Thursday setup · 4 macro · 24 universe earnings
4 macro prints + 24 universe earnings on the calendar.
─ Macro today ─ ECB rate (cons 2.15 · prior 2.15) ECB presser (cons — · prior —) US Initial Claims (cons 215 · prior 214) CN NBS Mfg PMI (cons 50.2 · prior 50.4)
─ Earnings today (universe) ─ BMO (pre-open): 012450.KS · 6920.T · 6981.T · 7741.T · 8035.T · CARR · DD · ETN · LLY AMC (post-close): AAPL · PRY.MI · SNDK · SYK · TEAM · WDC Other / regional: AAOI · COHU · LIN · MP · MPWR · MTSI · PODD · PWR · REGN
─ Watchpoints active ─ TSMC monthly revenue ~10th of each month SK Hynix monthly memory shipments monthly Samsung Foundry monthly monthly Taiwan export orders ~20th of each month Korea trade preliminary 1st of each month SIA global semi billings ~30th of each month
Setup refreshes as events land. Full day coverage in feed. → /tape/