Trading Week Ahead: Key US Inflation Data

The second full week of 2026 brings a trio of high-impact U.S. data releases that could quickly reshape market expectations. With CPI, PPI and retail sales scheduled, traders will gain fresh insight into inflation dynamics and consumer resilience. 

These are critical indicators for the Fed’s policy path, and market reactions could be swift as volatility returns to kick off the new year.

👉 U.S. CPI
The December CPI is forecast to rise 0.3%, matching the prior month. A hotter reading could lift Treasury yields and support the dollar. A softer print may strengthen the case for early rate cuts and fuel equity gains.

👉 U.S. PPI
Producer prices are expected to climb 0.3%. A stronger-than-expected figure could renew inflation concerns and pressure risk assets. A weaker number would bolster the disinflation outlook.

👉 U.S. Retail Sales
After stagnating in November, retail sales are projected to rebound 0.4%. Strong spending data could challenge dovish market pricing and boost the dollar. A downside surprise may support risk sentiment and weigh on yields.

Date	Time	Instrument	Event
Tuesday, Jan. 13	2:30 PM	USD	CPI
	4:00 PM	USD	New Home Sales
Wednesday, Jan. 14	2:30 PM	USD	PPI
		USD	Retail Sales
	4:00 PM	USD	Existing Home Sales
Thursday, Jan. 15	8:00 AM	GBP	GDP

*All times in the table are in GMT+1