Markets converge on Jackson Hole Symposium where Fed Chair Kevin Warsh will deliver his first major economic policy address as new Fed Chair. Wednesday delivers an extraordinary data convergence with Q2 GDP revision, July Core PCE, durable goods orders, and crude oil inventories all at 8:30am-10:30am. The week features marquee earnings from Nvidia (NVDA), CrowdStrike (CRWD), Salesforce (CRM) Wednesday, and Marvell (MRVL) Thursday testing AI infrastructure and semiconductor demand. Long-end Treasury yields and debt issuance pressures continue constraining equity valuations amid economic uncertainty. The convergence of Jackson Hole guidance, economic data deluge, and mega-cap earnings establishes market direction heading into September volatility.
Here are 5 things to watch this week in the Market.
