“Becoming a better trader and becoming a better person seem to go together.” - Ed Seykota
EQUITY MARKETS – INDICES
Seems like they stopped shooting for the weekend. It’ll be interesting how we trade from here. Will markets move sharply up? Maybe, but for how long? The reaction to the news is often far more important than the news itself.
Otherwise, not much changes. AI spending continues. CAPEX is larger than many countries’ budgets. Whatever it takes to win the race. This money spilled over into semis, lately memory stocks, and the rest of the datacenter buildout chain.
We’re in the cycle stage where the real economy should do better. Still, this is perhaps the most K-shaped dynamic in modern history. Let’s see if that changes. Broader participation would certainly show up as increased demand for commodities and push the inflation higher, even absent an oil surge driven by the wars.
Ultimately, it’s about government spending now. Fiscal plays the strongest role in the Western economies since the 1940s-1950s. All we can do is position for it.
SHORT-TERM TREND CHANGES SINCE LAST WEEK
• S&P 500 VIX – UNITED STATES: sideways ➝ uptrend
• RUSSELL 2000 – UNITED STATES: sideways ➝ downtrend
• FTSE 100 – UNITED KINGDOM: sideways ➝ uptrend
MEDIUM-TERM TREND CHANGES SINCE LAST WEEK
• HSI HANG SENG – CHINA: downtrend ➝ sideways
COT CHANGES SINCE LAST WEEK
• S&P 500 VIX – UNITED STATES: neutral ➝ positive
$SPY $QQQ $IWM $EWC $EWG $EWU $EWQ $EWL $EWY $EWJ $FXI $KWEB $EWZ $INDA
Highlight for the week, shown below. 👇
FOREX
The dollar’s breakout test seems to be completed. We’ll see how much of that was driven by recent escalation and oil surge. We’ll just have to wait and be flexible.
Also, something changed in gold last week. It stopped its inverse shadowing the dollar, even with oil and rates going up. We’re close, there’ll be a moment to press it long, but not quite there yet.
SHORT-TERM TREND CHANGES SINCE LAST WEEK
• DXY – US DOLLAR INDEX: sideways ➝ uptrend
• GBP/USD – BRITISH POUND: uptrend ➝ sideways
• MXN/USD – MEXICAN PESO: downtrend ➝ sideways
• NZD/USD – NEW ZEALAND DOLLAR: uptrend ➝ sideways
• ZAR/USD – SOUTH AFRICAN RAND: sideways ➝ downtrend
• BTC/USD – BITCOIN: uptrend ➝ sideways
• SGD/USD – SINGAPORE DOLLAR: downtrend ➝ sideways
• NOK/USD – NORWEGIAN KRONE: sideways ➝ uptrend
MEDIUM-TERM TREND CHANGES SINCE LAST WEEK
• NOK/USD – NORWEGIAN KRONE: downtrend ➝ sideways
COT CHANGES SINCE LAST WEEK
• GBP/USD – BRITISH POUND: positive ➝ neutral
• MXN/USD – MEXICAN PESO: negative ➝ neutral
• NZD/USD – NEW ZEALAND DOLLAR: positive ➝ neutral
• ZAR/USD – SOUTH AFRICAN RAND: neutral ➝ negative
$USD $DXY $EUR $GBP $CHF $JPY $CAD $MXN $BRL $AUD $NZD $ZAR $AU $BTC $ETH $CNH $INR $SGD $KRW $RUB $PLN $NOK $SEK
Highlight for the week, shown below. 👇
INDUSTRIAL METALS
The stabilization continues.
Copper is still the anchor, staying very strong, and now tin and aluminum are back in an uptrend; zinc, uranium, platinum and palladium are holding their ground, and the nickel selloff looks exhausted as well.
This could turn into something we can act on. Still a supply story more than a demand one, but we’ll take what we can get. Moving from hold, to looking for new long positions.
