📅 Market Calendar — Mar 30, 2026

Mar 30, 2026 – Apr 3, 2026

Earnings pulse

Software, luxury housing-linked retail, packaged food, frozen foods, and industrial tech define the week.

Holiday wrinkle

The cash equity market is open Monday through Thursday only; Friday payrolls hit while NYSE is closed.

Headline risk

Oil and tariff headlines can still overwhelm normal post-earnings follow-through.

This is not a full 5-day U.S. cash-equity week. NYSE cash trading is open Monday, March 30 through Thursday, April 2, and then closed on Good Friday, April 3. The March employment report still lands on Friday morning, so one of the week’s biggest macro releases arrives with the stock market shut. That makes this setup a mix of quarter-end positioning, midweek earnings dispersion, and closed-market payroll risk.

U.S. Market Hours

Mon–Thu: 9:30 a.m.–4:00 p.m. ET (8:30 a.m.–3:00 p.m. CT).
Fri Apr 3: NYSE closed for Good Friday.

Source links: NYSE hours & calendars.

Major Earnings by Day

Times shown in Eastern. For short-dated trades, re-check issuer IR pages the night before.

BMO AMC Timed call / scheduled

Mon Mar 30	Tue Mar 31	Wed Apr 1	Thu Apr 2	Fri Apr 3
PRGS Progress Software 5:00p AI-powered infrastructure software demand, recurring revenue, and enterprise spending tone.	RH RH After Close Housing-sensitive luxury demand, tariff costs, margin outlook, and management’s view on affluent consumer spending. RH RH Conference Call 5:00p Watch commentary on orders, inventories, sourcing, and fiscal 2026 outlook.	LW Lamb Weston 8:30a Restaurant traffic, frozen potato pricing, and volume recovery remain the core read-through. LW Lamb Weston Call 10:00a Guidance, demand normalization, and margin commentary matter for staples and foodservice suppliers. CAG Conagra Brands Before Open Packaged-food pricing, frozen category momentum, and commodity-cost pressure are the key watch items. CAG Conagra Q&A Session 9:30a Useful for inflation pass-through, brand mix, and cash-flow commentary.	AYI Acuity 6:00a Commercial/industrial lighting demand, intelligent-spaces growth, and margin expansion are in focus. AYI Acuity Conference Call 8:00a A clean industrial-tech read on capex, buildings demand, and execution quality.	NYSE Good Friday Holiday Closed No regular U.S. cash-equity session; any macro reaction shifts to futures, rates, FX, and the next cash open.

Highlighted names reflect company-confirmed reporting dates when available and scheduled calls posted on investor relations pages.

Macro Catalysts — A Closed-Market Payroll Friday Changes the Feel of the Week

Release grid

The macro calendar is back-loaded into Tuesday through Friday, with Wednesday the densest session.

Rates sensitivity

Payrolls land on a market holiday, so bonds, FX, and index futures can set the tone before cash equities reopen.

Calendar quirk

Construction spending drops out of this week after Census pushed the February and March releases to May 7.

The U.S. macro calendar steps up from the prior week. Tuesday brings Consumer Confidence, Case-Shiller home prices, and Chicago PMI. Wednesday is the busiest day, with the ADP private payroll report, the ISM Manufacturing PMI, and Advance Retail Sales. Thursday follows with U.S. international trade and weekly jobless claims. Friday closes the week with the March Employment Situation from BLS — but the stock market is shut for Good Friday, so the cleanest immediate read may show up first in rates, currencies, and index futures.

Key Macro Diary

Times shown in Eastern. ISM Services falls on Monday, April 6 because Good Friday interrupts the third business day count.

