Aug 29, 2026 · 7 min · 8 segments
Can Nvidia keep propping up the AI trade? And will Callaway’s controversial ad cost the brand customers? Plus, why are footwear and sneaker stocks getting marked down? Host Imani Moise discusses the…
Imani MoiseHost
Investors came into the week worrying about everything, from the sustainability of the AI boom to oil prices and inflation.
And on Friday, Federal Reserve Chairman Kevin Warsh gave markets something new to chew at the Kansas City Fed's annual conference.
In his first Jackson Hole speech as chair, Warsh said inflation remains too high and signaled the Central Bank may not be finished raising interest rates.
We must be confident that underlying inflation is moving to our objective clearly and at sufficient speed.
Otherwise, we have work to do.
Short-term treasury yields jumped and major indexes slipped on Friday after his remarks.
I'm impressed by the overall performance of the economy, which appears to have strengthened.
One indicator of strength is how well an economy holds up under stress, how well it holds up under shocks.
On that score, both Main Street and Wall Street have been remarkably resilient.
The S&P five hundred gained point four nine percent, and the Dow added point five three percent.
Investors came into the week worrying about everything, from the sustainability of the AI boom to oil prices and inflation.
And on Friday, Federal Reserve Chairman Kevin Warsh gave markets something new to chew at the Kansas City Fed's annual conference.
In his first Jackson Hole speech as chair, Warsh said inflation remains too high and signaled the Central Bank may not be finished raising interest rates.
We must be confident that underlying inflation is moving to our objective clearly and at sufficient speed.
Otherwise, we have work to do.
Short-term treasury yields jumped and major indexes slipped on Friday after his remarks.
I'm impressed by the overall performance of the economy, which appears to have strengthened.
One indicator of strength is how well an economy holds up under stress, how well it holds up under shocks.
On that score, both Main Street and Wall Street have been remarkably resilient.
The S&P five hundred gained point four nine percent, and the Dow added point five three percent.
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