SHORT-TERM TREND CHANGES SINCE LAST WEEK
• COPPER – UNITED STATES: sideways ➝ uptrend
• ALUMINUM – UNITED STATES: sideways ➝ uptrend
• LEAD – LME, UNITED KINGDOM: downtrend ➝ sideways
MEDIUM-TERM TREND CHANGES SINCE LAST WEEK
• ALUMINUM – UNITED STATES: sideways ➝ uptrend
• ZINC – LME, UNITED KINGDOM: uptrend ➝ sideways
COT CHANGES SINCE LAST WEEK
• NONE
$SI / $SLV / $PSLV $PL / $PPLT $PA / $PALL $HG
Highlight for the week, shown below. 👇
ENERGIES
Still the same movie, on and off strikes, escalations, deescalations, on and on. It’s Sunday, so we got some positive news about renewed talks, just in time for futures open.
What comes next is up to political decisions, and we don’t get to sit in the rooms where those calls are made, so let’s lean on the charts, trends, and positioning, which keep telling a cleaner story than the noise anyway.
So, where are we? Oil surged, Brent even almost to previous highs, with very little speculative long positions or hedging from producers, just remarkable, I can only wonder where we head from here. Ohh, and coal reclaimed an uptrend across all timeframes.
We’re trading, with small size, but our core long-term energy equity positions stay on, and we’re comfortable with that.
SHORT-TERM TREND CHANGES SINCE LAST WEEK
• CRUDE OIL – UNITED STATES: sideways ➝ uptrend
• COAL – NEWCASTLE, AUSTRALIA: sideways ➝ uptrend
MEDIUM-TERM TREND CHANGES SINCE LAST WEEK
• NONE
COT CHANGES SINCE LAST WEEK
• CRUDE OIL – UNITED STATES: neutral ➝ positive
$CL $USO $NG $XLE $COAL
Highlight for the week, shown below. 👇
TREASURIES
We got some stronger jobs report, at least on surface, oil moved up as well, and so, yields headed higher, again.
Let’s see what comes next, lots of central banks are having their meetings this week. Incoming data seem to have diminishing effects lately.
Bonds simply can’t hold a rally, even when the data says they should. I think the market keeps pricing the inevitable global easing reaction to any serious crisis, plus the war escalation and what that does to oil.
The structural issues mean more deficits, more issuance, more supply hitting the market.
And now the private sector has joined the debt party, and it went straight for the tequila shots.
Let’s see how it all ends.
SHORT-TERM TREND CHANGES SINCE LAST WEEK
• 2-YEAR T-NOTE – UNITED STATES: sideways ➝ downtrend
MEDIUM-TERM TREND CHANGES SINCE LAST WEEK
• NONE
COT CHANGES SINCE LAST WEEK
• NONE
$SHY $IEF $TLT
Highlight for the week, shown below. 👇
AGRICULTURE
Round two in the ags continues.
And it keeps broadening. The softs were leading, then we got escalation, and now the grains have started to move higher. Maybe they’ll take turns now.
Oh, and oil has surged again, let’s see if they can get back to the table. Still, even if peace was to happen tomorrow, it would not undo the damage already done. Not to mention that El Niño is still in play.
We remain long, started mostly with the softs, and now we’ve spread out into wheat and wherever else trends have gotten established. That’s the system. We’ll see where it takes us.
SHORT-TERM TREND CHANGES SINCE LAST WEEK
• COTTON NO. 2 – UNITED STATES: sideways ➝ uptrend
• COCOA – UNITED STATES: uptrend ➝ sideways
• LEAN HOGS – UNITED STATES: uptrend ➝ sideways
MEDIUM-TERM TREND CHANGES SINCE LAST WEEK
• UREA FERTILIZER – UNITED STATES: downtrend ➝ sideways
• LEAN HOGS – UNITED STATES: uptrend ➝ sideways
COT CHANGES SINCE LAST WEEK
• SUGAR NO. 11 – UNITED STATES: positive ➝ neutral
$CT $OJ $KC $SB $CC $LBR $ZW $ZC $ZR $ZS $ZL $ZM $RS $LE $GF $HE
Highlight for the week, shown below. 👇
That’s it for now. As always, you can find the summary of upcoming economic events and earnings.
