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This is what the markets will be living on: the PMI playoff and the results of Polish banks

This is what the markets will be living on: the PMI playoff and the results of Polish banks

HOLIDAYS AT THE STOCK MARKET
Krzysztof Kolany 2025-08-01 13:01 Chief Analyst at Bankier.pl
published 2025-08-01 13:01

The beginning of August will bring the publication of the final "service" versions PMI and semi-annual reports of several Polish banks.

photo: Pixabay / / Pexels
Monday, August 4

We'll start the week with something for data connoisseurs. macroeconomic. That is, CPI inflation in Switzerland (at 8:00), which in recent months it's been hovering around zero. An hour later we'll move on to opposite inflation pole with CPI and PPI statistics for Turkey. In The almost empty macro calendar still shows the June order readings in US industry (at 4:00 p.m.).

Tuesday, August 5

Tuesday is the day of publication of July PMI indicators for the sector services. Data will be arriving from 1:00 a.m. from Australia and 3:45 a.m. from China. After India (7:00) it will be time for Europe: Spain, Italy, France, Germany, the zone euro (10:00) and Great Britain (10:30). Meanwhile, at 9:00 the Czech CPI inflation for July, which may equal to the result for Poland (3.1%).

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In addition, Eurostat will show June PPI inflation for the eurozone euro (11:00). And the Americans and Canadians will serve us theirs at 14:30 June trade balances. We close the day with the services PMI (3:45 PM) and ISM (16:00) for the United States.

After the Wall Street session, reports for the second quarter will show AMD and Amgen. Pfizer will do so before the session.

Żabka and Asseco will present their first-half report on the Warsaw Stock Exchange BS.

Wednesday, August 6

At 8:00 a.m., Germany will present its June order statistics industry. The results of industrial production (also for June) will be presented by Hungary, Czechs, Slovaks, and Italians. At 11:00 a.m., Eurostat will release June sales data. retail in EU countries and collectively for the eurozone. In the evening we will have first speeches by FOMC members after the July meeting.

Quarterly results will be published by Walt Disney, MetLife, and others. Bayer.

Alior will present the half-year report.

Fourth, August 7th

China statisticians should release July trade balance Middle Kingdom. At 8:00 a.m., data on German industrial production will be released. June. 1:00 p.m. is the time of publication of the Bank of England's decision, after which a 25 basis point reduction in the interest rate is expected.

At 2:30 p.m. we will know the decision of the Czech National Bank, which The interest rate cut cycle probably ended in May at 3.5%. same time Americans will release weekly statistics on unemployment benefits applications unemployed and quarterly data on labor productivity for the second quarter. At 9:00 p.m. we will know June US consumer credit statistics.

In the corporate calendar we will see the results of German giants: Allianz, Deutsche Telekom and Siemens.

The semi-annual report will be presented by Pekao and Asbis.

Friday, August 8

At 8:30 we will be able to compare Polish inflation with Hungarian inflation. Half an hour later, we'll get the final inflation data from the Czech Republic. At 2:00 PM, we'll know the decision of the Romanian Central Bank, which has been maintaining the reference rate for a year unchanged at 6.50%.

Results on the WSE: Mennica.

Saturday, August 9

CPI inflation data is scheduled to be released at 3:30 PPI in China. Consumption inflation should remain near zero, and production deeply below the line.

Source:

A graduate of the Wrocław University of Economics, he is an analyst of financial markets and the economy. He analyzes macroeconomic trends and examines their impact on financial markets. He specializes in precious metals markets and monitors the policies of major central banks. He has been a stock market investor for 20 years. He is a three-time winner of the prestigious National Bank of Poland competition for economic journalists. In 2016, he also received the title of Capital Market Hero from the Association of Individual Investors. Phone: 697 660 684

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