03:39 VK.FR 03:30 ET Q2 earnings call: Middle East demand is bifurcated: customers able to use local supply chains are accelerating activity, while those dependent on Strait of Hormuz export routes continue to defer deliveries pending better operational visibility. Offshore activity recovered from March lows to pre-war levels, but onshore activity remains depressed in affected countries.03:44 SGRO.UK 03:30 ET earnings call: UK leasing momentum has noticeably improved in recent months: more than one-third of vacant space is under offer or in advanced negotiations, supporting expectations for good occupancy progress in 2H26 despite elevated vacancy in some London submarkets.03:10 066570.KR 03:00 ET Q2 earnings call: Q3 faces higher oil and raw-material costs from geopolitical risks, inflation-driven consumer weakness in key markets and intensified competition; resilient emerging-market demand and rapidly expanding AI data-center investment should provide offsets.03:30 (NL) Netherlands Q2 Preliminary GDP Q/Q: 0.4% v 0.4%e; Y/Y: 1.3% v 1.4% prior03:38 6176.TW 03:00 ET Q2 earnings call: Revenue cadence weakened after January: January grew y/y as delayed year-end orders shifted into 2026, but every month from February through June declined y/y as memory supply and cost issues softened end demand and slowed customer pull-ins.03:13 DSFIR.NL 03:00 ET earnings call: July was a “good month,” providing a strong start to Q3 after 6% like-for-like growth in Q2 and 5% in H1; management cited ongoing synergies and a strong innovation/brief pipeline as key H2 supports.
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03:39VK.FR 03:30 ET Q2 earnings call: Middle East demand is bifurcated: customers able to use local supply chains are accelerating activity, while those dependent on Strait of Hormuz export routes continue to defer deliveries pending better operational visibility. Offshore activity recovered from March lows to pre-war levels, but onshore activity remains depressed in affected countries.
03:44SGRO.UK 03:30 ET earnings call: UK leasing momentum has noticeably improved in recent months: more than one-third of vacant space is under offer or in advanced negotiations, supporting expectations for good occupancy progress in 2H26 despite elevated vacancy in some London submarkets.
03:10066570.KR 03:00 ET Q2 earnings call: Q3 faces higher oil and raw-material costs from geopolitical risks, inflation-driven consumer weakness in key markets and intensified competition; resilient emerging-market demand and rapidly expanding AI data-center investment should provide offsets.
03:30(NL) Netherlands Q2 Preliminary GDP Q/Q: 0.4% v 0.4%e; Y/Y: 1.3% v 1.4% prior
03:386176.TW 03:00 ET Q2 earnings call: Revenue cadence weakened after January: January grew y/y as delayed year-end orders shifted into 2026, but every month from February through June declined y/y as memory supply and cost issues softened end demand and slowed customer pull-ins.
03:13DSFIR.NL 03:00 ET earnings call: July was a “good month,” providing a strong start to Q3 after 6% like-for-like growth in Q2 and 5% in H1; management cited ongoing synergies and a strong innovation/brief pipeline as key H2 supports.

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007359.25 0.59%EUR/USD1.16 1.53%USD/JPY159.03 2.74%GBP/USD1.34 0.67%OIL--Gold4096.1 15.03%