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Hobbs Catalyst Watch - Week of March 16th

  • Writer: Mike
    Mike
  • Mar 15
  • 2 min read

Here’s a list summary of key market events and earnings reports scheduled for the week of March 16, 2025, this is based on the latest available data,


Monday, March 17:

  • 9:45 AM EST: Empire State Manufacturing Index for March – A regional manufacturing gauge that could influence industrial stocks and economic sentiment.

  • 10:00 AM EST: NAHB Housing Market Index for March – Reflects homebuilder confidence, potentially impacting housing-related stocks.

  • Earnings Reports:

    • Before Market Open: Science Applications International Corp. (SAIC) – Defense and tech services results that could affect sector peers.

    • After Market Close: Textron Inc. (TXT) – Aerospace and defense earnings that might signal industrial demand trends.


Tuesday, March 18:

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

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet, but smaller firms may report.

    • After Market Close: None widely confirmed yet; monitor for late announcements.


Wednesday, March 19:

  • 2:00 PM EST: FOMC Interest Rate Decision and Statement – The Federal Reserve’s rate announcement and press conference (typically around 2:30 PM EST) could drive significant market volatility depending on policy signals.

  • Earnings Reports:

    • Before Market Open: General Mills (GIS) – Consumer staples earnings that could reflect inflation and spending trends.

    • After Market Close: Super Micro Computer (SMCI) – AI and server tech results that might move tech and growth stocks.


Thursday, March 20:

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

  • 10:00 AM EST: Existing Home Sales for February – A housing market update that might impact real estate and mortgage-related stocks.

  • Earnings Reports:

    • After Market Close: CarMax (KMX), FedEx (FDX) – Used car retail and logistics earnings that could signal consumer and shipping trends.


Friday, March 21:

  • 9:45 AM EST: S&P Global Preliminary PMI (Manufacturing and Services) for March – Early indicators of economic activity that could affect broader market sentiment.

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet, but smaller-cap firms may report.


Additional Notes:

  • FOMC Focus: The Fed’s decision on March 19 is likely the week’s pivotal event. Markets will watch for any shifts in rate guidance or economic outlook, especially after recent inflation data (e.g., February CPI on March 11). A hawkish or dovish tone could move equities, bonds, and the dollar significantly.

  • NVIDIA GTC Conference (March 17-21): NVIDIA’s GPU Technology Conference begins Monday, with CEO Jensen Huang’s keynote potentially unveiling new AI developments (e.g., the Vera Rubin GPU). While not an earnings event, product announcements could impact NVIDIA (NVDA) and tech sector stocks throughout the week.

  • Earnings Gaps: This late in the Q1 earnings season, fewer major companies report, but names like General Mills, Super Micro, CarMax, and FedEx could still drive sector-specific moves. Confirm exact dates closer to the week, as schedules can shift.

  • Market Context: Volatility may spike midweek due to the Fed decision, with housing and manufacturing data adding nuance to economic growth narratives.


 
 
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