Stay safe out there!
Kacper Piotr Kaminski, Cerlogic Markets Research –
This publication is for informational and educational purposes only and does not constitute investment advice. Markets involve risk, and every participant is responsible for their own decisions.
Economic Events & Earnings Calendar – August 3 – 7, 2026
Monday, August 3
Economic Events
• 🇨🇦🇮🇸 Holidays: Canada (Civic Holiday); Iceland (Commerce Day)
• 🇨🇳 03:45 China – RatingDog Manufacturing PMI (Jul)
• 🇩🇪 08:00 Germany – Retail Sales MoM (Jun)
• 🇨🇭 08:30 Switzerland – CPI MoM (Jul)
• 🇹🇷 09:00 Turkey – CPI MoM & YoY (Jul)
• 🇪🇺 09:15–10:00 Eurozone – Manufacturing PMIs: Spain, Italy, France, Germany, Euro Area (Jul)
• 🇬🇧 10:30 UK – S&P Global Manufacturing PMI (Jul)
• 🇺🇸 15:45 US – S&P Global Manufacturing PMI (Jul)
• 🇺🇸 16:00 US – ISM Manufacturing PMI, Prices & Employment (Jul); Construction Spending MoM (Jun)
Earnings – Energy
• $WMB (NYSE) Williams – Midstream / Nat Gas Pipelines 🇺🇸
• $OKE (NYSE) ONEOK – Midstream 🇺🇸
• $FANG (NASDAQ) Diamondback Energy – Shale E&P 🇺🇸
• $PTTEP (SET) PTT Exploration & Production – Oil & Gas E&P 🇹🇭
• $HRUM (IDX) Harum Energy – Coal Mining 🇮🇩
Earnings – Metals & Mining
• $5631 (TSE) Japan Steel Works – Steel & Machinery 🇯🇵
• $DKFT (IDX) Central Omega Resources – Nickel Mining 🇮🇩
Earnings – Agriculture & Food
• $TSN (NYSE) Tyson Foods – Protein & Packaged Foods 🇺🇸
• $2282 (TSE) NH Foods – Meat & Food 🇯🇵
• $TU (SET) Thai Union Group – Seafood 🇹🇭
• $AGRODR (GDR) Ros Agro – Sugar, Grain & Meat (Russia) 🇷🇺
• $TAPG (IDX) Triputra Agro Persada – Palm Oil 🇮🇩
• $CMRY (IDX) Cimory (Cisarua Mountain Dairy) – Dairy 🇮🇩
Earnings – Major US
• $BRKb (NYSE) Berkshire Hathaway – Diversified Holding 🇺🇸
• $PLTR (NASDAQ) Palantir – Software / AI 🇺🇸
• $VRTX (NASDAQ) Vertex Pharmaceuticals – Biotech 🇺🇸
• $MAR (NASDAQ) Marriott International – Lodging 🇺🇸
• $CLX (NYSE) Clorox – Consumer Staples 🇺🇸
• $ON (NASDAQ) ON Semiconductor – Semiconductors 🇺🇸
• $L (NYSE) Loews – Diversified Holding 🇺🇸
Earnings – Major Global
• $8306 (TSE) Mitsubishi UFJ Financial – Banking 🇯🇵
• $8058 (TSE) Mitsubishi Corp – Trading House / Commodities 🇯🇵
• $8001 (TSE) Itochu – Trading House / Commodities 🇯🇵
• $8002 (TSE) Marubeni – Trading House / Commodities 🇯🇵
• $7201 (TSE) Nissan Motor – Autos 🇯🇵
• $7211 (TSE) Mitsubishi Motors – Autos 🇯🇵
