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In focus this week: Fed Chair Kevin Warsh's first major economic policy address at the Jackson Hole Symposium, arriving in a week packed with quarterly prints from Nvidia (NVDA), CrowdStrike (CRWD), Salesforce (CRM), and Marvell (MRVL).
Wednesday delivers a Q2 GDP revision, July Core PCE, and durable goods orders between 8:30am and 10:30am, with Nvidia reporting that same session.
Warsh's speech is the next confirmable milestone, and its tone frames how markets read every data release that follows. The Warsh read and Treasury yields This is Warsh's first major policy platform as Fed Chair.
Jackson Hole has historically moved markets for months, and traders will parse every word for signals on the rate path and inflation.
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