Economic Calendar for the Week of February 9, 2025

• 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)