Big week coming up. Here's what actually matters:
Monday: Fed Chair Warsh speaks. First real test of his tone.
Tuesday: Retail sales data drops. Will consumers keep spending? Then $NVDA earnings after close—this one moves the whole market.
Wednesday: Pending home sales + Fed minutes. Housing still matters, and those minutes will show what the Fed was really thinking.
Thursday: Philly Fed manufacturing index. Regional data but it's been a decent leading indicator lately.
Friday: Consumer sentiment and inflation expectations. If people think prices are still climbing, that's a problem for rate cuts.
Oh, and 15 Fed speakers throughout the week. Translation: lots of noise, watch for any real divergence in views.
Retail sales and $NVDA are the main events. Everything else is context.
Monday: Fed Chair Warsh speaks. First real test of his tone.
Tuesday: Retail sales data drops. Will consumers keep spending? Then $NVDA earnings after close—this one moves the whole market.
Wednesday: Pending home sales + Fed minutes. Housing still matters, and those minutes will show what the Fed was really thinking.
Thursday: Philly Fed manufacturing index. Regional data but it's been a decent leading indicator lately.
Friday: Consumer sentiment and inflation expectations. If people think prices are still climbing, that's a problem for rate cuts.
Oh, and 15 Fed speakers throughout the week. Translation: lots of noise, watch for any real divergence in views.
Retail sales and $NVDA are the main events. Everything else is context.