US inflation data, Nvidia, and Jackson Hole will shape the week ahead episode artwork

EPISODE · Aug 24, 2026 · 10 MIN

US inflation data, Nvidia, and Jackson Hole will shape the week ahead

from Moving Markets · host Julius Baer

Stronger-than-expected US PMI data could not save equities from a down week as rising bond yields and the Treasury's bond-buying intervention renewed dollar debasement fears, fuelling a blistering rally in gold and Bitcoin. Trade tensions returned as US-Canada talks collapsed over the weekend, and investors brace for a pivotal week featuring NVIDIA earnings and Fed Chair Warsh's Jackson Hole address. Mensur Pocinci, Head of Technical Analysis, looks at the recent US dollar weakness from a technical perspective and what it means for other asset classes.(00:00) - Introduction: Helen Freer, Product & Investment Content (01:06) - Markets wrap-up: Jan Bopp, Product & Investment Content (07:03) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (09:58) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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US inflation data, Nvidia, and Jackson Hole will shape the week ahead

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