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ON MONDAY

On the U.S. economic front, the Census Bureau is expected to release factory orders data for December, which likely fell 0.5% after a gain of 2.7% in November.

Federal Reserve Governor Christopher Waller is expected to speak on the economic outlook before the National Association for Business Economics (NABE) 42nd Annual Economic Policy Conference, "The Great Realignment: Navigating AI, Demographic, and Geo-Economic Change (0800/1300).

The U.S. Supreme Court is scheduled to hear Exxon Mobil's bid to obtain compensation from Cuban state‑owned firms for oil and gas assets seized in 1960 under a federal law that allows Americans to sue foreign companies and individuals over confiscated property.

Hims & Hers is expected to report fourth‑quarter results, with investors watching for any updates or commentary on its weight‑loss products after recent regulatory scrutiny and legal issues.

ONEOK is also expected to report fourth‑quarter earnings, with investors looking for commentary on new plant announcements, strong gas transport volumes and details of the company's capital expenditure plans for the current year.

In Latin America, Mexico's fourth‑quarter final gross domestic product data is scheduled for release, along with figures on economic activity for the month of December.

REST OF THE WEEK

Nvidia is expected to report its fourth‑quarter earnings on Wednesday, with investors looking for the company to deliver a sizable revenue beat and strong forward outlook, particularly around AI‑driven data‑center demand.

Warner Bros Discovery is expected to post a decline in revenue when it reports fourth‑quarter results on Thursday, weighed down by the absence of theatrical releases and the ongoing decline in linear networks.

On the U.S. economic calendar, Thursday brings the closely watched weekly jobless claims data from the Department of Labor. On Friday, the Producer Price Index $(PPI)$ for January is due from the Bureau of Labor Statistics and is likely to have risen 0.3% month‑on‑month after a 0.5% increase in December. Annually, the PPI is expected to have gained 2.6% after a 3% rise in the previous month. Excluding food and energy, the PPI likely rose 0.3% month‑on‑month, following a 0.7% gain in December. Separately, on the same day, the Census Bureau is expected to release construction spending data, forecast to increase 0.2% in November after a 0.5% rise in October. On Tuesday, the Office of Federal Housing Enterprise Oversight is set to release December home price data. Also on Tuesday, the Conference Board is expected to show that consumer confidence likely increased to 87.3 in February from 84.5 in January.

On the Fed calendar, on Thursday, Vice Chair for Supervision Michelle Bowman is set to testify before a Senate Banking, Housing and Urban Affairs Committee hearing on an update from the prudential regulators. On Tuesday, Chicago Fed President Austan Goolsbee is expected to speak at the 42nd National Association for Business Economics (NABE) Economic Policy Conference, “The Great Realignment: Navigating AI, Demographic, and Geo‑Economic Change.” Fed Governor Lisa Cook is also scheduled to speak at the same event on “Artificial Intelligence and Productivity.” On the same day, Atlanta Fed President Raphael Bostic is set to participate in a conversation on monetary policy, the economic outlook and personal reflections at an event hosted by Marketplace. Separately, Boston Fed President Susan Collins is due to deliver opening remarks at the “Technology‑Enabled Disruption: Shaping the Future of Finance and Payments” conference, where Fed Governor Christopher Waller and Richmond Fed President Thomas Barkin are also expected to appear. Meanwhile, on Wednesday, Barkin is slated to join a panel Q&A at the Northern Virginia Chamber Annual State of the Region event. Also on Wednesday, St. Louis Fed President Alberto Musalem is expected to take part in a moderated discussion on “The Role of the Federal Reserve in the St. Louis Region” at the Missouri Athletic Club Speaker Series.

Constellation Energy is scheduled to report its fourth‑quarter earnings on Tuesday. Investors may look for commentary on data‑center deals, electricity‑rate decisions, the 2026 profit outlook, capex‑plan updates and views on nuclear energy.

Sempra, on Thursday, is set to release its fourth‑quarter earnings, with investors looking for commentary on natural‑gas deals and investments, updates on its five‑year capital plan, electric‑rate decisions and commentary on large‑load requests and data‑center demand.

Coupang will announce its fourth‑quarter results on Thursday, after disclosing massive data leaks in Korea in early December.

J.M. Smucker is expected to report its third‑quarter earnings on Thursday. Investors are likely to watch for comments on pricing actions, the impact of rising economic uncertainty on consumer sentiment and the annual forecast.

MP Materials, on Thursday, is expected to report its fourth‑quarter earnings, with investors expecting it to swing to a quarterly profit due to a price‑floor agreement with the U.S. government, its largest shareholder.

On the Canadian front, on Friday, Statistics Canada is expected to release fourth‑quarter gross domestic product $(GDP)$ data.

In Latin America, Brazil's IPCA ‑15 consumer price index for mid‑February is scheduled for release on Friday, while the IGP ‑M inflation index for February is due on Thursday. On Tuesday, Mexico's consumer price data for February is on the radar. Argentina's retail sales data is set for release on Thursday, while on Wednesday, the National Institute of Statistics and Censuses is expected to publish December economic activity data. Separately, Mexico's trade balance data is due on Friday. On the same day, Chile's January employment rate and manufacturing output figures are also expected.

(Compiled by Rahul Raj in Bengaluru; Edited by Vijay Kishore)