U.S. Political, Economic Calendar - Week Ahead

All dates are in ET Time.

Friday, July 31, 2026 Exp Prev ET/GMT 0830/1230 Q2 Employment Cost Index ECI, Q/Q% +0.8% +0.9% ECI, Y/Y% +3.4% 0945/1345 Jul Chicago Business Barometer - ISM-Chicago Business Survey - Chicago PMI PMI-Adj 55.7 56.7 1000/1400 Jul University of Michigan Survey of Consumers - final End-Mo Sentiment Idx 54.0 49.5 End-Mo Expectations Idx 50.7 12-Month Inflation Forecast 4.6% 5-Year Inflation Forecast 3.3% End-Mo Current Idx 47.7 1500/1900 Jun Agricultural Prices Farm Prices, M/M% +4.1%

Monday, August 3, 2026 Exp Prev ET/GMT 0945/1345 Jul US Manufacturing PMI PMI, Mfg 53.9 1000/1400 Jul ISM Report On Business Manufacturing PMI Manufacturing PMI 53.3 Prices Idx 73.0 Employment Idx 49.7 Inventories 51.4 New Orders Idx 56.0 Production Idx 52.2 1000/1400 Jun Construction Spending - Construction Put in Place New Construction +0.1% Residential Construction 1100/1500 Jul Global Manufacturing PMI PMI, Mfg 52.2 1600/2000 Jul Domestic Auto Industry Sales

Tuesday, August 4, 2026 Exp Prev ET/GMT 0830/1230 Jun U.S. International Trade in Goods & Services Trade Balance (USD) -77.58B Exports (USD) 317.68B Exports, M/M% -3.2% Imports (USD) 395.26B Imports, M/M% +3.3% 0855/1255 08/01 Johnson Redbook Retail Sales Index Ret Sales Mo-to-Date, Y/Y% +8.1% Latest Wk, Y/Y% +8.3% 1000/1400 Aug RCM/TIPP Economic Optimism Index Economic Optimism Idx 45.5 6-Mo Economic Outlook 42.1 1000/1400 Jun Manufacturers' Shipments, Inventories & Orders (M3) Total Orders, M/M% -1.3% Orders, Ex-Defense, M/M% -1.2% Orders, Ex-Transport, M/M% +1.9% Durable Goods, M/M% Durable Goods, M/M% 1000/1400 Jun Job Openings & Labor Turnover Survey Job Openings 7.6M 1630/2030 API Weekly Statistical Bulletin

Wednesday, August 5, 2026 Exp Prev ET/GMT 0700/1100 07/31 MBA Weekly Mortgage Applications Survey Composite Idx 247.2 Composite Idx, W/W% -6.4% Purchase Idx-SA 159.8 Purchase Idx-SA, W/W% -3.6% Refinance Idx 723.1 Refinance Idx, W/W% -9.9% 0815/1215 Jul ADP National Employment Report Private Sector Jobs, Net Chg +98000 0945/1345 Jul US Services PMI PMI, Services 51.2 1000/1400 Jul ISM Report On Business Services PMI Services PMI 54.0 Business Activity Idx 55.4 Prices Idx 67.7 Employment Idx 51.2 New Orders Idx 55.1 1030/1430 07/31 EIA Weekly Petroleum Status Report Crude Oil Stocks (Bbl) 404.508M Crude Oil Stocks, Net Chg (Bbl) -7.167M Gasoline Stocks (Bbl) 211.301M Gasoline Stocks, Net Chg (Bbl) +0.007M Distillate Stocks (Bbl) 110.632M Distillate Stocks, Net Chg (Bbl) +1.062M Refinery Usage 97.2% Total Prod Supplied (Bbl/day) 20.754M Total Prod Supplied, Net Chg +0.235M (Bbl/day) 1100/1500 Jul Global Services PMI PMI, Services 51.7

Thursday, August 6, 2026 Exp Prev ET/GMT 0530/0930 Jul Challenger Job-Cut Report Job Cuts, M/M% -53% 0830/1230 08/01 Unemployment Insurance Weekly Claims Report - Initial Claims Jobless Claims 197K Jobless Claims, Net Chg +9K Continuing Claims 1782000 Continuing Claims, Net Chg -7K 0830/1230 Q2 Preliminary Productivity and Costs Non-Farm Productivity, Q/Q% +0.8% Unit Labor Costs +2.3% 0830/1230 U.S. Weekly Export Sales 1000/1400 Jun Monthly Wholesale Trade Inventories, M/M% +0.1% 1030/1430 07/31 EIA Weekly Natural Gas Storage Report Working Gas In Storage (Cbf) 3084B Working Gas In Storage, Net Chg +28B (Cbf) 1200/1600 Jul Monthly U.S. Retail Chain Store Sales Index 1630/2030 Foreign Central Bank Holdings 1630/2030 Federal Discount Window Borrowings

Friday, August 7, 2026 Exp Prev ET/GMT 0830/1230 Jul U.S. Employment Report Non-Farm Payrolls +57K Unemployment Rate 4.2% Avg Hourly Earnings (USD) 37.64 Avg Hourly Earnings-Net Chg (USD) +0.13 Avg Hourly Earnings, M/M% +0.35% Avg Hourly Earnings, Y/Y% +3.52% Overall Workweek 34.3 Overall Workweek Net Chg +0 Government Payrolls +8K Private Payroll +49K Participation Rate 61.5% Non-Farm Payrolls Bench Net Chg 1500/1900 Jun Consumer Credit Consumer Credit Net Chg (USD) -0.2B

(END) Dow Jones Newswires

July 31, 2026 06:30 ET (10:30 GMT)