Nvidia's latest financing could be a big catalyst for the equity market rally to continue.
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Weekly Update with Larry Berman – August 15, 2026
Aug 15, 2026
Larry Berman discusses recent US economic data, including CPI and retail sales, noting softer inflation numbers but persistent CAPEX-driven inflation due to AI spending. He highlights high bond yields and Jackson Hole as key events for the bond market, while seeing Nvidia as a catalyst for equity markets. Berman believes the market is still in a "buy-dips" phase, supported by broadening earnings, but expresses concern as 2027 approaches.
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