Economic Calendar for the Week of May 11, 2025

May 12, 2025

Last week in CO: OpenAI buys Windsurf … DoorDash goes shopping … Crypto + AI … M&A size premium 📉 … Tech-right win … Full-stack AI …

Weekend links: Klarna Slows Down on AI ... United with Starlink … Apple supplier or developer? (Threads) … Head of Copyright Office fired …

Monday

Notable earnings: iHeartMedia, Monday.com, Fox
U.S. economic events: WASDE Report, NY Fed Treasury Purchases (4-6 year), Fed Kugler Speech
Global economic events: Industrial Production (Mexico), Westpac Consumer Confidence Change (Australia), ECOFIN Meeting (Euro Area)

Notable earnings: Paysafe, JD.com, Tencent, Oklo, Nu Holdings, Under Armour, Carparts.com
U.S. economic events: Inflation Rate, CPI, Total Household Debt
Global economic events: Unemployment Rate (United Kingdom, South Africa, South Korea), Economic Sentiment Index (Germany, Euro Area), Inflation Rate (India), Foreign Exchange Reserves (Russia), Home Loans (Australia)

Notable earnings: Cisco Systems, Fossil Group
U.S. economic events: Fed Jefferson & Daly Speech, MBA Mortgage (30-YR Rate, Applications, Market Index, Refinance Index, Purchase Index)
Global economic events: Inflation Rate (Argentina, Germany, Spain), New Motor Vehicle Sales (Canada), Consumer Inflation Expectations (Australia), Stock Investment By Foreigners (Japan), OPEC Monthly Report, New Yuan Loans (China)

Notable earnings: Walmart, Bitcoin Depot, Alibaba, Netease, Youdao
U.S. economic events: Fed Barr Speech, NOPA Crush Report, Business Inventories, Industrial Production, Fed Chair Powell Speech, Retail Sales YoY, Jobless Claims, Philly Fed Business Conditions
Global economic events: Business Investments (United Kingdom), Balance of Trade (United Kingdom), Inflation Rate (France), Employment Change (Euro Area), Mining Production (South Africa), Housing Starts (Canada), Interest Rate Decision (Mexico), Import and Export Prices (South Korea), Balance of Trade (India)

Notable earnings: 🦗
U.S. economic events: Michigan 5-yr Inflation Expectations, Housing Starts, Import and Export Prices, Building Permits, Foreign Bond Investment
Global economic events: Inflation Rate (Italy, Russia), Balance of Trade (Italy), Foreign Exchange Reserves (India)