Economic calendar for investors
How to move from a list of releases to a structured map of consensus, surprise, revision, and portfolio relevance.
Summary
An investor calendar should rank events by the exposures they can move, not only by a generic importance badge.
Why it matters
The surprise, revision, and market reaction often matter more than the headline. A calendar becomes useful when it is tied to the active macro thesis.
What to watch
Consensus and range
Prior and revisions
Surprise direction
Rate and FX reaction
Research workflow
- 01Define the thesis-sensitive events
- 02Record consensus and risk range
- 03Track surprise and revision
- 04Update the regime and invalidation conditions