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This Week’s Market Forecast… 📊

This week is defined by policy signals and high impact macro prints. The Federal Reserve releases minutes from the July meeting on Wednesday, a three week follow up that should clarify how close the committee is to beginning rate cuts. Markets will also turn to the Jackson Hole Economic Policy Symposium from Thursday through Saturday, where Chair Powell’s remarks could frame the path into September.

Housing and activity data add important texture. July existing home sales arrive Thursday morning, offering a clean read on affordability and demand into late summer. Flash purchasing managers indexes for August are due late week and will give an early look at growth momentum in services and manufacturing. Weekly claims remain the best high frequency gauge of labor softening.

Earnings keep retail and housing adjacent bellwethers in focus. Home Depot reports Tuesday before the open, and Walmart reports Thursday morning. These results will help test the health of goods demand, discretionary budgets, and any tariff pass through showing up at the register. Nvidia’s report next week looms large for AI sentiment and capital spending, so guidance chatter may already influence positioning.

Positioning remains sensitive into these catalysts. A steady message from the Fed, a constructive Jackson Hole tone, resilient PMIs, and solid retail guidance would support a grind higher. A hawkish read of the minutes, weak housing prints, or cautious consumer commentary would argue for more defensive posture and tighter risk.

Have a wonderful week!!

Top ETFs on our Radar… 📈

The iShares Expanded Tech-Software Sector ETF has performed exceptionally well this year. Software companies have shown strong performance as investors seek to identify the next big winner in AI.

Tune in every Monday and Friday for in-depth Market Analysis, Recaps, and a featured Stock & ETF.

Thanks for reading and have a great week!

-Ryan

@Theinvestingauthority