This Week's Collision Course

Mon

Aug 24

GEOPOLITICS

Bessent Press Conference

US details "unprecedented" economic isolation plan targeting Iran

Tue

Aug 25

DATA

Consumer Confidence Index

August reading tests how tariffs and rates weigh on US households

DATA

Case-Shiller Home Price Index

June housing data, a quiet input into Fed thinking

Wed

Aug 26

EARNINGS

Nvidia Q2 FY2027 Earnings

Referendum on whether the AI capex trade still has room to run

Thu

Aug 27

POLICY

Bank of Korea Rate Decision

After July's hike to 2.75%, markets weigh a second consecutive hike

POLICY

Jackson Hole Symposium Opens

Fed Chair Warsh's first symposium since taking office begins

EARNINGS

Marvell Technology Earnings

Second read on AI infrastructure demand alongside Nvidia

Fri

Aug 28

HIGH RISK

July Core PCE Inflation

The Fed's preferred inflation gauge, released the same morning

HIGH RISK

Warsh Jackson Hole Keynote

First keynote as Fed Chair, paired same-day with the PCE print