Thomas Daniels
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| Time(GMT+0/UTC+0) | State | Importance | Event | | Previous |
| 14:00 |  | 2 points | Factory Orders (MoM) (Jun) | -4.9% | 8.2% |
| 23:50 |  | 2 points | Monetary Policy Meeting Minutes | ———- | ———- |
Summary of Upcoming Economic Events on August 4, 2025
United States – Factory Orders
Factory Orders (MoM, Jun) – 14:00 UTC
- Expected: –4.9% (prev +8.2%)
- Impact: A sharp reversal from May’s strong gain reflects significant slowdown in industrial demand. A weaker-than-expected reading may weigh on USD, support Treasuries, and temper equity optimism, especially in cyclical sectors.
Japan – BoJ Meeting Minutes
BoJ Monetary Policy Meeting Minutes – 23:50 UTC
- Previous: No specific forecast
- Impact: Offers insight into BoJ’s policy stance. Any indication of concern over inflation or yen weakness may lift JPY slightly, while continued dovishness could keep JPY under pressure against USD and EUR.
Market Impact Analysis
- Factory orders are the primary actionable U.S. data. If confirmed, a nearly 5% contraction implies deteriorating business investment—a potential red flag for Q3 growth.
- BoJ minutes could spark yen volatility, particularly if language diverges from BoJ’s recent “gradual tightening” approach.
Overall Impact Score: 6/10
Key Watchpoints:
- Extent of factory order contraction – key for tracking slowdown in U.S. production and investment.
- BoJ tone – especially any hints at yield curve control (YCC) tweaks or inflation response strategies.
