Powell's speech at Jackson Hole will set the tone for policy through the rest of this year. BofA says the speech will drive big swings in these stocks.

If inflation starts climbing again after a rate cut, “the Fed will have to reverse course—and in the worst case, start hiking again,” Slok said.

Fed Chair Jerome Powell's address on Friday and Nvidia earnings after the close on Wednesday may hold the keys as to whether the bull market can continue. "In the near-term, if Chair Powell can give a market-friendly speech and NVDA can meet,