Tuesday, August 4
Economic Events
• 🇧🇷 11:00 Brazil – IPC-Fipe Inflation Index MoM (Jul)
• 🇧🇷 14:00 Brazil – Industrial Production YoY (Jun)
• 🇨🇦 14:30 Canada – Trade Balance (Jun); 🇺🇸 US – Trade Balance (Jun)
• 🇺🇸 16:00 US – JOLTS Job Openings (Jun); Factory Orders MoM (Jun)
Earnings – Energy
• $BP (LSE) BP – Integrated Oil Major 🇬🇧
• $MPC (NYSE) Marathon Petroleum – Refining 🇺🇸
• $EOG (NYSE) EOG Resources – Shale E&P 🇺🇸
• $DVN (NYSE) Devon Energy – E&P 🇺🇸
• $SU (NYSE) Suncor Energy – Oil Sands 🇨🇦
• $PRIO3 (B3) PRIO – Oil E&P (Brazil) 🇧🇷
Earnings – Metals & Mining
• $5401 (TSE) Nippon Steel – Steel 🇯🇵
• $FRES (LSE) Fresnillo – Silver & Gold (Mexico) 🇲🇽
• $GGBR4 (B3) Gerdau – Steel 🇧🇷
• $BRMS (IDX) Bumi Resources Minerals – Gold & Minerals 🇮🇩
Earnings – Agriculture, Fertilizer & Food
• $ADM (NYSE) Archer-Daniels-Midland – Grain Trading & Processing 🇺🇸
• $MOS (NYSE) Mosaic – Fertilizer (Phosphate & Potash) 🇺🇸
• $KMB (NYSE) Kimberly-Clark – Consumer Staples 🇺🇸
• $SYY (NYSE) Sysco – Food Distribution 🇺🇸
• $DSNG (IDX) Dharma Satya Nusantara – Palm Oil 🇮🇩
• $ULTJ (IDX) Ultrajaya Milk – Dairy 🇮🇩
Earnings – Chemicals
• $DD (NYSE) DuPont de Nemours – Specialty Chemicals 🇺🇸
• $IFF (NYSE) IFF – Flavors & Ingredients 🇺🇸
• $CE (NYSE) Celanese – Chemicals 🇺🇸
• $4005 (TSE) Sumitomo Chemical – Chemicals 🇯🇵
• $BAYGn (XETRA) Bayer – Pharma, Crop Science & Chemicals 🇩🇪
• $CONG (XETRA) Continental – Tires & Auto Parts 🇩🇪
Earnings – Technology & Semiconductors
• $AMD (NASDAQ) Advanced Micro Devices – Semiconductors 🇺🇸
• $ANET (NYSE) Arista Networks – Networking 🇺🇸
• $MCHP (NASDAQ) Microchip – Semiconductors 🇺🇸
• $ALAB (NASDAQ) Astera Labs – Semiconductors 🇺🇸
• $TSEM (NASDAQ) Tower Semiconductor – Foundry 🇮🇱
Earnings – Major US
• $CAT (NYSE) Caterpillar – Mining & Construction Equipment 🇺🇸
• $MRK (NYSE) Merck & Co – Pharma 🇺🇸
• $AMGN (NASDAQ) Amgen – Biotech 🇺🇸
• $MCD (NYSE) McDonald’s – Restaurants 🇺🇸
• $PFE (NYSE) Pfizer – Pharma 🇺🇸
• $BKNG (NASDAQ) Booking Holdings – Travel 🇺🇸
• $CMI (NYSE) Cummins – Engines 🇺🇸
• $EMR (NYSE) Emerson Electric – Industrial Automation 🇺🇸
• $DUK (NYSE) Duke Energy – Utility 🇺🇸
• $GWW (NYSE) W.W. Grainger – Industrial Distribution 🇺🇸
• $BALL (NYSE) Ball Corp – Packaging 🇺🇸
Earnings – Major Global
• $7203 (TSE) Toyota Motor – Autos 🇯🇵
• $8031 (TSE) Mitsui & Co – Trading House / Commodities 🇯🇵
