Catalyst Calendar - February 08, 2026 (Morning)

 ## Major Catalysts Mentioned **Block Inc.** - Date: TBD - Why it matters: Reports suggest that Block may cut up to 10% of its workforce, indicating potential restructuring and cost-cutting measures. - Stocks affected: **$SQ** **Japan Election Results** - Date: TBD - Why it matters: The ruling Liberal Democratic Party (LDP) is projected to secure a large majority in the snap election, which could impact economic policies and market sentiment in Japan. - Stocks affected: **$JPXN** (Japanese market ETFs) **Netflix Rival's Streaming Profits** - Date: TBD - Why it matters: A competitor to Netflix is seeing skyrocketing streaming profits, which may indicate a shift in market dynamics and consumer preferences in the streaming industry. - Stocks affected: **$NFLX** **Intuit Inc.** - Date: TBD - Why it matters: Analysts suggest that fears surrounding AI disruptions may be overblown, which could provide a buying opportunity for Intuit. - Stocks affected: **$INTU** ## Earnings on Deck - **$INTU** - Reports: TBD - Key watch: Earnings growth and AI integration impact. ## Economic Events - **Japan's Economic Policy** - Date: TBD - Expected impact: Insights into future monetary policy direction as the new government takes shape. ## What's NOT Dated But Worth Tracking - Potential job cuts at Block - Watch for: Further announcements regarding restructuring and its implications for investor sentiment. - Japan's political stability post-election - Watch for: Policy changes that could affect economic growth and regional markets. ## Highest Conviction Catalyst - What: Japan Election Results - When: Date TBD - Why it matters: The anticipated large majority for the ruling party could lead to significant economic policy continuity or shifts, impacting both domestic and international markets. - Trade idea: Consider positioning in Japanese equities or ETFs that track the Japanese market for potential upside following the election.