Week Ahead: U.S. CPI in Focus as Lumentum, CoreWeave and Others Report

News Editor

2026-08-09 23:56:48

Markets are heading into a busy week after weaker-than-expected U.S. jobs data last week cooled rate-hike expectations. The main focus now shifts to Wednesday’s release of July CPI and core CPI data, followed by July PPI, both of which are expected to offer fresh signals on the Federal Reserve’s next steps. Corporate earnings are also in focus, with optical module names Lumentum and Coherent, AI infrastructure company CoreWeave, Cisco, and Applied Materials all set to report or host earnings calls as the semiconductor earnings season nears its end. Beyond inflation and earnings, investors are also watching the Bank of Japan’s July policy meeting summary, weekly ADP employment data, EIA crude inventories, U.S. jobless claims, retail sales, and preliminary August University of Michigan consumer sentiment and one-year inflation expectations. The week’s calendar combines macro data, central bank communication, and earnings from companies tied to AI computing infrastructure and semiconductors.

U.S. CPIFederal ReservePPIEarnings SeasonCoreWeaveLumentumPolicy Regulation

Markets are entering a key week after softer-than-expected U.S. jobs data last week eased expectations for further rate hikes. Attention now turns to Wednesday’s U.S. July CPI and PPI releases, which are expected to provide more clarity on the Federal Reserve’s next policy decisions.

Corporate earnings are also on the schedule. Optical module leaders Lumentum and Coherent, along with computing infrastructure company CoreWeave, are due to report this week, closing out the semiconductor earnings season.

Key events this week

Monday

The Bank of Japan will publish a summary of opinions from its July monetary policy meeting.

Unitree Technology will open subscriptions for its IPO. According to the disclosed terms, the STAR Market listing is priced at 150.8 yuan per share, with 40.4464 million shares planned for issuance, representing 10% of the company’s post-offering total share capital. One subscription lot is 500 shares, and payment for a winning lot is about 75,400 yuan.

Tuesday

The U.S. will release weekly ADP employment change data for the week ending July 25.

Wednesday

Lumentum and AI compute rental company CoreWeave will hold earnings calls, corresponding to after the U.S. stock market close on Tuesday.

On the macro side, the U.S. will release July CPI, core CPI, and EIA crude oil inventories for the week ending Aug. 7.

Thursday

Cisco Systems (CSCO) will hold its earnings call at 4:30 a.m. UTC+8, corresponding to after the U.S. close on Wednesday. Coherent is also scheduled to release earnings the same day.

U.S. data due that day include initial jobless claims for the week ending Aug. 8 and July PPI.

Federal Reserve speakers are also on the calendar. Cleveland Fed President Beth Hammack, a 2026 FOMC voting member, is scheduled to speak. Richmond Fed President Thomas Barkin, a 2027 FOMC voting member, will speak on the economic outlook.

Friday

Applied Materials (AMAT) will hold its earnings call at 4:30 a.m. UTC+8, corresponding to after the U.S. close on Thursday.

The U.S. will also release July retail sales month-over-month, the preliminary August University of Michigan consumer sentiment index, preliminary one-year inflation expectations, and June business inventories month-over-month.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.

100

Disclaimer:

The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.

Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.