• MON:
• TUE: RBA Announcement, BoJ Summary of Opinions, Japanese Retail Sales (Aug), Chinese Official and Caixin PMIs Final (Sep), UK GDP (Q2), French CPI Prelim (Sep), German CPI Prelim (Sep), EZ Sentiment Survey (Sep).
• WED: RBI Policy Announcement; Japanese Tankan (Q3), US, EZ & UK Final Manufacturing PMI (Sep), EZ Flash HICP (Sep), US ADP (Sep), ISM Manufacturing (Sep).
• THU: Swiss CPI (Sep), EZ Unemployment (Aug), US Challenger...

• MON: PBoC LPR, EZ Consumer Confidence Flash (Sep)
• TUE: Riksbank Announcement, EZ/UK/US Flash PMIs (Sep)
• WED: CNB Announcement, Australian CPI (Aug), German Ifo Survey (Sep)
• THU: SNB Announcement, Banxico Announcement, BoJ Minutes, PBoC MLF, German GfK Consumer Sentiment (Oct), US Durable Goods (Aug), US GDP (Q2), US PCE (Q2)
• FRI: Japanese Tokyo CPI (Sep), US PCE (Aug), US University of Michigan Final...

• MON: Chinese Activity Data (Aug)
• TUE: UK Jobs Report (Jul), Italian CPI Final (Aug), EZ Industrial Production (Jul), German ZEW Survey (Sep), US Retail Sales (Aug) and Industrial Production (Aug), Canadian CPI (Aug)
• WED: FOMC Announcement, BoC Announcement, BCB Announcement, Bank of Indonesia Announcement, ECB Wage Tracker, UK Inflation (Aug), EZ CPI Final (Aug), New Zealand GDP (Q2)
• THU: BoE Announcement, Norges Bank Announcement,...

• MON: Japanese GDP (Q2), German Industrial Output (Jul), EZ Sentix Index (Sep), US Employment Trends (Aug), Chinese Trade Balance (Aug), French no-confidence vote
• TUE: UN General Assembly (Iran focus likely), Apple Event, BLS Prelim Benchmark Revisions
• WED: Chinese Inflation (Aug), Swedish Monthly GDP (Jul), Norwegian CPI (Aug), US PPI (Aug)
• THU: ECB Announcement, CBRT Announcement, Swedish CPIF (Aug), US CPI...

• MON: US Labor Day, South Korean Trade Balance Prelim (Aug), Chinese Caixin Manufacturing PMI (Final), EZ, UK, US Manufacturing PMI (Final), New Zealand Terms of Trade (Q2)
• TUE: South Korean CPI (Aug), EZ Flash HICP (Aug), US ISM Manufacturing PMI (Aug)
• WED: NBP Announcement, Australia Real GDP (Q2), US ADP National Employment (Aug), Chinese Caixin Services PMI (Final), EZ, UK, US Services PMI (Final), US Durable Goods R (Jul)
• THU:...

• MON: PBoC MLF, UK Summer Bank Holiday, German Ifo (Aug), US National Activity (Jul)
• TUE: RBA Minutes, Riksbank Minutes, NBH Announcement, US CaseShiller (Jun)
• WED: Australian CPI (Jul), Swiss Investor Sentiment (Aug)
• THU: ECB Minutes, Swiss GDP (Q2), EZ Sentiment Survey (Aug), US GDP 2nd Estimate (Q2), US PCE (Q2)
• FRI: Japanese Tokyo CPI (Aug), Japanese Activity Data (Jul), German Retail Sales (Jul), French...

• MON: N/A.
• TUE: US Building Permits (Jul), Canadian CPI (Jul).
• WED: RBNZ Announcement, Riksbank Announcement, FOMC Minutes, Bank of Indonesia Announcement, PBoC LPR, UK Inflation (Jul), EZ Final CPI (Jul), New Zealand Trade Balance (Jul).
• THU: Fed Jackson Hole Economic Policy Symposium, EZ/UK/US Flash PMIs (Aug), EZ Consumer Confidence (Aug).
• FRI: Fed Jackson Hole Economic Policy Symposium, Japanese CPI...

• MON: Norwegian CPI (Jul), Japanese Mountain Day Holiday
• TUE: US-China truce deadline (likely to be extended), RBA Announcement (Aug), UK Jobs Report (Jun), German ZEW Survey (Aug), US CPI (Jul), EIA STEO, OPEC MOMR
• WED: German Final CPI (Jul), Spanish Final CPI (Jul)
• THU: Norges Bank Announcement, Australian Jobs Report (Jul), UK GDP (Jun/Q2), Swedish CPIF (Jul), EZ Flash GDP (Q2) and Employment (Q2), US PPI...

