From central bank moves to reporting season surprises, this week is packed with potential market catalysts. Whether you’re a long-term investor or watching short-term trends, here’s what’s worth paying attention to from Monday 5 August 2025 on your investor calendar.

As usual, this info comes to us from the experts at CommSec.

Monday 5 August

US factory orders for June are released, offering insight into the health of American manufacturing. Closer to home, earnings season heats up, with investors watching for early signals from ASX-listed companies ahead of a wave of results.

Tuesday 6 August

The Reserve Bank of Australia hands down its latest interest rate decision. No move is expected, but markets will be parsing the language carefully for hints on future cuts. The quarterly Statement on Monetary Policy will follow, with updated forecasts for inflation, GDP and unemployment. Meanwhile, US trade balance figures for June will shed light on global demand trends and the impact of recent tariff talk.

Wednesday 7 August

Australian building approvals data for June is released, providing a read on the housing pipeline and broader construction sentiment. In the US, we’ll get data on mortgage applications and consumer credit—both key to gauging how households are coping with higher rates.

Thursday 8 August

All eyes turn to the weekly US jobless claims. With investors still trying to decode the direction of the US economy, this remains one of the cleanest reads on real-time labour market strength.

Friday 9 August

China’s July inflation data lands, and will be closely watched for signs of deflation. A weaker-than-expected print could spark renewed speculation about stimulus from Beijing. Also on deck: UK GDP figures, which may help shape the path for the Bank of England.

Key themes to watch this week

• Reporting season: Major earnings releases are due from Commonwealth Bank, Telstra, and several high-profile US tech names. Watch for market reactions not just to the results—but to what companies say about the outlook.
• Central banks and inflation: RBA commentary, China inflation data, and US economic prints could shift interest rate expectations.
• China’s demand story: With the world’s second-largest economy still under pressure, any hint of stimulus or policy easing from Beijing could lift commodities and Aussie resource stocks.

Check back next Monday for the latest investor calendar, only on Switzer.