Economic Calendar for the Week of December 1, 2024
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Congrats! You’ve made it through the first tranche of Holiday Happenings in Q4 2024. But we can’t take a break just yet. I’m sure you have end-of-year goals (either professional or personal) that need to be closed out with a bang.
There are also plenty of earnings to sort through — made all the more interesting with the Trump admin coming into power in the New Year and tech’s biggest players jockeying to orbit the new sun.
On Tuesday, we’ll be hearing from OG SaaS company Salesforce. Then we’ll hear from some of its children: Box, Domo, GitLab, and Docusign.
A programming note: We now link to each companies’ investor relations page (with some minor exceptions) below. Is that useful? Is there something else we should be link to instead?
We’re taking suggestions in the comments. You can also simply reply to this email to let us know what you’d like.
— Holden
Monday
Earnings: Zscaler, Credo Technology
U.S. economic events: Construction spending, S&P Global Manufacturing PMI, Fed balance sheet updates
Global economic events: New Car Registrations YoY (France and Italy), South Korean inflation
Tuesday
Earnings: Salesforce, Pure Storage, Marvell Technology, Okta, Box, Couchbase
U.S. economic events: Job openings, quits, auto sales
Global economic events: Inflation rate (Turkey), GDP growth rate (Brazil and Australia)
Wednesday
Earnings: Synopsys, Zuora, Chewy, SentinelOne, nCino, Sprinklr
Penny pinchers: Dollar Tree, Five Below
U.S. economic events: Powell to speak, ADP employment, factory orders
Global economic events: Consumer confidence (South Africa), labor productivity QoQ (Canada)
Thursday
Earnings: Veeva, Asana, UiPath, HPE, Samsara, GitLab, Smartsheet, Domo, Docusign, Rubrik, HashiCorp
Further change squeezing: Dollar General
U.S. economic events: Initial jobless claims, U.S. trade deficit,
Global economic events: Overtime pay YoY (Japan), Global Supply Chain Pressure Index, German factory orders
Friday
Earnings: 🦗
U.S. economic events: U.S. employment report, consumer sentiment, consumer credit, nonfarm payrolls, government payrolls, total vehicle sales
Global economic events: Auto production and exports YoY (Mexico), industrial production YoY (Argentina), Canadian employment data, Chinese balance of trade