Weekly Archive: 2026-W31
August 2, 2026 PM
- PBOC pledged timely policy-tool adjustments, ample liquidity, and stronger countercyclical support in H2. | Xinhua ↗︎
- OPEC+ raised September production quotas by 188,000 bpd, completing its voluntary-cut rollback. | OPEC ↗︎
- The U.S. Treasury reportedly joined Japan in buying yen, their first joint intervention since 2011. | Guardian ↗︎
- France lowered its screening threshold to 10 percent for non-European investment in listed sensitive-sector companies. | Legifrance ↗︎
- Brazil's Lula launched his reelection bid, pledging to protect strategic minerals and expand defense industry. | AP ↗︎
- Trump halted planned Iran strikes after allies outlined a deal framework; Iran denied reopening talks. | AP ↗︎
August 1, 2026 PM
- Korea's July exports surged 62.8 percent y/y to USD98.89 billion; the surplus was USD30.32 billion. | MOTIR ↗︎
- Iranian drones hit vital Kuwaiti facilities; a tanker was struck in the Strait of Hormuz. | AP ↗︎
- Houthis said eight Saudi ships rerouted around Africa to avoid their Bab el-Mandeb blockade. | AP ↗︎
- U.S. July ISM manufacturing and services PMIs are due Aug. 3 and Aug. 5. | ISM ↗︎
- The U.S. July employment report is due Aug. 7. | BLS ↗︎
- China's July trade data are due Aug. 7. | Trading Economics ↗︎
July 31, 2026 PM
- U.S. employment costs rose 0.9 percent q/q and 3.4 percent y/y in Q2. | BLS ↗︎
- The U.S. 30-year Treasury yield rose to 5.27 percent, its highest since July 2007. | Treasury ↗︎
- U Michigan year-ahead inflation expectations fell to 4.2 percent in July; long-run expectations held at 3.3 percent. | U Michigan ↗︎
- Nasdaq rose 1.0 percent as Amazon jumped 15.3 percent; Apple fell 7.4 percent. | AP ↗︎
- Hormuz transits fell 52.4 percent w/w, with daily passages in single digits. | USNI News ↗︎
July 31, 2026 AM
- China's July manufacturing PMI fell to 49.2; non-manufacturing fell to 49.0. | NBS ↗︎
- Euro-area July inflation rose to 2.9 percent; core inflation rose to 2.5 percent. | Eurostat ↗︎
- BoJ held its policy rate at 1.0 percent; one member preferred 1.25 percent. | BoJ ↗︎
- Canada's May GDP grew 0.3 percent m/m; June was provisionally estimated at 0.2 percent. | StatCan ↗︎
- Kospi surged a record 17.9 percent; Samsung gained 28 percent and SK Hynix 30 percent. | AP ↗︎
- IRGC said it struck two tankers in the Strait of Hormuz. | The National ↗︎
July 30, 2026 PM
- U.S. GDP grew 1.5 percent SAAR in Q2; private domestic demand rose 3.9 percent. | BEA ↗︎
- U.S. June PCE inflation was 3.7 percent y/y; core inflation was 3.3 percent. | BEA ↗︎
- BoE held Bank Rate at 3.75 percent in a 6–3 vote; three members preferred a hike. | BoE ↗︎
- Germany's July inflation rose to 2.8 percent; core inflation eased to 2.4 percent. | Destatis ↗︎
- The U.S. 30-year Treasury yield reached 5.24 percent, its highest since 2007. | Guardian ↗︎
- Nasdaq jumped 2.8 percent as Microsoft surged 15.5 percent, its best day since 2008. | AP ↗︎
- Saudi Arabia and 13 countries formed a maritime defense coalition for the Red Sea and Gulf of Aden. | Arab News ↗︎
July 30, 2026 AM
- Euro-area GDP grew 0.4 percent q/q and 1.0 percent y/y in Q2. | Eurostat ↗︎
- Germany's Q2 GDP grew 0.2 percent q/q and 0.9 percent y/y. | Destatis ↗︎
