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Major Earnings Reports Streaming In: Global Week Ahead
Read MoreHide Full Article
Key Takeaways
Q4 Earnings Season Accelerates This Week
President Trump to Appear at World Economic Forum in Davos
Both U.S. and Chine Put Out GDP Numbers
Supreme Court to Hear Cases on the Federal Reserve
What is going on in this Global Week Ahead?
Major Q4 U.S. earnings reports start streaming in.
Stock markets will have a lot to ponder in the coming week as January's hectic start continues apace, with U.S. President Trump's appearance at the World Economic Forum in Davos taking center stage.
Finally, the ongoing battle for control at the Federal Reserve will head to the Supreme Court; and the Bank of Japan meets, with a possible snap Japanese election on the horizon.
Next are Reuters’ five world market themes, re-ordered for equity traders—
(1) Major Q4 U.S. Earnings Reports Start Streaming In
The fourth-quarter U.S. earnings season heats up, with reports due from high-profile companies including Netflix (NFLX - Free Report) , Johnson & Johnson (JNJ - Free Report) and Intel (INTC - Free Report) .
Streaming giant Netflix reports results in the middle of its high-stakes battle with Paramount Skydance (PSKY - Free Report) for Warner Bros Discovery (WBD - Free Report) — a deal set to shake up the media landscape.
Mixed results from banks have kicked off the reporting season, as top JPMorgan (JPM - Free Report) , executives also warned Trump's proposed 10% cap on credit card interest rates would hurt consumers.
Corporate outlooks will be crucial over the coming weeks. Broad expected earnings growth in 2026 is a key underpinning for optimism among stock investors.
(2) The 56th Annual World Economic Forum Gets Underway in Davos, Switzerland
It's that time of year when political leaders, central bankers, billionaires and tech bros swap their spreadsheets for snow boots and head to the Swiss mountain resort of Davos, for the 56th World Economic Forum.
In addition to navigating the gathering's infamous colour-coded badge system that separates the movers and shakers from everyone else, delegates will explore this year's theme, "A Spirit of Dialogue,” from January 19-23.
But the main focus is going to be Trump, who plans to attend in person, having addressed the forum last year via video link, right after the start of his second term. He's said his speech will cover housing and affordability proposals.
But everyone will be watching for news on anything from geopolitics to trade from the president. The one thing beyond the "Trump effect" that could dominate the conversation is AI.
(3) Mainland China Releases its Q4 and Full-Year Real GDP Growth Figures
China kicks off the week, with the release of its highly anticipated fourth-quarter and full-year GDP figures, where expectations are for Beijing to have met its growth target even as its economy continues to trudge along.
Growth, which President Xi Jinping said last month is set to reach around 5% in 2025, is likely to have been supported by the country's goods exports, which proved resilient even in the face of Trump's tariffs.
China reported a record trade surplus of nearly $1.2 trillion in 2025.
But one of the key questions facing policymakers is how long the $19 trillion economy can withstand a property slump and sluggish domestic demand by exporting ever-cheaper goods.
Alongside Monday's GDP data, investors will also get December house prices and retail sales figures, which are likely to reinforce the case for further policy support.
(4) The Battle for Control of the U.S. Federal Reserve Reaches the Supreme Court
Trump’s battle with the Federal Reserve heads to the Supreme Court on Wednesday in a case that may have ramifications for the central bank’s ability to operate independently.
The justices will hear a case filed by policymaker Lisa Cook in response to Trump’s attempt to remove her from the Fed’s board. This battle looms in the wake of outgoing Fed Chair Jay Powell having been served with a subpoena by the Department of Justice over previous testimonies concerning Fed office renovations.
This, Powell said, was part of the broader context of the administration's threats and ongoing pressure. The Fed sits in a category of independent agencies that are traditionally insulated from presidential control.
Cook has said Trump's claims against her did not give him the legal authority to remove her and were a pretext to fire her for her monetary policy stance.
(5) Japan’s New Prime Minister Likely Call a Snap Election, on Feb. 8th
Japanese Prime Minister Sanae Takaichi is betting her personal popularity with the voting public will translate into a stronger mandate with her decision to call a snap election, ostensibly for February 8.
That's actually something of a gamble. Takaichi's cabinet rating is above even that of her mentor Shinzo Abe, while her party — the scandal-tainted LDP — continues to sag near historic lows.
For now, investors seem to believe her coalition can at least expand their currently puny lower house majority, giving her more scope for big fiscal stimulus. And that has stocks soaring to record highs, while the yen and long-dated government bonds sink.
Her dissolution of parliament next Friday to pave the way for polls may overshadow the other big event of the week in the country: the Bank of Japan's policy decision.
After raising rates only last month, little is expected at next week's central bank gathering, with most economists postulating July as the timing for a follow-up hike.
Zacks #1 Rank (STRONG BUY) Stocks
I picked three mining-related stocks from our #1 list this week.
(1) BHP Group (BHP - Free Report) : This is a $66 a share stock, with a market cap of $107.7B. It is found in Zacks Mining Miscellaneous industry. There is a Zacks Value score of C, a Zacks Growth score of B, and a Zacks Momentum score of A.
