Two dates that'll move markets:
Aug 12 - CPI drop. Kevin Warsh's Fed is under the microscope. Inflation data here sets the tone for rate expectations and risk-on vs risk-off.
Aug 26 - $NVDA earnings. The AI infrastructure thesis lives or dies here. If demand is cooling, expect a broader tech/crypto selloff. If it's still ripping, liquidity flows back into risk assets.
Both are macro inflection points. Position accordingly.
Aug 12 - CPI drop. Kevin Warsh's Fed is under the microscope. Inflation data here sets the tone for rate expectations and risk-on vs risk-off.
Aug 26 - $NVDA earnings. The AI infrastructure thesis lives or dies here. If demand is cooling, expect a broader tech/crypto selloff. If it's still ripping, liquidity flows back into risk assets.
Both are macro inflection points. Position accordingly.