- France's Q2 GDP grew 0.2 percent q/q; exports rebounded 2.6 percent. | INSEE ↗︎
- Japan's consumer confidence rose to 34.9 in July from 33.8. | Cabinet Office ↗︎
- Saudi GDP contracted 4.8 percent y/y in Q2; oil activity fell 24.7 percent. | GASTAT ↗︎
- U.S. struck dozens of IRGC targets; an Iranian missile hit a Chinese facility in Kuwait. | AP ↗︎
- A drone caused fires on two gas vessels at Egypt's Damietta port; no party claimed responsibility. | Al Jazeera ↗︎
July 29, 2026 PM
- Fed held rates at 3.50–3.75 percent; three voters preferred a 25-basis-point increase. | Fed ↗︎
- U.S. crude inventories fell 7.2 million barrels to 404.5 million. | EIA ↗︎
- Dow fell 2.2 percent; Brent crude surged 7.3 percent to USD88.09. | AP ↗︎
- Korea's business confidence rose to 82 in July from 79. | BOK ↗︎
- Russia's GDP rose 1.1 percent y/y in June, accelerating from 0.3 percent in May. | Trading Economics ↗︎
July 29, 2026 AM
- Kospi fell another 6.0 percent; SK Hynix lost 9.4 percent. | AP ↗︎
- Australia's June CPI rose 3.8 percent y/y; trimmed-mean inflation was 3.6 percent. | ABS ↗︎
- UK net mortgage borrowing rose to GBP7.7 billion in June from GBP3.3 billion. | BoE ↗︎
- Iran fired ballistic missiles at U.S. bases in Jordan; Jordan intercepted five. | AP ↗︎
- Saudi Arabia's 400K-bpd Jazan refinery shut temporarily after a Houthi attack. | AP ↗︎
July 28, 2026 PM
- U.S. goods trade deficit narrowed to USD101.5 billion in June as exports and imports fell. | Census ↗︎
- U.S. consumer confidence fell to 90.8 in July from 92.2. | Conference Board ↗︎
- U.S. house prices rose 0.3 percent m/m and 2.2 percent y/y in May. | FHFA ↗︎
- U.S. and Saudi forces struck eastern Iraq in response to IRGC-directed drone attacks. | CENTCOM ↗︎
- Peru's President Keiko Fujimori appointed Elmer Cuba economy and finance minister. | Peru Presidency ↗︎
July 28, 2026 AM
- Kospi plunged 10.8 percent; Nikkei fell 4.0 percent and Taiex 4.7 percent. | AP ↗︎
- China's CXMT surged 466 percent on debut, raising USD8.6 billion in Shanghai. | AP ↗︎
- France's household confidence rose two points to 86 in July. | INSEE ↗︎
- UK shop-price inflation slowed to 0.9 percent in July from 1.2 percent. | BRC ↗︎
- India's industrial production rose 7.3 percent y/y in June. | MoSPI ↗︎
July 27, 2026 PM
- U.S. durable goods orders rose 0.3 percent m/m in June; ex-transport orders rose 0.6 percent. | Census ↗︎
- Texas manufacturing production index rose six points to 10.1 in July. | Dallas Fed ↗︎
- China urged the U.S. to cancel new tariffs and reserved its right to respond. | MOFCOM ↗︎
- Brent fell 6.3 percent to USD85.87; WTI fell 7.5 percent to USD82.61. | AP ↗︎
- Korea's consumer sentiment index rose to 106.8 in July from 106.6. | BOK ↗︎
July 27, 2026 AM
- MAS slightly raised the S$NEER band's appreciation rate; width and midpoint were unchanged. | MAS ↗︎
- China's industrial profits rose 15.1 percent y/y in June and 18.7 percent in H1. | NBS ↗︎
- Germany's Ifo business climate index rose to 86.6 in July from 85.7. | ifo ↗︎
- Japan's services producer prices rose 3.2 percent y/y but fell 0.4 percent m/m in June. | BoJ ↗︎
- Qatar/Pakistan mediators reported progress toward restoring the U.S.-Iran interim ceasefire. | AP ↗︎