Photo via Calculated Risk
The week of January 11 will bring several important economic indicators that could influence market sentiment and monetary policy discussions. According to Calculated Risk, the most significant reports will focus on consumer price pressures, housing demand, and retail activity, providing a comprehensive view of the economy's health heading into 2026.
The Tuesday agenda kicks off with the NFIB Small Business Optimism Index for December, followed by the December Consumer Price Index release from the Bureau of Labor Statistics. Consensus forecasts point to a 0.3 percent monthly increase in headline CPI and a matching 0.3 percent gain in core CPI, with year-over-year comparisons expected at 2.7 percent for both measures. Additionally, the Census Bureau will release new home sales data for September and October, offering insight into residential construction trends.
The week's economic docket will also feature existing home sales and November retail sales reports, rounding out a data-heavy period that will give investors and policymakers a clearer picture of consumer spending patterns and housing market momentum as the year progresses.
