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Hobbs Catalyst Watch - Week of May 25th

  • Writer: Mike
    Mike
  • May 24
  • 3 min read

Here’s a list summary of key market events and earnings reports scheduled for the week of May 25, 2025. this reflects projections based on historical patterns, typical economic calendars, and recent data from web sources, with some details (especially earnings) subject to final confirmation.


Monday, May 26:

  • U.S. Markets Closed for Memorial Day – Equities and bond markets are closed, reducing trading activity.

  • Earnings Reports:

    • No noteworthy earnings reports are scheduled due to the holiday.


Tuesday, May 27:

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

  • 10:30 AM EST: Dallas Fed Manufacturing Index for May – A regional manufacturing gauge that might affect industrial sentiment.

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet.

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


Wednesday, May 28:

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

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet.

    • After Market Close:

      • NVIDIA (NVDA) – The AI chipmaker’s fiscal Q1 results are a marquee event, with analysts expecting EPS of $0.73 (+19.7% YoY) and revenue of $43.2 billion (+66.2% YoY). Guidance on Blackwell chip shipments and China restrictions will be critical for tech/AI sentiment.

      • Salesforce (CRM) – Enterprise cloud earnings, with analysts forecasting EPS of $2.55 (+4.5% YoY) on $9.7 billion revenue (+6.6% YoY). Commentary on AI Agentforce could drive SaaS sentiment.


Thursday, May 29:

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

  • 8:30 AM EST: Gross Domestic Product (GDP) Second Estimate for Q1 2025 – A refined economic growth reading that might influence market expectations.

  • 10:00 AM EST: Pending Home Sales for April – A forward-looking housing indicator that could impact real estate sentiment.

  • Earnings Reports:

    • Before Market Open: Best Buy (BBY), Dollar General (DG) – Retail earnings that could reflect consumer spending trends amid tariff and inflation pressures.

    • After Market Close: None widely confirmed yet.


Friday, May 30:

  • 8:30 AM EST: Personal Consumption Expenditures (PCE) Price Index for April – The Fed’s preferred inflation gauge, projected at 3.5%–4% core, likely to drive significant market moves based on rate cut implications.

  • 9:45 AM EST: Chicago PMI for May – A regional manufacturing indicator that could influence industrial stocks.

  • Earnings Reports:

    • Before Market Open: None widely confirmed yet.

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


Additional Notes:

  • Market Context: The PCE Price Index (Friday) and NVIDIA’s earnings (Wednesday) are the week’s focal points. NVIDIA’s results could drive tech/AI sector volatility, with analysts eyeing Blackwell chip ramp-up and China sales risks. The PCE data will shape Fed rate cut expectations (June cut odds at ~17% post-May 7 FOMC).

  • Earnings Season: Q1 earnings season is nearing its end, with NVIDIA and Salesforce as key reports. Retail earnings from Best Buy and Dollar General could provide insights into consumer resilience amid tariff uncertainties.

  • Tariff Dynamics: Recent U.S.-China trade talk optimism and tariff reductions (e.g., auto tariffs effective May 3) may support markets, but guidance from NVIDIA (China exposure) and retailers will be critical.

  • Market Sentiment: X posts highlight trader focus on NVIDIA’s earnings, with markets consolidating after recent gains. S&P 500 support at ~5,300 and resistance at ~5,500 could define trading ranges.

This list highlights events and companies with potential market impact based on economic significance and sector prominence. As it’s May 24, 2025, final schedules may still evolve—cross-check with an updated economic docket (e.g., Investing.com) or earnings calendar (e.g., Nasdaq, Yahoo Finance) for confirmations.

 
 
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