I'm tired of the CPI festival
15th (Wednesday) US CPI +0.3% #bloomberg, latest data forecast is +0.3 episode and a half.
☑ #為替ドットコム “FX etc. Victims 16,785” The amount of damage is increasing. Be careful of LINE guidance etc.
☑ $SPY 90% settlement cleared. What's left is $BABA $WMT $NU $HD $AMAT $SONY, $NVDA, etc.
☑ TOPIX 13th: = #ソニー、ニトリ、 #ENEOS、りそな、三井住友トラスト・ホールディング。 14th: Rakuten Group. 15th: Recruit, #三菱UFJ, #三井住友、 #みずほ、 #第一生命、 #日本郵政、 #ゆうちょ銀行、かんぽ
Impression: It's been a hectic week with CPI, sentiment indices, and FED member statements. In particular, did the $ARM stock price reaction from semiconductor $AMAT (#ソフトバンク as a bonus) and $NVIDA call options of 900 USD and 880 USD and reach 920? Or maybe it was a disappointing sale and positions were piled up for both 840 USD and Putt/Call ☺
#earningswhispers
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