The Trading Day · Monday, August 10, 2026

Tokyo reversed the silent selling overnight — Seoul joined, then faded at the close

Asia answered Friday's one open question overnight — Tokyo's silent sellers reversed into a +1.9% Nikkei close, and Seoul joined before fading into its close on foreign selling. Semis lead a broad five-day recovery; gold adds to gains while the dollar softens and vol stays contained. The week's referee reports Wednesday: July CPI.

The Morning 10

Tokyo reversed the silent selling overnight — Seoul joined, then faded at the close

  1. 1 Overnight Asia — the Monday binary
  2. 2 Semi complex
  3. 3 Software & Cloud vs Semis
  4. 4 AI Build-out Layers
  5. 5 Gold (GLD)
  6. 6 VIX / Volatility (VIXY)
  7. 7 Dollar (UUP) & Breadth
  8. 8 Closelook indices — Rubin, Euro-AI, HALO
  9. 9 Earnings — MNDY before the bell
  10. 10 Gene Munster · Deepwater Asset Management

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