06:13 AM EST, 02/24/2025 (MT Newswires) -- US equity investors will be all over Nvidia's ( NVDA ) quarterly earnings while remaining focused on the Fed's preferred inflation data this week as concern mounts that geopolitical factors could force monetary policy restraint on a weakening consumer.

* Wedbush Securities expects "another robust" performance from Nvidia ( NVDA ), calming investors' nerves as Jensen lays out the massive demand drivers, according to a Sunday note.

* "With market jitters abounding for macro, Trump's policy worries, Fed/inflation, DeepSeek, and a myriad of other issues," the most important company for the tech sector remains Nvidia ( NVDA ), the Wedbush note said.

* Personal income, spending, and price data are due Friday. Other earning reports due this week include Home Depot (HD), Intuit (INTU), and Salesforce (CRM).

* Recall the core Consumer Price Index rose by over 0.4% in January, Scotiabank said Friday. Adjustments for different weights would lower its translation into personal consumption expenditures, which the Fed uses to gauge inflation. Further, softness in the components in January's producer prices captured by PCE "should" also weigh down the PCE somewhat. But, note that core PCE has been biased toward "very-strong" readings early on in recent years, the note said, adding: "If this pattern persists, it could negate the other influences."

* The second look at Q4 gross domestic due Thursday, along with weekly jobless claims and durable goods orders.

* Last week, US equity indexes fell as weak economic data and Walmart's disappointing guidance called into question consumer strength. Expectations are, according to the FedWatch Tool, the Fed will remain on pause amid mounting geopolitical risks, weighing on investors' risk sentiment.

* The coming week will advance moves toward a funding deal and avoid a government shutdown by the March 14 deadline, said Scotiabank. The House of Representatives is moving toward voting on its plan and must agree on a joint bill and get it to Trump for his approval.