Weekly preview: Dates until January 28, 2024

The most important events in the economy, stock market and economic situation.

MONDAY, January 29, 2024

07:00 LU/Stabilus SA, 1Q results (10:30 analyst conference)

07:00 IE/Ryanair Holdings plc, 3Q results

07:00 NL/Royal Philips Electronics NV, annual results

10:00 DE/ECB, Survey of Monetary Analysts

10:00 DE/ZVEI President Kegel and Chairwoman of the ZVEI Management Board Weber, press conference at the start of the year

11:00 DE/Federal President Steinmeier, discussion on social cohesion in Germany with representatives of business associations, the German Federation of Trade Unions as well as companies and works councils, Berlin

11:30 DE/Government PK

15:30 DE/Federal Minister of Economics Habeck, statement after the Steel Alliance meeting, Berlin

TUESDAY, January 30, 2024

06:55 ES/Banco Bilbao Vizcaya Argentaria SA (BBVA), annual results

07:30 FR/GDP (1st release) 4Q

07:30 FRI/Private consumption December

08:00 GB/Diageo plc, result 1H

08:00 CH/December trade balance

09:00 ES/GDP (1st release) 4Q

09:00 ES/HICP and consumer prices (provisional) January

10:00 DE/GDP (1st release) 4Q

10:00 DE/Bundestag, budget debate (until February 2nd), Berlin

10:00 HR/ECB Chief Economist Lane, participation in the conference on “One Year of the Euro in Croatia”

10:00 IT/GDP (1st release) 4Q

10:00 DE/Federal Health Minister Lauterbach, Pk on reform of inpatient care, Berlin

11:00 EU/GDP (1st release) 4Q

11:00 EU/Index Economic Sentiment January

11:00 DE/Deutsche WindGuard, VDMA Power Systems, WAB, Pk on the status of offshore wind energy expansion in Germany in 2023

11:00 DE/German Savings Banks and Giro Association (DSGV), Pk on the economic forecast for 2024, Berlin

11:00 DE/VDA, digital start-of-year press conference

11:00 EU/Eurozone business climate index January

11:30 EU/ECB, allocation of 3-month long-term refi tender

11:30 EU/ECB, allocation of main refi tender

12:00 US/United Parcel Service Inc (UPS), annual results

12:00 DE/IGBCE, publication of the recommendation for the chemical collective bargaining round 2024

12:30 US/General Motors Co (GM), annual results

12:45 US/Pfizer Inc, 4Q earnings

2:00 p.m. US/IMF, global economic outlook update

16:00 US/Consumer Confidence Index January

16:30 DE/ECB Council member Nagel, discussion with Moritz Schularick on “Currency guardians as eternal saviors in times of need?”

16:30 DE/Forum New Economy, talk by Bundesbank President Nagel and the President of the Kiel Institute for the World Economy (IfW), Schularick, on the topic “The role of the central bank in financial crises”, Berlin

22:01 US/Microsoft Corp, 2Q results

22:05 US/Alphabet Inc (Google Holding), annual results

22:05 US/Mondelez International Inc, annual results

22:05 US/Starbucks Corp, 1Q results

22:15 US/Advanced Micro Devices Inc, annual results

– CH/trade balance December

– US/Fed, start of the two-day FOMC meeting

WEDNESDAY, January 31, 2024

00:50 JP/Industrial production December

02:00 KR/Samsung Electronics Co Ltd, detailed annual results

06:50 ES/Banco Santander SA, 4Q result

07:00 CH/Novartis AG, annual results and annual report

07:00 DE/Software AG, preliminary annual results

07:30 AT/Raiffeisen Bank International AG (RBI), preliminary annual results

07:30 DE/Atoss Software AG, preliminary annual results

07:30 DK/Novo Nordisk A/S, annual results

07:30 DE/Cliq Digital AG, preliminary annual results

07:30 NL/KPN NV, annual results

07:30 DE/Consumer prices North Rhine-Westphalia January

08:00 GB/GSK plc, annual results

08:00 SE/Hennes & Mauritz AB, detailed annual results

08:00 DE/Retail sales December & year

08:00 DE/Import/Export prices December

08:00 DE/Employment December

08:45 FR/Consumer prices (provisional) January

09:00 DE/Economic forecast from DIW – German Institute for Economic Research

09:55 DE/January labor market data

10:00 DE/Consumer prices Bavaria January

10:00 DE/Consumer prices Brandenburg January

10:00 DE/Consumer prices Hesse January

10:00 DE/Consumer prices Saxony January

10:30 DE/Schott Pharma AG & Co KGaA, balance sheet press conference on the annual results from January 26, 2024

10:30 DE/German Trade Association (HDE), annual press conference, Berlin

10:50 EU/ECB, allocation of 7-day dollar tender

12:00 DE/Bundestag, general debate on government policy, Berlin

13:00 DE/Government PK

13:30 US/Boeing Co, 4Q results

2:00 p.m. US/Mastercard Inc, annual results

14:00 DE/Consumer prices (provisional) January

2:15 p.m. US/ADP January jobs report

14:30 US/Labor Cost Index 4Q

15:00 EU/Forecast overview from Dow Jones Newswires on the oil price development of Brent and WTI

