The NVIDIA rally yesterday and Kevin Warsh's speech today

The NVIDIA rally yesterday and Kevin Warsh's speech today

Published: August 28, 2026

Duration: 12:12

NVIDIA added USD 442 billion to its market capitalisation yesterday, with gains spreading beyond chipmakers into software and cybersecurity stocks amid strong earnings releases. Political uncertainty and debt concerns weighed on French markets ahead of the country's first presidential debate yesterday evening. A two-year Japanese government bond auction saw relatively weak demand amid growing expectations of Bank of Japan tightening next month. Reports suggest Venezuela may leave OPEC, potentially weakening the organisation's influence. The focus today is on Kevin Warsh's highly anticipated Jackson Hole speech. What can we learn from past speeches by Fed presidents at Jackson Hole? Tim Gagie...