The week ahead Schedule

平儿编辑整理

梁山美股下周财经数据重要大事件前瞻及讲话预告详细时间表（美东时间 1/2-5/2024）

周一（2024年1月1日）

元旦休市

周二（1月2日）

1️⃣9:45

美国12月Markit制造业PMI终值

2️⃣10:00

美国11月营建支出月率 (%)

3️⃣11:30

美国1月2日3及6个月期国债竞拍-总金额 (亿美元）

周三（1月3日）

1️⃣7:00

美国截至12月29日当周MBA抵押贷款申请活动指数及周环比 (%)、购买指数、再融资活动指数、MBA30年期固定抵押贷款利率 (%)

2️⃣8:55

美国截至12月30日当周红皮书商业零售销售年率 (%)

3️⃣10:00

美国12月ISM制造业PMI、物价支付指数、产出指数、就业指数、库存指数、新订单指数

美国11月JOLTs职位空缺 (万)

4️⃣12:00

美国第一季度整体全面风险评分

5️⃣2:00

美联储公布货币政策会议纪要。

6️⃣4:30

美国截至12月29日当周API原油库存变动 (万桶)

财经大事件

8:30

2024年FOMC票委、里奇蒙德联储主席巴尔金就经济前景发表讲话。

周四（1月4日）

1️⃣7:30

美国12月挑战者企业裁员人数 (万)及年率

2️⃣8:15

美国12月ADP就业人数变动 (万)

3️⃣8:30

美国截至12月30当周日初请续请失业金人数 (万)及四周均值 (万)

4️⃣9:45

美国12月Markit服务业PMI终值

美国12月Markit综合PMI终值

5️⃣11:00

美国截至12月29日当周EIA原油库存变动 (万桶)报告

周五（1月5日）

1️⃣8:30

美国12月非农就业人口变动季调后 (万)

平均每小时工资月率年率 (%)、平均每周工时 (小时)

美国12月私营企业非农就业人数变动 (万)、劳动参与率 (%)

12月制造业就业人口变动季调后 (万)

美国12月失业率及U6失业率 (%)

政府部门岗位变动 (万人)

2️⃣10:00

美国11月耐用品订单月率修正值 (%)

扣除国防耐用品订单月率修正值 (%)

扣除飞机非国防资本品订单月率修正值 (%)

扣除运输耐用品订单月率修正值 (%)

扣除飞机非国防资本品出货月率修正值 (%)

美国11月工厂订单月率 (%)

扣除运输的工厂订单月率 (%)

美国12月ISM非制造业PMI、新订单指数、供应商交付指数、库存指数、就业指数、投入物价指数

美国12月ISM非制造业PMI分项-企业活动指数

3️⃣1:30

2024年FOMC票委、里奇蒙德联储主席巴尔金在马里兰银行家协会发表讲话。

4️⃣3:30

美国商品期货委员会CFTC公布周度持仓报告。

财报

Earnings spotlight:

Wednesday, January 3

UniFirst (UNF), Cal-Maine Foods (CALM), and Simulations Plus (SLP).

Thursday, January 4

Conagra Brands (CAG), Lamb Weston (LW), Walgreens Boots Alliance (WBA), Simply Good Foods (SMPL), and Lindsay (LNN).

Friday, January 5

Constellation Brands (STZ) and Greenbrier (GBX).

The new year will start off with a flurry of economic releases to test the nine-week streak of market gains.
During a holiday-shortened week, investors will have an update on construction spending, manufacturing PMI numbers, the release of the minutes from the last Fed meeting, and the December jobs report fall in their laps.

The nonfarm payrolls report is expected to show that the U.S. economy added 155K jobs in December, while the unemployment rate is forecast to rise slightly to 3.8%.
Average hourly earnings are anticipated to cool to a month-over-month pace of +0.3%.

The first major companies to report earnings in 2024 will include Walgreens Boots Alliance (WBA), Constellation Brands (STZ), and Cal-Maine Foods (NASDAQ:CALM). Tesla (NASDAQ:TSLA) will disclose Q4 deliveries in a report that could create a jolt in the electric vehicle sector.

Data reports:

Key reports expected out in the first few days of the month include the monthly Macau gross gaming revenue report, updates from Chinese automakers on monthly deliveries, quarterly sales/deliveries reports from General Motors (GM), Ford Motor (F), Toyota (TM), Honda (HMC), and Tesla (TSLA). Costco (COST) is expected to release its December monthly sales reports.

IPO watch:

A number of high-profile IPOs could fire off in 2024. Florida-based Fanatics (FANA) is expected to come to the public market after making several acquisitions in the past couple of years, including Topps trading cards and clothing brand Mitchell & Ness.

Fast-fashion Shein has already confidentially filed for an initial public offering in the U.S. The IPO is expected to occur next year and aims to achieve a $90B valuation, which is higher than the current market caps for e-commerce players such as MercadoLibre (MELI), JD.com (JD), Coupang (CPNG), and eBay (EBAY).

Clothing brand SKIMS is in discussions to go public. The company - co-founded by Kim Kardashian, Emma Grede and Jens Grede - was valued earlier in the year at $4B during a Series C funding round.

Panera could shake up the restaurant sector after confidentially filing for an initial public offering. Sources indicate that the restaurant chain tried to sell itself via a continuation fund earlier this year, but could not get the support, and eventually had to lay off 17% of its workforce to streamline operations and boost performance before a public listing.

Other potential IPOs in 2024 that could create buzz include public debuts for SpaceX (SPACE), Impossible Foods (IMPF), Databricks, Syngenta Group, CVC Capital Partners, Chime, Klarna, Stripe, Cerebras Systems, SeatGeek, ServiceTitan, and Discord.

Event schedule:

The corporate calendar is light, with only a few events standing out.
The Goldman Sachs Energy, CleanTech & Utilities Conference will feature presentations from California Resources Corporation (CRC), EOG Resources (EOG), MYR Group (MYRG), Nextracker (NXT), Phillips 66 (PSX), SolarEdge Technologies (SEDG), Expro Group (XPRO). Top execs from Merck (MRK) and Bristol-Myers Squibb (BMY) will participate in the Goldman Sachs Healthcare C-Suite Unscripted Conference. Zscaler (ZS) is scheduled to hold its annual meeting.

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