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The 10 a.m. ET speech today by Fed Chair Kevin Warsh is likely the day's biggest news, coming a day after technology stocks drove indexes higher. Crude and yields crept up, too.
Nvidia's results are likely to drive the market today ahead of Friday's speech from Fed Chairman Kevin Warsh. Investors are also digesting results from Salesforce and Crowdstrike.
Investors will have plenty to monitor today. The Fed's favorite inflation gauge and GDP data are due this morning, while Nvidia and other major tech earnings arrive after the bell.
Consumer confidence and new home sales reports are on the menu today, but attention remains on looming Nvidia earnings and PCE inflation data amid brewing trade tensions.
The Fed's favored inflation gauge, the Jackson Hole Symposium, and Nvidia earnings highlight a critical week with oil prices and Treasury yields rising.
A light earnings and economic slate could keep oil prices and Treasury yields in the spotlight today. Yields rose Thursday despite another Treasury Department intervention pledge.
Walmart's results loom before the open. Yesterday saw bond yields fall as the Treasury stepped in. Fed minutes revealed some willingness to raise rates if inflation doesn't cool.
Rising U.S. and global yields continue to drag the stock market, now down three days in a row. Fed minutes later could shed light on the rate debate. Target reports this morning.
Housing starts and building permits arrive this morning along with Home Depot earnings after a weak Monday that saw higher yields and oil weigh on major indexes.
Rising oil sent yields higher and slowed market gains last week amid a slate of relatively soft U.S. data. This week brings retailer results, but war remains a large concern.
After Thursday's all-time SPX highs on falling oil and yields, investors face another test this morning with July retail sales, seen up 0.2%. Retail earnings start next week.
July CPI data was tame, but PPI this morning provides a look at wholesale prices. Results could affect yields after Fed rate hike odds fell Wednesday. Retail sales are due Friday.
Rising oil and stubbornly high yields sent stocks down Tuesday for the fourth session in five as investors await today's CPI data. Headline CPI is seen at 0.1%, with core at 0.2%.
Though tomorrow's CPI data is the week's big report, several AI infrastructure firms share results later and eyes are on oil and Iran. There's little progress toward a resolution.
The old week ended with a new record for the S&P 500, helped by falling yields as rate hike odds dropped on a weak jobs report. Yields and oil, along with Iran, remain watchwords.
Stocks eased from record highs Thursday but remain sharply up for the week approaching today's July payrolls report. Jobs growth of 86,000 is expected, with unemployment steady.
With the July payrolls report due tomorrow, investors eye weekly jobless claims, watch for Middle East developments, and mull memory chip results after the rally slowed.
Yesterday's rally to record highs reflected hopes for peace and strong earnings. However, SpaceX and Advanced Micro Devices appeared to disappoint with results after the close.
After stocks closed near record highs Monday and Palantir topped estimates, investors await AMD and SpaceX after the close. Job openings kick off a key labor data week.
Palantir kicks off another packed earnings slate after the bell, while manufacturing data is in focus this morning. Attention will then shift to jobs data later in the week.
Investors still digesting mixed GDP and inflation data will watch consumer sentiment and earnings from oil majors today amid a rotation back into chip and AI-linked stocks.
With markets reeling after another flare up in U.S.-Iran tensions, earnings from Apple and Amazon are in focus. GDP and PCE reports also await as investors digest the Fed's pause.
Microsoft, Meta, and other AI-linked stocks' earnings may carry more weight than usual amid a chip-led tech sell-off. The Fed meeting also looms with inflation remaining stubborn.
Earnings from Visa, Boeing, KLA Corporation, Seagate, and more will be in focus today as investors continue their rotation away from AI darlings ahead of tomorrow's Fed meeting.
A Fed rate decision and a crowded earnings and economic calendar feature this week. Highlights include GDP and PCE data as well as earnings from Microsoft, Meta, Apple, and Amazon.
