Charles Schwab's Kevin Gordon says the latest core PCE numbers aren't pointing to the Fed's 2% inflation goal but doesn't signal any significant upheaval of inflation trends. Other factors to shake up the inflation narrative: tariffs and crude oil. Kevin addresses how the former will add pressure to the U.S. economy if import and export prices drastically change. Nathan Peterson previews Nvidia (NVDA) earnings and the Jackson Hole symposium to explain how macro and micro movers can shape Wall Street's direction.