Economic Calendar for the Week of March 30th

• Last week in CO: CoreWeave’s IPO 😔 … SPVs within SPVs … Sovereign Servers … Just go Public (Stripe, Adyen, Databricks, Anthropic…) … Perplexity’s $15B …

• Weekend links: Affirm v. Klarna … Google graveyard … Who’s popular on Hacker News … Dun & Bradstreet go private … Don’t forget about LinkedIn …

Monday

• Notable earnings: Progress Software, TechTarget, Open Lending​

• U.S. economic events: Dallas Fed Manufacturing Index, Prospective Plantings and Stocks (Corn, Cotton, Soy, Wheat)

• Global economic events: Retail Sales (Germany), Consumer Credit (United Kingdom), Inflation Rate (Italy, Germany), Gross Debt to GDP (Brazil)

Tuesday

• Notable earnings: nCino

• U.S. economic events: JOLTs Job Openings, Construction Spending, Dallas Fed Services Index, Redbook YoY

• Global economic events: Manufacturing PMI (Italy, Spain, Italy, France, Euro Area), Unemployment Rate (Italy), Business Confidence (Mexico), Inflation Rate (South Korea)

Wednesday

• Notable earnings: Penguin Solutions

• U.S. economic events: MBA Mortgage Applications (Market Index, 30-year Rate, Refinance Index, Purchase Index), ADP Employment Change, Factory Orders, Total Vehicle Sales

• Global economic events: Budget Balance (France), Bank Lending (Brazil), Business Confidence (Russia), Foreign Exchange Reserves (South Korea), Balance of Trade (Australia), GDP YoY (Russia)

Thursday

• Notable earnings: Simulations Plus

• U.S. economic events: Imports & Exports, Balance of Trade, Jobless Claims, ISM Services Business Activity, Fed Balance Sheet

• Global economic events: Tax Revenue (Argentina), Foreign Exchange Reserves (Japan), Balance of Trade (Canada), Inflation Rate (Turkey), Household Spending (Japan)

Friday

• Notable earnings: 🦗

• U.S. economic events: U-6 and General Unemployment Rate, Average Weekly Hours, Government Payrolls, Manufacturing Payrolls, Nonfarm Payrolls, Fed Chair Powell Speech

• Global economic events: Factory Orders (Germany), Industrial Production (France, Spain), Retail Sales (Italy), Unemployment Rate (Canada), Global Supply Chain Pressure Index