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

Step 4: Weekly Preview

Each week, generate a forward-looking summary:

This Week's Key Events:

1. [Day]: [Company] Q[X] earnings — consensus [$X EPS], our estimate [$X], key focus: [metric]
2. [Day]: [Event] — why it matters for [stocks]
3. [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