• SUN: OPEC+ meeting
• MON: US Employment Trends (Jun), US Durable Goods R (Jun)
• TUE: Chinese Final Caixin Services and Composite PMI (Jul), EZ/UK/US S&P Global Final Services and Composite PMIs (Jul), Canadian Trade Balance (Jun), US ISM Services PMI (Jul), New Zealand Jobs (Q2)
• WED: RBI Announcement, German Industrial Orders (Jun), EZ Construction PMIs (Jul), EZ Retail Sales (Jun)
• THU: BoE Announcement and...

• MON: US Dallas Fed (Jul), German GfK (Aug)
• TUE: US Consumer Confidence (Jul), JOLTS (Jun)
• WED: FOMC & BoC Policy Announcements; ECB Wage Tracker, Australian CPI (Jun/Q2), German Retail Sales (Jun), Swiss KOF (Jul), EZ Flash Prelim. GDP (Q2), US ADP (Jul), GDP Advance (Q2), PCE Advance (Q2), Pending Home Sales (Jun)
• THU: BoJ & SARB Policy Announcements; Chinese NBS PMIs (Jul), Australian Retail Sales (Jun), Export/Import...

• SUN: Japanese Upper House Election
• MON: PBoC LPR; Canadian PPI (Jun), US Leading Index (Jun), New Zealand Trade (Jun), UK CBI (Jul)
• TUE: UK PSNB (Jun), US Richmond Fed (Jul)
• WED: EZ Consumer Confidence Flash (Jul)
• THU: ECB & CBRT Policy Announcements; EZ, UK & US Flash PMIs (Jul), US Weekly Claims, National Activity Index (Jun), Canadian Retail Sales (May)
• FRI: UK Retail...

• MON: EU 90-Day Retaliatory Pause Ends; Indian WPI (Jun), Chinese Trade Balance (Jun)
• TUE: OPEC MOMR; Chinese House Prices (Jun), Retail Sales (Jun), GDP (Q2), German WPI (Jun), EZ Industrial Production (May), German ZEW (Jun), US CPI (Jun), NY Fed Manufacturing (Jul), Canadian CPI (Jun)
• WED: UK CPI (Jun), EZ Trade (May), US PPI (Jun), Industrial Production (Jun)
• THU: Japanese Trade Balance (Jun), Australian Unemployment (Jun), UK...

• SAT: OPEC MEETING
• MON: German Industrial Output (May), Swedish CPIF Flash (Jun), EZ Sentix (Jul), Retail Sales (May), US Employment Trends (Jun)
• TUE: RBA & RBNZ Policy Announcements, EIA STEO; German TradeBalance (May), US NFIB (Jun)
• WED: "Liberation Day" Tariffs take effect (end of 90-day suspension), EU-US Tariff Negotiation Deadline (50% duty on all EU imports), FOMC Minutes (Jun); Chinese CPI (Jun), PPI (Jun), US Wholesale...

• MON: Japanese Industrial Output (May), Chinese Official PMIs (Jun), German Retail Sales (May), German/Italian Prelim CPI (Jun)
• TUE: Japanese Tankan (Q2), Chinese Caixin Manufacturing PMI Final (Jun) EZ, UK & US Final Manufacturing PMI (Jun), German Unemployment (Jun), EZ HICP Flash (Jun), US ISM Manufacturing PMI (Jun),
• WED: NBP Policy Announcement; US Challenger Layoffs (Jun), ADP (Jun), EZ Unemployment (May)
• THU: Chinese...

• MON: EZ/UK/US Flash PMIs (Jun).
• TUE: NBH Announcement, German Ifo (Jun), Canadian CPI (May), US Richmond Fed (Jun).
• WED: BoJ Summary of Opinions, CNB Announcement, PBoC MLF, Australian CPI (May).
• THU: Banxico Announcement, German GfK Consumer Sentiment (Jul), US Durable Goods (May), US GDP Final (Q1), US PCE Final (Q1).
• FRI: Japanese Tokyo CPI (Jun), UK GDP (Q1), French/Spanish Prelim CPI (Jun), EZ Sentiment...

• MON: OPEC MOMR, Chinese Activity Data (May), EZ Labour Costs (Q1),
• TUE: BoJ Announcement, IEA OMR, German ZEW Survey (Jun), US Retail Sales (May)
• WED: FOMC Announcement, Riksbank Announcement, Bank of Indonesia Announcement, BCB Announcement, UK Inflation (May), EZ Final CPI (May), New Zealand GDP (Q1)
• THU: BoE Announcement, SNB Announcement, Norges Bank Announcement, CBRT Announcement, Australian Jobs...

• MON: Japanese GDP R (Q1), Chinese Inflation (May), Chinese Trade Balance (May), EZ Sentix Index (Jun), US Employment Trends (May)
• TUE: EIA STEO, UK Jobs Report (Apr), Swedish GDP (Apr), Norwegian CPI (May)
• WED: ECB Wage Tracker, US CPI (May), UK Spending Review
• THU: UK GDP (Apr), US PPI (May)
• FRI: French/Spanish Final CPI (May), EZ Trade Balance (Apr), University of Michigan Survey (Jun), Quad...

