--- title: "Next Week's Memo" type: "News" locale: "en" url: "https://longbridge.com/en/news/290947959.md" description: "Next week's major economic data includes Japan's May retail sales, India's industrial production, and several financial indicators from the UK. The Eurozone's June economic sentiment index and consumer confidence index will be released, and the Dallas Fed manufacturing activity index in the United States is also worth paying attention to. In addition, four companies, including CHINA WATER, will have their first day of listing, and new companies such as CREALIGHTS will also be listed" datetime: "2026-06-26T10:07:30.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290947959.md) - [en](https://longbridge.com/en/news/290947959.md) - [zh-HK](https://longbridge.com/zh-HK/news/290947959.md) --- # Next Week's Memo June 29, 2026 (Monday) Japan May Retail Sales Year-on-Year | Forecast: Up 0.5% | Previous Value: Revised to Up 2.8% Japan May Retail Sales Month-on-Month | Forecast: Up 0.1% | Previous Value: Revised to Up 2.1% India May Industrial Production Year-on-Year | Forecast: Up 3.6% | Previous Value: Up 4.9% UK May Bank of England Mortgage Approvals | Forecast: 63,000 | Previous Value: 65,900 UK May Mortgage Loan Balance | Previous Value: Net Increase of £4.4 billion UK May Consumer Credit Balance | Forecast: Net Increase of £1.7 billion | Previous Value: Net Increase of £1.9 billion UK May M4 Money Supply Year-on-Year | Previous Value: Up 4.5% UK May M4 Money Supply Month-on-Month | Previous Value: Up 0.2% Eurozone M3 Money Supply Year-on-Year | Forecast: Up 2.7% | Previous Value: Up 2.7% Eurozone June Economic Sentiment Index | Forecast: 94.5 | Previous Value: 93.5 Eurozone June Industrial Sentiment Index | Forecast: -7 | Previous Value: -8 Eurozone June Services Sentiment Index | Forecast: 3 | Previous Value: 2.2 Eurozone June Consumer Confidence Index Final Value | Initial Value: -17.7 US June Dallas Fed Manufacturing Activity Index | Previous Value: 0.4 Earnings: CHINA WATER (00855.HK), Capital Strategy Real Estate (00497.HK), Global Chinese Business Club (01757.HK), Tsugami Machine Tool China (01651.HK) First Day Listing: CREALIGHTS (01191.HK), Bai Ge Online (02672.HK), Libang Pharmaceutical-B (09637.HK) \----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- June 30, 2026 (Tuesday) Reserve Bank of Australia Releases Monetary Policy Meeting Summary New Zealand June ANZ Business Confidence | Previous Value: 10 Australia May Private Sector Loan Month-on-Month | Forecast: Up 0.6% | Previous Value: Up 0.7% Australia May Private Sector Loan Year-on-Year | Previous Value: Up 8% South Korea May Industrial Output Year-on-Year | Forecast: Up 4% | Previous Value: Up 1.5% South Korea May Seasonally Adjusted Industrial Output Month-on-Month | Forecast: Up 0.4% | Previous Value: Down 0.7% Japan May Unemployment Rate | Forecast: 2.5% | Previous Value: 2.5% Japan May Job Openings to Applicants Ratio | Forecast: 1.18 | Previous: 1.18 Japan May Industrial Production MoM Preliminary | Forecast: Increase 0.1% | Previous: Increase 0.5% Japan May Industrial Production YoY Preliminary | Forecast: Increase 1% | Previous: Increase 2% Japan May New Housing Starts YoY | Forecast: Increase 31.9% | Previous: Increase 11.4% Japan May Annualized New Housing Starts | Forecast: 730,000 units | Previous: 724,000 units China June Official