Economic Calendar for the Week of November 10th, 2024

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Last week the stock market soared in the wake of Trump’s election. It appears investors doubt Trump’s willingness to follow through on upending global trade and enacting mass deportations. But I’d personally believe him when he says, “Promises made, promises kept.”

As for earnings, Tuesday is the big day for those wanting a pulse on the general tech landscape. Interestingly, two companies that are oriented towards families and tracking them — Owlet and Life360 — will be reporting earnings. I am also keeping an eye on the performance of product management app Monday and Youtube for conservatives Rumble.

As you look through this list, let us know if anything stands out to you that you’d like CO to take a more critical look at. — Holden

Monday

• Earnings. Monday, Matterport, Angi, Live Nation, Greenpower Motor Company

• IPOs. Jinxin Technology, Peak Resources LP

• Global economic events. Consumer Confidence Index (Mexico), Electronic Card Retail Sales (New Zealand), Elizabeth McCaul of Euro Central Bank talks monetary policy.

• Holidays. Veteran’s Day

Tuesday

• Earnings. Rocket Companies, SoundHound AI, Spotify, Tencent, Shopify, Maplebear (Instacart — story here), PubMatic, Shift4 Payments, Paymentus, Rumble, EverCommerce, Similarweb, Rackspace, Dave, Buzzfeed

  • Home and health. Home Depot, Astrazeneca

• Domestic economic events. Consumer Inflation Expectations, NFJB Small Business Optimism, Fed’s Christopher Waller to talk economic outlook

• Global economic events. Machine Tool Orders (Japan), Baidu World 2024, Unemployment Rate (United Kingdom), Consumer Confidence (Mexico), Inflation Rate (India)

Wednesday

• Earnings. Tencent, Cisco, Sonos Nubank, Owlet, Tower Semiconductor, HIVE Digital Technologies, Gilat Satellite Technologies, Bitcoin Depot, Canoo

  • A bit more tangible. Tandy Leather Company, Dallas News Corporation

• Domestic economic events. Real Earnings, Federal Budget Balance, Core CPI Index, Inflation Rate MoM and YoY

  • Housing. MBA 30-Year Mortgage Rate, Mortgage Applications, Purchase Index, Mortgage Market Index, Mortgage Refinance Index

• Global economic events. French Unemployment Rate, New Loans and Total Social Financing (China), Brazilian Service Sector Growth

Thursday

• Earnings. Walt Disney, Sony, Foxconn, Applied Materials, JD.com, Life360

  • Grab a controller. Netease Games, Naas Technology

• Domestic economic events. Fed Chair Powell Speaks, New Motor Vehicle Sales, Continuing Jobless Claims

• Global economic events. Interest Rate Decision (Mexico), House Prices YoY & Unemployment Rate (China)

Friday

• Earnings. Alibaba

  • Visit your local mall. Buckle.

• Domestic economic events. Core Retail Sales, NY Empire State Manufacturing Index

• Global economic events. EU Economic Forecasts

• World holidays. Republic Day (China), Guru Nanak Jayanti (India)