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Weekly Agenda

Updated September 2025

Weekly Financial Agenda

Monday, September 29 — “Volatility and Cruises”

  • Macro / Economy:
    • 4:00 PM: Pending Home Sales m/m.
    • Fed Speakers: Waller, Musalem, Williams.
  • Market Events:
    • IPO Watch: Knorex, Neptune Insurance, Fermi (energy & AI).
    • Sony Financial spin-off (shareholder distribution).
    • Investor meetings: TD Bank, ArcBest, TotalEnergies.
    • FedEx annual meeting.
  • Earnings:
    • Pre-market: Carnival (CCL).
    • After-market: Jefferies (JEF), Vail Resorts (MTN), Progress (PRGS), Inventiva (IVA).
  • Trading focus: Bitmine (BMNR) and IREN under volatility watch.

Tuesday, September 30 — “Confidence and Technologies”

  • Macro / Economy:
    • 4:00 PM: JOLTS Job Openings + CB Consumer Confidence.
    • S&P/Case-Shiller House Price Index.
    • Fed Speakers: Philip Jefferson, Lorie Logan, Austan Goolsbee.
  • Market Events:
    • Amazon Event: hardware presentation (Echo, Fire TV, Alexa Plus).
  • Earnings:
    • Pre-market: Lamb Weston (LW), UNFI, Paychex (PAYX).
    • After-market: Nike (NKE).

Wednesday, October 1 — “Industrial Data and Chinese Gaming”

  • Macro / Economy:
    • All day: OPEC Meetings.
    • 2:15 PM: ADP Non-Farm Employment Change.
    • 4:00 PM: ISM Manufacturing PMI + ISM Prices.
  • Market Events:
    • Quarterly auto data: Tesla, NIO, XPeng, Rivian, Li Auto, Polestar, Lucid, GM, Ford, Toyota.
    • Start of Golden Week in China (impact on Macau casinos: WYNN, LVS, MGM, MLCO).
    • Google Gemini Event: AI integration in smart homes.
  • Earnings:
    • Pre-market: Acuity Brands (AYI), Conagra (CAG), Rezolve (RZLV), Novagold (NG), Cal-Maine Foods (CALM), RPM.

Thursday, October 2 — “Employment and Energy”

  • Macro / Economy:
    • 2:30 PM: Unemployment Claims (weekly).
    • Fed balance sheet publication.
    • 4:00 PM: U.S. Factory Orders.
    • Fed Speaker: Lorie Logan.
  • Earnings:
    • Pre-market: AngioDynamics (ANGO).

Friday, October 3 — “US Employment Figures and Central Banks”

  • Macro / Economy:
    • 2:30 PM: Monthly employment report (NFP, Unemployment Rate, Average Hourly Earnings).
    • 4:00 PM: ISM Services PMI.
    • Publications: FAO Food Price Index + monthly grains report.
    • Speakers: Christine Lagarde (ECB), Kazuo Ueda (BoJ), Andrew Bailey (BoE).
  • Earnings:
    • Few notable releases expected.
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