Monday

• Marlowe acquisition by UK services business Mitie expected to become effective, after shareholders approved the deal at a general meeting in July
• Canada: Civic Holiday, except Quebec. Financial markets closed
• US: The Conference Board employment index and June durable goods orders report
• Results: Axon Enterprise Q2, Clarkson HY, IAC Q2, Loews Q2, Mitsubishi Q1, ON Semiconductor Q2, Palantir Technologies Q2, SBA Communications Q2, Senior HY, Simon Property Group Q2, Tyson Foods Q3

Tuesday

• Alphawave IP holds a general meeting for shareholders to vote on the proposed acquisition of the company by Qualcomm. If approved, the deal is expected to become effective in the first quarter of 2026, subject to customary closing conditions
• China, Eurozone, France, Germany, India, Italy, Japan, UK, US: S&P Global/HSBC/HCOB July services purchasing managers’ index (PMI) data
• EU: June producer price index (PPI) inflation rate data
• France: June INSEE industrial production index
• Japan: publication of the June monetary policy meeting minutes
• South Korea: July consumer price index (CPI) inflation rate data
• UK: Society of Motor Manufacturers and Traders July car sales figures. Also, NIESR publishes UK and Global Economic Outlooks, and the Treasury provides a July update on official reserves
• US: June international trade in goods and services data
• Results: Adecco Q2, Advanced Micro Devices Q2, Amgen Q2, Archer Daniels Midland Q2, Arista Networks Q2, Bharti Airtel Q1, BP Q2 and dividend announcement, Capita HY, Caterpillar Q2, Continental HY, Cummins Q2, Deutsche Post HY, Diageo FY, Domino’s Pizza UK HY, Embraer Q2, Fox Corp Q4/FY, Fresnillo HY, Infineon Technologies Q3, Keller Group HY, Kikkoman Q1, Marriott International Q2, Match Group Q2, Mazda Q1, News Corp Q4/FY, NOK Q1, NTT Data Group Q1, Pfizer Q2, Qiagen Q2, Rotork HY, Saudi Aramco HY, Skyworks Solutions Q3, Smith & Nephew Q2/HY, Snap Q2, Spirent Communications HY, Suzuki Q1, Travis Perkins HY, West Japan Railway Company Q1, Williams Q2, Yamaha Q2, YouGov year-end trading statement, Yum Brands Q2

Wednesday

• Banco de Sabadell holds an extraordinary general meeting for shareholders to vote on the sale of its subsidiary TSB to Banco Santander for £2.65bn. If approved, the deal is expected to complete in the first quarter of 2026
• Canada: S&P Global services PMI data
• Eurozone, France, Germany, Italy, UK: July construction PMI data
• EU: June retail trade figures
• Germany: June manufacturing orders data
• India: interest rate announcement
• UK: international trade estimate for the country’s nations, regions and cities in 2023
• Results: Airbnb Q2, American International Group Q2, CDW Q2, Disney Q3, Glencore HY, Honda Q1, Legal & General HY, Lyft Q2, McDonald’s Q2, Metro Bank HY, Uber Q2

Thursday

• China: July trade figures
• EU: European Central Bank Economic Bulletin
• Germany: June foreign trade data and production index
• UK: interest rate decision and publication of Monetary Policy Committee minutes. Also, the Halifax House Price Index
• US: Q2 labour productivity and costs estimate
• Results: Allianz Q2, Akamai Technologies Q2, AMP HY, Asahi Q2, BCE Q2, Brookfield Q2, ConEdison Q2, ConocoPhillips Q2, Deliveroo HY, Deutsche Telekom Q2, Eli Lilly & Co Q2, Expedia Q2, GEA HY, GoDaddy Q2, Henkel HY, InterContinental Hotels Group HY, Just Group HY, KBC Q2, Kirin Q2, Live Nation Entertainment Q2, Mears HY, Merck Q2, MetLife Q2, Orix Q1, Petrobras Q2, Pinterest Q2, Ricoh Q1, Serco HY, Siemens Q3, SoftBank Q1, Sony Q1, Spectris HY, Swisscom Q2, Take-Two Interactive Software Q1, Toyota Q1, Tripadvisor Q2, United Overseas Bank Q2/HY, Vanquis Banking Group HY, Viatris Q2, Warner Bros Discovery Q2, WPP HY, Wynn Resorts Q2, Zurich Insurance HY

Friday

• Canada: July labour force survey
• France: INSEE Q2 unemployment and labour market-related indicators
• Japan: publication of summary of opinions from the July rate-setting meeting Also, June household spending figures
• Results: Bridgestone Q2, Eneos Q1, Kingspan HY, Rakuten Q2, RTLHY, Royal London Group HY, Tata Motors Q1, Under Armour Q1