This week looks set to be a very important one for global markets, with several major catalysts that could create significant volatility across equities, currencies, commodities, and interest rates. The immediate focus is on the US announcement of new economic measures related to Iran, which could affect oil prices, inflation expectations, and overall risk sentiment. Investors will also be watching Nvidia and other major companies as earnings season continues, with Nvidia’s results likely to have an especially strong impact on technology and AI-related stocks. Later in the week, the Jackson Hole Symposium becomes the main event, particularly with Fed Chair Kevin Warsh delivering his keynote speech. His comments could provide important clues about the future direction of US monetary policy and interest rates. Overall, I expect a volatile week where both geopolitical developments and central-bank signals could drive major market moves.
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