Data Labor / rates Market-sensitive

Mon Mar 30	Tue Mar 31	Wed Apr 1	Thu Apr 2	Fri Apr 3
US Quarter-End Positioning Session No marquee scheduled federal release; flows and positioning can matter more than data early in the week.	US Consumer Confidence (March) Scheduled A clean read on how consumers are digesting higher fuel and tariff noise. US Case-Shiller Home Prices (Jan) Scheduled Housing remains relevant because RH reports after the close. CHI Chicago PMI (March) 9:45a Useful late-quarter manufacturing pulse before Wednesday’s national ISM release.	US ADP Private Payrolls (March) Morning The market gets an early labor read ahead of Friday’s BLS report. US Advance Retail Sales (Feb) 8:30a A direct consumer-spending checkpoint as food, gas, and tariff-sensitive prices stay in focus. ISM Manufacturing PMI (March) 10:00a Factory activity, orders, and prices paid all matter for the industrial and inflation narrative.	US International Trade (Feb) 8:30a Important for GDP tracking and for watching how trade flows are shifting under the current policy regime. US Initial Jobless Claims 8:30a The cleanest weekly labor-market check before payroll Friday.	BLS Employment Situation (March) 8:30a The biggest macro event of the week — and it lands while NYSE cash equities are closed for Good Friday. NYSE Cash Equity Market Closed Holiday Expect the first reaction to flow through futures, bonds, currencies, and commodities.

Construction Spending for February 2026 was originally scheduled for April 1, but Census moved both the February and March reports to May 7, 2026.

QBH Lens — How We’re Framing the Week

Process first

Separate quarter-end flows, earnings reactions, and holiday-distorted macro effects instead of treating the whole tape as one move.

Checklist trading

Know what is open, what is closed, and which catalysts can still move futures even when stocks are shut.

Regime awareness

Oil and tariff headlines still have the power to rewrite what would otherwise be a standard earnings week.

Base case: Wednesday is the critical clustering point — ADP, ISM Manufacturing, retail sales, Conagra, and Lamb Weston all arrive in the same morning window.
What matters most: Thursday trade/claims and Friday payrolls matter because they hit just as investors are trying to gauge whether the March oil shock and tariff actions are bleeding into growth and inflation expectations.
Execution note: Friday’s jobs report can create a powerful reaction in futures and bonds that the cash equity market will not fully absorb until the next open.

🌍 Global Markets — Oil, Tariffs, and the Dollar Are Still the Traffic Lights

Cross-asset map

Crude, rates, the dollar, materials, industrials, and consumer names are still tightly linked.

Trend vs mean-revert

Energy and materials can stay bid while fuel-sensitive and import-sensitive groups remain tactical.

FX sensitivity

The dollar still decides whether higher commodities feel mainly inflationary or partly cushioned.

Global markets head into the new month with two overlapping pressures. First, the Iran/Hormuz shock is still carrying a heavy oil risk premium, and Reuters’ end-of-March poll showed one of the sharpest upward revisions on record to 2026 oil forecasts. Second, the White House’s April 2 actions on steel, aluminum, and copper keep input-cost and trade-policy noise elevated for industrial, construction, and consumer supply chains. That means this is not just a normal earnings week — it is a week where macro, policy, and sector leadership can keep feeding back into one another.

Rates & FX

Treasuries: If crude stabilizes and payrolls look soft, yields can ease; if energy stays hot and labor data hold up, the market may keep repricing sticky inflation risk.
Dollar: A firmer USD can tighten conditions further for importers and multinationals, while a softer USD can cushion some of the commodity pressure.

Commodities & Industrials

Oil: Elevated crude continues to act like a tax on travel, freight, and discretionary consumption while supporting energy-linked relative strength.
Metals: Section 232 tariff changes keep steel, aluminum, copper, fabricated products, and margin pass-through discussions squarely in view.

Politics, Policy & Geopolitics — March 30–April 3, 2026

Washington risk

Trade policy is back in the daily market conversation, not just the long-term one.

Transmission channel

Policy → input costs → margins → inflation expectations → rates.

Hotspot monitor

Middle East energy disruption remains the largest geopolitical variable underneath the tape.

Main policy theme

Tariffs, payrolls, and a holiday-distorted Friday

The week’s policy story is less about one isolated headline and more about stacked transmission effects. On April 2, the White House adjusted tariff treatment tied to steel, aluminum, and copper derivative products. At the same time, the market still has to price the inflation and growth implications of the Iran/Hormuz energy shock. Then Friday’s payrolls report lands while NYSE cash equities are closed. That combination makes this a week where policy timing matters almost as much as policy direction.

