08/31/2026
September seasonality may not be as scary this time around
NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.
Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.
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