• $6326 (TSE) Kubota – Agricultural Machinery 🇯🇵
• $7011 (TSE) Mitsubishi Heavy Industries – Industrials 🇯🇵
• $0005 (HKEX) HSBC – Banking 🇭🇰
• $6367 (TSE) Daikin Industries – HVAC 🇯🇵
• $CCEP (NASDAQ) Coca-Cola Europacific – Beverages 🇬🇧
Wednesday, August 5
Economic Events
• 🇭🇷 Holiday: Croatia (Victory & Homeland Thanksgiving Day)
• 🇯🇵 02:30 Japan – S&P Global Services PMI (Jul)
• 🇨🇳 03:45 China – RatingDog Services PMI (Jul)
• 🇮🇳 06:30 India – RBI Interest Rate Decision
• 🇪🇺 09:15–10:00 Eurozone – Services & Composite PMIs (Jul)
• 🇬🇧 10:30 UK – S&P Global Services & Composite PMI (Jul)
• 🇺🇸 14:15 US – ADP Nonfarm Employment Change (Jul)
• 🇺🇸 15:45 US – S&P Global Services & Composite PMI (Jul)
• 🇺🇸 16:00 US – ISM Non-Manufacturing PMI, Prices & Employment (Jul)
• 🇧🇷 23:30 Brazil – COPOM Interest Rate Decision
Earnings – Energy
• $PSX (NYSE) Phillips 66 – Refining 🇺🇸
• $OXY (NYSE) Occidental Petroleum – E&P 🇺🇸
• $TOU (TSX) Tourmaline Oil – Nat Gas E&P (Canada) 🇨🇦
• $TENR (NYSE) Tenaris – OCTG Steel Pipes 🇮🇹
• $TPIA (IDX) Chandra Asri Pacific – Petrochemicals 🇮🇩
• $BRAV3 (B3) Brava Energia – Oil E&P (Brazil) 🇧🇷
Earnings – Metals, Mining & Fertilizer
• $GLEN (LSE) Glencore – Diversified Miner & Trader 🇬🇧
• $NTR (NYSE) Nutrien – Fertilizer (Potash & Nitrogen) 🇨🇦
• $CF (NYSE) CF Industries – Nitrogen Fertilizer 🇺🇸
• $ALB (NYSE) Albemarle – Lithium 🇺🇸
• $ICL (NYSE) ICL Group – Potash & Specialty Fertilizer 🇮🇱
• $EDV (LSE) Endeavour Mining – Gold 🇬🇧
• $ORI (ASX) Orica – Mining Explosives 🇦🇺
• $CMIN3 (B3) CSN Mineração – Iron Ore 🇧🇷
• $5406 (TSE) Kobe Steel – Steel 🇯🇵
• $5411 (TSE) JFE Holdings – Steel 🇯🇵
• $NCKL (IDX) Trimegah Bangun Persada (Harita) – Nickel 🇮🇩
Earnings – Agriculture & Food
• $KHC (NASDAQ) Kraft Heinz – Packaged Foods 🇺🇸
• $HEIN (Euronext) Heineken – Brewing 🇳🇱
• $AD (Euronext) Ahold Delhaize – Grocery 🇳🇱
• $2801 (TSE) Kikkoman – Food & Condiments 🇯🇵
• $2269 (TSE) Meiji Holdings – Food 🇯🇵
• $LSIP (IDX) PP London Sumatra – Palm Oil 🇮🇩
• $TBLA (IDX) Tunas Baru Lampung – Palm Oil & Sugar 🇮🇩
Earnings – Chemicals
• $4183 (TSE) Mitsui Chemicals – Chemicals 🇯🇵
• $5301 (TSE) Tokai Carbon – Carbon & Graphite 🇯🇵
• $SISE (BIST) Şişecam – Glass & Chemicals 🇹🇷
• $4061 (TSE) Denka – Chemicals 🇯🇵
Earnings – Renewables & Power
• $ORA (NYSE) Ormat Technologies – Geothermal 🇺🇸
• $AXIA3 (B3) Axia Energia – Power Utility 🇧🇷
