Market Analysis

Economic Diary:
Week Commencing 29/06/26


Monday 29 June

Indicator Previous Expected Actual
Retail Sales Year on Year Retail Sales Year on Year Chart 2.1% 3.2% +5.3%
Money Supply M4   0.2% 0.1%
Money Supply M4   0.2% 0.1%
Business Climate Business Climate Chart -0.26 -0.38
Consumer Confidence Consumer Confidence Chart -17.7 -17.7 -17.7
Economic Sentiment Economic Sentiment Chart 93.5 94.3 95.0
Industrial Sentiment Industrial Sentiment Chart -8.0 -7.2 -7.7
Economic Sentiment Economic Sentiment Chart 93.5 94.3 95.0
Business Climate Business Climate Chart -0.26 -0.38
Services Sentiment Services Sentiment Chart 2.2 3.0 3.2
Industrial Sentiment Industrial Sentiment Chart -8.0 -7.2 -7.7
Consumer Confidence Consumer Confidence Chart -17.7 -17.7 -17.7

Tuesday 30 June

Indicator Previous Expected Actual
Unemployment Rate Unemployment Rate Chart 2.5% 2.5% 2.5%
Industrial Production Prelim   0.5% 1.1% 0.5%
PMI Manufacturing (China) PMI Manufacturing (China) Chart 50.0 50.1 50.3
GDP Final Year on Year   1.1% 1.1% 0.9%
GDP Final Quarter on Quarter GDP Final Quarter on Quarter Chart 0.6% 0.6% 0.6%
Retail Sales Year on Year Retail Sales Year on Year Chart -0.3% -0.5% +1.8%
Retail Sales Month on Month Retail Sales Month on Month Chart -0.3% 0.0% +1.1%
Current Account Current Account Chart -18.392Bln GB -20.700Bln GB -22.134Bln GB
PPI Month on Month PPI Month on Month Chart -2.1% -0.3%
Unemployment Rate (sa) Unemployment Rate (sa) Chart 6.3% 6.3% 6.3%
Unemployment Change (sa) Unemployment Change (sa) Chart -12k 7k -1k
PPI Month on Month PPI Month on Month Chart 0.3% -0.2%
PPI Year on Year PPI Year on Year Chart 6.8% 7.3%
CPI Final Month on Month   -0.2% 0.00% -0.30%
GDP Month on Month GDP Month on Month Chart -0.1% 0.4% +0.5%
Consumer Confidence Consumer Confidence Chart 93.1 94.8 91.2

Wednesday 01 July

Indicator Previous Expected Actual
Tankan Big Manufacturers Index Tankan Big Manufacturers Index Chart 17 16 22
Tankan Big Non-Manufacturers Index Tankan Big Non-Manufacturers Index Chart 36 35 37
PMI Manufacturing   54.9 54.8
Consumer Confidence Consumer Confidence Chart 33.6 33.8
House Price Index Month on Month (Nationwide) House Price Index Month on Month (Nationwide) Chart -0.6% 0.0% 0.0%
House Price Index Year on Year (Nationwide) House Price Index Year on Year (Nationwide) Chart 1.7% 2.4% 2.2%
PMI Manufacturing   52.9 52.4 52.2
PMI Manufacturing   50.7 50.7 51.2
PMI Manufacturing   50.0 50.0 50.3
PMI Manufacturing   51.3 51.3 51.4
PMI Manufacturing   53.1 53.1 52.5
ADP employment report ADP employment report Chart 122k 118k 98k
ISM Manufacturing PMI ISM Manufacturing PMI Chart 54.0 54.0 53.3
EIA Weekly Crude Oil Stocks   -6.088Mln -4.466Mln -3.775Mln

Thursday 02 July

Indicator Previous Expected Actual
Unemployment Rate   5.1% 5.1% 5.0%
Unemployment Rate Unemployment Rate Chart 6.3% 6.3% 6.2%
Unemployment Rate Unemployment Rate Chart 4.3% 4.3% 4.2%
Non-Farm Payrolls Non-Farm Payrolls Chart 172k 110k 57k
PMI Manufacturing   52.9 53.0
Factory Orders Factory Orders Chart 4.8% -1.8% -1.3%

Friday 03 July

Indicator Previous Expected Actual
Industrial Production Month on Month   0.1% -0.4% -0.1%
PMI Services   49.4 50.5 50.2
PMI Services   47.4 47.4 46.8
PMI Services   46.8 46.8 48.6
Retail Sales Year on Year (nsa) Retail Sales Year on Year (nsa) Chart 1.60% +2.2%
Retail Sales Month on Month (sa) Retail Sales Month on Month (sa) Chart 0.00% +0.2%
PMI Services   48.9 48.9 49.4
PMI Composite   49.5 49.5 50.0
PMI Services   48.7 48.7 48.8

MARKET ANALYSIS

RECENT POSTS

DISCLAIMER


Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 61% of retail investors lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work and whether you can afford to take the high risk of losing your money. For professional clients, spread betting and CFD trading can also result in losses larger than your initial stake or deposit.

Spreadex Ltd is authorised and regulated by the Financial Conduct Authority, provides an execution only service and does not provide advice in any way. Nothing within this update should be deemed to constitute the provision of investment advice, recommendations, any other professional advice in any way, or a record of our trading prices. This update does not constitute or form part of an offer of, or solicitation for a transaction in any financial instrument, nor shall it or the fact of its distribution form the basis of, or be relied on in connection with, any contract therefore. Any persons placing trades based on their interpretation of the comments or information within this update does so entirely at their own risk.

No representation, warranty, or undertaking, express or limited, is given as to the accuracy or completeness of the information or opinions contained within this update by Spreadex Ltd or any of its employees and no liability is accepted by such persons for the accuracy or completeness of any such information or opinions. As such, no reliance may be placed for any purpose on the information and opinions contained within this update.

The information contained within this update is the intellectual property of Spreadex Ltd and is protected by UK and International copyright laws. All rights reserved. Users may however freely download, distribute and reproduce extracts of the contents, subject always to accrediting Spreadex Ltd as the source and providing a hyperlink to www.spreadex.com.