Week ahead: US non-farm payrolls, BoE in the spotlight
All eyes over the coming week will be on the US non-farm payrolls report for July due out on Friday.
Economists at Barclays Research anticipate that it will reveal a slowdown in the pace of hiring from 372,000 to 250,000, "reflecting the historical tendency of employment to lag from developments in spending data."
Investors will also be keeping a close eye on factory and services sector Purchasing Managers Indices from the Institute for Supply Management on Monday and Wednesday.
Consensus is for both to come in at levels consistent with stronger levels activity than signalled by rival PMIs from S&P Global.
Againsgt that backdrop, on Thursday, rate-setters at the Bank of England are expected to announce a 50 basis point interest rate hike in Bank Rate to 1.75%.
Seven of the Monetary Policy Committee's members are expected to have supported such a move with two seen voting for a smaller 25bp rate rise.
Also on Thursday, at 2000 BST, Sky will re-transmit the Conservative party's leadership debate on TV.
Across the Channel, S&P Global will release final readings for its euro area factory and services sector PMIs for the month of July, on Monday and Wednesday, respectively.
Also due out are German retail sales and factory sales figures for June, on Monday and Thursday, and euro area producer price data on Wednesday.
Factory sector PMIs will also be in focus in China, at the start of the week, followed by central bank policy decisiones in Australia, come Wednesday, and India, on Friday.
Monday 1 August
FINALS
Seraphine Group, Arricano Real Estate (DI), Fulcrum Utility Services Ltd. (DI), Tintra
INTERIMS
HSBC Holdings, HUTCHMED (China) Limited, Globaldata, RHI Magnesita N.V. (DI)
Senior, Dialight, National World, AltynGold, Spectris, Ascential
Q2
AltynGold
TRADING ANNOUNCEMENTS
Ingenta, Symphony Environmental Technologies, Belvoir Group, James Halstead, EKF Diagnostics Holdings, NAHL GROUP, Balanced Commercial Property Trust Limited, Cranswick, XP Power Ltd. (DI), Globaldata, Journeo
DRILLING REPORT
Alien Metals Limited NPV (DI)
FINAL DIVIDEND PAYMENT DATE
United Utilities Group, iEnergizer Ltd., Aquila Services Group
INTERIM DIVIDEND PAYMENT DATE
F&C Investment Trust, Next
QUARTERLY EX-DIVIDEND DATE
Tetragon Financial Group Limited
UK ECONOMIC ANNOUNCEMENTS
PMI Manufacturing (09:30)
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Retail Sales (GER) (07:00)
PMI Manufacturing (GER) (08:55)
PMI Manufacturing (EU) (08:55)
Unemployment Rate (EU) (10:00)
PMI Manufacturing (US) (14:45)
ISM Prices Paid (US) (15:00)
Construction Spending (US) (15:00)
ISM Manufacturing (US) (15:00)
Tuesday 2 August
FINALS
NWF Group
INTERIMS
Standard Chartered, Rotork, Braveheart Investment Group, BP, Fresnillo, Keller Group, Greggs, Travis Perkins
FINAL DIVIDEND PAYMENT DATE
TR Property Inv Trust, Coca-Cola HBC AG (CDI), Tatton Asset Management, Johnson Matthey, Discoverie Group
AGMs
Syncona Limited NPV, Caffyns, Tanfield Group
Wednesday 3 August
FINALS
Van Elle Holdings
INTERIMS
LSL Property Services, Taylor Wimpey, Ferrexpo, Endeavour Mining, IP Group
Q2
Endeavour Mining
AGMs
D4T4 Solutions, Riverfort Global Opportunities, Scirocco Energy, Block Energy, Sequoia Economic Infrastructure Income Fund Limited, Molten Ventures, Edenville Energy, JZ Capital Partners Ltd
FINAL DIVIDEND PAYMENT DATE
GB Group
SPECIAL DIVIDEND PAYMENT DATE
SLF Realisation Fund Limited NPV, SLF Realisation Fund Limited C Shs NPV
UK ECONOMIC ANNOUNCEMENTS
PMI Composite (10:00)
PMI Services (10:00)
INTERNATIONAL ECONOMIC ANNOPUNCEMENTS
PMI Services (GER) (08:55)
PMI Composite (GER) (08:55)
PMI Composite (EU) (09:00)
PMI Services (EU) (09:00)
Producer Price Index (EU) (10:00)
MBA Mortgage Applications (US) (12:00)
