Powell Delivers at Jackson Hole - NVDA and PCE Up Next

93
Nearly a 200% ATR move today in the S&P

SPY didn't close beyond all-time highs
QQQ didn't close beyond all-time highs
DIA did close above all-time highs
IWM continues its strong rally for August

I'm noticing some serious rotation into small cap, mid cap, and seeing the markets allocate
outside of Mag7, Tech, and AI

Powell all but guaranteed a September rate cut and the market loved it - yet prices aren't necessarily higher (yet). I still think the Aug-Oct window is ripe for a small correction and pullback to offer up better positioning for end of year

NVDA Earnings next week Wednesday

US PCE and Core PCE Friday to close out the month

I'm curious if the SPX 6500 resistance level will continue to hold firm - let's see

Thanks for watching!!!

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