Nvidia earnings and Jackson Hole set the tone for a busy AI-driven week

Markets brace for Nvidia’s earnings on Wednesday as the AI rally faces a key test, while the Jackson Hole symposium and the latest PCE inflation data will shape the Fed’s next move. A surprise Treasury bond-buyback expansion adds yield dynamics to watch, even as retailers report and consumer data gauge demand ahead of September policy. Crypto markets have shown resilience on liquidity cues, but the overarching theme is whether AI-driven gains can sustain amid earnings expectations and shifting policy signals.