The market looks relatively calm. But underneath, several big catalysts are lining up.
🤖Nvidia Earnings The AI giant reports today. The real question isn’t just whether it beats estimates, but whether AI spending can keep supporting the broader tech rally.
🏦Fed & Inflation U.S. inflation data and Jackson Hole are coming into focus. One signal could quickly change rate expectations.
🛢Oil Gets Some Relief Easing tensions around the Strait of Hormuz have taken some pressure off oil and inflation fears, at least for now.
🥇Gold Still Holds the Line Gold remains elevated, showing that demand for defensive assets hasn’t disappeared.
₿ And Crypto? Bitcoin is caught between two forces: macro uncertainty and continued appetite for alternative assets.