🛢️
Iran Isolation Plan
Mon: oil price & Hormuz risk shift
→
🖥️
Nvidia Earnings
Wed: tests AI capex assumptions
→
🏦
BoK Rate Decision
Thu: hinges on oil & AI growth outlook
→
🎤
Warsh Keynote
Fri: reads on a shifted global backdrop
→
📊
July Core PCE
Fri: lands same morning, same podium