🇺🇸 Macro week ahead — and this one might set the tone for the rest of August.
Most people are looking at the price action.
But the real story is what's on the calendar.
NVIDIA earnings, July PCE, Jackson Hole, and the preliminary payroll benchmark revision — all hitting in the same window.
The question isn't just what the Fed does next.
It's whether AI demand can keep justifying the capex that's been carrying markets.
If inflation and jobs data start to shift expectations, that's a bigger deal than any single headline.
Too early to call anything.
But this week could reset the narrative — I'm watching it closely.
$UAI $ZEC $TUT
Most people are looking at the price action.
But the real story is what's on the calendar.
NVIDIA earnings, July PCE, Jackson Hole, and the preliminary payroll benchmark revision — all hitting in the same window.
The question isn't just what the Fed does next.
It's whether AI demand can keep justifying the capex that's been carrying markets.
If inflation and jobs data start to shift expectations, that's a bigger deal than any single headline.
Too early to call anything.
But this week could reset the narrative — I'm watching it closely.
$UAI $ZEC $TUT
