Economic Calendar for the Week of August 3rd, 2025

• Last week in CO: Demise of Adobe-Figma … $4 Trillion Club … What’s an Article Worth? … Chips Foreign, Chips Domestic … If not AI, then Robots

• Weekend links: Apple Answers … AI Capex Is Eating The Economy … Tokens 💰 … Lina Khan Vindication … No Notifications, No Money

Monday

• Notable earnings: Tower Semiconductor, Tyson Foods

• U.S. economic events: Total Vehicle Sales, Factory Orders

• Global economic events: Unemployment Change (Spain), Inflation Rate (Turkey, South Korea), Consumer Confidence (Mexico), Foreign Exchange Reserves (South Korea), Household Spending (Australia)

Tuesday

• Notable earnings: Gartner, Pfizer, Caterpillar, Lemonade, Vertical Aerospace, Marathon, Apollo Global, Digital Ocean, Toast

• U.S. economic events: Total Household Debt, Balance of Trade, Redbook YoY, API Crude Oil Stock Change, LMI Logistics Manager Index

• Global economic events: Industrial Production (France), Budget Balance (France), New Car Sales (United Kingdom), PPI YoY (Euro Area), Balance of Trade (Mexico), Interest Rate Decision (India), Foreign Exchange Reserves (Mexico)

Wednesday

• Notable earnings: Wix, Coca-Cola, New York Times, McDonald’s, Rumble, Dave, Oscar Health, Applovin, Groupon, GoodRX, Lyft, Sonos, UpWork, Amplitude, Bumble, Fastly, Hubspot, DraftKings, Ziff Davis

• U.S. economic events: MBA Mortgage (30-year, Applications, Market Index, Refinance Index)

• Global economic events: Non-farm Payrolls (France), Industrial Production (Italy), Retail Sales (Euro Area), Foreign Bond Investment (Japan), Balance of Trade (China)

Thursday

• Notable earnings: Dropbox, Twilio, Pinterest, Eli Lilly, Warby Parker, Hyatt Hotels, Datadog, Crocs, Warner Bros, Warner Music, GoGo, Peloton, Chime Financial, AllBirds, Block, GoDaddy, Instacart (Maplebear), NerdWallet, TripAdvisor,

• U.S. economic events: Jobless Claims, Used Car Prices, Consumer Credit Change, Fed Balance Sheet, Consumer Inflation Expectations, Wholesale Inventories

• Global economic events: Balance of Trade (Germany, France), Foreign Exchange Reserves (France), Interest Rate Decision (United Kingdom), Inflation Rate (Mexico), Auto Exports (Mexico), Car Production (Brazil), Household Spending (Japan)

Friday

• Notable earnings: fuboTV, Tempus AI, Rakuten (Kobo)

• U.S. economic events: Baker-Hughes Oil Rig Count

• Global economic events: Unemployment Rate (France, Canada), Inflation Rate (China)