top of page
Search

Hobbs Catalyst Watch - Week of April 13th

  • Writer: Mike
    Mike
  • Apr 12
  • 2 min read

Here’s a list summary of key market events and earnings reports scheduled for the week of April 13, 2025.


Monday, April 14:

  • 8:30 AM EST: Retail Sales for March – A key indicator of consumer spending, likely to influence retail and consumer discretionary stocks.

  • 10:00 AM EST: Business Inventories for February – Could affect perceptions of economic activity and supply chain trends.

  • Earnings Reports:

    • Before Market Open: Goldman Sachs (GS), M&T Bank (MTB) – Financial earnings that could set the tone for banking sector performance.

    • After Market Close: None widely confirmed yet, but smaller firms may report.


Tuesday, April 15:

  • 8:30 AM EST: Empire State Manufacturing Index for April – A regional manufacturing gauge that might impact industrial sentiment.

  • 10:00 AM EST: Housing Market Index (NAHB) for April – Reflects homebuilder confidence, potentially affecting housing and construction stocks.

  • Earnings Reports:

    • Before Market Open: Johnson & Johnson (JNJ), Bank of America (BAC), BNY Mellon (BK), UnitedHealth (UNH) – Major healthcare and financial earnings that could drive sector and market-wide moves.

    • After Market Close: None widely confirmed yet.


Wednesday, April 16:

  • 8:30 AM EST: Housing Starts and Building Permits for March – Housing data that could sway real estate, construction, and materials sectors.

  • 9:15 AM EST: Industrial Production and Capacity Utilization for March – Measures manufacturing output, potentially impacting industrial stocks.

  • Earnings Reports:

    • Before Market Open: Citigroup (C), U.S. Bancorp (USB), First Horizon (FHN) – More banking earnings that might reinforce or shift financial sector trends.

    • After Market Close: None widely confirmed yet, but monitor for tech or smaller-cap reports.


Thursday, April 17:

  • 8:30 AM EST: Initial and Continuing Jobless Claims – Weekly labor market data that could influence economic health perceptions.

  • 8:30 AM EST: Philadelphia Fed Manufacturing Index for April – A regional manufacturing indicator that might affect industrial sentiment.

  • 10:00 AM EST: Leading Economic Indicators for March – A broad economic gauge that could signal future growth trends.

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet.

    • After Market Close: None widely confirmed yet; typically lighter for earnings on Thursdays late in the week.


Friday, April 18:

  • 10:00 AM EST: Existing Home Sales for March – Housing market data that could impact real estate and mortgage-related stocks.

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet; major earnings may taper off by Friday.


Additional Notes:

  • Earnings Season Momentum: This week continues Q1 2025 earnings season, with financials like Goldman Sachs (GS), Bank of America (BAC), and Citigroup (C) in focus following JPMorgan’s likely report on April 11. Healthcare giant Johnson & Johnson (JNJ) could also drive sentiment, particularly with tariff-related commentary expected on its MedTech segment.

  • Market Context: Retail sales (Monday) and housing data (Wednesday, Friday) will provide insights into consumer and economic strength amid tariff uncertainties. The absence of major Fed events (no FOMC meeting in April) shifts focus to data and earnings, though Fed speakers may comment (times TBD).

  • Tariff Sensitivity: Recent tariff developments (e.g., a 90-day pause announced April 10) could amplify reactions to earnings guidance, especially for firms like JNJ or banks exposed to global trade.

  • Confirmation Needed: Earnings dates for GS, BAC, JNJ, and others align with typical schedules but should be verified closer to the week, as shifts can occur.

 
 
bottom of page