Economic Events and Corporate Reports: Monday, August 3, 2026 - US ISM PMI, Global PMIs, and Palantir Report
Monday, August 3, 2026, marks the beginning of one of the busiest weeks of the summer season in the global financial markets. Investors are focused on a series of purchasing managers' indices (PMIs) for the manufacturing sector in the US, Eurozone, UK, and China, the release of the ISM Manufacturing Index for July, as well as the kickoff of a new wave of corporate earnings reports. After market close in the US, quarterly results will be announced by Palantir Technologies, Vertex Pharmaceuticals, Diamondback Energy, and ONEOK, while Tyson Foods and Marriott International are scheduled to report before the market opens. The backdrop will include the outcomes of the OPEC+ monitoring committee meeting and anticipation for Friday's US labor market report. For markets such as the S&P 500, Euro Stoxx 50, Nikkei 225, and MOEX, Monday will set the tone for sentiment throughout the trading week.
Main Events of the Day: A Brief Overview
- Manufacturing PMIs for July: China, Eurozone, UK, US.
- US ISM Manufacturing PMI for July - the key macro release of Monday.
- US construction spending for June and vehicle sales data for July.
- Results of the OPEC+ monitoring committee meeting (JMMC) and market reaction.
- Corporate reports: Palantir, Vertex Pharmaceuticals, Marriott, Tyson Foods, Diamondback Energy, ONEOK, Williams Companies, Clorox, ON Semiconductor.
- Russian market: TGC-1 financial results under IFRS for the first half of 2026 and a repeat shareholders' meeting of «Rusagro».
Manufacturing PMIs: A Global Snapshot of Business Activity
The first trading day of August is traditionally dedicated to assessing the state of global manufacturing. In the morning, China's manufacturing PMI from RatingDog (formerly Caixin PMI) will be released, reflecting the dynamics of private and export-oriented enterprises. The index has remained above the 50-point mark in recent months, and its stability is crucial for commodity currencies, metal prices, and sentiment in Asian markets, including the Nikkei 225 and Hang Seng.
In the afternoon, final estimates of manufacturing PMIs for the Eurozone and the UK will be published for July. For European investors and the Euro Stoxx 50, these figures serve as an indicator of how well the region's industrial sector is handling tariff uncertainties and weak external demand. A significant revision of preliminary estimates could shift expectations regarding the future trajectory of the ECB’s interest rate.
US ISM Manufacturing PMI - The Key Release of Monday
The main statistics of the day will be released in the US at 17:00 MSK (10:00 New York time) - the ISM Manufacturing Index for July. The consensus forecast suggests an increase in the index to 54.0 points from 53.3 in June, indicating an acceleration of expansion in American industry. Special attention will be paid to the components of the report:
- Price sub-index (Prices Paid): a decline is expected from 73.0 to approximately 70.0 points - an important signal regarding inflationary pressures in supply chains.
- New Orders: a forecast around 57.0 compared to 56.0 the previous month - an indicator of future demand.
- Employment: previous values below 50 points indicated weakness in hiring within the manufacturing sector, which is particularly significant ahead of Friday's Nonfarm Payrolls report.
A strong ISM with declining price pressures represents a favorable combination for the US stock market. Conversely, a scenario where prices remain high while employment weakens will intensify the discussion regarding the pace of the Fed'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 expects a growth of 0.2% following +0.1% the previous month. Throughout the day, statistics on vehicle sales for July will be published, with expectations around 16.3 million units on an annual basis. Both indicators complement the picture of consumer and investment demand in the American economy and indirectly influence GDP assessments for the third quarter.
The Oil Market: Signals from OPEC+
On Sunday, the meeting of the OPEC+ monitoring committee (JMMC) took place. The alliance is expected to confirm a planned increase in September production by approximately 188,000 barrels per day as part of a gradual increase in quotas that began in June. The key intrigue is a potential pause in further production increases after September amid downward revisions of demand forecasts. On Monday, Brent and WTI quotations will react to the rhetoric of ministers, which will directly impact the stock prices of the oil and gas sector, from ExxonMobil and Shell to Rosneft and Lukoil on the Moscow Exchange.
Corporate Reports Before US Market Open
The morning reporting session on Monday focuses on the consumer and industrial sectors:
- Tyson Foods - the largest meat producer in the US: focusing on beef segment margins and cost dynamics.
- Marriott International - a global hotel operator: RevPAR and business travel forecasts will become a barometer of consumer activity.
- CNH Industrial - a manufacturer of agricultural machinery: demand from the agricultural sector and tariff impacts.
- 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 Focus
The evening session represents the most significant part of the corporate calendar for Monday:
- Palantir Technologies - the main report of the day: investors will evaluate the growth rate of the US commercial segment and the monetization of the AI platform AIP; shares remain one of the most volatile in the S&P 500.
- Vertex Pharmaceuticals - sales dynamics of cystic fibrosis treatments and progress in new directions.
- Diamondback Energy, ONEOK, Williams Companies - a block of oil and gas reports against the backdrop of OPEC+ decisions and natural gas prices.
- ON Semiconductor - demand for chips in the automotive and industrial sectors amidst rising costs in the semiconductor industry.
- Clorox, SBA Communications, Jazz Pharmaceuticals, TKO Group, BWXT, Allison Transmission - a broad spectrum of consumer, infrastructure, and defense sectors.
Europe, Asia, and Russia: Earnings and Corporate Events
In Europe, Monday is traditionally calm, with major releases for the Euro Stoxx 50 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 giants, including Toyota and Mitsubishi UFJ, will announce results in the coming days.
In the Russian market, key events on Monday include:
- TGC-1 - IFRS report for the first half of 2026: dynamics of generation and tariffs.
- «Rusagro» - repeat annual shareholders' meeting with a recommendation not to pay dividends: this event is significant for dividend expectations across the entire agricultural sector.
- MD Medical - operational results for the second quarter of 2026 are anticipated early in the week.
For the Moscow Exchange index, the backdrop will also be influenced by oil prices following the OPEC+ meeting and the dynamics of the ruble.
Context of the Week: What the Markets Can Expect After Monday
Monday sets the tone for a week that features several potential catalysts: announcements regarding US Treasury refinancing, meetings of the Bank of England, Reserve Bank of India, and Central Bank of Brazil, trade statistics from China, and most importantly, the July US employment report on Friday. Market reactions to Monday’s manufacturing PMIs will largely determine positioning ahead of these events.
What Investors Should Pay Attention to on August 3, 2026
- ISM Manufacturing PMI and the price sub-index - the main guide for inflation in the US manufacturing sector and expectations regarding the Fed’s interest rate.
- Palantir Report After Market Close - a test for the entire AI stock segment: strong results could support the Nasdaq, while a weak forecast may provoke a correction in the tech sector.
- Oil Prices Following OPEC+ - signals of a pause in increasing production after September are critical for energy stocks in the US, Europe, and Russia.
- Chinese PMI - an indicator of global demand health, which is important for commodity markets and currencies of emerging economies.
- Reports from Marriott and Tyson Foods - the state of the American consumer ahead of Friday's employment data.
- Russian Earnings Reports - the results from TGC-1 and the dividend decision of Rusagro serve as benchmarks for local sectors of the Moscow Exchange.
Monday, August 3, 2026, is a day when the market will receive its first comprehensive snapshot of the state of global industry for July and will open a busy week of earnings reports. A balanced approach, risk management on volatile stocks like Palantir, and attention to oil factors will help investors navigate the week’s start with maximum effectiveness.
