Economic Calendar for the Week of January 26, 2025
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Last week in CO: Crypto is a go … AI activity in Europe … AI demand 🚀 … Waymo beats Uber? … $100 billion here, another 400 billion over there …
Weekend links: Apple is very dumb … maybe this person will fix that … building a community of jerks isn’t profitable … YC graveyard …
Monday
Earnings: SoFi, AT&T, Koss, First Republic Bank, NextPlay Technologies
U.S. economic events: New home sales, building permits, Chicago Fed national activity index
Global economic events: Jobseekers total (France), balance of trade (Mexico), business confidence (Turkey), consumer confidence (Spain)
Tuesday
Earnings: Xerox, General Motors, Polaris, Lockheed Martin, JetBlue, Stryker Corporation, LendingClub
U.S. economic events: S&P/Case-Shiller home price YoY, house price index, CB consumer confidence,
Global economic events: Unemployment claims (Spain), consumer confidence (France and Japan), inflation rate (Australia)
Wednesday
Earnings: Microsoft, Tesla, Meta, ServiceNow, T-Mobile, Nasdaq, ADP
U.S. economic events: Fed interest rate decision 📈, MBA (30-yr rate, mortgage applications, market index, refinance index, purchase index), wholesale inventories
Global economic events: Export and import prices (Australia), stock investment by foreigners (Japan), loans to companies and households (Euro Area), unemployment rate (Mexico)
Thursday
Earnings: Intel, Apple, Atlassian, Coursera, Comcast, Mastercard, Thermo Fischer, UPS, Caterpillar, Check Point Software, Southwest Airlines, Sirius XM
U.S. economic events: Jobless claims, real consumer spending, pending home sales, fed balance sheet
Global economic events: Interest rate decision, consumer confidence, consumer inflation expectations (Euro Area), unemployment rate (Japan and Italy)
Friday
Earnings: Chevron, Exxon Mobil, Charter Communications,
U.S. economic events: Personal income, Chicago PMI, employment cost index
Global economic events: Exports and imports (South Korea), inflation rate (Germany and France), tourism revenues (Turkey)