Monday: China July RatingDog manufacturing PMI; Euro-area, France, Germany, UK
July manufacturing PMI final prints; Switzerland July CPI MoM; US July S&P
Global manufacturing PMI final, ISM manufacturing, and June construction
spending. Toronto Stock Exchange closed. Tuesday: US June trade balance, JOLTS
vacancies, and June factory orders; earnings—AMD and SpaceX report after the US
close Tuesday; FMS 2026 flash memory summit (Aug 4–6) with Samsung, SK and other
storage majors. Wednesday: Weekly API crude stocks to July 31; China July
RatingDog services PMI; euro-area, France, Germany, UK July services PMI finals;
Euro-area June PPI MoM; US July ADP payrolls, S&P Global services PMI final, ISM
non-manufacturing; weekly EIA crude, Cushing and SPR inventory updates. ARAMCO
to set monthly official selling prices around the 5th. Thursday: Switzerland
July seasonally adjusted unemployment rate; Euro-area June retail sales; US
Challenger layoffs, initial jobless claims (week to Aug 1), global supply-chain
pressure index for July, June wholesale sales; weekly EIA natgas stocks.
SoftBank Group posts FY2026 Q1 results. Friday: France Q2 ILO unemployment;
Germany June industrial production and trade balance (sa); UK July Halifax house
price index (sa); France June trade; Switzerland July consumer confidence;
Canada July employment; US July unemployment rate, July nonfarm payrolls (sa),
average hourly earnings YoY and MoM, and NY Fed 1-yr inflation expectations;
China July trade balance (USD), July FX reserves, and July trade balance
(yuan-denominated). Fed speakers: 2028 FOMC voter, St. Louis Fed president
Musalem on US economy and policy; 2027 FOMC voter, Richmond Fed president Barkin
also speaking. Saturday: US rotary rig count for week to Aug 7. Sunday: China
July CPI YoY.
