Reviewed by Gotrade Internal Analyst
This week is hands down the most critical moment of Q1 2026 for the US stock market economic calendar. Market players are calling it the "Super Bowl" of the financial world because, honestly, the schedule is absolutely packed with data releases and monetary policy decisions.
Investors' focus is currently split between the Federal Reserve's interest rate decision and earnings reports from the "Magnificent Seven" tech giants. On top of that, political sentiment regarding tariff threats is starting to heat up the global market situation again.
Market Highlights This Week (Key Takeaways)
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The US Central Bank is predicted to hold interest rates at the 3.50% – 3.75% level. The main event here is Jerome Powell's press conference.
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This week is a litmus test for the validity of the AI rally, with Microsoft ($MSFT), Apple ($AAPL), and Tesla ($TSLA) set to release their performance reports.
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The Q4 2025 GDP report, which was supposed to drop this Thursday, has been postponed to March, shifting the market spotlight entirely to corporate earnings.
Full Economic Calendar Schedule
Here is the schedule for key economic data releases, converted to Western Indonesia Time (WIB).
| Day/Date (WIB) | Event / Economic Data | Forecast | Impact |
|---|---|---|---|
| Mon, Jan 26, 20:30 | Durable Goods Orders (MoM) (Nov) | 3.1% | High |
| Tue, Jan 27, 20:30 | U.S. President Trump Speaks | - | High |
| Tue, Jan 27, 22:00 | CB Consumer Confidence (Jan) | 90.1 | High |
| Wed, Jan 28, 20:30 | U.S. President Trump Speaks | - | High |
| Wed, Jan 28, 22:30 | Crude Oil Inventories | - | High |
| Thu, Jan 29, 02:00 | Fed Interest Rate Decision | 3.75% | High |
| Thu, Jan 29, 02:00 | FOMC Statement | - | High |
| Thu, Jan 29, 02:30 | FOMC Press Conference | - | High |
| Thu, Jan 29, 20:30 | Initial Jobless Claims | 202K | High |
| Fri, Jan 30, 20:30 | Producer Price Index (PPI) MoM (Dec) | 0.2% | High |
| Fri, Jan 30, 21:45 | Chicago PMI (Jan) | 43.3 | High |
Earnings Calendar
This week is dominated by the biggest tech companies in the world. Expect some high volatility in this sector.
| Ticker | Company Name | Key Focus | Time (US Time) |
|---|---|---|---|
| $SOFI | SoFi Technologies, Inc. | Loan Origination Growth | Mon (Pre-Market) |
| $NUE | Nucor Corporation | Industrial Demand | Mon (After-Market) |
| $GM | General Motors Company | EV Production Ramp-up | Tue (Pre-Market) |
| $UPS | United Parcel Service, Inc. | Shipping Volume (Economic Bellwether) | Tue (Pre-Market) |
| $BA | The Boeing Company | Production & Quality Control Updates | Tue (Pre-Market) |
| $MSFT | Microsoft Corporation | Azure AI Growth Rate | Wed (After-Market) |
| $META | Meta Platforms, Inc. | Ad Revenue & Capex | Wed (After-Market) |
| $TSLA | Tesla, Inc. | Gross Margins & Delivery Guidance | Wed (After-Market) |
| $IBM | International Business Machines Corporation | Software Consulting Demand | Wed (After-Market) |
| $SBUX | Starbucks Corporation | China Sales & Foot Traffic | Wed (After-Market) |
| $AAPL | Apple Inc. | iPhone 17 Cycle & China Demand | Thu (After-Market) |
| $V | Visa Inc. | Consumer Spending Volume | Thu (After-Market) |
| $MA | Mastercard Incorporated | Cross-border Transactions | Thu (Pre-Market) |
| $XOM | Exxon Mobil Corporation | Oil Price Realization | Fri (Pre-Market) |
| $CVX | Chevron Corporation | Production Outlook | Fri (Pre-Market) |
Analysis & Portfolio Impact
This week's volatility isn't just about the numbers; it's about the long-term trend direction. Here’s a breakdown of how this could impact your portfolio.
What Does a Fed "Hold" Mean for Tech Stocks?
If the Fed keeps rates at 3.50% – 3.75% as predicted, the market might react neutrally. However, every single word from Jerome Powell regarding inflation could trigger a massive move.
If Powell sounds hawkish (tough on inflation), stocks with high valuations like NVIDIA or Microsoft could face a correction. On the flip side, a dovish tone could reignite the market rally.
The Fate of the AI Rally in the Hands of the "Magnificent Seven"
Tech stocks have been whipsawed lately. Microsoft and Meta are trading off their 52-week highs.
Market expectations have cooled slightly, meaning even a small "positive surprise" (beat) could push prices up. However, the market will have zero tolerance for weak future guidance, especially concerning AI monetization.
Impact of the GDP Data Delay
Typically, the GDP release is a major market mover. However, the postponement of the Q4 GDP release to March creates a macro data void on Thursday.
This means that on Thursday, investor attention will be 100% focused on the market reaction post-Tesla earnings and the lead-up to the Apple release. Don't be surprised if trading volume is concentrated heavily on these specific stocks.
Ready to face the volatility this week? Top up your Gotrade account now and ride the market momentum.
