Week Ahead Preview: BOE and RBA Meetings; US Employment Report; US Senior Loan Officer Survey; Eurozone Data; OPEC+ Vitual Meeting

31 July, 2023

From BOE and RBA meetings to the US Employment Report and a slew of corporate earnings, here’s what you need to follow for the week ahead.

Monday

🇮🇹 Italy’s European affairs minister, Raffaele Fitto, addresses parliament on recovery plan – Bloomberg

🇪🇺 ECB publishes Survey of Monetary Analysts – Bloomberg

🇪🇺 July CPI

🇪🇺 Q2 GDP ➡ An upward surprise is likely

🇺🇸 Chicago Fed President Austan Goolsbee speaks in interview on Yahoo! Finance Live – Bloomberg

🇺🇸 Federal Reserve issues Senior Loan Officer Opinion Survey on Bank Lending Practices – Bloomberg

Tuesday

🇨🇳 Army Day, marking the founding of the Chinese People’s Liberation Army

🇨🇳 Chinese export controls on germanium and gallium, two key raw materials used in semiconductors and other electronics, take effect Tuesday – Nikkei

🇦🇺 RBA Meeting

🌎 Global Manufacturing PMI

🇪🇺 June Unemplpoyment Rate

🇬🇧 Nationwide July House Price Index and British Retail Consortium July Shop Price Index

🇺🇸 June JOLTS

🇺🇸 July ISM Manufacturing

🇺🇸 Chicago Fed President Austan Goolsbee gives welcoming remarks at Chicago Fed event – Bloomberg

Wednesday

🇯🇵 BOJ minutes of June policy meeting

🇵🇹 Pope begins a six-day visit of the predominantly Catholic country

🇺🇸 July ADP Employment Report

Thursday

🌎 Global Services and Composite PMIs

🇹🇷 July CPI

🇪🇺 June PPI

🇬🇧 BOE Meeting

🇺🇸 July ISM Services

🇺🇸 Richmond Fed President Tom Barkin will speak to the Montgomery County Chamber of Commerce in Blacksburg, Virginia, in a talk entitled “Recession Revisited.” This is an in-person event only. The speech will be posted on delivery at richmondfed.org – Bloomberg

Friday

🇬🇧 Bank of England Chief Economist Huw Pill briefs regional agents about rate decision.

🛢 Key nations from the OPEC+ alliance will hold a virtual meeting to assess oil market conditions. The full 23-nation group is set to meet in November.

🇺🇸 July Employment Report

Earnings

#earnings for the weekhttps://t.co/lObOE0dgsr $AMZN $AAPL $AMD $SOFI $PYPL $SHOP $NCLH $UBER $COIN $SQ $PFE $BUD $ABNB $DKNG $QCOM $FUBO $CVS $ON $OXY $ANET $CAT $DVN $U $NET $HOOD $MELI $SBUX $EPD $FTNT $ETSY $ET $WBD $HUM $MRK $NKLA $PINS $APA $GNRC $MSTR $ELF $MGM $SEDG… pic.twitter.com/7CxxRoDt6X
— Earnings Whispers (@eWhispers) July 28, 2023

Another busy week of earnings ahead with 2,500+ equities reporting. Watch for: $AMD, $AAPL, $TM, $MRK, $PFE, $AMZN, $QCOM, $COP, $CAT, $SBUX, $AMGN, $BP, $SYK, $CVS, $GILD, $UBER, $SHOP, $CI, $HUM, $MAR, $MEL, $APD, $OXY, and more. #earnings #stockmarket #investing #trading pic.twitter.com/JmclZKBSJy
— Wall Street Horizon (@WallStHorizon) July 28, 2023

Previews

Read our LiveSquawk Focus on the Week Ahead here: https://t.co/DxJdMGB0N4 pic.twitter.com/JUNVwOrioN
— LiveSquawk (@LiveSquawk) July 28, 2023

https://twitter.com/C_Barraud/status/1685835361396654081

Week Ahead: UK rates set to hit 15-year high https://t.co/uE3F6IqiPT
— FT Economics (@fteconomics) July 30, 2023

Your Week in Asia
– China's chip material control
– Australia policy rate
– Japan-Italy joint drillshttps://t.co/HbQN0PQHFa
— Nikkei Asia (@NikkeiAsia) July 30, 2023

https://twitter.com/C_Barraud/status/1685568265538375680

Focus on U.S. Economic Calendar

The week ahead pic.twitter.com/kqq5mDEris
— *Walter Bloomberg (@DeItaone) July 29, 2023

https://twitter.com/C_Barraud/status/1685879558581432320

Top 10 Macro/Financial Charts of the Previous Week – w30

https://twitter.com/C_Barraud/status/1685194724460617728

What happened in the World Economy last Week – in charts – w30 (Bloomberg)

https://twitter.com/fastrevealnews/status/1685277800641736704

*Note: Previous reports can be found here