Guilded News EP15
Description: Jensen Huang keynotes GTC today. The Fed meets tomorrow with $100 oil on the table. And $18.8 trillion in household debt connects both stories. Three collisions, one week — and the analytical framework to navigate it.
SHOW NOTES (PRIMARY SOURCES)
1) NVIDIA — GTC 2026 keynote (March 16, 11 AM – 1 PM PT): https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-CEO-Jensen-Huang-and-Global-Technology-Leaders-to-Showcase-Age-of-AI-at-GTC-2026/default.aspx
2) NVIDIA — GTC sovereign AI sessions: https://www.nvidia.com/gtc/sessions/sovereign-ai/ 3) Federal Reserve — FOMC calendar (March 17–18 meeting): https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm
4) U.S. Energy Information Administration — Short-Term Energy Outlook (March 10): https://www.eia.gov/outlooks/steo/
5) New York Fed — Quarterly Report on Household Debt and Credit, Q4 2025: https://www.newyorkfed.org/newsevents/news/research/2026/20260210
6) New York Fed — Full Q4 2025 PDF: https://www.newyorkfed.org/medialibrary/interactives/householdcredit/data/pdf/HHDC_2025Q4
7) U.S. Census Bureau — Advance Monthly Retail Sales (January 2026): https://www.census.gov/retail/sales.html
8) Fortune — Oil price tracker (Brent $99.84, March 13): https://fortune.com/article/price-of-oil-03-13-2026/
9) TechCrunch — GTC keynote preview (NemoClaw, Groq): https://techcrunch.com/2026/03/12/how-to-watch-jensen-huangs-nvidia-gtc-2026-keynote/
10) S&P Global — Week Ahead Economic Preview (March 16): https://www.spglobal.com/marketintelligence/en/mi/research-analysis/week-ahead-economic-preview-week-of-16-march-2026.html
11) TheStreet — FOMC preview, SEP, rate cut forecasts: https://www.thestreet.com/fed/looming-federal-reserve-meeting-shifts-bets-for-2026-interest-rate-cuts-due-to-oil-shock-from-iran-war
12) CNBC — Fed rate cut expectations fading: https://www.cnbc.com/2026/03/12/markets-hopes-for-fed-interest-rate-cuts-are-rapidly-fading-away.html
