Catalyst Calendar
description: Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
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
1---2name: catalyst-calendar3description: Catalyst Calendar4---5# Catalyst Calendar67description: Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".89## Workflow1011### Step 1: Define Coverage Universe1213- List of companies to track (tickers or names)14- Sector / industry focus15- Include macro events? (Fed meetings, economic data, regulatory deadlines)16- Time horizon (next 2 weeks, month, quarter)1718### Step 2: Gather Catalysts1920For each company, identify upcoming events:2122**Earnings & Financial Events**23- Quarterly earnings date and time (pre/post market)24- Annual shareholder meeting25- Investor day / analyst day26- Capital markets day27- Debt maturity / refinancing dates2829**Corporate Events**30- Product launches or announcements31- FDA approvals / regulatory decisions32- Contract renewals or expirations33- M&A milestones (close dates, regulatory approvals)34- Management transitions35- Insider trading windows (lockup expirations)3637**Industry Events**38- Major conferences (dates, which companies presenting)39- Trade shows and expos40- Regulatory comment periods or rulings41- Industry data releases (monthly sales, traffic, etc.)4243**Macro Events**44- Fed meetings (FOMC dates)45- Jobs report, CPI, GDP releases46- Central bank decisions (ECB, BOJ, etc.)47- Geopolitical events with market impact4849### Step 3: Calendar View5051| Date | Event | Company/Sector | Type | Impact (H/M/L) | Our Positioning | Notes |52|------|-------|---------------|------|-----------------|----------------|-------|53| | | | Earnings/Corp/Industry/Macro | | Long/Short/Neutral | |5455### Step 4: Weekly Preview5657Each week, generate a forward-looking summary:5859**This Week's Key Events:**601. [Day]: [Company] Q[X] earnings — consensus [$X EPS], our estimate [$X], key focus: [metric]612. [Day]: [Event] — why it matters for [stocks]623. [Day]: [Macro release] — expectations and positioning6364**Next Week Preview:**65- Early heads-up on important events coming6667**Position Implications:**68- Events that could move specific positions69- Any pre-positioning recommended70- Risk management ahead of binary events7172### Step 5: Output7374- Excel workbook with calendar view and sortable columns75- Weekly preview email/note (markdown)76- Optional: integration with Google Calendar7778## Important Notes7980- Earnings dates shift — verify against company IR pages and Bloomberg/FactSet closer to the date81- Pre-announce risk: track companies with a history of pre-announcing (positive or negative)82- Conference attendance lists are valuable — which companies are presenting and which are conspicuously absent?83- Some catalysts are recurring (monthly industry data) — build a template and auto-populate84- Color-code by impact level: Red = high impact, Yellow = moderate, Green = routine85- Archive past catalysts with the actual outcome — builds pattern recognition over time
longbridge