Stock Markets January 26, 2026

Markets Brace for Trump Speech and Consumer Confidence Data on Tuesday

Policy remarks and a key gauge of household sentiment top a packed U.S. economic schedule on Jan. 27, 2026

By Jordan Park
Markets Brace for Trump Speech and Consumer Confidence Data on Tuesday

Traders face a busy economic calendar on Tuesday, January 27, 2026, highlighted by remarks from U.S. President Trump at 8:30 AM ET and the Conference Board Consumer Confidence report at 10:00 AM ET (forecast 90.1; previous 89.1). A string of housing, labor, regional Fed surveys, a 5-year Treasury note auction and weekly energy inventories are also slated to print, each capable of affecting market positioning across rates, equities and commodities.

Key Points

  • President Trump’s 8:30 AM ET remarks are a primary market focus for policy and economic commentary.
  • The Conference Board Consumer Confidence reading at 10:00 AM ET (Forecast: 90.1; Previous: 89.1) offers insight into household sentiment and potential consumer spending, which represents about 70% of U.S. economic activity.
  • A cluster of housing indices, regional Fed surveys, a 5-year Treasury auction and weekly crude inventories provide cross-market data points that can affect rates, housing-sensitive sectors, services and energy markets.

Market participants enter Tuesday, January 27, 2026, with a slate of high-profile events that could shape trading flows and risk sentiment. The schedule includes remarks from U.S. President Trump and a closely watched reading on consumer sentiment, along with a sequence of housing data, regional business surveys, an important Treasury auction and weekly energy inventory figures.

The timetable for the day contains items that together span consumer behavior, housing trends, labor market indicators, regional manufacturing and services conditions, monetary aggregates and supply signals for oil markets. Collectively, these releases provide multiple lenses on near-term economic momentum and investor demand for government debt.


Major Economic Events to Watch

  • 8:30 AM ET - U.S. President Trump Speaks: The president’s remarks will be monitored for policy signals or economic commentary that could influence market trajectories.
  • 10:00 AM ET - Conference Board Consumer Confidence (Forecast: 90.1; Previous: 89.1): This indicator captures household sentiment about current and future economic conditions and offers clues about potential consumer spending patterns, which account for roughly 70% of U.S. economic activity.

Other Important Economic Events

  • 8:15 AM ET - ADP Employment Change Weekly (Previous: 8.00K): A private-sector employment snapshot that provides an early read on labor market developments ahead of government reports.
  • 9:00 AM ET - S&P/CS HPI Composite-20 n.s.a. (Forecast: 1.2%; Previous: 1.3%): Tracks non-seasonally-adjusted home price changes across 20 major metropolitan areas.
  • 9:00 AM ET - House Price Index (Previous: 1.7%): A broader measure of home prices that contributes to understanding housing sector health.
  • 10:00 AM ET - Richmond Services Index (Previous: -6): A regional survey offering insight into business conditions in the services sector within the Fifth Federal Reserve District.
  • 1:00 PM ET - 5-Year Note Auction (Previous: 3.747%): This Treasury sale will reveal investor demand for medium-term government debt and can influence yield dynamics.
  • 4:30 PM ET - API Weekly Crude Stock (Forecast: -0.700M; Previous: 3.040M): The American Petroleum Institute’s inventory report provides an early read on U.S. petroleum supply and demand shifts.

Additional Releases and Timings

  • 8:55 AM ET - Redbook (Previous: 5.5%): A same-store sales indicator reporting year-over-year growth at large U.S. retailers.
  • 9:00 AM ET - S&P/CS HPI Composite - 20 s.a. (Previous: 0.3%): The seasonally adjusted Case-Shiller series for 20 cities.
  • 9:00 AM ET - Monthly Home Price Index (Previous: 436.7): Another measure tracking home price movements.
  • 9:00 AM ET - House Price Index (Forecast: 0.3%; Previous: 0.4%): A reading focused on single-family house prices backed by mortgages conforming to Fannie Mae or Freddie Mac.
  • 9:00 AM ET - S&P/CS HPI Composite-20 n.s.a. (Previous: -0.3%): An additional non-seasonally-adjusted Case-Shiller measure.
  • 10:00 AM ET - Richmond Manufacturing Index (Forecast: -5; Previous: -7): Survey-based gauge of manufacturing activity in the Fifth Federal Reserve District.
  • 10:00 AM ET - Richmond Manufacturing Shipments (Previous: -11): The shipments component of the Richmond Fed’s manufacturing survey.
  • 10:30 AM ET - Texas Services Sector Outlook (Previous: -3.3): A regional assessment of business conditions in the Texas services sector.
  • 10:30 AM ET - Dallas Fed Services Revenues (Previous: 0.1): A Dallas Fed metric tracking revenue trends in services.
  • 1:00 PM ET - U.S. M2 Money Supply (Previous: 22.30T): A broad measure of monetary aggregates that market participants watch for implications about inflationary pressures.

With multiple data points concentrated in the morning and early afternoon, the day offers a sequence of potential catalysts. The president’s public remarks may move markets directly if they contain policy or economic commentary. The Conference Board Consumer Confidence print follows and will be treated as an immediate barometer of household sentiment, a variable closely tied to consumption and retail activity given the large share of consumer spending in overall output.

Housing-related indexes and the monthly home price series will provide additional context on the residential real estate market across different measurement methodologies, while regional Fed surveys from the Richmond and Dallas districts will add color on local manufacturing and services trends. The ADP employment snapshot offers an early labor market signal, although it is one of several inputs traders use ahead of official government labor reports.

Market participants will also be attentive to the 5-year Treasury note auction as an indicator of demand for medium-term government debt. Strong or weak demand at the auction can influence Treasury yields and, by extension, borrowing costs and rate-sensitive sectors.

Finally, the API weekly crude inventory data will give traders an early look at petroleum stock movements, complementing the economic releases with a commodity-market perspective. Together, the lineup of events creates a layered set of information that investors and traders will parse for implications across equities, fixed income and energy markets.

Readers seeking minute-by-minute updates and timing details for these releases may consult the economic calendar maintained by market information services throughout the trading day.

Risks

  • Remarks from the president may introduce policy or economic commentary that could alter market sentiment and increase volatility - impacts could be significant for broad equity moves and rate-sensitive assets.
  • A consumer confidence result that deviates from expectations could signal changes in near-term consumer spending patterns, influencing retail and services sectors as well as broader economic growth expectations.
  • Demand at the 5-year Treasury auction and the API crude stock report may shift yields and energy prices, respectively, introducing uncertainty for fixed income markets and commodity-related sectors.

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