Daily Preview: Goldman, JPMorgan, Citi, Wells Fargo Earnings; Fed Speakers, Apple Event

The simultaneous release of bank earnings, Fed commentary and CPI data sets up a dense information day, but the real signal lies in whether these normally separate threads start to reinforce each other — particularly if the Fed speakers directly address the AI-driven productivity narrative that underpins current market optimism. That framing matters for RWA and crypto markets because it shapes the rate path assumptions embedded in tokenized yield products. The open question is whether Waller's remarks on AI-era policy go beyond generalities and offer any concrete steer on how the Fed models technology's effect on inflation.