Manufacturing PMI | Forecast: 50.1 | Previous: 50 China June Official Non-Manufacturing PMI | Forecast: 49.9 | Previous: 50.1 UK Q1 GDP QoQ Final | Forecast: Increase 0.6% | Initial: Increase 0.6% UK Q1 GDP YoY Final | Forecast: Increase 1.1% | Initial: Increase 1.1% UK Q1 Current Account | Forecast: Deficit £21.3 billion | Previous: Deficit £18.392 billion France May Household Consumption MoM | Previous: Decrease 0.5% France May Household Consumption YoY | Previous: Decrease 0.4% France June Harmonized HICP MoM Preliminary | Forecast: No change | Previous: Increase 0.1% France June Harmonized HICP YoY Preliminary | Forecast: Increase 2.4% | Previous: Increase 2.8% France June CPI MoM Preliminary | Forecast: No change | Previous: Increase 0.1% France June CPI YoY Preliminary | Forecast: Increase 2.1% | Previous: Increase 2.4% France May PPI MoM | Previous: Decrease 2.1% France May PPI YoY | Previous: Increase 2.1% Italy May PPI MoM | Previous: Increase 0.1% Italy May PPI YoY | Previous: Increase 8.8% Italy June Harmonized HICP YoY Preliminary | Previous: Increase 3.2% Italy June Harmonized HICP MoM Preliminary | Previous: Increase 0.3% Italy June CPI YoY Preliminary | Forecast: Increase 3.1% | Previous: Increase 3.2% Italy June CPI MoM Preliminary | Previous: Increase 0.4% Germany June Seasonally Adjusted Unemployment Change | Forecast: Increase 7,500 | Previous: Decrease 12,000 Germany June Seasonally Adjusted Unemployment Rate | Forecast: 6.4% | Previous: 6.3% Germany June CPI MoM Preliminary | Forecast: Increase 0.1% | Previous: Decrease 0.2% Germany June CPI YoY Preliminary | Forecast: Increase 2.7% | Previous: Increase 2.6% Germany June Harmonized HICP MoM Preliminary | Forecast: Increase 0.1% | Previous: Decrease 0.1% Germany June Harmonized HICP YoY Preliminary | Forecast: Increase 2.7% | Previous: Increase 2.7% Germany May Import Price Index MoM | Previous: Up 1.2% Germany May Import Price Index YoY | Previous: Up 5.3% Germany May Retail Sales MoM | Forecast: No change | Previous: Revised to no change Germany May Unadjusted Retail Sales YoY | Previous: Revised to down 2.3% Canada April GDP MoM | Forecast: Up 0.4% | Previous: Down 0.1% Canada April GDP YoY | Forecast: Up 0.7% | Previous: Up 0.4% US April FHFA House Price Index MoM | Previous: Up 0.1% US April S&P/CS 20-City Composite Home Price Index YoY | Previous: Up 0.83% US June Chicago PMI | Previous: 62.7 US June Conference Board Consumer Confidence Index | Forecast: 94.3 | Previous: 93.1 US May JOLTs Job Openings | Forecast: 7.275 million | Previous: 7.618 million Earnings: Nike (NKE.US); China Wangwang (00151.HK), Emperor Entertainment Hotel (00296.HK), Cafe de Coral (00052.HK), Guofu Quantum (00290.HK) First Day Listing: Bright Smart (03774.HK), True Health Medical-B (02697.HK), Life Harmony (03952.HK), Sturgeon Technology (06715.HK), Jiangxi Biological (06915.HK) \----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- July 1, 2026 (Wednesday) China Mainland, Hong Kong, Canada Market Holiday Australia May S&P Manufacturing PMI Final | Initial: 51.2 Australia May Building Approvals MoM | Forecast: No change | Previous: Down 3.4% Japan Q2 Tankan Large Manufacturing Conditions Index | Forecast: 16 | Previous: 17 Japan Q2 Tankan Large Manufacturing Outlook Index | Forecast: 13 | Previous: 14 Japan Q2 Tankan Large Non-Manufacturing Index | Forecast: 36 | Previous: 36 