PMI Composite (US) (14:45)
PMI Services (US) (14:45)
ISM Prices Paid (US) (15:00)
ISM Services (US) (15:00)
Factory Orders (US) (15:00)
Crude Oil Inventories (US) (15:30)
Thursday 4 August
FINALS
Revolution Beauty Group
INTERIMS
Convatec Group, Mondi, Coca-Cola Europacific Partners (DI), The Gym Group, Morgan Sindall Group, Hikma Pharmaceuticals, Evraz, Bank Pekao SA GDS (Reg S), Spirent Communications, Glencore, Mears Group
Q2
Bank Pekao SA GDS (Reg S)
TRADING ANNOUNCEMENTS
Next, Sanderson Design Group
AGMs
Investec, STM Group, Clontarf Energy, Larsen and Toubro Ltd. GDS (Reg S), Starcrest Education Limited (DI)
FINAL EX-DIVIDEND DATE
CML Microsystems, Ingenta, Mediclinic International, Circle Property, BT Group, Abrdn New Dawn Investment Trust
Latham (James), Currys
FINAL DIVIDEND PAYMENT DATE
The Global Smaller Companies Trust, Caledonia Investments
INTERIM EX-DIVIDEND DATE
Nichols, Polar Capital Global Healthcare Trust, Aew UK Reit, Residential Secure Income, Rentokil Initial, Avon Protection, Schroders (Non-Voting), Schroder Real Estate Investment Trust Ltd, GCP Infrastructure Investments Ltd, GCP Asset Backed Income Fund Limited, Schroders, Tyman, Schroder Oriental Income Fund Ltd, Starwood European Real Estate Finance Ltd, Axiom European Financial Debt Fund Limited, Gore Street Energy Storage Fund, M & G Credit Income Investment Trust, Vesuvius, Impax Environmental Markets, Lancashire Holdings Limited, CVC Income & Growth Limited NPV GBP, EJF Investments Ltd NPV, Dunedin Income Growth Inv Trust, Games Workshop Group, Invesco Perpetual UK Smaller Companies Inv Trust, Marwyn Value Investors Limited, CVC Income & Growth Limited NPV Euro, PRS Reit (The), JPMorgan Global Core Real Assets Limited, Lloyds Banking Group, Inchcape, International Biotech Trust, Albion Enterprise VCT, Polar Capital Global Financials Trust, Aberforth Split Level Income Trust, Taylor Maritime Investments Limited NPV, Reckitt Benckiser Group, Tritax Big Box Reit, Atrato Onsite Energy, RELX plc, Aberforth Smaller Companies Trust, Aptitude Software Group
SPECIAL EX-DIVIDEND DATE
Aberforth Split Level Income Trust
SPECIAL DIVIDEND PAYMENT DATE
Caledonia Investments
QUARTERLY EX-DIVIDEND DATE
Greencoat Renewables (CDI), Brunner Inv Trust, Unilever, Picton Property Income Ltd, City of London Inv Trust
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Factory Orders (GER) (07:00)
Retail Sales (EU) (10:00)
Initial Jobless Claims (US) (13:30)
Continuing Claims (US) (13:30)
Friday 5 August
FINALS
Hargreaves Lansdown
INTERIMS
WPP, FBD Holdings (CDI)
TRADING ANNOUNCEMENTS
Pets at Home Group
AGMs
JPMorgan Global Core Real Assets Limited, Verditek, Trian Investors 1 Limited NPV, Petrel Resources (CDI)
FINAL DIVIDEND PAYMENT DATE
Aveva Group, Palace Capital, Intermediate Capital Group, Telecom Plus, JD Sports Fashion, Burberry Group, Mitie Group, Wincanton, ProVen VCT, Vodafone Group, Pittards, B&M European Value Retail S.A. (DI), Ninety One, VP, ProVen Growth & Income VCT, Tate & Lyle, Workspace Group
INTERIM DIVIDEND PAYMENT DATE
Schroder UK Mid Cap Fund, Twentyfour Income Fund Limited Ord Red, JPMorgan Multi-Asset Growth & Income, North American Income Trust (The), Amedeo Air Four Plus Limited Red Ord NPV, Kitwave Group, CC Japan Income & Growth Trust, Liontrust Asset Management, Schroder European Real Estate Investment Trust, Micro Focus International, Premier Miton Group, I3 Energy
SPECIAL DIVIDEND PAYMENT DATE
ProVen VCT, ProVen Growth & Income VCT, Schroder European Real Estate Investment Trust
QUARTERLY PAYMENT DATE
CT UK High Income Trust, CT UK High Income Trust B
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Industrial Production (GER) (07:00)
Non-Farm Payrolls (US) (13:30)
Unemployment Rate (US) (13:30)
Consumer Credit (US) (20:00)