Two things are clear as stocks enter the most consequential week of summer: this market no longer trades on AI alone, and bond volatility has proved that catalysts are definitely not confined to the upside. <\/p>\n
That\u2019s the setup for a pivotal end to August. On Wednesday, Nvidia Corp<\/a>. reports in the closest thing the AI trade has to a quarterly referendum. And then Friday sees Kevin Warsh deliver his first Jackson Hole keynote as Federal Reserve chair, with debate swirling around the US Treasury\u2019s campaign against a selloff in long-term bonds<\/a>. The advertised topic of Warsh\u2019s remarks, on payments innovation, doesn\u2019t sound obviously market moving. But side notes are possible and so is the risk of over-interpreting a comment.<\/p>\n","protected":false},"excerpt":{"rendered":"Two things are clear as stocks enter the most consequential week of summer: this market no longer trades…\n","protected":false},"author":3,"featured_media":1020943,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[6],"tags":[738,28031,17945,64,1597,7074,266,75621,135,147,145,8727,158,67,132,68],"class_list":["post-1020942","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-artificial-intelligence","tag-august","tag-bonds","tag-business","tag-federal-reserve","tag-goldman-sachs-group-inc","tag-inflation","tag-kevin-warsh","tag-markets","tag-nvidia-corp","tag-sp-500-index","tag-stocks","tag-technology","tag-united-states","tag-unitedstates","tag-us"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/117150513054111915","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/1020942","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=1020942"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/1020942\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/1020943"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=1020942"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=1020942"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=1020942"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}