Week ahead: US, China CPI and UK Q2 GDP in focus

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Sharecast News | 11 Aug, 2022

The market spotlight over the coming week will remain on the US, where readings for consumer and producer prices are both due out.

Consensus is for the headline measures of price pressures in both reports to dip.

After Friday's much stronger-than-expected reading on the US jobs market, the risks around both prints now appeared to be pointing less clearly to the downside.

However, many commodity prices had continued to come off the boil over the course of July.

"Robust payrolls growth and an intensification in wage pressures raise the odds of a third consecutive 75bp rate hike in September," said Mickey Levy at Berenberg Capital Markets.

"Moreover, as we have argued, this should prompt markets to reassess their optimistic views of a relatively low terminal rate."

Foreign trade data out of China, on Sunday, were also likely to be another key focus for investors.

Inflation readings were also scheduled for release in other jurisdictions, including in China, on Wednesday.

A preliminary reading on US consumer confidence, for the month of August, courtesy of the University of Michigan, might also potentially move markets.

Also at the end of the week, the Office for National Statistics was set to publish a preliminary reading for second quarter gross domestic product.

According to Michael Hewson, chief market analyst at CMC Markets UK, the economy may have managed to avoid the slight contraction anticipated by economists thanks to the boost to tourism from summer travel and the Queen's Platinum Jubilee.

On the Continent, CPI readings were due out in Germany and Italy, on Wednesday, followed by those from France and Spain, also on Friday.

Monday August 08

INTERIMS

Clarkson, Diversified Energy Company , Pagegroup

Q2

Taseko Mines Limited NPV (DI)

SPECIAL DIVIDEND PAYMENT DATE

Vivo Energy

FINAL DIVIDEND PAYMENT DATE

Investec

Tuesday August 09

INTERIMS

Abrdn , H&T Group, InterContinental Hotels Group, RPS Group, TI Fluid Systems, Zotefoams

QUARTERLY EX-DIVIDEND DATE

INTERNATIONAL BUSINESS MACHINES CORPORATION COM STK USD0.20 (CDI)

SPECIAL DIVIDEND PAYMENT DATE

Record

AGMS

APQ Global Limited, Northern 3 VCT

TRADING ANNOUNCEMENTS

Bellway

FINAL DIVIDEND PAYMENT DATE

Caffyns, Record

Wednesday August 10

INTERIMS

Arix Bioscience , Atalaya Mining, CLS Holdings, ContourGlobal , Genuit Group, Hostelworld Group , Legal & General Group

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Consumer Price Index (GER) (07:00)

Consumer Price Index (US) (13:30)

Crude Oil Inventories (US) (15:30)

MBA Mortgage Applications (US) (12:00)

Wholesales Inventories (US) (15:00)

Q2

Atalaya Mining

GMS

Unbound Group

SPECIAL DIVIDEND PAYMENT DATE

Tristel

AGMS

Ariana Resources, Cadence Minerals, CML Microsystems, Foresight Group Holdings Limited NPV, Mountview Estates, Northern 2 VCT

Thursday August 11

INTERIMS

Derwent London, Empiric Student Property , Empresaria Group, Entain, Network International Holdings, Ocean Wilsons Holdings Ltd., Pressure Technologies, Savills, Spirax-Sarco Engineering

INTERIM DIVIDEND PAYMENT DATE

Dewhurst Group, Dewhurst Group 'A'NON.VTG, Safestore Holdings, Treatt, Unicorn AIM VCT

INTERIM EX-DIVIDEND DATE

Barclays, Baronsmead Second Venture Trust, Baronsmead Venture Trust, Direct Line Insurance Group, Domino's Pizza Group, Fresnillo, Hiscox Limited (DI), IMI, Informa, IP Group, Jupiter Fund Management , Lindsell Train Inv Trust, LMS Capital, LSL Property Services, Man Group, Pearson, Provident Financial, Quartix Technologies, Reach, Rio Tinto, SEGRO, Spirent Communications, Standard Chartered

QUARTERLY EX-DIVIDEND DATE

BP, Honeywell International Inc., I3 Energy , Octopus Renewables Infrastructure Trust , Seplat Energy (DI), The Renewables Infrastructure Group Limited

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Consumer Price Index (US) (13:30)

Continuing Claims (US) (13:30)

Initial Jobless Claims (US) (13:30)

Producer Price Index (US) (13:30)

SPECIAL DIVIDEND PAYMENT DATE

Unicorn AIM VCT

SPECIAL EX-DIVIDEND DATE

Lindsell Train Inv Trust, Me Group International

AGMS

Inspects Group , Marks Electrical Group, Silver Bullet Data Services Group

UK ECONOMIC ANNOUNCEMENTS

RICS Housing Market Survey (00:01)

FINAL DIVIDEND PAYMENT DATE

CMC Markets

FINAL EX-DIVIDEND DATE

Ashtead Group, Halfords Group, Iomart Group, Montanaro European Smaller Companies Trust, Riverfort Global Opportunities , Speedy Hire

Friday August 12

INTERIMS

888 Holdings (DI), Flutter Entertainment (CDI)

INTERIM DIVIDEND PAYMENT DATE

Avast, Northern Venture Trust

QUARTERLY PAYMENT DATE

BlackRock Latin American Inv Trust, NB Global Monthly Income Fund Limited Red Ord Shs NPV £, Tufton Oceanic Assets Limited NPV

INTERNATIONAL ECONOMIC ANNOUNCEMENTS

Current Account (GER) (10:30)

Import and Export Price Indices (US) (13:30)

Industrial Production (EU) (10:00)

U. of Michigan Confidence (Prelim) (US) (15:00)

SPECIAL DIVIDEND PAYMENT DATE

Bytes Technology Group

EGMS

Fix Price Group Gdr (Each repr 1) (Reg s)

AGMS

iEnergizer Ltd., Pineapple Power Corporation , UPL Limited GDR Reg S

UK ECONOMIC ANNOUNCEMENTS

Balance of Trade (07:00)

GDP (Preliminary) (07:00)

Gross Domestic Product (07:00)

Index of Services (07:00)

Industrial Production (07:00)

Manufacturing Production (07:00)

FINAL DIVIDEND PAYMENT DATE

Bytes Technology Group , Cropper (James), Elixirr International , Industrials Reit Limited, MS International, Next Fifteen Communications, Octopus AIM VCT, Sanderson Design Group

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