{"id":125231,"title":"Share Talk Expected Market Updates For The Week Ahead, 28th July 2025 – 1st August 2025","publisher":"Share Talk","author":"sharetalk","published":"2025-07-26T11:37:08+00:00","modified":"2025-07-26T11:37:08+00:00","canonical_url":"https://www.share-talk.com/share-talk-expected-market-updates-for-the-week-ahead-28th-july-2025-1st-august-2025/","markdown_url":"https://www.share-talk.com/share-talk-expected-market-updates-for-the-week-ahead-28th-july-2025-1st-august-2025.md","json_url":"https://www.share-talk.com/share-talk-expected-market-updates-for-the-week-ahead-28th-july-2025-1st-august-2025.json","category":"Technology","categories":["Technology","Technology, Media & Telecoms","Weekly Digest"],"tags":["AIM","AssetMatch","Aviva","Bank of England","Bayer","Burberry","Bytes Technology Group","Caledonia Mining Corporation","Diversified Energy Company","Ferrovial","Grant Thornton","Honda Motor","Imperial Brands","ITV","JD.com","JP Jenkins","London","London Stock Exchange","National Grid","Nissan Motor","Nu Holdings","Softbank","Tata Motors","Tencent Music","Under Armour","Yamaha Motor","Zak Mir"],"featured_image":"https://i0.wp.com/www.share-talk.com/wp-content/uploads/2023/11/LONDON-10_11_23.jpg?fit=1200%2C800&quality=89&ssl=1","format":"news","language":"en-GB","content":"**Markets brace for busy earnings week ahead of Trump’s 1 August tariff deadline**\n\nThe week ending **1 August** is set to be one of the busiest of the season, with a wave of major corporate earnings on both sides of the Atlantic and growing focus on **Donald Trump’s potential tariff decision**.\n\nIn the **UK**, attention turns to the **FTSE 100’s three largest companies**—**AstraZeneca, Shell and HSBC**—all reporting in the coming days. Other key names include:\n\n-\n**Pharma**: AstraZeneca, GSK\n\n-\n**Banking**: Barclays, HSBC, Standard Chartered\n\n-\n**Defence & Aerospace**: BAE Systems, Rolls-Royce, Melrose Industries\n\n-\n**Other majors**: Shell, Glencore, Unilever, Next, Entain\n\nIn the **U.S.**, four of the **“Magnificent 7”**—**Apple, Microsoft, Amazon and Meta**—are set to report, with their results likely to influence broader market sentiment. Meanwhile, the upcoming **Federal Reserve policy decision** is expected to dominate headlines, as investors look for signals on interest rates amid mixed economic data.\n\nWith geopolitical and macroeconomic uncertainty swirling, this week’s earnings and policy updates could set the tone for markets heading into August.\n\n###  **Monday, 28 July**\n\n**UK Corporate:**\n\n-\n*Trading Update*: Cranswick\n\n-\n*Interims*: Primary Health Properties, RTC Group, Science Group, Valterra Platinum\n\n**Economic Data:**\n\n-\nUK: CBI Distributive Trades Survey\n\n---\n\n###  **Tuesday, 29 July**\n\n**Key UK Reports:**\n\n-\n*AstraZeneca*: Interim results; attention on US investment plans and tariff risks\n\n-\n*Barclays*: Results follow strong UK bank earnings and Wall Street trading momentum\n\n-\n*Entain*: Q2 results; upbeat outlook from Citi analysts\n\n**Other Announcements:**\n\n-\n*Trading Updates*: AG Barr, Entain, Paragon Banking, SSP Group\n\n-\n*Interims*: AstraZeneca, Barclays, ConvaTec, Croda, Essentra, Greggs, Inchcape, Morgan