

📅 CPI Sets the Tone The week ahead: 📊 U.S. CPI leads the macro calendar, followed by PPI and retail sales—three key reads for the Fed outlook. 🧠 $ASML and $TSM will test the strength of AI-chip demand, advanced-node growth and capex. 🏦 $JPM and $GS kick off bank earnings with credit trends, trading and dealmaking in focus. Map out the week 👇