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The Week Ahead On The Markets


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The Week Ahead

Read about upcoming market-moving events and plan your trading week. Week commencing 2 August

Joshua Mahony’s insight

Another busy week ahead, with both economic and corporate earnings playing a significant role in driving volatility as we move through the week. Central banks will once again be in focus as the RBA and BoE release their latest rate decisions, while the week ends with the latest US jobs report.
On the corporate front, earnings data from the likes of HSBC, BP, Fresnillo, and Taylor Wimpey bring updates across a wide spectrum of the economy. In the US, keep an eye out for data from Uber, Virgin Galactic, and Moderna. Week ahead video.

 

 

Economic reports

  • Weekly view

Monday

2.45am – China Caixin mfg PMI (July): index to fall to 51.1. Markets to watch: China indices, CNH crosses

6am – Japan consumer confidence (July): June reading 37.4. Markets to watch: JPY crosses

3pm – US ISM mfg PMI (July): index to fall to 60.5. Markets to watch: USD crosses

 

Tuesday

5.30am – RBA rate decision: no change in rates expected. Markets to watch: AUD crosses

Wednesday

2.45am – China Caixin services PMI (July): index to rise to 50.4. Markets to watch: CNH crosses

1.15pm – US ADP employment report (July): 692,000 jobs created in the previous reading. Markets to watch: USD crosses

3pm – US ISM non-mfg PMI (July): index to rise to 30.2. Markets to watch: USD crosses

3.30pm – US EIA crude oil inventories (w/e 30 July): previous inventories figure came in at -4.1 million. Markets to watch: Crude and CAD crosses.

 

 

Thursday

9.30am – UK construction PMI (July): expected to fall to 62.5. Markets to watch: GBP crosses

12pm – BoE rate decision: no change in policy expected. Markets to watch: GBP crosses

1.30pm – US trade balance (June), initial and continuing jobless claims (w/e 31 July): trade deficit to narrow to $63 billion, initial claims expected to fall to 370k from 400k. Continuing claims forecast to fall to 3150k from 3269k. Markets to watch: US indices, USD crosses

 

Friday

1.30pm – US non-farm payrolls (June): payrolls expected to rise to 926K from 850K, while the unemployment rate falls to 5.7% from 5.9%. Markets to watch: US indices, USD crosses

1.30pm – Canada employment report (July): 20,000 jobs expected to have been lost. Markets to watch: CAD crosses

3pm – Canada Ivey PMI (July): index to fall to 70 from 71.9. Markets to watch: CAD crosses

 

 

 

Company announcements

 

 

Monday
2 August

Tuesday
3 August

Wednesday
4 August

Thursday
5 August

Friday
6 August

Full-year earnings

 

 

 

Superdry,
Frasers

 

Half/ Quarterly earnings

HSBC

Travis Perkins,
BP,
Standard Chartered,
Fresnillo,
Greggs,
Beyond Meat,
ConocoPhillips,
BMW,
Stellantis

Legal & General,
Taylor Wimpey,
Commerzbank,
Uber,
General Motors

WPP,
Rolls-Royce,
Glencore,
Savills,
Moderna,
Dropbox,
AIG,
Virgin Galactic

LSE Group,
Hikma,
Allianz

Trading update

 

 

 

 

 

 

 

Dividends

FTSE 100: Unilever, Reckitt Benckiser

FTSE 250: Avon, CMC Markets, Tyman, Games Workshop, FDM Group, Man, Tritax, GCP Infrastructure Investments

Dividends are applied after the close of the previous day’s session for each market. So, for example, the FTSE 100 goes ex-dividend on a Thursday, but the adjustment is applied at the close of the previous day, e.g. Wednesday. The table below shows the days in which the adjustment is applied, not the ex-dividend days.

 

Index adjustments

  Monday
2 August
Tuesday
3 August
Wednesday
4 August
Thursday
5 August
Friday
6 August
Monday
9 August
FTSE 100  

 

 

8.10      
Australia 200   0.10 1.26 0.14    
Wall Street     2.3 1.4 10.8  
US 500   0.05 0.31 0.57 0.32  
Nasdaq   1.55 2.55 0.39    
Netherlands 25   0.10 1.26 0.14    
EU Stocks 50            
China H-Shares            
Singapore Blue Chip   0.64   0.36    
Hong Kong HS50            
South Africa 40            
Italy 40            
Japan 225            

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