The critical period of intensive earnings reports and macro data kicks off again later this month: On the macro side, before the FOMC, keep an eye on the U.S. Treasury auctions, initial jobless claims, and PMI. For earnings reports, focus on the big Mags: Meta, Microsoft, Google, and Amazon's capital expenditures and cloud business growth. Check the calendar below for specific dates. Of course, you can also use AI for monitoring—for example, use my prompt in the comments below to have ChatGPT/Claude generate monitoring and tracking directly: