Monday, August 10Berkshire Hathaway kicks off the week, and it's the purest macro statement on the calendar: the size of the cash pile. CoreWeave is the single most important print of the week for the AI trade. After a 10% Nasdaq rebound built substantially on renewed AI faith, this report carries the burden of proof. Consensus wants headline easing to 3.4% from 3.5% and core down to 2.5% from 2.6%, after June's shockingly soft report — headline prices actually fell 0.4% on the month. In economic data, the July retail sales report closes the week with the first hard consumer data covering the peak-gasoline month.