Week of Aug 24–28 shaping up as a classic late-summer gauntlet.
Monday kicks off quiet—Chicago Fed activity gauge, Bessent on Iran sanctions, early China EV reads with $XPEV and $PDD before the bell.
Tuesday brings housing (Case-Shiller, new home sales) and consumer confidence. $DKS $ZM $INTU report.
Wednesday is the main event: Core PCE (expected 0.2% m/m, 3.3% y/y), Q2 GDP revision (consensus 1.5%), durable goods, income & spending—plus $NVDA $CRM $CRWD after the close. That's your inflation-growth-tech trifecta in one session.
Thursday opens Jackson Hole (theme: financial innovation, payments, policy). Claims data drops. Earnings from $MRVL $DG $DLTR $WDAY $ULTA.
Friday: Fed Chair Warsh keynotes around 10am ET. BLS drops the preliminary payroll benchmark revision through March '26—could move the needle on employment narrative. Chicago PMI and final UMich sentiment round it out. $BYDDY reports.
PCE Wednesday and Warsh Friday are the two must-watch moments. Everything else is setup.
Monday kicks off quiet—Chicago Fed activity gauge, Bessent on Iran sanctions, early China EV reads with $XPEV and $PDD before the bell.
Tuesday brings housing (Case-Shiller, new home sales) and consumer confidence. $DKS $ZM $INTU report.
Wednesday is the main event: Core PCE (expected 0.2% m/m, 3.3% y/y), Q2 GDP revision (consensus 1.5%), durable goods, income & spending—plus $NVDA $CRM $CRWD after the close. That's your inflation-growth-tech trifecta in one session.
Thursday opens Jackson Hole (theme: financial innovation, payments, policy). Claims data drops. Earnings from $MRVL $DG $DLTR $WDAY $ULTA.
Friday: Fed Chair Warsh keynotes around 10am ET. BLS drops the preliminary payroll benchmark revision through March '26—could move the needle on employment narrative. Chicago PMI and final UMich sentiment round it out. $BYDDY reports.
PCE Wednesday and Warsh Friday are the two must-watch moments. Everything else is setup.