• MON: Swiss GDP (Q1), EZ/UK/US Final Manufacturing PMI (May), US ISM Manufacturing PMI (May)
• TUE: RBA Minutes, South Korean Election, South Korean CPI (May), Swiss CPI (May), EZ Flash CPI (May), US Durable Goods (Apr)
• WED: BoC Announcement, Australian GDP (Q1), EZ/UK/US Final Services and Composite PMI (May), ISM Services PMI (May)
• THU: ECB Announcement, Swiss Unemployment (May), Swedish CPIF (May), EZ PPI (Apr), Canadian Trade...

• MON: US Holiday (Memorial Day), UK Holiday (Bank Holiday)
• TUE: NBH Policy Announcement; German GfK (Jun), French Prelim. CPI (May), EZ Consumer Confidence (May), US Durable Goods (Apr), Dallas Fed (May)
• WED: RBNZ Policy Announcement, FOMC Minutes (May), Riksbank Financial Stability Report, OPEC JMMC; Australian CPI (Apr), German Unemployment (May), US MBA (w/e 19th May), Richmond Fed (May), Nvidia (NVDA) earnings
• THU: Swiss &...

• MON: Canadian Holiday (Victoria Day), EU-UK Summit; Chinese Industrial Output (Apr), Retail Sales (Apr), House Prices (Apr), EZ HICP Final (Apr)
• TUE: PBoC LPR, RBA Policy Announcement, Norges Bank Financial Stability Report; EZ Current Account (Mar), Consumer Confidence Flash (May), Canadian CPI (Apr), German PPI (Apr), New Zealand Trade (Apr)
• WED: Japanese Trade Balance (Apr),UK CPI (Apr), US MBA (w/e 12th May)
• THU: ECB Minutes...

• SAT: Australian Election
• MON: Hong Kong Holiday (Buddha's Birth), Japanese Holiday (Children's Day), UK Holiday (Bank Holiday); Swiss CPI (Apr), EZ Sentix (May), US ISM Services PMI (Apr), Turkish CPI (Apr)
• TUE: Chinese Caixin Services PMI (Apr), EZ Composite/Services Final PMI (Apr), Producer Prices (Mar), US International Trade (Mar), New Zealand Unemployment (Q1)
• WED: FOMC, BCB & CNB Policy Announcements, RBNZ Financial...

• MON: Canada Election
• TUE: NBH Announcement, German GfK Consumer Sentiment (May), Spanish Flash CPI (Apr), Swedish GDP (Q1), EZ Sentiment Survey (Apr)
• WED: Japanese Activity Data (Mar), Chinese Official PMI (Apr), Australian CPI (Mar), Chinese Caixin Manufacturing PMI Final (Apr), German Retail Sales and Import Prices (Mar), French Prelim CPI (Apr), Swiss KOF Indicator (Mar), German Flash GDP (Q1) and CPI (Apr), EZ Prelim GDP (Q1), US ADP (Apr), US GDP and...

• SUN: Easter Sunday, PBoC LPR Setting
• MON: Easter Monday
• TUE: Canadian Producer Prices (Mar), US Richmond Fed (Apr)
• WED: EZ/UK/US Flash PMIs (Apr)
• THU: German Ifo Survey (Apr), US Durable Goods (Mar)
• FRI: PBoC MLF, Japanese Tokyo CPI (Apr), UK Retail Sales (Mar), US UoM Final (Apr)

PBOC LPR (SUN): There are currently no expectations as to what the PBoC may...

• MON: Chinese Trade Balance (Mar)
• TUE: RBA Minutes, UK Jobs Report (Feb/Mar), EZ Industrial Production (Feb), German ZEW Survey (Apr), Canadian CPI (Mar)
• WED: BoC Announcement, Chinese GDP (Q1) & Activity Data (Mar), UK CPI (Mar), EZ Final CPI (Mar), US Retail Sales (Mar), New Zealand CPI (Q1)
• THU: ECB Announcement, CBRT Announcement, Japanese Trade Balance (Mar), Australian Jobs Report (Mar)
• FRI: Good...

• MON: Japanese Cash Earnings (Feb), German Trade Balance (Feb), EZ Retail Sales (Feb), EZ Sentix Index (Apr)
• TUE: N/A
• WED: FOMC Minutes, RBNZ Announcement, RBI Announcement
• THU: Chinese Inflation (Mar), Swedish GDP (Feb), Norwegian CPI (Mar), Taiwan Trade Balance (Mar), US CPI (Mar)
• FRI: UK GDP (Feb), US PPI (Mar), US UoM Prelim (Apr), US Earnings Season (Q1 25)

JAPANESE CASH EARNINGS...