Overview
- JPMorgan reports Tuesday to open fourth‑quarter results, with BNY Mellon and Delta also due, followed by Bank of America, Wells Fargo, and Citigroup on Wednesday and Goldman Sachs and Morgan Stanley on Thursday.
- December CPI lands Tuesday as traders price roughly 95% odds the Federal Reserve keeps rates unchanged at its late‑January meeting, with multiple Fed officials set to speak through the week.
- Taiwan Semiconductor reports Thursday, offering a key read on AI‑chip demand and the broader technology investment cycle.
- Retail sales for November, delayed new‑home sales updates for September and October, existing home sales for December, and the U.S. budget deficit report will flesh out views on consumer spending and housing.
- Analysts expect strong 2025 bank profits with higher trading and deal fees, and JPMorgan recently said it will become the next issuer of the Apple Card.