Iran's foreign ministry spokesperson BAGHAEI, responding to a question about a Ukrainian attack on an Iranian merchant ship, said all parties claiming to support the Ukrainian regime must bear responsibility.

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.

China A-share defense sector extended gains; Great Wall Military logged a third consecutive daily limit-up, while Beifang Changlong, Jianshe Industrial, Inner Mongolia First Machinery, Jianglong Shipbuilding, Aerospace Rainbow and Chenxi Aviation also rose.