(Part 1 of 5) Economic Calendar (29Jun2026)

Economic Preview: Key Data Releases (week of 29Jun2026)

China and Global Manufacturing Signals

China’s manufacturing PMI for June is expected at 50.2, indicating a modest expansion. Beyond China’s domestic manufacturing outlook, this release will also be watched as a signal for broader global demand and market sentiment.

US Manufacturing and Inflation Indicators

· Chicago PMI for June is forecast at 60.0, pointing to strong expansion.

· S&P Global Manufacturing PMI for June is expected at 55.7, also suggesting continued growth.

· ISM Manufacturing PMI for June is forecast at 53.7, reinforcing the growth outlook for the sector.

· ISM Manufacturing Prices for June are expected at 79.0, highlighting persistent inflationary pressure that could be passed on to consumers through product pricing.

US Labour Market Data

· JOLTS job openings are expected at 7.28 million, down from the previous 7.6 million. This will be an important input for the Federal Reserve as it assesses labour market conditions ahead of future interest rate decisions.

· ADP nonfarm employment change for June is forecast at 118,000 jobs.

· Nonfarm payrolls for June are forecast at 114,000 jobs.

· The unemployment rate is expected to remain unchanged at 4.3%.

· Average hourly earnings are expected to increase by 0.3%.

· Initial jobless claims are forecast at 220,000, providing another labour market data point for the Federal Reserve to consider.

Consumer Confidence

CB Consumer Confidence for June is forecast at 94.2, suggesting a softer outlook among consumers. This release will be closely watched for signs of weakening sentiment and its potential impact on spending trends.

Market Holidays

· Hong Kong markets will be closed on 1 July for the Hong Kong Special Administrative Region Establishment Day.

· US markets will be closed on 3 July ahead of Independence Day on 4 July.

Energy Market Indicators

Crude oil inventory data will also be released in the coming week. This will provide a useful reference point for how oil majors and market participants are assessing consumption trends and demand conditions.

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Rate Repricing and Memory Crash Slam Markets: Risk-Off Here?

Nasdaq plunged 3.29% and SOXL cratered 23%, caught in a double blow from Fed rate repricing and a memory sector meltdown. Yesterday's hawkish FOMC shockwaves linger. Another violent rebalancing in the "software-to-hardware, growth-to-value" rotation underway since last week, with even the strongest memory crowded trades beginning to unravel. As rate expectations and sector liquidation resonate, will you cut exposure across the board, or hunt for hard assets in the selloff?

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