(2) Agnico Eagle Mines (AEM - Free Report) : This is a $200 a share stock, with a market cap of $98.7B. It is found in the Zacks Gold Mining industry. There is a Zacks Value score of D, a Zacks Growth score of B, and a Zacks Momentum score of F.
(3) National Australia Bank (NABZY - Free Report) : This is a $14 a share stock, with a market cap of $86.2B. It is found in the Zacks Foreign Bank industry. There is a Zacks Value score of C, a Zacks Growth score of F, and a Zacks Momentum score of C.
Key Global Macro
President Trump’s remote Davos speech may be the main event this week, given the volatility of geopolitics right now.
On Monday, the Bank of Canada CPI for DEC came out at +2.4% year over year this morning. +2.2% y/y is the prior reading. The Bank of Canada Business Outlook Survey also came out. It’s opening bullet point reads: “Business sentiment is subdued but remains above its survey low from the second quarter of 2025.”
On Tuesday, Swiss National Bank (SNB) Chairman Schlegel gives a speech.
ADP’s 4-week Employment Change comes out for the U.S. A tepid 11.75K was the prior reading.
On Wednesday, President Trump gives a speech to the Davos gathering, remote. The ECB’s LaGarde also gives a speech.
Australia’s Unemployment Rate for DEC comes out. 4.3% was the prior reading.
On Thursday, the U.S. 2nd estimate of Q3 GDP comes out. +4.3% was the advance reading.
On Friday, the Eurozone HCOB manufacturing PMI for JAN comes out. 48.8 was the DEC reading.
Conclusion
On January 15th, 2026, Zacks Research Director Sheraz Main supplied his initial thoughts, on the start of the Q4 earnings season.
We don’t see anything concerning in the Q4-25 earnings results — from the big banks — that would justify the weakness in these stocks.
Bank stocks were standout performers in 2025, and the post-release pullback in these stocks likely reflets a sell-the-news type of thinking
On the whole, results have been good and the outlook for the current and coming quarters is in-line with investors’ favorable expectations for the space
Estimates for the current period (Q1-26) and full-year 2026 are starting to go up, confirming that the outlook for the group remains positive
With respect to Q4 earnings season scorecard, we now have results from 28 S&P 500 members. Total earnings for these 28 index members are up +17.5% from the same period last year on +8.9% higher revenues, with 89.3% beating EPS estimates and 75% beating revenue estimates.
The Q4 earnings and revenue growth rates represent a notably accelerating growth trend at this early stage of the reporting cycle, though revenue beats percentage is tracking below average relative to what we have seen from this group of index members in other recent periods.
Enjoy trading and investing, across this Global Week Ahead.
Warm regards,
John Blank, PhD. Zacks Chief Equity Strategist and Economist
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Major Earnings Reports Streaming In: Global Week Ahead
Key Takeaways
What is going on in this Global Week Ahead?
Major Q4 U.S. earnings reports start streaming in.
Stock markets will have a lot to ponder in the coming week as January's hectic start continues apace, with U.S. President Trump's appearance at the World Economic Forum in Davos taking center stage.
Finally, the ongoing battle for control at the Federal Reserve will head to the Supreme Court; and the Bank of Japan meets, with a possible snap Japanese election on the horizon.
Next are Reuters’ five world market themes, re-ordered for equity traders—
(1) Major Q4 U.S. Earnings Reports Start Streaming In
The fourth-quarter U.S. earnings season heats up, with reports due from high-profile companies including Netflix (NFLX - Free Report) , Johnson & Johnson (JNJ - Free Report) and Intel (INTC - Free Report) .
Streaming giant Netflix reports results in the middle of its high-stakes battle with Paramount Skydance (PSKY - Free Report) for Warner Bros Discovery (WBD - Free Report) — a deal set to shake up the media landscape.
Mixed results from banks have kicked off the reporting season, as top JPMorgan (JPM - Free Report) , executives also warned Trump's proposed 10% cap on credit card interest rates would hurt consumers.
Corporate outlooks will be crucial over the coming weeks. Broad expected earnings growth in 2026 is a key underpinning for optimism among stock investors.
(2) The 56th Annual World Economic Forum Gets Underway in Davos, Switzerland
It's that time of year when political leaders, central bankers, billionaires and tech bros swap their spreadsheets for snow boots and head to the Swiss mountain resort of Davos, for the 56th World Economic Forum.
In addition to navigating the gathering's infamous colour-coded badge system that separates the movers and shakers from everyone else, delegates will explore this year's theme, "A Spirit of Dialogue,” from January 19-23.
But the main focus is going to be Trump, who plans to attend in person, having addressed the forum last year via video link, right after the start of his second term. He's said his speech will cover housing and affordability proposals.
But everyone will be watching for news on anything from geopolitics to trade from the president. The one thing beyond the "Trump effect" that could dominate the conversation is AI.
