Monday — Germany IFO (Jul); UK CBI retail (Jul); US June durable goods orders
(MoM) and Dallas Fed activity. Tuesday — US ADP (week to Jul 11), FHFA house
prices (May MoM), S&P/Case‑Shiller 20‑city (May YoY), Conference Board consumer
confidence (Jul), Richmond Fed manufacturing; RBA chair BULLOCK speaks.
Wednesday — API crude inventories (week to Jul 24); Australia unadjusted CPI
(Jun YoY); Swiss ZEW (Jul); UK mortgage approvals (Jun); EIA crude, Cushing and
SPR stocks (week to Jul 24); SK Hynix Q2 results. Thursday — FOMC rate decision
and press conference with KEVIN WARSH; BOE rate decision, minutes and BAILEY
press conference; BOC minutes. Major US data: June core PCE (MoM and YoY),
personal spending (Jun), Q2 preliminary real GDP (annualized) and preliminary
PCE‑based core inflation (Q2 annualized), initial jobless claims; Germany,
France and euro‑area Q2 preliminary GDP; euro‑area June unemployment and July
sentiment surveys; German July CPI flash; EIA weekly gas stocks. Tech earnings
after US close: Meta, Microsoft, Qualcomm, Arm. Friday — BOJ rate decision and
economic outlook; BOJ governor UEDA press conference; China official
manufacturing PMI (Jul); Japan unemployment (Jun); UK Nationwide house prices
(Jul); euro‑area and France CPI flash (Jul); Germany unemployment (Jul); Canada
GDP (May MoM); US Q2 labor‑costs, Chicago PMI (Jul), Michigan final consumer
sentiment and 1‑yr inflation expectation; domestic China starts new refined‑oil
price adjustment window; Amazon and Apple report after US close (Jul 30).
Saturday — US oil rig count (week to Jul 31). Sunday — OPEC+ monthly ministerial
meeting on oil policy.
