Catalyst Calendar

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