Earnings – Technology & Semiconductors
• $LLY (NYSE) Eli Lilly – Pharma 🇺🇸
• $DIS (NYSE) Walt Disney – Media 🇺🇸
• $UBER (NYSE) Uber – Mobility 🇺🇸
• $SHOP (NYSE) Shopify – E-commerce 🇨🇦
• $SNDK (NASDAQ) SanDisk – Memory 🇺🇸
• $WDC (NASDAQ) Western Digital – Storage 🇺🇸
• $IFXGn (XETRA) Infineon – Semiconductors 🇩🇪
• $APP (NASDAQ) AppLovin – Ad Tech 🇺🇸
• $MELI (NASDAQ) MercadoLibre – E-commerce 🇦🇷
Earnings – Major US
• $MCK (NYSE) McKesson – Healthcare Distribution 🇺🇸
• $CVS (NYSE) CVS Health – Healthcare 🇺🇸
• $MET (NYSE) MetLife – Insurance 🇺🇸
• $ALL (NYSE) Allstate – Insurance 🇺🇸
• $MSI (NYSE) Motorola Solutions – Comms 🇺🇸
• $COR (NYSE) Cencora – Pharma Distribution 🇺🇸
• $AXON (NASDAQ) Axon Enterprise – Public Safety 🇺🇸
Earnings – Major Global
• $7269 (TSE) Suzuki Motor – Autos 🇯🇵
• $DHLn (XETRA) DHL Group – Logistics 🇩🇪
• $ENR1n (XETRA) Siemens Energy – Energy Equipment 🇩🇪
• $MFC (TSX) Manulife Financial – Insurance 🇨🇦
• $BBDC4 (B3) Bradesco – Banking 🇧🇷
• $9101 (TSE) Nippon Yusen (NYK) – Shipping 🇯🇵
Thursday, August 6
Economic Events
• 🇯🇲 Holiday: Jamaica (Independence Day)
• 🇩🇪 08:00 Germany – Factory Orders MoM (Jun)
• 🇬🇧 10:30 UK – S&P Global Construction PMI (Jul)
• 🇺🇸 14:30 US – Unit Labor Costs & Nonfarm Productivity (Q2)
• 🇲🇽 21:00 Mexico – Banxico Interest Rate Decision (Aug)
Earnings – Energy
• $COP (NYSE) ConocoPhillips – E&P 🇺🇸
• $PETR4 (B3) Petrobras – Integrated Oil (Brazil) 🇧🇷
• $TRGP (NYSE) Targa Resources – Midstream 🇺🇸
• $APA (NASDAQ) APA Corp – E&P 🇺🇸
• $PKN (WSE) ORLEN – Refining (Poland) 🇵🇱
• $OR (SET) PTT Oil & Retail – Fuel Retail 🇹🇭
• $BCP (SET) Bangchak – Refining 🇹🇭
• $NWMDp (TASE) NewMed Energy – Nat Gas (Israel) 🇮🇱
Earnings – Metals, Mining & Fertilizer
• $WPM (NYSE) Wheaton Precious Metals – Silver & Gold Streaming 🇨🇦
• $PHOR (MOEX) PhosAgro – Phosphate Fertilizer (Russia) 🇷🇺
• $5711 (TSE) Mitsubishi Materials – Metals 🇯🇵
• $HWM (NYSE) Howmet Aerospace – Aerospace Metals 🇺🇸
• $5233 (TSE) Taiheiyo Cement – Cement 🇯🇵
• $QAMC (QSE) Qatar Aluminium (Qamco) – Aluminum 🇶🇦
Earnings – Agriculture & Food
• $DGE (LSE) Diageo – Spirits 🇬🇧
• $ZTS (NYSE) Zoetis – Animal Health 🇺🇸
• $KDP (NASDAQ) Keurig Dr Pepper – Beverages 🇺🇸
• $TAP (NYSE) Molson Coors – Brewing 🇺🇸
• $KVUE (NYSE) Kenvue – Consumer Health 🇺🇸
• $1332 (TSE) Nissui – Seafood 🇯🇵
