Weekly Market & Economic Intelligence Report

Period: Monday, January 19 – Sunday, January 25, 2026

The week is dominated by high-level dialogue at the World Economic Forum (WEF) in Davos, crucial central bank policy shifts in Asia, and the acceleration of the U.S. Q4 2025 earnings season. Markets are currently navigating a “tariff war” narrative and cooling inflation data.

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Daily Breakdown of Events

Monday, January 19

• Economic: * China Q4 GDP: Expected to show a deceleration to ¹$4.6\%$ YoY, reflecting property sector woes and trade tensions.²
  • IMF World Economic Outlook: Launch of the updated global growth projections in Brussels.
  • WEF Davos: The 56th Annual Meeting officially begins; focus on “A Spirit of Dialogue” and global trade.³
• Stock Market: U.S. Markets Closed for Martin Luther King Jr.⁴ Day.
• Crypto: Web3 Hub Davos kicks off, focusing on institutional adoption and digital asset regulation.⁵

Tuesday, January 20

• Economic: * Germany PPI: Insights into European manufacturing inflation.⁶
  • Davos Sessions: Focus on “Artificial Intelligence and the Future of Medicine.”⁷
• Stock Market: Netflix (NFLX) and Charles Schwab report earnings. Focus on Netflix’s ad-tier revenue and subscriber guidance for 2026.
• Crypto: LayerZero (ZRO) and Plume scheduled token unlocks; potential short-term price volatility due to supply increases.⁸

Wednesday, January 21

• Economic: * U.S. S&P Global Flash PMIs: First look at January private sector activity (Manufacturing & Services).⁹
  • UK Inflation (CPI): Key data for Bank of England rate expectations.
• Stock Market: Johnson & Johnson (JNJ), Abbott Laboratories, and Prologis report. Focus on J&J’s MedTech margins.
• Crypto: Solana Mobile Airdrop claims go live for eligible users.

Thursday, January 22

• Economic: * Australia Labour Force: Unemployment expected to edge up to $4.4\%$.
  • Turkey Central Bank (CBRT): Interest rate decision; forecast suggests potential for further easing.
• Stock Market: Visa, Intel (INTC), and NextEra Energy report. Intel’s report is critical for the semiconductor sector turnaround narrative.
• Crypto: Block Mountain 2026 (Thailand) and Digital Asset Innovators Summit (Hong Kong) begin.¹⁰

Friday, January 23

• Economic: * Bank of Japan (BoJ) Meeting: Forecasted 25 basis point hike as Japan exits ultra-easy policy.
  • Japan Inflation (CPI): Expected to show persistent price pressure supporting the BoJ’s hawkish stance.
• Stock Market: Procter & Gamble (P&G) and GE Aerospace report.¹¹ Investors watching consumer staples for “pricing power” resilience.
• Crypto: Meteora (MET) airdrop claims window closes.

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Key Market Themes to Watch

Sector	Focus Area	Impact Level
Global Macro	Davos 2026: Discussions on U.S.-EU-China tariffs and geopolitical flashpoints (Ukraine/Gaza).	High
Equities	AI/Tech Earnings: Intel and Netflix will set the tone for the 2026 tech outlook.	High
Crypto	Bitcoin ETFs: After $1.4B in weekly inflows, watch if the “tariff war” fears continue to cause a BTC-Gold decoupling.	Medium
Monetary	BoJ Pivot: A Japanese rate hike could cause significant ripples in the “carry trade” and global bond yields.	High