Weekly US Stock Macro Preview Highlights (August 24–28)
2026/08/24 02:13
August 24 (Monday)
- US releases July Chicago Fed National Activity Index;
- Treasury Secretary Bessent holds press conference on economic measures against Iran and progress on the new fiscal consolidation plan.
August 25 (Tuesday)
- US releases ADP employment, Home Price Index, August Conference Board Consumer Confidence, July New Home Sales, and Richmond Fed Manufacturing Index;
- ★★★ Dick’s Sporting Goods (DKS) and other retail names, Intuit (INTU), and Zoom (ZM) report earnings.
August 26 (Wednesday)
- ★★★★★ US releases July Core PCE, Personal Income & Spending, Q2 GDP revised estimate, and Durable Goods Orders;
- ★★★★★ NVIDIA (NVDA) reports after the close (key focus: data center revenue, gross margin, and forward guidance);
- ★★★ CrowdStrike and Salesforce report after the close.
August 27 (Thursday)
- US releases Initial Jobless Claims, Trade Balance, and Wholesale Inventories; Jackson Hole symposium opens;
- ★★★ Marvell (MRVL), Ulta, Gap and others report after the close.
August 28 (Friday)
- ★★★★★ Fed Chair Warsh delivers the keynote speech at Jackson Hole (Beijing time 22:00); markets will closely watch his comments on inflation and the policy path;
- US releases Chicago PMI, preliminary Nonfarm Employment Benchmark Revision, and final University of Michigan Consumer Sentiment.
Key themes this week: NVIDIA earnings will test the sustainability of AI demand; Warsh’s first Jackson Hole appearance will offer clues on the policy framework; PCE data and retail earnings will gauge inflation stickiness and consumer resilience. Solid guidance plus a neutral tone from Warsh could support continued strength in growth stocks. Hawkish data or comments risk lifting tightening expectations and pressuring high-valuation sectors. Volatility is expected to be medium-to-high.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
The side effects of the Bank of England's "quasi-QE" are becoming increasingly apparent! Hedge funds accelerate bets on a weaker US dollar, guarding against larger-scale bond purchase schemes
Hedge funds are increasing their short positions on the US dollar ahead of more fiscal plans being announced by the Biden administration.
Samsung Sets 'Three-Phase HBM Roadmap': Moving Toward True 3D ZHBM, Stacking DRAM Directly on Computing Chips
Samsung unveiled a three-phase HBM evolution roadmap at the Hot Chips conference, aiming for the "zHBM" architecture, which vertically stacks DRAM on top of computing chips. According to Samsung, zHBM can achieve a 70% reduction in power consumption and a 230% increase in bandwidth compared to HBM4E, while also providing GPUs with an additional 100W thermal power budget.
Japanese Yen advances on BoJ rate hike bets, subdued US Dollar
Crypto prices
More