• $1216 (TWSE) Uni-President – Food 🇹🇼
• $QSR (NYSE) Restaurant Brands – Restaurants 🇨🇦
Earnings – Chemicals & Materials
• $2105 (TWSE) Cheng Shin Rubber (Maxxis) – Tires 🇹🇼
• $2106 (TWSE) Kenda Rubber – Tires 🇹🇼
• $STA (SET) Sri Trang Agro – Natural Rubber 🇹🇭
• $HNKG_p (XETRA) Henkel – Consumer & Adhesives 🇩🇪
• $EPG (SET) Eastern Polymer – Polymers 🇹🇭
Earnings – Renewables & Power
• $CEG (NASDAQ) Constellation Energy – Nuclear & Power 🇺🇸
• $SRE (NYSE) Sempra – Utility & LNG 🇺🇸
• $ED (NYSE) Consolidated Edison – Utility 🇺🇸
• $EVRG (NASDAQ) Evergy – Utility 🇺🇸
Earnings – Technology & Semiconductors
• $6920 (TSE) Lasertec – Semiconductor Equipment 🇯🇵
• $3436 (TSE) SUMCO – Silicon Wafers 🇯🇵
• $NVMI (NASDAQ) Nova – Semiconductor Metrology 🇮🇱
• $DDOG (NASDAQ) Datadog – Software 🇺🇸
• $ABNB (NASDAQ) Airbnb – Travel Tech 🇺🇸
• $5801 (TSE) Furukawa Electric – Cables & Fiber 🇯🇵
Earnings – Major US
• $AIG (NYSE) American International Group – Insurance 🇺🇸
• $AFL (NYSE) Aflac – Insurance 🇺🇸
• $PH (NYSE) Parker-Hannifin – Motion & Control 🇺🇸
• $BDX (NYSE) Becton Dickinson – Medical Devices 🇺🇸
• $RMD (NYSE) ResMed – Medical Devices 🇺🇸
• $RSG (NYSE) Republic Services – Waste 🇺🇸
• $FISV (NYSE) Fiserv – Payments 🇺🇸
Earnings – Major Global
• $9984 (TSE) SoftBank Group – Tech Holding 🇯🇵
• $6758 (TSE) Sony – Electronics & Entertainment 🇯🇵
• $7974 (TSE) Nintendo – Gaming 🇯🇵
• $SIEGn (XETRA) Siemens AG – Industrials 🇩🇪
• $DTEGn (XETRA) Deutsche Telekom – Telecom 🇩🇪
• $RHMG (XETRA) Rheinmetall – Defense 🇩🇪
• $4901 (TSE) Fujifilm – Imaging & Materials 🇯🇵
• $AOT (SET) Airports of Thailand – Airports 🇹🇭
Friday, August 7
Economic Events
• 🇨🇴 Holiday: Colombia (Battle of Boyacá)
• 🇯🇵 01:30 Japan – Household Spending MoM & YoY (Jun)
• 🇦🇺 03:30 Australia – Building Approvals MoM (Jun)
• 🇩🇪 08:00 Germany – Trade Balance & Industrial Production MoM (Jun)
• 🇬🇧 08:00 UK – Lloyds House Price Index MoM & YoY (Jul)
• 🇨🇭 09:00 Switzerland – SECO Consumer Climate (Q3)
• 🇲🇽 14:00 Mexico – CPI MoM & YoY (Jul)
• 🇺🇸 14:30 US – Nonfarm Payrolls, Unemployment Rate, Avg Hourly Earnings, Participation & U6 (Jul); 🇨🇦 Canada – Unemployment Rate & Employment Change (Jul)
• 🇨🇦 16:00 Canada – Ivey PMI (Jul)
• 🇨🇳 19:03 China – Trade Balance, Imports & Exports YoY (Jul)
• 🇺🇸 21:00 US – Consumer Credit (Jun)
Earnings – Energy
• $1605 (TSE) Inpex – Oil & Gas E&P (Japan) 🇯🇵
