Things Watch

• Markets are focusing on critical inflation data this week, specifically the July CPI report on Wednesday at 8:30 am and Thursday's PPI report. • Investors are analyzing these price pressure trends to evaluate the policy trajectory of Fed Chair Kevin Warsh. • Earnings reports from CrowdStrike (Tuesday) and Cisco (Wednesday) will serve as benchmarks for enterprise technology spending and data center investment resilience.

• Investors are monitoring five key market drivers for the upcoming week, including Berkshire Hathaway's financial results and escalating tensions involving Iran. • Recent U.S. retail sales data indicates the domestic economy has remained resilient despite energy shocks caused by the ongoing conflict with Iran. • Diplomatic efforts to reopen the Strait of Hormuz have stalled, with Iran issuing new demands and showing few signs of reaching a negotiated conclusion.

• U.S. stock futures have trended higher following President Donald Trump's announcement that negotiations with Iran are set to begin on Monday. • The news comes amid a volatile cycle of threats and diplomatic pullbacks between the two nations, creating uncertainty in global markets. • These developments are critical as investors monitor how geopolitical stability or escalation will impact trade and energy prices.

• Markets are monitoring the start of talks between the U.S. and Iran on Monday, following a volatile cycle of threats and diplomatic pullbacks. • Goldman Sachs has updated its European Conviction List, adding three specific stocks to its high-conviction recommendations. • Investors are focusing on these geopolitical developments and institutional shifts to gauge potential volatility and growth opportunities in the coming week.

• Global markets are bracing for volatility as Asia stocks, including the Nikkei and KOSPI, tumble following a rout in AI-related shares. • Investors are closely monitoring upcoming earnings reports from Big Tech companies and a critical decision from the Federal Reserve. • Gold prices have recently declined due to the pressure of a strengthening U.S. dollar.

• Europe is hosting a variety of cultural events this week, featuring a strong lineup of superhero-themed movie releases, including new Spider-Man content. • The weekly guide highlights diverse entertainment options ranging from "noirish caped crusaders" to exhibitions involving figures like Andy Warhol and music from Ariana Grande. • These recommendations serve as a curated resource for audiences seeking the best cinematic and artistic experiences currently available across the continent.

• U.S. futures have risen as a sharp decline in oil prices, which tumbled over 8% following a halt in fighting between the U.S. and Iran, has eased inflation and rate fears. • Investors are focusing on upcoming interest rate decisions from the Federal Reserve and other global central banks to determine future monetary policy. • A wave of corporate earnings reports is expected, specifically from megacap tech giants whose heavy data center investments are driving the artificial intelligence boom.