Economic Events and Corporate Reports: Monday, August 3, 2026

Economic Events and Corporate Reports: Monday, August 3, 2026 — US ISM PMI, Global Business Activity Indices, and Palantir Report

Monday, August 3, 2026, marks the opening of one of the busiest weeks of the summer season in global financial markets. Investors are focused on a block of manufacturing activity indices (PMI) from the US, Eurozone, UK, and China, the publication of the ISM Manufacturing Index for July, and the start of a new wave of corporate earnings reports. After the US trading session closes, quarterly results will be announced by Palantir Technologies, Vertex Pharmaceuticals, Diamondback Energy, and ONEOK, while prior to market open, Tyson Foods and Marriott International will report their earnings. Additional context is set by the outcomes of the OPEC+ monitoring committee meeting and expectations for the US labor market report due on Friday. For the S&P 500, Euro Stoxx 50, Nikkei 225, and MOEX, this day will be a starting point for shaping market sentiment for the entire trading week.

Key Events of the Day: A Brief Overview

• Manufacturing activity indices (Manufacturing PMI) for July: China, Eurozone, UK, US.
• US ISM Manufacturing PMI for July — the key macro release for Monday.
• US construction spending data for June and auto sales figures for July.
• Outcomes of the OPEC+ Monitoring Committee (JMMC) meeting and oil market reactions.
• Corporate reports: Palantir, Vertex Pharmaceuticals, Marriott, Tyson Foods, Diamondback Energy, ONEOK, Williams Companies, Clorox, ON Semiconductor.
• Russian market: TGK-1's IFRS report for the first half of 2026 and the reconvening of Rusagro's shareholders meeting.

Manufacturing PMIs: Global Snapshot of Business Activity

The first trading day of August is traditionally dedicated to assessing the state of the global manufacturing sector. In the morning, the manufacturing activity index for China from RatingDog (formerly Caixin PMI) will be released, reflecting trends in private and export-oriented enterprises. This index has consistently remained above the 50-point mark in recent months, and its resilience is important for commodity currencies, metal prices, and sentiment in Asian markets, including the Nikkei 225 and Hang Seng.

In the afternoon, final estimates for manufacturing PMIs across the Eurozone and UK for July will be published. For European investors and the Euro Stoxx 50 index, these figures serve as an indicator of how well the region's manufacturing sector is handling tariff uncertainty and weak external demand. A significant revision of preliminary estimates could shift expectations regarding the future trajectory of the ECB's interest rate policies.

US ISM Manufacturing PMI — The Key Release of Monday

The main statistical release of the day will be the ISM Manufacturing Index in the US at 17:00 MSK (10:00 New York time) for July. The consensus forecast suggests an increase in the index to 54.0 points from 53.3 in June, indicating an acceleration in the expansion of the American manufacturing sector. Particular attention will be paid to the components of the report:

1. Price sub-index (Prices Paid): a decrease is anticipated from 73.0 to approximately 70.0 points — an important signal regarding inflationary pressures in production chains.
2. New orders: forecasts around 57.0 compared to 56.0 the previous month — an indicator of future demand.
3. Employment: previous values below 50 points indicated weakness in hiring within the manufacturing sector, which is particularly significant ahead of Friday's Nonfarm Payroll report.

A strong ISM combined with decreasing price pressures is a favorable scenario for the US stock market. Conversely, a scenario where prices remain high while employment weakens will intensify discussions regarding the pace of the Federal Reserve's policy easing.

Construction and Auto Sales: Secondary but Indicative US Statistics

At 17:00 MSK, data on construction spending for June will also be released: the market anticipates a growth of 0.2% following a +0.1% increase the previous month. Throughout the day, auto sales statistics for July will come in with expectations around 16.3 million units on an annualized basis. Both indicators complement the picture of consumer and investment demand in the American economy and have an indirect effect on GDP estimates for the third quarter.

