Mon — China July RatingDog manufacturing PMI; final July manufacturing PMIs for
France, Germany, eurozone, UK and US (S&P Global); US July ISM manufacturing and
June construction spending. Tue — US June trade deficit, June JOLTS job
openings, June factory orders; Flash Memory Summit (Aug 4-6) with Samsung, SK
and other memory suppliers; AMD and SpaceX report Q2 results Tuesday US
after-market. Wed — Weekly API and EIA crude inventories (week to Jul 31)
including Cushing and SPR draws; China July RatingDog services PMI; final July
services PMIs for France, Germany, eurozone, UK; eurozone June PPI; US July ADP,
final S&P Global services PMI and July ISM non-manufacturing. Saudi Aramco
typically announces August OSP around the 5th. Thu — Swiss July seasonally
adjusted unemployment; eurozone June retail sales; US July Challenger layoffs,
initial jobless claims (week to Aug 1), July global supply‑chain pressure index,
June wholesale sales; EIA weekly US gas stocks. SoftBank Group reports FY2026 Q1
results. Fri — France Q2 ILO unemployment; Germany June industrial output and
trade balance; UK July Halifax house prices; France June trade balance; Swiss
July consumer confidence; Canada July employment; US July unemployment rate,
July headline and ADJ nonfarm payrolls, average hourly earnings YoY and MoM, NY
Fed 1‑yr inflation expectation. China releases July trade balance (USD basis)
and July foreign exchange reserves. Speeches: St. Louis Fed president (2028 FOMC
voter) and Richmond Fed president (2027 FOMC voter). Sat — US Baker Hughes rig
count (week to Aug 7). Sun — China July CPI YoY.
