Focus on Ukraine, US retail earnings, Fed minutes & Jackson Hole for fresh direction

Show notes

Markets are caught between peace hopes and policy uncertainty. Zelensky’s smooth reception in Washington raised optimism for a lasting truce, putting pressure on oil prices, while fresh attacks reminded traders that risks remain. Crude slipped back below $63pb, but optimism is already priced in.
In individual news, Intel made headlines, tumbling after reports that Washington could take a 10% stake via Chips Act subsidies — a move that could reshape the balance between politics and profit. Meanwhile, European stocks waver, US futures look soft, and yields edge higher into big US retailer earnings, FOMC minutes and Powell’s Jackson Hole address.
Will Powell acknowledge weakening jobs data, or double down on inflation risks? With the Fed’s next move hanging in the balance, and valuations stretched to historic highs, markets may need a fresh catalyst.
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