📈US Stock Core Events
1、Super Data: US July Core PCE Inflation (Aug 26 20:30) ⭐⭐⭐⭐⭐
The Fed’s most watched inflation indicator will be released alongside the Q2 GDP revision.
- If PCE comes in above expectations, it will strengthen rate-hike expectations, push US Treasury yields higher, and weigh on tech stocks and risk assets;
- A weaker reading is positive for growth stocks and risk assets.
2、NVIDIA NVDA Earnings Report (Aug 27 04:00, after the close) ⭐⭐⭐⭐⭐
A bellwether for the whole market, it affects the entire AI supply chain—and also links to risk appetite in the crypto market.
Key things to watch: data center revenue, Blackwell shipments, next-quarter guidance, and capital expenditures.
Market expectations: revenue of about $92.0 billion, EPS of $2.08. Options-implied two-way intraday volatility is around 5.4%.
3、Jackson Hole Global Central Bank Conference (Aug 28–29) ⭐⭐⭐⭐⭐
Fed Chair Waller will deliver the keynote speech on Aug 28 at 22:00—this week’s biggest macro “bombshell.”
What the market is listening for: the stance on inflation, signals on whether September will bring a rate hike or a rate cut, and views on long-end Treasury yields.
The speech directly impacts the US dollar and Treasury yields, and indirectly drives volatility in Bitcoin and gold.$NVDAB $XAUT