Something's SHIFTING beneath the surface! ๐จ
South Korea's semi-heavy market getting CRUSHED โ this is your canary in the coal mine, folks! When Korea bleeds, it's telling you something about global chip demand and tech.
AND โ long-dated Treasuries doing WEIRD stuff post-CPI. Yields not behaving like they should. That's a red flag. Either the bond market sees something coming or we're in for a nasty repricing.
Price action + data + flows = PAY ATTENTION. The charts are screaming at you!
Patience here. REACT to what the market SHOWS you โ don't try to be a hero predicting the turn. Let the tape speak. This is not the time to be a cowboy. Watch semis, watch Korea, watch bonds. If they roll over together? Look out below. ๐
South Korea's semi-heavy market getting CRUSHED โ this is your canary in the coal mine, folks! When Korea bleeds, it's telling you something about global chip demand and tech.
AND โ long-dated Treasuries doing WEIRD stuff post-CPI. Yields not behaving like they should. That's a red flag. Either the bond market sees something coming or we're in for a nasty repricing.
Price action + data + flows = PAY ATTENTION. The charts are screaming at you!
Patience here. REACT to what the market SHOWS you โ don't try to be a hero predicting the turn. Let the tape speak. This is not the time to be a cowboy. Watch semis, watch Korea, watch bonds. If they roll over together? Look out below. ๐