MONDAY, AUGUST 4
Macroeconomics
- 10:00 AM: Durable Goods Orders (June)
‣ Forecast: -9% YoY - 2:00 PM: SLOOS Report (Fed) – credit conditions for businesses and households
Volatility (watchlist)
- Options Monitoring: Opendoor Technologies (OPEN), New Fortress Energy (NFE)
- Overbought stocks (RSI): Celcuity (CELC), Eqv Ventures II (EVAC), Rich Sparkle (ANPA)
- Oversold stocks (RSI): NextNRG (NXXT), Boss Energy (BQSSF), Charter Communications (CHTR)
Corporate Earnings
- Palantir Technologies (PLTR) – 5:00 PM
- MercadoLibre (MELI), Wayfair (W), Tyson Foods (TSN), Williams Companies (WMB)
Other Events
- FDA: public meeting on Medical Device User Fee Amendments
- Vigil Neuroscience (VIGL) shareholder vote on acquisition by Sanofi
- Expected IPO: Firefly Aerospace (FLY) – target up to $631.8M raised
- Ex-dividend: Citigroup (C), Las Vegas Sands (LVS), MetLife (MET), IBM (IBM)
TUESDAY, AUGUST 5
Macroeconomics
- 4:00 PM: ISM Services PMI
‣ Forecast: 51.5 | Previous: 50.8
Corporate Earnings
- Advanced Micro Devices (AMD) – 5:00 PM
- Caterpillar (CAT), Amgen (AMGN), Arista Networks (ANET), Pfizer (PFE), Diageo (DEO), Yum! Brands (YUM), BP
To Watch
- Expected volatility: OPEN, UPST, LMND
- Alibaba (BABA) – annual general meeting + AI/cloud update
- US Treasury – announcement of securities buyback
WEDNESDAY, AUGUST 6
Corporate Earnings
- McDonald's (MCD) – 8:30 AM
- Novo Nordisk (NVO), Disney (DIS), Uber (UBER), Shopify (SHOP), DoorDash (DASH), McKesson (MCK), Airbnb (ABNB), Fortinet (FTNT), MetLife (MET)
Expected Volatility
- Solid Power (SLDP), Beyond Meat (BYND), Sunrun (RUN)
Health / Biotech
- Eledon (ELDN) – publication of clinical data at the World Transplant Congress
Central Banks
- Fed: Lisa Cook and Susan Collins on panel (global monetary policy)
- 3:10 PM: Mary Daly (Fed SF) – Anchorage Economic Summit
THURSDAY, AUGUST 7
Macroeconomics
- 2:30 PM: Weekly jobless claims
‣ Forecast: 221K | Previous: 218K - New Trump tariffs come into effect
Central Banks
- 7:00 AM: Bank of England (BOE) decision
- All day: ECB economic bulletin
- 10:00 AM: Raphael Bostic (Fed Atlanta) – economic address
Corporate Earnings
- Eli Lilly (LLY), Gilead (GILD), ConocoPhillips (COP), Block (SQ), Monster Beverage (MNST)
- Expected volatility: Realreal (REAL), Sweetgreen (SG)
FRIDAY, AUGUST 8
Macroeconomics
- All day: FAO Food Price Index (United Nations)
- 10:20 AM: Speech by Alberto Musalem (Fed St. Louis)
Corporate Earnings
- EOG Resources (EOG), Wendy’s (WEN), Tempus AI (TEM)
Video Game Release
- Take-Two Interactive (TTWO) – worldwide launch of Mafia: The Country
