Is China turning into the next Japan?

Mike Armstrong and Marc Fandetti recap a wild month that included a significant sell off, yet 79% of companies that reported earnings beat expectations. What will be discussed at the Jackson Hole Symposium? Why are analysts worried about the Japanification of China? Nvidia earnings will be a major test for AI demand, market rally. AI funds are missing out on AI fueled rally. Banks don't like rich mortgage borrowers as much as they used to. A bright spot in commercial real estate: retail shops.