WHAT TO EXPECT IN THE WEEK AHEAD (Core PCE & Jackson Hole; Earnings from NVDA, MRVL)
⏺ Nvidia reports Wednesday after the close — the most-watched print of the season, with investors focused on Blackwell ramp and data center demand guidance.
⏺ Core PCE & GDP The Fed's preferred inflation gauge and the Q2 GDP second estimate both land Wednesday morning, a critical data double-header heading into the September FOMC meeting.
⏺ Jackson Hole Fed Chair Kevin Warsh speaks Friday — markets are watching for his inflation and rate path commentary as long-end Treasury yields press multi-year highs.
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