This week, Nvidia’s earnings report is the high-wire act for both the AI rally and broader market sentiment. On the policy front, watch for whether Fed leadership drama triggers new volatility, and if Trump’s tariff regime spurs further global pushback—or even consumer price spikes in the August PCE inflation data. Will the Fed stay the course for September rate cuts, or will political interference overwhelm cautious optimism? Consumers, businesses, and investors alike should brace for more policy surprises and supply chain shakeups into the critical retail season.
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All eyes turn to this week’s dual inflation reports—the Producer Price Index (Wednesday) and Consumer Price Index (Thursday)
What to Watch Next
Is the US in a slowdown, or something more? All eyes are on the closely watched August jobs report and
What to Watch Next
With holiday spending forecasts slashed, the tariff legal battle now on the Supreme Court’s doorstep, and rapidly softening labor