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Weekly US Stock Macro Preview Highlights (August 24–28)

Weekly US Stock Macro Preview Highlights (August 24–28)

2026/08/24 02:13
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Weekly US Stock Macro Preview Highlights (August 24–28) image 0

August 24 (Monday)

  1. US releases July Chicago Fed National Activity Index;
  2. Treasury Secretary Bessent holds press conference on economic measures against Iran and progress on the new fiscal consolidation plan.

August 25 (Tuesday)

  1. US releases ADP employment, Home Price Index, August Conference Board Consumer Confidence, July New Home Sales, and Richmond Fed Manufacturing Index;
  2. ★★★ Dick’s Sporting Goods (DKS) and other retail names, Intuit (INTU), and Zoom (ZM) report earnings.

August 26 (Wednesday)

  1. ★★★★★ US releases July Core PCE, Personal Income & Spending, Q2 GDP revised estimate, and Durable Goods Orders;
  2. ★★★★★ NVIDIA (NVDA) reports after the close (key focus: data center revenue, gross margin, and forward guidance);
  3. ★★★ CrowdStrike and Salesforce report after the close.

August 27 (Thursday)

  1. US releases Initial Jobless Claims, Trade Balance, and Wholesale Inventories; Jackson Hole symposium opens;
  2. ★★★ Marvell (MRVL), Ulta, Gap and others report after the close.

August 28 (Friday)

  1. ★★★★★ 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;
  2. 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.

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