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Fed Chair Warsh’s speech takes center stage
Focus turns to Fed Chair Kevin Warsh’s speech on Jackson Hole on Friday
Focus turns to Nvidia’s Q3 guidance and commentary on the AI supply chain
Hard talk on tariffs and sanctions emerge from the Trump administration
Focus on Nvidia’s earnings on Wednesday and the Fed’s Jackson Hole meeting
From safety premium to absorption premium
Treasury’s curve control lite after yields reach multi-decades highs
Three dissents, sparse guidance, and a stopgap before Jackson Hole
Soaring spending, surging long-dated bond sales and sticky inflation in focus
Earnings focus turns to this week’s retail earnings
Fed caution meets UK resilience as investors search for the next spark