15:45 US/Index Purchasing Manager Chicago January

16:30 DE/Federal Finance Minister Lindner, speech at the summit of world market leaders, Schwäbisch Hall

8:00 p.m. EU/ECB, result of the Council meeting (2:45 p.m. press conference with ECB President Lagarde)

8:00 p.m. US/Fed, FOMC meeting results

10:00 p.m. US/Qualcomm Inc, 1Q earnings

– DE/Consumer prices Baden-Württemberg January

THURSDAY, February 1, 2024

07:00 CH/ABB Ltd, detailed annual results

07:00 CH/Roche Holding AG, annual results (14:00 analyst conference)

07:00 DE/Deutsche Bank AG, preliminary annual results (09:00 BI-PK; 11:00 analyst conference)

07:00 DE/DWS Group GmbH & Co KGaA, preliminary annual results

07:00 DE/Siemens Healthineers AG, 1Q results (07:30 PK; 08:30 analyst conference)

07:00 DE/Siltronic AG, preliminary annual results

07:00 FR/BNP Paribas SA, annual results

07:00 NL/ING Groep NV, 4Q result

07:00 CH/Julius Bär Group AG, annual results

07:00 SE/Volvo Car Corp, 4Q results

07:30 AT/OMV AG, annual results (10:00 BI-PK)

07:30 FR/Sanofi SA, annual results (14:30 BI-PK)

08:00 CH/Glencore plc, Production Report

08:00 GB/Shell plc, annual results

09:00 NL/Ferrari NV, annual results

09:00 DE/Bundestag, continuation of the budget debate, Berlin

09:30 SE/Riksbank, outcome of the Monetary Policy Council meeting

09:45 IT/Purchasing Managers Index/Manufacturing PMI January

09:50 FR/Purchasing Managers Index/Manufacturing PMI (2nd release) January

09:55 DE/Purchasing Managers Index/Manufacturing PMI (2nd publication) January

10:00 EU/Purchasing Managers Index/PMI Manufacturing Eurozone (2nd release) January

10:30 UK/Purchasing Managers Index/Manufacturing PMI (2nd release) January

11:00 EU/December labor market data

11:00 EU/Eurozone consumer prices (preliminary estimate) January

11:00 IT/Consumer Prices (provisional) January

12:30 US/Honeywell International Inc, 4Q earnings

12:30 US/Merck & Co Inc, 4Q results

12:30 IT/ECB Chief Economist Lane, speech at the Einaudi Institute for Economics and Finance conference

13:00 DE/ING-DiBa AG, annual press conference

13:00 GB/BoE, outcome and minutes of the Monetary Policy Council meeting

14:15 DE/Federal Minister of Economics Habeck, speech and panel discussion at

19th AGFW information day on “Distance heating 2024 – Accelerating expansion and transformation”, Berlin

2:30 p.m. US/Initial jobless claims (week)

14:30 US/Ex Agricultural Productivity (1st release) 4Q

15:45 US/Purchasing Managers Index/Manufacturing PMI (2nd release) January

4:00 p.m. US/Construction Issues December

16:00 US/ISM manufacturing index January

5:00 p.m. DE/CDU/CSU parliamentary group, event “Summit of the CDU/CSU parliamentary group – economic turnaround for Germany”, Berlin

21:40 US/Meta Platforms Inc, 4Q earnings

22:05 US/Amazon.com Inc, 4Q earnings

22:30 US/Apple Inc, 1Q results

– BEL/Chancellor Scholz, participation in the EU special summit, Brussels

– DE/DUH, 3 fundamental lawsuits for an adequate climate protection program before OVG Berlin-Brandenburg

FRIDAY, February 2, 2024

07:00 NL/TomTom NV, annual results

08:00 DE/Hawesko Holding AG, preliminary annual results

08:45 FRI/Industrial production December

09:00 DE/Bundestag, conclusion of the budget debate, Berlin

09:30 DE/Federal Council, plenary session, Berlin

10:00 DE/Thyssenkrupp AG, AGM

10:00 DE/Verbio Vereinigte BioEnergie AG, AGM

11:00 US/Chevron Corp 4Q earnings

11:30 DE/Government PK

12:30 US/Exxon Mobil Corp, 4Q earnings

13:00 DE/Schaeffler AG, ao AGM

1:45 p.m. US/Abbvie Inc, 4Q earnings

2:30 p.m. US/January labor market data

4:00 p.m. US/Industry orders received December

16:00 US/Index Consumer Sentiment University of Michigan (2nd survey) January

– EU/S&P, rating review ESM and EFSF

– An appointment without a time is scheduled for later in the day

– Times in current local time in Germany

– No guarantee for accuracy and completeness

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