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Hobbs Catalyst Watch - Week of March 30th

  • Writer: Mike
    Mike
  • Mar 29
  • 2 min read

Here’s a list summary of key market events and earnings reports scheduled for the week of March 30, 2025:


Monday, March 31:

  • 9:45 AM EST: Chicago PMI for March – A regional manufacturing indicator that could influence industrial sector sentiment.

  • 10:30 AM EST: Dallas Fed Manufacturing Index for March – Another manufacturing gauge that might affect economic growth perceptions.

  • Earnings Reports:

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

    • After Market Close: PVH Corp (PVH) – Apparel earnings that could reflect consumer discretionary trends.


Tuesday, April 1:

  • 10:00 AM EST: ISM Manufacturing PMI for March – A national manufacturing index that could drive industrial and broader market moves.

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

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet.

    • After Market Close: RH (RH), BlackBerry (BB) – Home furnishings and tech earnings that could signal consumer and enterprise trends.


Wednesday, April 2:

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

  • 10:00 AM EST: Factory Orders for February – Indicates manufacturing demand, potentially affecting industrial stocks.

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet.

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


Thursday, April 3:

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

  • 10:00 AM EST: ISM Services PMI for March – A key service sector indicator that might impact broader market sentiment.

  • Earnings Reports:

    • Before Market Open: Conagra Brands (CAG), Acuity Brands (AYI), Lamb Weston (LW) – Consumer staples and industrial earnings that could reflect inflation and demand trends.

    • After Market Close: None widely confirmed yet.


Friday, April 4:

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

  • 3:00 PM EST: Fed Chair Powell Speaks at SABEW Annual Conference – Commentary on jobs data and economic outlook that could influence rate expectations (timing tentative).

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet, but major banks like JPMorgan Chase (JPM) or Bristol-Myers Squibb (BMY) might report if Q1 season kicks off early—confirm closer to date.


Additional Notes:

  • Jobs Report Focus: The March Nonfarm Payrolls on April 4 is the week’s centerpiece, potentially driving equity, bond, and currency moves depending on labor market strength. Powell’s subsequent speech could amplify or temper reactions.

  • Earnings Transition: This week marks the cusp of Q1 2025 earnings season, with early reporters like PVH, RH, and Conagra setting the tone. Major firms (e.g., JPMorgan) might start trickling in, though April 4 is early—verify dates.

  • Market Context: Manufacturing (Chicago PMI, ISM) and labor data (JOLTS, ADP, payrolls) will shape economic growth narratives post-Fed’s March 19 decision and February PCE (March 28). Service sector strength (ISM Services) could offset any manufacturing weakness.

 
 
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