• $5020 (TSE) Eneos Holdings – Refining 🇯🇵
• $ONGC (NSE) Oil & Natural Gas Corp – E&P (India) 🇮🇳
• $5019 (TSE) Idemitsu Kosan – Refining 🇯🇵
• $VST (NYSE) Vistra – Power Generation 🇺🇸
• $GULF (SET) Gulf Development – Power 🇹🇭
• $IVL (SET) Indorama Ventures – Petrochemicals 🇹🇭
Earnings – Metals & Mining
• $HALC (NSE) Hindalco Industries – Aluminum (India) 🇮🇳
• $5706 (TSE) Mitsui Mining & Smelting – Metals 🇯🇵
• $5714 (TSE) DOWA Holdings – Metals & Refining 🇯🇵
• $GRAS (NSE) Grasim Industries – Cement & Chemicals (India) 🇮🇳
• $1722 (TWSE) Taiwan Fertilizer – Fertilizer 🇹🇼
• $KRDMD (BIST) Kardemir – Steel (Turkey) 🇹🇷
Earnings – Agriculture & Food
• $2503 (TSE) Kirin Holdings – Brewing 🇯🇵
• $2501 (TSE) Sapporo Holdings – Brewing 🇯🇵
• $TVO (SET) Thai Vegetable Oil – Soybean Oil 🇹🇭
• $TFG (SET) Thai Foods Group – Poultry & Pork 🇹🇭
• $CBG (SET) Carabao Group – Beverages 🇹🇭
• $2871 (TSE) Nichirei – Frozen Foods 🇯🇵
Earnings – Chemicals
• $011170 (KRX) Lotte Chemical – Petrochemicals 🇰🇷
• $011780 (KRX) Kumho Petrochemical – Petrochemicals 🇰🇷
• $3405 (TSE) Kuraray – Specialty Chemicals 🇯🇵
• $4208 (TSE) Ube Industries – Chemicals 🇯🇵
• $4021 (TSE) Nissan Chemical – Agrochemicals & Chemicals 🇯🇵
• $014680 (KRX) Hansol Chemical – Chemicals 🇰🇷
Earnings – Shipping & Transport
• $9104 (TSE) Mitsui O.S.K. Lines (MOL) – Shipping 🇯🇵
• $PSL (SET) Precious Shipping – Dry Bulk 🇹🇭
• $RCL (SET) Regional Container Lines – Shipping 🇹🇭
Earnings – Renewables & Power
• $015760 (KRX) Kepco – Power Utility 🇰🇷
• $BGRIM (SET) B.Grimm Power – Power 🇹🇭
• $WHAUP (SET) WHA Utilities & Power – Utilities 🇹🇭
• $EMA (TSX) Emera – Utility 🇨🇦
• $PPL (NYSE) PPL Corp – Utility 🇺🇸
Earnings – Major Global
• $5108 (TSE) Bridgestone – Tires 🇯🇵
• $6098 (TSE) Recruit Holdings – HR & Tech 🇯🇵
• $9433 (TSE) KDDI – Telecom 🇯🇵
• $8750 (TSE) Dai-ichi Life – Insurance 🇯🇵
• $ALVG (XETRA) Allianz – Insurance 🇩🇪
• $MUVGn (XETRA) Munich Re – Reinsurance 🇩🇪
• $TITN (NSE) Titan Company – Consumer (India) 🇮🇳
• $DTGGe (XETRA) Daimler Truck – Commercial Vehicles 🇩🇪
• $PSHG_p (XETRA) Porsche AG – Autos 🇩🇪
Earnings – Major US
• $TTWO (NASDAQ) Take-Two Interactive – Gaming 🇺🇸
• $MKTX (NASDAQ) MarketAxess – Fixed-Income Trading 🇺🇸
Thank you for keeping us updated with informative and tradable reports.
Have a nice week ahead, Piotr.
Thx for this, very much appreciated!!