PCE, GDP and Nvidia earnings headline a huge week for markets

Key economic events this week put inflation, growth and AI earnings back at the center of the market.
Tuesday brings August CB Consumer Confidence and July New Home Sales.
Wednesday is the major day, with July PCE inflation, U.S. Q2 2026 GDP data and Nvidia $NVDA earnings all scheduled.
Friday closes the week with August Michigan Consumer Sentiment and inflation expectations.
PCE will be especially important for the rate outlook, while Nvidia earnings could set the tone for the broader AI and semiconductor trade.