Market Notes for 3/2-3/6

Market Notes for 3/2-3/6

Market Notes for 3/2-3/6

Economic Calendar for the week:

The market heads into the first week of March in clear risk-off mode, with the VIX holding near 20 amid escalating Middle East tensions. Geopolitical risk will remain a central theme, but volatility could intensify further with Friday’s jobs report and Broadcom earnings, both of which have the potential to significantly shift sentiment and direction.

Key Macro Catalysts

• Mon: Manufacturing PMI, Construction Spending, ISM Manufacturing

• Tue: Auto sales

• Wed: ADP jobs, Services PMI, ISM Services, Crude Inventories, Beige Book

• Thu: Productivity, Labor Costs, Jobless Claims, Factory Orders

• Fri: Nonfarm Payrolls

Earnings That Matter for Risk Sentiment

• CrowdStrike – Cyber/AI software (Tue PM)

• Broadcom – AI infrastructure (Wed)

• Costco – Consumer demand signal (Thu)