A sourced calendar of scheduled geopolitical and geo-economic events that matter for Europe: monetary policy, trade actions, EU institutions, macro releases and tech reporting dates.
Briefing for Friday · 31 July 2026. Rebuilt daily; 1 risk window open now.
Headline HICP (y/y): 2.9%. The headline figure is 2.9%, below the 3% consensus.
The official PMI is the first monthly read on Chinese factory activity, and China is both the demand side for European machinery,…
OPEC+ output decisions set the oil-price backdrop for EU inflation, energy security and the terms-of-trade shock channel the ECB…
Review of EV charging and alternative fuel infrastructure targets will shape EU transport decarbonization pace and industrial…
Revision of medical device rules targets EU sector competitiveness and reduced dependencies; simplification and cost-efficiency…
Large U.S. tech reporting is now a geopolitical signal: AI capex, data-center energy demand, cloud concentration, China exposure,…
The release is a prompt to inspect critical-tech import and export flows for early signs of dependency, diversion, oversupply or…
Delegated regulation on CBAM certificate trading mechanics will determine the liquidity, price discovery and compliance burden of…
German trade figures are an early stress signal for European industrial demand, China exposure, U.S. tariff effects and…
Nonfarm payrolls set the market’s read on US labour-market heat — repricing Fed cuts, the dollar and euro-area yields within…
Revenue: $200.6 billion. Net sales of $200.6 billion, up 20% — above the $194–199 billion guide; operating income of $27.5 billion beat the $20–24 billion guide.
Revenue: $109.4 billion. Revenue of $109.4 billion, up 16% — in line with the ~$109.0 billion street view; diluted EPS $2.02, up 29%, including a $0.11 favorable impact from…
Policy decision: the MPC held Bank Rate at 3.75% (vote 6–3). Source: BoE Monetary Policy…. Held at 3.75% as the seeded consensus expected, but the hawkish minority grew to three (from two in June) voting for 4% — a hold with a tightening lean,…
Revenue: $90.0 billion. The headline figure is $90 billion, above the $87.62 billion consensus.
The release is a prompt to inspect critical-tech import and export flows for early signs of dependency, diversion, oversupply or…
The initiative will set mandatory low-carbon steel requirements in public procurement and support schemes, creating a regulatory…
US CPI is the single print that most moves Fed expectations — and with them the dollar, global yields and the ECB’s…
Updates the FDI Screening Regulation's list of critical infrastructure, technologies and inputs triggering foreign investment…
Euro-area industrial production is a direct read on the health of European manufacturing — the sector most exposed to energy…