下周，随着市场在杰克逊霍尔研讨会上评估美联储鸽派信号的可持续性，全球利率前景仍将是关注的焦点。除了对第二季度GDP的最新估计外，美国的焦点将是个人收入、支出和个人消费支出价格指数。其他关键数据包括关税影响下的耐用品订单、一批房价和销售数据、消费者信心调查和美联储活动指数。此外，英伟达的收益为全球人工智能市场情绪提供了新的见解，此前芯片行业在最近几个交易日的表现落后于其他股票。加拿大和印度也将公布GDP数据。中国将在8月的第一批数据中公布其官方采购经理人指数，日本将公布其月末数据。在欧洲，欧洲央行的会议账目可能会暗示政策制定者是否认为有进一步削减的空间，而欧元区主要经济体的通胀率也将受到关注。

The outlook on global rates will remain the focus next week as markets gauge the sustainability of the Federal Reserve's dovish signals in its Jackson Hole Symposium. The spotlight in the US will be on personal income, spending, and PCE price indexes, in addition to updated estimates on the Q2 GDP. Other key data includes durable goods orders for the impact of tariffs, a batch of figures on housing prices and sales, consumer confidence surveys, and Fed activity indexes. Also, Nvidia earnings offer fresh insights on global artificial intelligence sentiment after the chip sector underperformed other equities in recent sessions. GDP data will also be due from Canada and India. China will post its official PMI in its first batch of data from August, and Japan will release its month-end data dump. In Europe, the ECB meeting accounts may give hints on whether policymakers see further cutting room, while inflation rates in key Eurozone economies will also be featured.