Sindall, Restore, Shaftesbury Capital, Staffline, Sthree, Unilever, Canal+\n\n-\n*Finals*: Altitude Group, Games Workshop, IG Design Group, NWF Group\n\n**Overseas Earnings (Pre-market):**\n\n-\nBoeing, PayPal, P&G, Spotify, UnitedHealth**(After-hours):**\n\n-\nBooking, MARA Holdings, Mondelez, Starbucks, Teladoc, Visa\n\n**Economic Data:**\n\n-\nUK: BRC Shop Price Index, Mortgage Approvals, Consumer Credit, M4 Money Supply\n\n-\nUS: House Price Index, Consumer Confidence\n\n---\n\n###  **Wednesday, 30 July**\n\n**Key UK Reports:**\n\n-\n*HSBC*: Interims; leadership transition and potential asset sales in focus\n\n-\n*BAE Systems*: Strong defence demand; shares up 60% YoY\n\n-\n*GSK*: Oncology pipeline concerns following US regulatory setback\n\n-\n*Glencore*: Struggles continue; production ramp-up expected H2\n\n**Other Announcements:**\n\n-\n*Trading Updates*: GSK, Sage Group, Oakley Capital, Strix Group\n\n-\n*Interims*: HSBC, BAE, Glencore, Alfa Financial, Aston Martin, Bodycote, Hostelworld, Taylor Wimpey, SEPLAT Energy, Franchise Brands, Greencoat UK Wind, RHI Magnesita, Rathbones, Man Group, Rio Tinto, Conduit Holdings\n\n**Finals:**\n\n-\nHargreaves Services, Ondo Insurtech, SDI Group\n\n**Overseas Earnings (Pre-market):**\n\n-\nADP, Etsy, Fiverr, Kraft Heinz, Takeda**(After-hours):**\n\n-\nMicrosoft, Meta, ARM Holdings, Ford, Markel, Qualcomm\n\n**Economic Data:**\n\n-\nEU: Business Climate, Economic & Consumer Confidence\n\n-\nGermany: Retail Sales\n\n-\nUS: Mortgage Applications, Pending Home Sales, Crude Oil Inventories\n\n-\n**Fed Rate Decision** expected (no cut forecasted)\n\n---\n\n###  **Thursday, 31 July**\n\n**Key UK Reports:**\n\n-\n*Rolls-Royce*: Turnaround continues under Erginbilgic; 800% rally since 2023\n\n-\n*Shell*: Lower Q2 output; Nigeria asset sale, maintenance drag\n\n-\n*Next*: Q2 impacted by front-loaded Q1 summer sales\n\n-\n*Unilever*: H1 under pressure; Asia growth hopes in focus\n\n**Other Announcements:**\n\n-\n*Trading Updates*: Next, Shell, Pets at Home, Endeavour Mining\n\n-\n*Interims*: Melrose, LSEG, Anglo American, BAT, Drax, Elementis, Haleon, Hammerson, Helios Towers, JTC, Mondi, Rentokil, Robert Walters, Schroders, SEGRO, St James’s Place, Weir Group, Schroder Oriental Income, Coats, Aberdeen Group, Standard Chartered, Unilever\n\n**Ex-dividend:**\n\n-\nLloyds Banking Group\n\n**Overseas Earnings (Pre-market):**\n\n-\nAbbVie, Bristol-Myers Squibb, Mastercard, Willis Towers Watson**(After-hours):**\n\n-\nApple, Amazon, Cloudflare, Illumina, Riot Platforms, Strategy\n\n**Economic Data:**\n\n-\nUK: Nationwide House Price Index\n\n-\nEU & Germany: Unemployment Rate\n\n-\nUS: Jobless Claims, PCE, Personal Income & Spending, Chicago PMI\n\n---\n\n###  **Friday, 1 August**\n\n**Key UK Reports:**\n\n-\n*IAG (British Airways)*: H1 earnings; focus on shareholder returns, fuel cost pressures\n\n-\n*Pearson, Intertek, IMI*: Interims\n\n**Overseas Earnings (Pre-market):**\n\n-\nChevron, ExxonMobil, Moderna\n\n-\nAMC Entertainment\n\n**Economic Data:**\n\n-\nEU, UK, US: PMI Manufacturing\n\n-\nUS: Non-Farm Payrolls, Construction Spending, ISM Manufacturing, University of Michigan Confidence"}