Warsh's big moment

All eyes are on Jackson Hole as Fed Chair Kevin Warsh faces pressure to clarify his thinking on inflation and interest rates. Nvidia's blockbuster outlook reignites the AI trade, lifting tech stocks even as much of the market lags behind. Plus, France's presidential race is brining debt worries back into focus for investors

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Today's recommended read: The US needs more aluminum - and it needs it now by Andy Home

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