Japan Q2 Tankan Large Non-Manufacturing Outlook Index | Forecast: 29 | Previous: 29 Japan Q2 Tankan Large All Industry Capital Expenditure | Forecast: Up 10.8% | Previous: Up 3.3% Japan June S&P Manufacturing PMI Final | Initial: 54.9 Japan June Consumer Confidence Index | Forecast: 34.1 | Previous: 33.6 South Korea June Trade Balance: | Forecast: Surplus of USD 33.083 billion | Previous: Surplus revised to USD 27.036 billion South Korea June Year-on-Year Export | Forecast: Up 60.6% | Previous: Revised to up 53.4% South Korea June Year-on-Year Import | Forecast: Up 23.9% | Previous: Revised to up 20.7% South Korea June S&P Manufacturing PMI | Previous: 54.8 China June RatingDog Manufacturing PMI | Forecast: 52 | Previous: 51.8 China June RatingDog Services PMI | Forecast: 53.5 | Previous: 54.4 China June RatingDog Composite PMI | Previous: 54 Macau June Year-on-Year Gambling Revenue | Previous up 6.7% Taiwan June S&P Manufacturing PMI | Previous: 56.1 Vietnam June S&P Manufacturing PMI | Previous: 52.8 India June HSBC Manufacturing PMI Final Value | Initial Value: 54.5 India June HSBC Services PMI Final Value | Initial Value: 57.3 India June HSBC Composite PMI Final Value | Initial Value: 57.4 UK June Nationwide House Price Index Month-on-Month | Previous: Down 0.6% UK June Nationwide House Price Index Month-on-Month | Previous: Up 1.7% UK June Manufacturing PMI Final Value | Forecast: 53.1 | Initial Value: 53.1 Switzerland May Real Retail Sales Year-on-Year | Previous: Up 1.6% Switzerland June Manufacturing PMI | Forecast: 56 | Previous: 57.3 Italy June Manufacturing PMI | Previous: 52.9 France June Manufacturing PMI Final Value | Initial Value: 50.7 Germany June S&P Manufacturing PMI Final Value | Previous: 50 Eurozone June Manufacturing PMI Final Value | Forecast: 51.3 | Initial Value: 51.3 Eurozone June HICP Year-on-Year Initial Value | Forecast: Up 3.1% | Previous: Up 3.2% Eurozone June HICP Month-on-Month Initial Value | Forecast: Up 0.3% | Previous: Up 0.1% Eurozone June Core Inflation Year-on-Year Initial Value | Forecast: Up 2.6% | Previous: Up 2.6% US June Challenger Job Cuts | Previous: 97,000 US Last Week MBA Mortgage Applications | Previous: Up 1% US June ADP Employment Change | Forecast: 118,000 | Previous: 122,000 US June S&P Manufacturing PMI Final Value | Initial Value: 55.7 US June ISM Manufacturing PMI | Forecast: 53.8 | Previous: 54 U.S. May Construction Spending MoM | Previous Value: Up 0.4% \----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- July 2, 2026 (Thursday) New Zealand May Building Permits MoM | Previous Value: Up 10.9% Australia May Trade Balance: | Forecast: Surplus AUD 2.2 billion | Previous Value: Surplus AUD 1.791 billion South Korea June CPI MoM | Forecast: Up 0.1% | Previous Value: Up 0.5% South Korea June CPI YoY | Forecast: Up 3.2% | Previous Value: Up 3.1% Japan June Base Money YoY | Previous Value: Down 12.2% Switzerland June CPI YoY | Forecast: Up 0.5% | Previous Value: Up 0.6% Switzerland June CPI MoM | Forecast: Up 0.1% | Previous Value: Up 0.2% Hong Kong May Retail Sales Value YoY | Previous Value: Up 8.6% Eurozone May Unemployment Rate | Forecast: 6.3% | Previous Value: 6.3% Italy May Unemployment Rate | Previous Value: 5.1% U.S. June Non-Farm Payroll Change | Forecast: Increase 115,000 | Previous Value: Increase 172,000 U.S. June Unemployment Rate | Forecast: 4.3% | Previous Value: 