Oil Market: Signals from OPEC+

On Sunday, the OPEC+ Monitoring Committee (JMMC) held a meeting. The alliance is expected to confirm a planned increase in September production of approximately 188,000 barrels per day as part of a phased quota increase that began in June. The key intrigue surrounds a pause in further production increases after September amid downward revisions of demand forecasts. Brent and WTI prices on Monday will reflect ministers' rhetoric, directly impacting shares in the oil and gas sector — from ExxonMobil and Shell to Rosneft and LUKOIL on the Moscow Exchange.

Corporate Reports Ahead of US Market Open

The Monday morning earnings session focuses on the consumer and industrial sectors:

• Tyson Foods — the largest meat producer in the US: margins in the beef segment and cost dynamics take center stage.
• Marriott International — a global hotel operator: the RevPAR metric and business tourism forecasts will serve as barometers of consumer activity.
• CNH Industrial — a manufacturer of agricultural machinery: demand from the agricultural sector and the impact of tariffs.
• Loews Corporation — a diversified insurance and energy holding.
• MakeMyTrip — a leading Indian online travel service: an indicator of consumer demand in Asia.

Reports After Market Close: Palantir in the Spotlight

The evening session is the most significant part of Monday's corporate calendar:

• Palantir Technologies — the primary report of the day: investors will evaluate growth rates in the US commercial segment and the monetization of the AI platform AIP; shares remain among the most volatile in the S&P 500.
• Vertex Pharmaceuticals — sales dynamics of cystic fibrosis medications and progress in new areas.
• Diamondback Energy, ONEOK, Williams Companies — a block of oil and gas reports amid OPEC+ decisions and natural gas prices.
• ON Semiconductor — demand for chips in the automotive and industrial sectors amid rising costs in the semiconductor industry.
• Clorox, SBA Communications, Jazz Pharmaceuticals, TKO Group, BWXT, Allison Transmission — a broad cross-section of consumer, infrastructure, and defense segments.

Europe, Asia, and Russia: Reporting and Corporate Events

In Europe, Monday is traditionally calm: major releases for the Euro Stoxx 50 are concentrated in the middle of the week. In Asia, the second quarter earnings season continues — among the notable names this week is pharmaceutical contractor WuXi AppTec, while Japanese and Chinese heavyweights including Toyota and Mitsubishi UFJ will report results in the coming days.

In the Russian market, key events for Monday include:

• TGK-1 — IFRS report for the first half of 2026: production dynamics and tariff changes in generation.
• Rusagro — reconvened annual shareholders meeting with a recommendation not to pay dividends: this is crucial for dividend expectations across the entire agricultural sector.
• MD Medical — operational results for the second quarter of 2026 are expected at the beginning of the week.

For the MOEX index, oil prices post-OPEC+ meeting and the dynamics of the ruble will also set the tone.

Week Context: What Markets Await After Monday

Monday sets the tone for a week characterized by several potential catalysts: the announcement of US Treasury refinancing, meetings of the Bank of England, Reserve Bank of India, and Brazil's Central Bank, trade statistics from China, and importantly, the July employment report in the US on Friday. The market's reaction to the manufacturing PMIs on Monday will largely determine positioning ahead of these events.

What to Watch for on Investors’ Radar on August 3, 2026

1. ISM Manufacturing PMI and Price Sub-index — a key indicator for inflation in the US manufacturing sector and expectations regarding the Fed's interest rate.
2. Palantir's Report After Close — a test for the entire AI stock segment: strong results could support the Nasdaq, while a weak forecast might trigger a correction in the tech sector.
3. Oil Prices After OPEC+ — signals regarding a pause in production increases after September are critical for energy stocks in the US, Europe, and Russia.
4. Chinese PMI — an indicator of global demand health, significant for commodity markets and currencies of emerging economies.
5. Reports from Marriott and Tyson Foods — the state of the American consumer ahead of Friday’s employment data.
6. Russian Reports — results from TGK-1 and the dividend decision of Rusagro as benchmarks for local sectors on the MOEX.

Monday, August 3, 2026, is a day when the market receives its first comprehensive snapshot of the state of global manufacturing for July and opens a busy week of reporting. A balanced approach, risk control concerning volatile stocks like Palantir, and attention to the oil factor will aid investors in navigating the week's start with maximum effectiveness.