(3) Mainland China Releases its Q4 and Full-Year Real GDP Growth Figures
China kicks off the week, with the release of its highly anticipated fourth-quarter and full-year GDP figures, where expectations are for Beijing to have met its growth target even as its economy continues to trudge along.
Growth, which President Xi Jinping said last month is set to reach around 5% in 2025, is likely to have been supported by the country's goods exports, which proved resilient even in the face of Trump's tariffs.
China reported a record trade surplus of nearly $1.2 trillion in 2025.
But one of the key questions facing policymakers is how long the $19 trillion economy can withstand a property slump and sluggish domestic demand by exporting ever-cheaper goods.
Alongside Monday's GDP data, investors will also get December house prices and retail sales figures, which are likely to reinforce the case for further policy support.
(4) The Battle for Control of the U.S. Federal Reserve Reaches the Supreme Court
Trump’s battle with the Federal Reserve heads to the Supreme Court on Wednesday in a case that may have ramifications for the central bank’s ability to operate independently.
The justices will hear a case filed by policymaker Lisa Cook in response to Trump’s attempt to remove her from the Fed’s board. This battle looms in the wake of outgoing Fed Chair Jay Powell having been served with a subpoena by the Department of Justice over previous testimonies concerning Fed office renovations.
This, Powell said, was part of the broader context of the administration's threats and ongoing pressure. The Fed sits in a category of independent agencies that are traditionally insulated from presidential control.
Cook has said Trump's claims against her did not give him the legal authority to remove her and were a pretext to fire her for her monetary policy stance.
(5) Japan’s New Prime Minister Likely Call a Snap Election, on Feb. 8th
Japanese Prime Minister Sanae Takaichi is betting her personal popularity with the voting public will translate into a stronger mandate with her decision to call a snap election, ostensibly for February 8.
That's actually something of a gamble. Takaichi's cabinet rating is above even that of her mentor Shinzo Abe, while her party — the scandal-tainted LDP — continues to sag near historic lows.
For now, investors seem to believe her coalition can at least expand their currently puny lower house majority, giving her more scope for big fiscal stimulus. And that has stocks soaring to record highs, while the yen and long-dated government bonds sink.
Her dissolution of parliament next Friday to pave the way for polls may overshadow the other big event of the week in the country: the Bank of Japan's policy decision.
After raising rates only last month, little is expected at next week's central bank gathering, with most economists postulating July as the timing for a follow-up hike.
Zacks #1 Rank (STRONG BUY) Stocks
I picked three mining-related stocks from our #1 list this week.
(1) BHP Group (BHP - Free Report) : This is a $66 a share stock, with a market cap of $107.7B. It is found in Zacks Mining Miscellaneous industry. There is a Zacks Value score of C, a Zacks Growth score of B, and a Zacks Momentum score of A.
(2) Agnico Eagle Mines (AEM - Free Report) : This is a $200 a share stock, with a market cap of $98.7B. It is found in the Zacks Gold Mining industry. There is a Zacks Value score of D, a Zacks Growth score of B, and a Zacks Momentum score of F.
(3) National Australia Bank (NABZY - Free Report) : This is a $14 a share stock, with a market cap of $86.2B. It is found in the Zacks Foreign Bank industry. There is a Zacks Value score of C, a Zacks Growth score of F, and a Zacks Momentum score of C.
Key Global Macro
President Trump’s remote Davos speech may be the main event this week, given the volatility of geopolitics right now.
On Monday, the Bank of Canada CPI for DEC came out at +2.4% year over year this morning. +2.2% y/y is the prior reading. The Bank of Canada Business Outlook Survey also came out. It’s opening bullet point reads: “Business sentiment is subdued but remains above its survey low from the second quarter of 2025.”
On Tuesday, Swiss National Bank (SNB) Chairman Schlegel gives a speech.
ADP’s 4-week Employment Change comes out for the U.S. A tepid 11.75K was the prior reading.
On Wednesday, President Trump gives a speech to the Davos gathering, remote.
The ECB’s LaGarde also gives a speech.
Australia’s Unemployment Rate for DEC comes out. 4.3% was the prior reading.
On Thursday, the U.S. 2nd estimate of Q3 GDP comes out. +4.3% was the advance reading.
On Friday, the Eurozone HCOB manufacturing PMI for JAN comes out. 48.8 was the DEC reading.
Conclusion
On January 15th, 2026, Zacks Research Director Sheraz Main supplied his initial thoughts, on the start of the Q4 earnings season.
We don’t see anything concerning in the Q4-25 earnings results — from the big banks — that would justify the weakness in these stocks.
With respect to Q4 earnings season scorecard, we now have results from 28 S&P 500 members. Total earnings for these 28 index members are up +17.5% from the same period last year on +8.9% higher revenues, with 89.3% beating EPS estimates and 75% beating revenue estimates.
The Q4 earnings and revenue growth rates represent a notably accelerating growth trend at this early stage of the reporting cycle, though revenue beats percentage is tracking below average relative to what we have seen from this group of index members in other recent periods.
Enjoy trading and investing, across this Global Week Ahead.
Warm regards,
John Blank, PhD.
Zacks Chief Equity Strategist and Economist