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Catalyst Calendar
Workflow
Step 1: Define Coverage Universe
- List of companies to track (tickers or names)
- Sector / industry focus
- Include macro events? (Fed meetings, economic data, regulatory deadlines)
- Time horizon (next 2 weeks, month, quarter)
Step 2: Gather Catalysts
For each company, identify upcoming events:
Earnings & Financial Events
- Quarterly earnings date and time (pre/post market)
- Annual shareholder meeting
- Investor day / analyst day
- Capital markets day
- Debt maturity / refinancing dates
Corporate Events
- Product launches or announcements
- FDA approvals / regulatory decisions
- Contract renewals or expirations
- M&A milestones (close dates, regulatory approvals)
- Management transitions
- Insider trading windows (lockup expirations)
Industry Events
- Major conferences (dates, which companies presenting)
- Trade shows and expos
- Regulatory comment periods or rulings
- Industry data releases (monthly sales, traffic, etc.)
Macro Events
- Fed meetings (FOMC dates)
- Jobs report, CPI, GDP releases
- Central bank decisions (ECB, BOJ, etc.)
- Geopolitical events with market impact
Step 3: Calendar View
| Date | Event | Company/Sector | Type | Impact (H/M/L) | Our Positioning | Notes |
|---|---|---|---|---|---|---|
| Earnings/Corp/Industry/Macro | Long/Short/Neutral |
Step 4: Weekly Preview
Each week, generate a forward-looking summary:
This Week's Key Events:
- [Day]: [Company] Q[X] earnings — consensus [$X EPS], our estimate [$X], key focus: [metric]
- [Day]: [Event] — why it matters for [stocks]
- [Day]: [Macro release] — expectations and positioning
Next Week Preview:
- Early heads-up on important events coming
Position Implications:
- Events that could move specific positions
- Any pre-positioning recommended
- Risk management ahead of binary events
Step 5: Output
- Excel workbook with calendar view and sortable columns
- Weekly preview email/note (markdown)
- Optional: integration with Google Calendar
Important Notes
- Earnings dates shift — verify against company IR pages and Bloomberg/FactSet closer to the date
- Pre-announce risk: track companies with a history of pre-announcing (positive or negative)
- Conference attendance lists are valuable — which companies are presenting and which are conspicuously absent?
- Some catalysts are recurring (monthly industry data) — build a template and auto-populate
- Color-code by impact level: Red = high impact, Yellow = moderate, Green = routine
- Archive past catalysts with the actual outcome — builds pattern recognition over time
