Economic Calendar for the Week of March 2, 2025

Mar 02, 2025

Last week in CO: Stripe v. Adyen … Inference demand … AI is a rocket ship … Prosus buys Just Eat …

Weekend links: 📊 Just the charts from Stripe’s Annual Letter … 60-hr work weeks at Google … Elegy for the Screenshot … What’s another 75k subs to Bezos? …

Monday

Notable earnings: Gitlab, Okta, Dave, Groupon, Bakkt, Upland Software, Wag,
U.S. economic events: Construction Spending MoM, ISM Manufacturing PMI
Global economic events: HCOB Manufacturing PMI (Spain, Italy, France, Germany, Euro Area, United Kingdom), Business Confidence (Mexico), Jobs/Applications ratio (Japan)

Notable earnings: Box, Target, Best Buy, Chargepoint
U.S. economic events: API Crude Oil Stock Exchange, Redbook YoY, RCM/TIPP Economic Optimism Index
Global economic events: National People’s Congress and Chinese People’s Political Consultative Conference (China), Budget Balance (France), Unemployment Rate (Italy, Euro Area), Unemployment Change (Spain), GDP Growth Rate (South Korea),

Notable earnings: JD.com, Microvision, Marvell Technology
U.S. economic events: Housing (MBA 30-yr, Mortgage Applications, Refinance Index, Mortgage Market Index, Purchase Index), Factory Orders, ADP Employment Change, EIA Gasoline Production Change
Global economic events: S&P Global Composition (Russia), GDP Growth Rate (Italy), Business Confidence (South Africa), Inflation Rate (South Korea), RBA Payments System Board Meeting & Balance of Trade (Australia), Unemployment Rate (Russia)

Notable earnings: HP Enterprise, Domo, Hippo Insurance
U.S. economic events: Fed Balance Sheet, Fed Waller and Bostic Speech, Wholesale Inventories, Unit Labour Costs QoQ, Jobless Claims, Balance of Trade, Exports & Imports
Global economic events: IPC-Fipe Inflation MoM (Brazil), HCOB Construction PMI (Euro Area), Retail Sales (Euro Area), Interest Rate Decision (Euro Area), Marginal Lending Rate (Euro Area), New Car Registrations (Germany)

Notable earnings: 🦗
U.S. economic events: Government Payrolls, Manufacturing Payrolls, Unemployment Rate, Average Hourly Earnings, Used Car Prices
Global economic events: Foreign Exchange Reserves (France, South Africa, Russia, China), GDP Growth Rate (Euro Area), Employment Change (Euro Area), Auto Exports and Production (Mexico), Unemployment Rate (Canada)