Geopolitics Alpha

Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus

Published . Updated .

Key takeaways

  • In the week ahead, US retail sales, Federal Reserve minutes and Nvidia’s results will shape global sentiment, while India’s wholesale inflation release will test the domestic rate outlook.
  • Exposed: SMH, SOXX, TLT, TIP, INDA
  • Market reaction: price tracking starts with the next trading session.

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Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus

In the week ahead, US retail sales, Federal Reserve minutes and Nvidia’s results will shape global sentiment, while India’s wholesale inflation release will test the domestic rate outlook.

Directly affected

  • NVDA Nvidia

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF

    iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.

  • TLT iShares 20+ Year Treasury Bond ETF

    iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story.

  • TIP iShares TIPS Bond ETF

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • INDA iShares MSCI India ETF

    iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”).

  • EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

    iShares J.P. Morgan USD Emerging Markets Bond ETF holds emerging-market government bonds, which react to inflation and interest-rate news like this one in India

  • EMLC VanEck J.P. Morgan EM Local Currency Bond ETF

    VanEck J.P. Morgan EM Local Currency Bond ETF holds emerging-market bonds in local currencies, which move with rate and currency news like this from India.

  • EEM iShares MSCI Emerging Markets ETF

    iShares MSCI Emerging Markets ETF is a broad fund of emerging-market stocks that includes India

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+9.70%+6.76%baseafter closeafter closeafter closeafter close
SMH+0.14%+4.23%baseafter closeafter closeafter closeafter close
SOXX-1.72%+4.04%baseafter closeafter closeafter closeafter close
TLT+3.26%+1.97%baseafter closeafter closeafter closeafter close
TIP+1.37%+0.64%baseafter closeafter closeafter closeafter close
INDA-0.06%+0.23%baseafter closeafter closeafter closeafter close
EMB+1.52%+0.99%baseafter closeafter closeafter closeafter close
EMLC+1.64%+0.57%baseafter closeafter closeafter closeafter close
EEM+0.18%+1.84%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus Upstox

Source: Upstox

The price since 15 Nov 2026: Vaneck Etf Trust (SMH) versus the S&P 500

CompanyWhenMoveStatus
Ishares Tr (EEM)three days earlier+1.84%final price
Ishares Tr (EEM)five days earlier+0.18%final price
Ishares Tr (EMB)three days earlier+0.99%final price
Ishares Tr (EMB)five days earlier+1.52%final price
Vaneck J. P. Morgan Em Local Currency Bond Etf (EMLC)three days earlier+0.57%final price
Vaneck J. P. Morgan Em Local Currency Bond Etf (EMLC)five days earlier+1.64%final price
Ishares Tr (INDA)three days earlier+0.23%final price
Ishares Tr (INDA)five days earlier-0.06%final price
NVDAthree days earlier+6.76%final price
NVDAfive days earlier+9.70%final price
Vaneck Etf Trust (SMH)three days earlier+4.23%final price
Vaneck Etf Trust (SMH)five days earlier+0.14%final price
Ishares Tr (SOXX)three days earlier+4.04%final price
Ishares Tr (SOXX)five days earlier-1.72%final price
Ishares Tr (TIP)three days earlier+0.64%final price
Ishares Tr (TIP)five days earlier+1.37%final price
Ishares Tr (TLT)three days earlier+1.97%final price
Ishares Tr (TLT)five days earlier+3.26%final price

Congressional trades in Vaneck Etf Trust (SMH) around 15 Nov 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Vaneck Etf Trust (SMH)

Companies mentioned with this story

  • SMH Vaneck Etf Trust

    In “Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • SOXX Ishares Tr

    Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • TLT Ishares Tr

    In “Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story

  • TIP Ishares Tr

    Ishares Tr (TIP) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus.” Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • INDA Ishares Tr

    In “Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus,” Ishares Tr (INDA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”)

  • EMB Ishares Tr

    In “Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus,” Ishares Tr (EMB) is linked, with no stored direction, medium confidence. Reason on file: iShares J.P. Morgan USD Emerging Markets Bond ETF holds emerging-market government bonds, which react to inflation and interest-rate news like this one in India

  • EMLC Vaneck J. P. Morgan Em Local Currency Bond Etf

    Vaneck J. P. Morgan Em Local Currency Bond Etf (EMLC) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus.” Reason on file: VanEck J.P. Morgan EM Local Currency Bond ETF holds emerging-market bonds in local currencies, which move with rate and currency news like this from India

  • EEM Ishares Tr

    For “Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus,” Ishares Tr (EEM) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Emerging Markets ETF is a broad fund of emerging-market stocks that includes India

Vaneck Etf Trust (SMH)

Vaneck Etf Trust (SMH) is the company in “Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus,” the 15 Nov 2026 this story story.

The link for Vaneck Etf Trust (SMH) is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

The price range for Vaneck Etf Trust (SMH), and the dates in the story

SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73. TLT traded between 76.44 and 80.56 across 12 sessions. The latest close on file is 79.46.

A simple score for Vaneck Etf Trust (SMH)

46 out of 100

“Week Ahead: Fed minutes, Nvidia earnings and India’s inflation outlook in focus” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.