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Economic Calendar for the Week of February 9, 2025
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Economic Calendar for the Week of February 9, 2025

Holden Page
Feb 09, 2025
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Cautious Optimism
Economic Calendar for the Week of February 9, 2025
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  • Last week in CO: What’s Palantir worth? … Venture doesn’t scale … … Earnings highlights … Boo, hiss, goes the startup crowd … Unicorns have a chance …

  • Weekend links: First AI art auction … France puts $100B+ in AI … Public Environment Data Project … Open source Airdrop (LocalSend) … 3D printing drama … LoFi funky playlist …

Monday

  • Notable tech earnings: Monday.com, Crown Castle, On Semiconductor Corporation, iRobot, Quantum Corporation, Lattice Semiconductor

    • Notable normie earnings: McDonald’s, Petmed Express, Spirit Airlines

  • U.S. economic events: Consumer inflation expectations

  • Global economic events: Unemployment rate (Turkey), Vehicle sales (China), Auto exports YoY (Mexico), SACCI business confience (South Africa)

Tuesday

  • Notable tech earnings: Zillow, Shopify, Freshworks, Similarweb, Lyft, Solarwinds

    • Notable normie earnings: Coca-Cola, Avis, Angi, Marriott

    • Notable energy earnings: Orion Energy, Carrier, Atomera, Evolution Petroleum, Tigo Energy

  • U.S. economic events: Small business optimism index, Fed Chair Powell Congress testimony, WASDE Report

  • Global economic events: Unemployment rate (France), Retail sales (Turkey & Indonesia)

Wednesday

  • Notable tech earnings: Robinhood, Paymentus, Fastly, Reddit, Corsair Gaming, Upwork, Hubspot

    • Notable normie earnings: CVS, Kraft-Heinz, Krispy Kreme, Denny’s, Dutch Bros.

  • U.S. economic events: Housing (MBA Mortgage Apps, Rate, Purchase Index, Refinance), Inflation rate, CPI, Monthly budget statement

  • Global economic events: Industrial production (Italy & India), Inflation rate MoM & YoY (India)

Thursday

  • Notable tech earnings: Twilio, Zebra Technologies, Datadog, Roku, GoDaddy, Coinbase, Udemy, Yelp, Airbnb

    • Notable normie earnings: Hyatt, Wendy’s, John Deere, DraftKings

    • Notable housing earnings: Fannie Mae

  • U.S. economic events: PPI, Jobless claims, Total household debt, 15- and 30-yr mortgage rates, Fed balance sheet

  • Global economic events: Inflation rate (Germany & Argentina), Balance of trade (United Kingdom), Export and import prices (South Korea)

Friday

  • Notable tech earnings: 🦗

    • Notable pharma earnings: Moderna

  • U.S. economic events: Retail sales, Export and import prices, Manufacturing production, Industrial production, Baker Hughes oil rig count

  • Global economic events: Wholesale inflation (India), Inflation rate (Spain), Interest rate decision and inflation rate (Russia)


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By Alex Wilhelm
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Modestly upbeat.
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Economic Calendar for the Week of February 9, 2025
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Marko Bjegovic's avatar
Marko Bjegovic
Feb 10

My Jan CPI estimates are out: https://arkominaresearch.substack.com/p/jan-2025-cpi-estimate?r=1r1n6n

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