Economic Calendar for the Week of November 4th, 2024

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

The election on Tuesday is sure to keep us distracted, but CO won’t let everything else that matters fly under the radar — most importantly the Fed’s upcoming decision on rates.

Here’s what else is upcoming for the week in earnings (an especially big week for chip companies) and other economic indicators. — Holden

Monday

• Earnings: New York Times, DigitalOcean, Marqeta, Palantir, NXP Semiconductor, Lattice Semiconductor, Navitas Semiconductor, Astera Labs, Hims, Marqeta, Matterport

• Notable mentions: Factory orders MoM (-0.4% expected), Turkish inflation rate (48.2% expected), Korean inflation, Indonesian GDP

• Holidays: Japan Culture Day

Tuesday

• US elections: Go vote!

• Earnings: Thomson Reuters, GlobalFoundries, Apollo, Qualys

• Notable mentions: S&P Global Composite PMI, U.S. trade deficit, exports, imports, Ferrari earnings

Wednesday

• Earnings: Qualcomm, Lyft, ARM, Match Group, Take-Two Interactive, Applovin, Hubspot, Zillow, Duolingo, Klaviyo, Workiva, Freshworks, Joby Aviation, Rapid7, Upwork

• Housing economics: MBA mortgage applications and purchase index, mortgage market index, mortgage refinance index,

• Notable mentions: Chinese exports and imports, Novo Nordisk earnings

Thursday

• Earnings: Airbnb, Pinterest, Cloudflare, Affirm, Toast, Block, Datadog, Tempus AI, Arista Networks, TTD, Dynatrace, Akamai Technologies, Dropbox, Doximity, Unity, Bill.com, Sweetgreen, BlackLine, RingCentral, JFrog, Appian, Yelp, Grindr, Jamf, Warby Parker, Sprout Social, Opendoor, Amplitude

• Fed: Interest Rate Decision, Balance Sheets, Reserve Balances

• Employment: Initial jobless claims, continuing jobless claims, jobless claims (four-week average), Mexican inflation, Bank of England interest rate decision (unch expected)

• Notable mentions: Consumer Credit, NuScale earnings

Friday

• Earnings: Trump Media & Technology Group, SK Telecom, Soho House

• Notable mentions: Consumer sentiment (U.S.), Brazilian inflation, Canadian unemployment data, Chinese inflation data, Russian vehicle sales (YoY)