Monday

• Bakkavor general meeting of shareholders to vote on the proposed acquisition of the company by Greencore. If approved, the deal is expected to complete in early 2026
• Deutsche Bundesbank president Joachim Nagel speaks on “The German economy: navigating cyclical fluctuations and boosting long-term growth” at the Ragnar Nurkse lecture in Tallinn, Estonia
• EU: May retail trade figures
• Germany: May production index
• Japan: Consumption Activity Index
• UK: Halifax July House Price Index
• US: Conference Board employment index
• Results: Ferrexpo Q2 production report, Galp Energia Q2 trading update, Shell Q2 quarterly update

Tuesday

• Just Eat Takeaway extraordinary general meeting of shareholders to vote on the proposed acquisition of the company by Prosus. If approved, the deal is expected to complete before the end of the year
• The Post Office Horizon IT Inquiry publishes volume one of its final report.
• Australia: interest rate decision
• Japan: June bank lending figures
• Results: Begbies Traynor FY, Kinnevik HY, OMV Q2 trading update, Optima Health FY, SIG trading update, Unite Group trading update and Q2 fund valuations, Victrex Q3 trading update

Wednesday

• Reserve Bank of Australia deputy governor Andrew Hauser gives a speech on“What Has Australian Macroeconomic Thought Achieved in the Past Century — and Where Can it Contribute in the Next?” at the Australian Conference of Economists in Sydney
• Philip Lane, executive board member of the European Central Bank, will deliver a speech on a broad perspective on the ECB’s monetary policy agenda at the House of the Euro in Brussels, Belgium.
• OECD Employment Outlook report
• Germany: Q1 population data
• UK: July Financial Stability Report from the Bank of England.
• US: Federal Open Market Committee minutes from the June 17-18 meeting.
• Results: Galliford Try July trading update, Gym Group HY pre-close trading update, Hunting trading statement, Jet2 FY, Porsche HY pre-close call, Young & Co’s Brewery AGM trading statement, Zigup FY

Thursday

• Sarah Breeden, deputy governor, financial stability, at the Bank of England speaks at the Annual Chapman-Barrigan lecture series on “Weathering the storm: stability in a changing climate”
• JPMorgan Chase chief executive Jamie Dimon speaks and takes part in a Q&A at an event at Ireland’s foreign ministry
• London’s Court of Appeal to hear the latest round of Pfizer and Moderna’s legal battle over their rival Covid-19 vaccines, after the High Court ruled in 2024 that Pfizer and its German partner BioNTech had infringed one of Moderna’s patents and was liable to pay damages in relation to sales after March 2022
• Germany: June Consumer price index (CPI) and harmonised index of consumer prices (HICP) inflation rate data
• South Korea: interest rate decision
• UK: RICS residential housing market survey. Separately, the UK government publishes universal credit statistics on two-child policy for April, with additional data on benefit cap, disability benefits and demographics
• Results: ConAgra Brands Q4, DCC AGM trading statement, Delta Air Lines Q2, Dr Martens AGM trading update, Fast Retailing Q3, Gerresheimer Q2, Grafton trading update, Liontrust Asset Management Q1 trading update, PageGroup Q2 trading update, Seven & i Holdings Q1, Severn Trent Q1 trading update and AGM, Tata Consultancy Services Q1, Trifast FY and AGM, Vistry trading update

Friday

• Walgreens Boots Alliance holds a special meeting of shareholders to vote on the proposed acquisition of the company by Sycamore Partners. If approved, the deal is expected to close in the fourth quarter of 2025
• IEA Oil Market Report
• Canada: June labour force survey
• France: June CPI inflation rate data
• UK: June GDP estimate
• Results: DNB Bank Q2, Heathrow June traffic figures, Norwegian AirQ2, Ryohin Keikaku Q3