Economic Calendar for the Week of January 05, 2025
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Last week in CO: ‘Lord above, spare me from this nonsense’ … 2024 questions answered … Wealth inequality, venture edition … Stablecoin boom …
Weekend reading: Starlink on United … Android hearing aid upgrades … But seriously, who is going to be WaPo’s white knight? … Apple sustains losses in China … $1 million here and there …
Monday
Earnings: Park Aerospace, Commercial Metals Company
U.S. economic events: S&P Global Composite & Services PMI, Factory Orders, NY Fed Treasury Purchases, Total Vehicle Sales
Global economic events: HCOB Composite and Services PMI (Italy, Spain, France, Germany, Euro Area), Inflation Rate (Germany), S&P Global PMI (Brazil, Canada, Mexico, South Africa), Business Confidence (Spain), Balance of Trade (Brazil, Turkey)
Tuesday
Earnings: Kura Sushi, Simulations Plus, AAR Corp
U.S. economic events: Global Supply Chain Pressure Index, Fed Barkin Speech, Balance of Trade, Redbook YoY, JOLTS Job Openings, ISM Services (business activity, employment, new orders, and prices)
Global economic events: Inflation rate (France, Euro Area, Italy), Consumer Confidence (Japan), Unemployment rate (Euro Area), Global Supply Chain Pressure Index
Wednesday
Earnings: Radius Recycling, Greenbriar Companies, Albertsons
U.S. economic events: MBA Mortgage (applications, market index, refinance index, purchase index), ADP Employment Change, EIA Natural Gas Stocks Change, Consumer Credit Change, Used Car Prices
Global economic events: Stock Investment by Foreigners (Japan), Balance of Trade (Australia, France), Consumer Inflation Expectations (Euro Area), Imports and Exports (France, Australia)
Thursday
Day of mourning for President Jimmy Carter.
Earnings. ServiceTitan, e2open, Loop Industries
Alex: ServiceTitan’s first earnings report! Big day!
U.S. economic events: Fed Balance Sheet, Jobless Claims, Wholesales Inventories MoM, Challenger Job Cuts
Global economic events: Retail Sales (Euro Area, Brazil), Inflation Rate (Mexico), Total New Vehicle Sales (South Africa), Car Sales YoY (Indonesia), Household Spending (Japan)
Friday
Earnings. First Republic Bank, Delta, Vision Marine Technologies, Walgreens
U.S. economic events: Unemployment Rate, Government Payrolls, Manufacturing Payrolls, WASDE Report
Global economic events: Unemployment Rate (Turkey), Retail Sales (Italy), Inflation (Brazil), Foreign Exchange Reserves (India), Unemployment Rate (Canada)