By Jake Conley
Publication Date: 2026-08-23 10:00:00
After a dizzying week centered on mixed retail earnings, rising bond yields, and a surprise intervention from the Treasury Department, investors step into another action-packed five-day stretch. The president plans to unveil an economic battle plan against Iran, AI kingpin Nvidia (NVDA) will report earnings to punctuate Big Tech’s quarter, and all-important inflation data will arrive to steer the Fed on its next rate-setting journey. Economists and central bankers will huddle at the Jackson Hole Symposium, too.
The S&P 500 (^GSPC) closed out Friday up 0.4% for a loss of 1.4% on the week. The Dow (^DJI) rose 1% to close the week on a loss of 0.9%. And the Nasdaq (^IXIC) increased 0.4% but shed 2% on the week.
Retailers across the budget spectrum will continue the stretch of earnings offering insight into the American consumer. DICK’S Sporting Goods (DKS) will report on Tuesday, followed by Five Below (FIVE), Urban Outfitters (URBN), and Bath & Body Works (BBWI) on Wednesday. Ulta Beauty (ULTA) will share results on Thursday after major retailers last week spotlighted beauty as a growth center. And Dollar General (DG) and Dollar Tree (DLTR) will shed light on how strongly middle- and higher-income Americans are trading down and hunting for bargains. But perhaps the most attention will land on Nvidia, reporting on Wednesday, in a test of the comeback AI trade.
The economic data front is just as busy. The Chicago Fed will kick…
