Ahead Neil

• Analyst Neil Sethi outlines the key economic and equity drivers for the week of August 30, 2026, focusing on valuations, sentiment, and Federal Reserve activity. • The Q2 earnings season concludes with 10 S&P 500 components reporting, including high-market-cap firms Broadcom (AVGO) on Wednesday, as well as Dell, Medtronic (MDT), and Palo Alto Networks (PANW). • Global monetary policy remains a focal point, with the Bank of Canada and the Reserve Bank of New Zealand scheduled to announce policy decisions on Wednesday.

• Analyst Neil Sethi provides an economic outlook for the week of August 23, 2026, focusing on US equities, Fed policy, and market valuations. • European economists forecast year-over-year HICP inflation rates of 2.85% for France and 4.42% for Spain. • Additional regional data releases include Germany's August Ifo survey, consumer-confidence metrics for France, Italy, and Germany, and Q2 GDP reports for Norway and Sweden.