THE WEEK AHEAD ECONOMIC DATA RELEASE 2ND AUG 2026 Contours of a possible US Iran solution on SoH Watch the AI Bonds, not just the AI stocks US NFP JULY’26 PREVIEW THE WEEK AHEAD ECONOMIC DATA RELEASE 26TH JULY 2026 NEW US TARIFFS, ALMOST SAME OLD RATES BOJ JULY MEETING PREVIEW: NO HIKE YET FOMC JULY MEETING PREVIEW: A FAMILY FIGHT

WORSENING US EMPLOYMENT: JUNE'24 NON FARM PAYROLL REVIEW

ADMIN || 6th July 2024

Though on the headline number, June NFP was higher than market estimates, the internals were quite poor. First there was the revision of 110,000 for the past two month reading i.e. April & May. Then the UR shooting up to 4.1% was another disturbing fact. The most reliable Sahm rule for indicating onset of recession has also been triggered.

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