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[Week of 7/28 Summary] This Week's Major Economic Events and Corporate Earnings Calendar (July 28 - August 1)

The final week of July 2025 will see Japanese corporate earnings for the April-June quarter in full swing, while major financial and economic events such as the BOJ meeting, FOMC, US-China economic talks, and GDP preliminary figures will also be concentrated.

In addition, earnings from US megatech companies (Microsoft, Meta, Apple, Amazon) will also overlap, making this a week for investors to watch closely.


✅ Monday, July 28

[Domestic]

  • April-June earnings: Koei Tecmo HD (3635), Shionogi (4507), NRI (4307), Nitto Denko (6988), Hulic (3003)

[Overseas]

  • US-China ministerial-level trade talks (Stockholm, through the 29th)

  • UN International Conference (New York, USA, through the 30th)

  • UN Disarmament Conference (Malaysia, Mexico, through September 12)

  • US Treasury bond auction (2-year)


✅ Tuesday, July 29

[Domestic]

  • Nagoya Stock Exchange Main Market listing: Yamachu

  • April-June earnings: ANAHD (9202), JR Central (9022), Keyence (6861), Nomura HD (8604), etc.

  • July Monthly Economic Report (Cabinet Office)

[Overseas]

  • US FOMC (through the 30th) held

  • US economic indicators: Housing Price Index, Consumer Confidence Index, etc.

  • US corporate earnings: Booking (BKNG), Boeing (BA), Procter & Gamble (PG), UnitedHealth (UNH), Visa (V), PayPal (PYPL), and others


✅ Wednesday, July 30

[Domestic]

  • JPX CEO Yamaji Press Conference

  • Bank of Japan Monetary Policy Meeting (until the 31st)

  • April-June Earnings: Japan Airlines (9201), Panasonic HD (6752), Daiwa Securities (8601), Takeda Pharmaceutical (4502), Capcom (9697), and others

[Overseas]

  • US/Eurozone: April-June GDP Preliminary Figures

  • Fed Chair Powell Press Conference (7:00)

  • US Economic Indicators: ADP Employment Report, Pending Home Sales

  • US Corporate Earnings: Microsoft (MSFT), Ford (F), and others


✅ July 31 (Thu)

[Domestic]

  • BOJ Governor Ueda Press Conference

  • July Outlook Report (BOJ)

  • June Industrial Production and Commercial Dynamic Statistics

  • April-June Earnings: Fuji Media HD (4676), TV Tokyo HD (9413), JR East (9020), Hitachi (6501), Sumitomo Mitsui FG (8316), SBI HD (8473), etc.

[Overseas]

  • China July Manufacturing and Non-Manufacturing PMI

  • US June Personal Consumption Expenditures (PCE)

  • US Corporate Earnings: Apple (AAPL), Amazon.com (AMZN), Meta (META), etc.


✅ August 1 (Fri)

[Domestic]

  • Convocation of the extraordinary Diet session

  • June Job Openings-to-Applicants Ratio (MHLW) / Unemployment Rate (MIC)

  • April-June Earnings: Nintendo (7974), KDDI (9433), Nippon Steel (5401), Itochu (8001), Mitsui & Co. (8031), and others

[Overseas]

  • China July Caixin Manufacturing PMI

  • US ISM Manufacturing Index

  • US Corporate Earnings: ExxonMobil (XOM), Chevron (CVX), etc.


Conclusion

This week is a "volatile" week with a dense schedule of events across monetary policy, economic indicators, and corporate performance.
With many factors directly impacting investment decisions, position management and information gathering will be crucial.

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