05:00/JPN: Jul Consumer Confidence Survey

06:00/GER: Jun Foreign trade price indices

06:00/GER: Jun Retail Trade

08:00/ITA: 2Q GDP preliminary estimate

08:30/UK: Jun Money and Credit - Lending to Individuals, Lending to Businesses, Broad Money and Credit

08:30/UK: Jun Monetary & Financial Statistics

08:30/UK: Jun Bank of England effective interest rates

09:00/ITA: Jul Cities CPI

09:00/ITA: Jul Provisional CPI

10:00/ITA: Jun Foreign Trade non-EU

13:45/US: Jul Chicago Business Barometer - ISM-Chicago Business Survey - Chicago PMI

14:30/US: Jul Texas Manufacturing Outlook Survey

23:01/UK: Jul Shop Price Index

23:30/JPN: Jun Labour Force Survey

All times in GMT. Powered by Kantar Media and Dow Jones.


Expected Earnings for Monday

Aaron's Co Inc (AAN) is expected to report for 2Q.

Aerojet Rocketdyne Holdings (AJRD) is expected to report $0.59 for 2Q.

Alexander's Inc (ALX) is expected to report for 2Q.

Alliance Resource Partners LP (ARLP) is expected to report $1.30 for 2Q.

Apellis Pharmaceuticals Inc (APLS) is expected to report $-1.36 for 2Q.

Apollo Commercial Real Estate Finance Inc (ARI) is expected to report $0.30 for 2Q.

Archrock Inc (AROC) is expected to report $0.14 for 2Q.

AvalonBay Communities (AVB) is expected to report $1.14 for 2Q.

CNA Financial Corp (CNA) is expected to report $1.14 for 2Q.

Community Bank System (CBU) is expected to report $0.86 for 2Q.

Consumer Portfolio Services Inc (CPSS) is expected to report $0.15 for 2Q.

Eco (Atlantic) Oil & Gas Ltd (EOG.V) is expected to report for Full year.

First United Corp (FUNC) is expected to report $0.72 for 2Q.

Freehold Royalties (FRHLF,FRU.T) is expected to report $0.19 for 2Q.

Grupo Aeroportuario del Sureste SAB de CV - ADR (ASR, https://urldefense.com/v3/__http://ASUR.MX__;!!F0Stn7g!GqKsMwS9AWNLLWgkThKNTAMI8gfbDwUJFswPk84vnHyNFrzM4OxZB1eTItOXCzHOTRtXfGFBE1LBewkTnmsj4jISUSBTuzWwx6RJ78rfpZk$ ) is expected to report $8.91 for 2Q.

Heartland Express (HTLD) is expected to report $0.16 for 2Q.

Heartland Financial USA Inc (HTLF) is expected to report $1.14 for 2Q.

Heidrick & Struggles International Inc (HSII) is expected to report $0.69 for 2Q.

ImmunoGen Inc (IMGN) is expected to report $-0.13 for 2Q.

Kilroy Realty Corp (KRC) is expected to report $0.33 for 2Q.

Loews Corp (L) is expected to report $0.72 for 2Q.

NBT Bancorp (NBTB) is expected to report $0.51 for 2Q.

ON Semiconductor Corp (ON) is expected to report $1.14 for 2Q.

Orange County Bancorp Inc (OBT) is expected to report $1.09 for 2Q.

Orrstown Financial Services Inc (ORRF) is expected to report $0.79 for 2Q.

Paramount Group Inc (PGRE) is expected to report $0.01 for 2Q.

Partners Bancorp (PTRS) is expected to report for 2Q.

PetMed Express (PETS) is expected to report $0.07 for 1Q.

PotlatchDeltic Corp (PCH) is expected to report $0.06 for 2Q.

SJW Group (SJW) is expected to report $0.56 for 2Q.

Silvercrest Asset Management Group Inc (SAMG) is expected to report $0.37 for 2Q.

Sofi Technologies Inc (SOFI) is expected to report for 2Q.

Sonoco Products Co (SON) is expected to report $1.32 for 2Q.

Sound Financial Bancorp (SFBC) is expected to report for 2Q.

Southern Missouri Bancorp Inc (SMBC) is expected to report $1.07 for 4Q.

TAG Oil (TAO.V,TAOIF) is expected to report for 4Q.

Tenet Healthcare Corp (THC) is expected to report $1.19 for 2Q.

Timberland Bancorp Inc (TSBK) is expected to report for 3Q.

Topaz Energy Corp (TPZ.T) is expected to report for 2Q.

Value Line (VALU) is expected to report for 4Q.

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ANALYST RATINGS ACTIONS

2seventy bio Cut to Equal-Weight From Overweight by Morgan Stanley

ATN International Cut to Neutral From Outperform by Raymond James

Business First Bancshares Raised to Outperform From Market Perform by Raymond James

Comcast Raised to Neutral From Underperform by Macquarie

Coursera Raised to Overweight From Neutral by Cantor Fitzgerald

Crocs Raised to Buy From Hold by Stifel

Digital Realty Raised to Outperform From Neutral by Exane BNP Paribas

Enphase Energy Cut to Equal-Weight From Overweight by Wells Fargo

Enphase Energy Cut to Hold From Buy by Deutsche Bank

Farmers & Merchants Bncp Cut to Underweight From Neutral by Piper Sandler

First Solar Raised to Buy From Neutral by B of A Securities

Homology Medicines Cut to Neutral From Outperform by Baird

MarineMax Cut to Neutral From Buy by B. Riley Securities

Mersana Therapeutics Cut to Neutral From Outperform by Baird

Meta Platforms Raised to Buy From Hold by China Renaissance

NY Community Bancorp Raised to Overweight From Neutral by JP Morgan

Origin Bancorp Cut to Market Perform From Outperform by Raymond James

Orion Group Raised to Buy From Neutral by B. Riley Securities

Owens Corning Raised to Neutral From Underweight by JP Morgan

Perficient Cut to Neutral From Overweight by JP Morgan

Perficient Cut to Sector Perform From Sector Outperform by Scotiabank

Reata Pharmaceuticals Cut to Hold From Buy by Stifel

Shyft Group Cut to Hold From Buy by Craig-Hallum

Shyft Group Cut to Neutral From Buy by DA Davidson

Snap Cut to Sell From Hold by China Renaissance

Southwest Airlines Cut to Hold From Buy by Deutsche Bank

Southwest Airlines Cut to Outperform From Strong Buy by Raymond James

Third Coast Bancshares Raised to Outperform From Market Perform by Raymond James

Trade Desk Raised to Buy From Neutral by BTIG

Ultra Clean Raised to Buy From Hold by Craig-Hallum

Valley National Bancorp Cut to Neutral From Overweight by Piper Sandler

Wingstop Cut to Neutral From Outperform by Wedbush

This article is a text version of a Wall Street Journal newsletter published earlier today.


(END) Dow Jones Newswires

07-31-23 0614ET