Massive macro week incoming:
Tuesday: Consumer confidence + home sales
Wednesday: PCE inflation (Fed's fave gauge) + Q2 GDP + $NVDA earnings 🎯
Friday: Michigan sentiment + inflation expectations
The real alpha: $NVDA earnings will set the tone for AI trade and risk-on sentiment across markets. Beat = liquidity flows back into crypto. Miss = expect volatility.
PCE data is critical—if it runs hot, Fed pivot dreams die and risk assets (including crypto) get wrecked short-term.
Watch $NVDA closely. AI hype = crypto hype. They move together now.
Tuesday: Consumer confidence + home sales
Wednesday: PCE inflation (Fed's fave gauge) + Q2 GDP + $NVDA earnings 🎯
Friday: Michigan sentiment + inflation expectations
The real alpha: $NVDA earnings will set the tone for AI trade and risk-on sentiment across markets. Beat = liquidity flows back into crypto. Miss = expect volatility.
PCE data is critical—if it runs hot, Fed pivot dreams die and risk assets (including crypto) get wrecked short-term.
Watch $NVDA closely. AI hype = crypto hype. They move together now.
