outputs/2026-04-19_15-56_briefing_weekend-news.htmlr6496715714055296383 (subject includes timestamp)| Day | Catalyst | Source |
|---|---|---|
| Mon Apr 20 | STLD earnings. Oil reaction to Saturday's Strait re-closure is the real Monday story. | CNBC · Schwab |
| Tue Apr 21 | Economic data (retail sales, mfg). US-Iran talks in Islamabad. | CNBC · Times of Israel |
| Wed Apr 22 | TSLA earnings AMC — consensus +40% YoY, call 5:30 PM. BA earnings — stock dropped last 3 prints. ServiceNow + IBM also report. | CNBC earnings playbook |
| Thu Apr 23 | Employment + mfg data. | CNBC |
[Schwab] Indexes riding a 3-week up-streak on the ceasefire + oil −10%. Saturday's Strait re-close is the whipsaw risk. Your MIS Apr 16 note already flagged "reduce size" on BA + TSLA into Wed — confirm that stance stays by Monday close.
C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH\outputs\2026-04-19_15-56_briefing_weekend-news.htmlzee78900/hookstreet-workspace — commit at time of write: 485c1c1C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BHr6496715714055296383r-1282344629428125335 (delete)