Newsquawk Daily Economic Releases - 3rd August 2026

Newsquawk Staff · 31 Jul 2026, 14:20 UTC

Holiday: Canadian Civic Holiday
Bullets: Global S&P Manufacturing PMI Final (Jul), German Retail Sales (Jun), Swiss Inflation (Jul), US ISM Manufacturing PMI (Jul), Atlanta Fed GDP (Q3)
Events: US Treasury Financing Estimates
Earnings: Palantir, ONSemi

Sources

What our latest note said

US Market Open, 22 Oct, 10:37 UTC · what it led with

Iran's IRGC Navy warned that US efforts to encourage passage could result in strikes on US bases.
Iran's Major General Rezaei said Iran has presented seven new conditions through mediators and will neither reopen the Strait of Hormuz nor resume negotiations until they are met.

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Headlines that moved markets

FX headlines from our feed, and what the market did next.

Fed’s Waller (voter) says more rate hikes are likely needed to tame inflation, but there is flexibility over the pace and hikes do not need to be consecutive.
DXY+0.1%
Japan's GPIF didn't discuss allocation at its September meeting, Bloomberg reports.
USD/JPY+0.1%
Japanese FX Official Mimura says they are closely watching to see if markets take the clear message they are giving at face value. Not satisfied with or reassured by recent JPY action.
USD/JPY−0.5%

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