Trade / tariff lens

Section 232 metals policy remains active and market-relevant.
Industrials, materials, distributors, and importers all face margin-pass-through questions.
Management teams reporting this week may get asked directly about sourcing and pricing power.

Energy / inflation lens

Oil remains the fastest transmission line from geopolitics to consumer stress.
Higher fuel and freight costs can complicate the interpretation of both earnings and macro data.
Friday payrolls arrive on a holiday, so cross-asset reaction may lead the equity reaction.

What traders watch first Crude direction, metals policy headlines, shipping and freight commentary, and whether management teams mention tariff re-pricing or sourcing changes.

Immediate market channels Energy, materials, industrials, home-related retail, packaged food, airlines, rates, and inflation breakevens.

Best-case read-through Oil cools, tariff implementation looks manageable, and Friday payrolls do not reignite sticky-inflation fears.

Worst-case read-through Oil re-accelerates, tariff headlines tighten input-cost fears, and payrolls keep the Fed-on-hold / inflation-risk narrative alive into the next week.

Calendar quirk to respect

Friday, April 3 is unusual because one of the month’s most important macro releases hits while stocks are shut. That means the cleanest real-time signal may come from Treasury yields, the dollar, commodities, and equity index futures, with full stock-by-stock digestion delayed until the next regular cash session.

Rates: The bond market can set the first interpretation of payrolls.
Futures: Index futures may carry the headline reaction before stocks reopen.
Stocks next week: Monday’s open could absorb both Friday payrolls and any weekend geopolitical developments at once.

Tariff headline risk: April 2 policy changes keep metals and fabricated-goods pricing in focus.
Energy security: The market is still trading a sizeable Hormuz-related oil premium, not just ordinary supply-demand balances.

Why it matters for investors

Consumer pressure: Food, freight, fuel, and housing-linked categories all intersect with this week’s earnings slate.
Sector rotation: Winners and losers can switch quickly depending on whether markets focus on growth resilience or input-cost pressure.
Holiday timing: A closed-market Friday can make Monday’s opening moves look more dramatic than usual.
Execution risk: In a week like this, a verified policy or energy headline can matter as much as a scheduled report.

Primary framing for this week: NYSE’s Good Friday closure, official U.S. data release schedules, company-posted earnings calendars, and the April 2 White House / tariff update backdrop.

Corporate Actions & Flows — Positioning Notes for This Week

Capital rotation

Money can move fast between software, home/housing names, staples, industrials, and energy-linked winners.

Volatility windows

Wednesday morning and Friday payrolls are the cleanest macro inflection points, even though Friday’s stock market is closed.

Crowding risk

The week is compact enough that misses or cautious guidance can feel larger than usual.

Monday after close: Progress Software gives the market an enterprise software / recurring revenue checkpoint to start the week.
Tuesday after close: RH is the most obvious housing-and-wealth sentiment report on the calendar.
Wednesday morning: Lamb Weston and Conagra hit alongside ADP, ISM Manufacturing, and retail sales — one of the tightest multi-catalyst windows of the week.
Thursday morning: Acuity, trade, and claims give a cleaner industrial + macro read before the payroll report lands on the Friday holiday.

Week in Focus — Quarter-End Flows, Midweek Earnings, Then Holiday Payroll Risk

Catalyst sequencing

Mon PRGS → Tue confidence / Chicago PMI / RH → Wed ADP + ISM + retail sales + LW/CAG → Thu trade + claims + AYI → Fri payrolls with NYSE closed.

Event-risk control

Treat Friday’s jobs report as a futures-and-rates event first, then an equity event at the next cash open.

Playbook

Use scenario planning instead of assuming one clean narrative will hold all week.

It is not a normal Friday: Good Friday removes the regular cash session, but not the jobs report.
Wednesday is the densest decision point: Macro and earnings collide in a way that can quickly reshape sector leadership.
The slate is economically useful: Software, home furnishings, packaged food, frozen foods, and industrial technology create a good cross-section of demand conditions.
Operational note: Keep official calendars bookmarked — this week is a reminder that releases can move, holiday effects matter, and some standard reports are still off their usual cadence.

📅 Market Calendar — Mar 30, 2026 – Apr 3, 2026