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Hobbs Catalyst Watch - Week of April 27th

  • Writer: Mike
    Mike
  • Apr 26
  • 3 min read

Here’s a list summary of key market events and earnings reports scheduled for the week of April 27, 2025, with times in Eastern Standard Time (EST), this reflects projections based on historical patterns, typical economic calendars, and recent data from web sources and X posts, though some details (especially earnings) may still require final confirmation.


Monday, April 28:

  • 10:00 AM EST: New Home Sales for March – A housing market indicator that could impact real estate and construction stocks, especially after recent tariff-driven inventory shifts.

  • Earnings Reports:

    • Before Market Open: Fomento Económico Mexicano (FMX) – Beverage and retail earnings that might reflect global consumer trends amid tariff concerns.

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


Tuesday, April 29:

  • 9:00 AM EST: Case-Shiller Home Price Index for February – Housing price data that could influence real estate sentiment.

  • 10:00 AM EST: JOLTS Job Openings for March – Labor market data that might affect Fed policy expectations and bond yields.

  • 10:00 AM EST: Consumer Confidence Index for April (Conference Board) – A consumer sentiment measure that could sway retail and discretionary stocks.

  • Earnings Reports:

    • Before Market Open: Spotify (SPOT), Coca-Cola (KO), Pfizer (PFE), S&P Global (SPGI), Honeywell (HON), United Parcel Service (UPS), SoFi Technologies (SOFI), PayPal (PYPL), JetBlue Airways (JBLU) – Diverse earnings spanning tech, consumer staples, healthcare, financials, and airlines, likely to drive sector-specific volatility.

    • After Market Close: Visa (V), Starbucks (SBUX), First Solar (FSLR), Snap (SNAP) – Payments, retail, renewable energy, and social media results that could influence broader market sentiment.


Wednesday, April 30:

  • 8:15 AM EST: ADP National Employment Report for April – A private-sector jobs preview that could set expectations for Friday’s payrolls data.

  • 8:30 AM EST: Gross Domestic Product (GDP) Advance Estimate for Q1 2025 – A critical economic growth indicator that could drive broad market moves.

  • 9:45 AM EST: S&P Global Manufacturing PMI for April – A manufacturing activity gauge that might impact industrial stocks.

  • 9:45 AM EST: S&P Global Services PMI for April – A service sector indicator that could affect broader economic sentiment.

  • 10:00 AM EST: Personal Consumption Expenditures (PCE) Price Index for March – The Fed’s preferred inflation measure, likely to influence rate expectations significantly.

  • 2:00 PM EST: Federal Reserve Beige Book – Qualitative economic insights that could guide Fed policy expectations.

  • Earnings Reports:

    • Before Market Open: Boeing (BA), GE Vernova (GEV), Caterpillar (CAT), Humana (HUM), Etsy (ETSY) – Aerospace, energy, industrial, healthcare, and e-commerce earnings that could drive sector-specific reactions.

    • After Market Close: Microsoft (MSFT), Meta Platforms (META) – Tech giants’ earnings, critical for tech sector momentum and overall market direction, especially amid tariff and AI narratives.


Thursday, May 1:

  • 7:30 AM EST: Challenger Job Cuts for April – Layoff data that could signal labor market trends.

  • 8:30 AM EST: Initial and Continuing Jobless Claims – Weekly labor market data that might refine economic health views.

  • 10:00 AM EST: Construction Spending for March – Could impact construction and real estate sectors.

  • 10:00 AM EST: ISM Manufacturing PMI for April – A national manufacturing index that might drive industrial stock moves.

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet, but monitor for announcements.

    • After Market Close: Amazon (AMZN), Apple (AAPL) – Mega-cap tech earnings with significant market impact, particularly given Amazon’s tariff exposure and Apple’s iPhone shipment trends.


Friday, May 2:

  • 8:30 AM EST: U.S. Employment Situation Report (Nonfarm Payrolls) for April – The major jobs report, likely to drive significant volatility across equities, bonds, and currencies based on payrolls, unemployment, and wage growth.

  • 10:00 AM EST: University of Michigan Consumer Sentiment (Final) for April – A final consumer confidence reading that could affect retail and growth stocks.

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet, but major firms may report to close the week.

    • After Market Close: Typically light for earnings; monitor for smaller-cap reports.


Additional Notes:

  • Key Events: The GDP estimate (Wednesday), PCE Price Index (Wednesday), and Nonfarm Payrolls (Friday) are major market movers, potentially shaping Fed rate expectations amid tariff-driven inflation concerns (e.g., core CPI projected to rise to 3.5-4%). The FOMC Beige Book and Fed speakers (e.g., Goolsbee at 9:00 AM, Waller at 9:30 AM Wednesday) could amplify reactions.

  • Earnings Spotlight: Tech heavyweights Microsoft, Meta, Amazon, and Apple (Wednesday-Thursday) are critical, with Amazon facing tariff cost pressures and Apple expected to show modest iPhone revenue growth. Early-week earnings from Coca-Cola, Pfizer, and PayPal could set tones for consumer staples, healthcare, and fintech.

  • Tariff Context: Recent optimism around U.S.-China trade de-escalation (e.g., Treasury Secretary Bessent’s comments) may temper tariff fears, but companies like Amazon and consumer-facing firms (Starbucks, Etsy) could see volatility based on guidance.

  • Market Sentiment: Posts on X suggest traders are reducing risk ahead of this packed week, with tech earnings and economic data driving bullish or bearish setups (e.g., S&P 500 resistance at 5,500).

 
 
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