Tuesday setup · 2 macro · 1 universe earnings
2 macro prints + 1 universe earnings on the calendar.
─ Macro today ─ JP Trade Balance (cons -564.6 · prior 301.9) BoJ rate (cons 1 · prior 0.75)
─ Earnings today (universe) ─ AMC (post-close): ORCL
─ 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/