4.3% U.S. Initial Jobless Claims Last Week | Forecast: 220,000 | Previous Value: 215,000 U.S. May Factory Orders MoM | Previous Value: Up 4.8% U.S. May Durable Goods Orders MoM Final | Initial Value: Down 4.5% Canada June S&P Manufacturing PMI | Previous Value: 52.9 First Day Listing: Anker Innovations (00668.HK) \----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- July 3, 2026 (Friday) U.S. Independence Day Holiday Market Closed Australia May S&P Composite PMI Final | Initial Value: 49.8 Australia May S&P Services PMI Final Value | Initial Value: 49.9 New Zealand June ANZ Consumer Confidence | Previous Value: 86.5 South Korea June Foreign Exchange Reserves | Previous Value: USD 426.99 billion China June RatingDog Services PMI | Previous Value: 54.4 Japan June S&P Services PMI Final Value | Initial Value: 51.8 Japan June S&P Composite PMI Final Value | Initial Value: 52.5 Singapore June S&P PMI | Previous Value: 56.7 Vietnam June CPI Year-on-Year | Previous Value: Up 5.6% Vietnam June Trade Balance | Previous Value: Deficit USD 5.21 billion Vietnam June Industrial Added Value Year-on-Year | Previous Value: Up 8.8% India June Composite PMI Final Value | Previous Value: 57.4 France May Industrial Output Month-on-Month | Forecast Value: Down 0.3% | Previous Value: Up 0.1% France May Industrial Output Year-on-Year | Forecast Value: Up 3.1% | Previous Value: Up 2.8% France May Manufacturing Output Month-on-Month | Previous Value: Up 0.4% France May Manufacturing Output Year-on-Year | Previous Value: Up 2.5% France June S&P Services PMI Final Value | Initial Value: 47.4 France June S&P Composite PMI Final Value | Initial Value: 47.6 Italy June Services PMI | Previous Value: 49.4 Italy June Composite PMI | Previous Value: 50.4 Italy May Retail Sales Month-on-Month | Previous Value: No Change Italy May Retail Sales Year-on-Year | Previous Value: Up 1.6% Germany June S&P Services PMI Final Value | Initial Value: 46.8 Germany June S&P Composite PMI Final Value | Initial Value: 48 Eurozone June Services PMI Final Value | Forecast Value: 48.9 | Initial Value: 48.9 Eurozone June Composite PMI Final Value | Initial Value: 49.5 UK June Services PMI Final Value | Forecast Value: 49 | Initial Value: 48.7 UK June Composite PMI Final Value | Initial Value: 49.4 \----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- July 4, 2026 (Saturday) Performance: HuiCong Group (02280.HK) ### Related Stocks - 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[00668.HK](https://longbridge.com/en/quote/00668.HK.md) - [02612.HK](https://longbridge.com/en/quote/02612.HK.md) - [02935.HK](https://longbridge.com/en/quote/02935.HK.md) - [6101.JP](https://longbridge.com/en/quote/6101.JP.md) ## Related News & Research - [China Water Affairs shareholders back warrant placing agreement at SGM](https://longbridge.com/en/news/290178359.md) - [China Water Affairs Group (SEHK:855) Valuation Check As New Green Senior Notes Are Issued](https://longbridge.com/en/news/286023202.md) - [Menroc Asset Management Sees Growing Preference for Income-Focused Investments](https://longbridge.com/en/news/290526283.md) - [Kangda International Wins Strong Shareholder Backing at 2026 AGM](https://longbridge.com/en/news/290917148.md) - [Anxian Yuan China swings to FY26 net loss of HK$121.19 million; revenue falls 17% to HK$196.25 million](https://longbridge.com/en/news/290980882.md)