End of Week Market Intelligence

Latest edition · August 28, 2026

End of Week Market Intelligence NVDA & the Fed

US equities trended slightly higher for the week supported by robust AI earnings from NVDA and an upward revision to 3Q26 GDP tracking at 2.7%. However, persistent inflation concerns, Fed policy uncertainty, and low consumer savings rates suggest emerging headwinds for 2H26.

Goldman Sachs highlights that markets are primarily driven by AI advancements and economic resilience. NVDA's strong outlook targeting 70% revenue growth in 2027 alongside CRM's AI platform partnerships provided tech momentum, while US 3Q26 GDP tracking was raised to 2.7% on solid personal spending. Nevertheless, core PCE inflation remains sticky, 10-year Treasury yields linger near 4.66%, and low personal savings rates point to a forecast consumer slowdown in the second half of 2026.

Key takeaways from the latest edition

• 1.US equities remain driven by AI fundamentals and resilient macroeconomic growth, with NVDA guiding to 70% revenue growth in 2027 and CRM showing generative AI adoption.
• 2.Goldman Sachs raised its 3Q26 US GDP tracking estimate to 2.7% following solid consumer spending data, though core inflation remains elevated and consumer spending is projected to moderate in 2H26.
• 3.US Treasury 10-year yields receded to 4.66% on buyback announcements, but long-end yields face persistent upward pressure from fiscal deficits, corporate credit issuance for AI, and policy uncertainty.

What this series covers

• strange bedfellows, but maybe all that matters
• chart of the week
• this week’s top research
• What to watch for
• This week's market performance - August 28, 2026, 12:30 PM
• Global Market Intelligence
• Resource Corner
• Disclosure Appendix

Edition archive

• End of Week Market Intelligence NVDA & the Fed

  August 28, 2026

• End of Week Market Intelligence: if it’s not one thing

  June 18, 2026

• End of Week Market Intelligence cha cha cha

  June 12, 2026

• End of Week Market Intelligence everybody tango!

  June 6, 2026

• End of Week Market Intelligence pre-normalization

  May 10, 2026