozone: Preliminary December Inflation – Expected to hold steady at 2.1%.⁸
  • US: ADP Employment Change – A precursor to Friday’s jobs report.
• Stock Market: Energy sector focus as investors assess the weekend capture of Nicolás Maduro and its impact on Venezuelan oil output.⁹
• Crypto: Ethereum (ETH) Branch Upgrade – Significant technical update including “Blob parameters” to improve scalability.

Thursday, Jan 8

• Economic:
  • Eurozone: Unemployment Rate – Forecasted to remain at 6.4%.
  • US: Weekly Jobless Claims.
• Stock Market: Retail and tech stocks under pressure as the market awaits the Supreme Court tariff ruling.
• Crypto: SuperRare launches the ‘Matter & Spirit’ NFT collection; Space and Time ($SxT) token unlock (~24.6M tokens).

Friday, Jan 9

• Economic:
  • US: December Jobs Report (Non-Farm Payrolls) – Consensus is 55,000 jobs created; unemployment rate expected at 4.5%.¹⁰
  • Canada: Employment Report for December.¹¹
• Stock Market: Potential for high volatility. If jobs data is significantly lower than 55k, recession fears may spike.
• Crypto: Riksbank (Sweden) meeting; while a central bank event, it often influences regional fintech and digital currency sentiment.

Saturday – Sunday, Jan 10–11

• Crypto: * $LINEA Unlock (Jan 10): ~$9.3M release (6.34% of supply).¹²
  • $APT Unlock (Jan 11): ~11.3M tokens (0.73% of supply).
  • Market Sentiment: Traders will be prepping for the US CPI release on Tuesday, Jan 13.

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Key Risks to Monitor

1. US Supreme Court Ruling: An imminent decision on the legality of emergency tariffs could cause a “risk-off” environment for global equities.
2. Fed Chair Announcement: Anticipation for the formal naming of the next Federal Reserve Chair is creating uncertainty in the bond markets.
3. Oil Volatility: Geopolitical shifts in South America may lead to fluctuations in Brent and WTI crude prices.¹³