Tape · Macro

Macro.

Macro-event entries — CPI, NFP, FOMC, BoJ, BoC, ECB, BoE prints. Candidates are polled from the EODHD economic calendar daily at 05:45 UTC; Type-C cards fire after the release with Closelook framing.

AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.

All entries  ·  Methodology

Latest cards · Macro

  1. B2 AH

    Week of Aug 16–Aug 22 · Money Temp Regime uncertainty

    TEM +39.5% leads the week. 4 earnings · 1 macro · Temp 55/100.

  2. B2 AH

    Money Temperature · Regime uncertainty — 1 heating / 3 cooling

    Regime read: Regime uncertainty (low). Largest swing: Duration Rotation -15.00 (cooling).

  3. B2 AH

    AMAT PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -8.2%)

    T+3 said ↓SHORT at -5.52% CAR; T+5 extends to -8.2%. Drift survived the classical post-earnings window.

  4. B2 AH

    CSCO PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -8.01%)

    T+3 said ↓SHORT at -6.53% CAR; T+5 extends to -8.01%. Drift survived the classical post-earnings window.

  5. B2 AH

    Cross-asset day: VIX 16.0, DXY 98.89, 10Y 4.65% — mixed regime

    VIX at 16.0 — mixed.

  6. B2 AH

    Euro-AI 50 · 1-month leaders — PATH +31.06% / ATS.VI -17.04%

    Through August 20, 2026: UiPath leads Euro-AI 50 over the last 21 sessions at +31.06%, AT&S trails at -17.04%. 55/65 constituents covered.

  7. B2 AH

    Euro-AI 50 · Daily leaders — DSY.PA +6.31% / NBIS -9.87%

    Through August 20, 2026: Dassault Systèmes leads Euro-AI 50 over the close at +6.31%, Nebius Group trails at -9.87%. 55/65 constituents covered.

  8. B2 AH

    HALO 100 · 1-month leaders — 012450.KS +33.49% / BROS -23.98%

    Through August 20, 2026: Hanwha Aerospace leads HALO 100 over the last 21 sessions at +33.49%, Dutch Bros trails at -23.98%. 96/100 constituents covered.

  9. B2 AH

    HALO 100 · 1-month sector leaders — DEFENSE +15.92% / ENERGY -6.62%

    August 20, 2026: Autonomous Defense & Drones led HALO 100 over the last 21 sessions at +15.92% mean, Energy Transition & Clean Power trailed at -6.62%.

  10. B2 AH

    HALO 100 · Sector flow — LONGEVITY +4.09% / SPACE -1.62%

    August 20, 2026: Longevity & Healthspan led HALO 100 over the close at +4.09% mean, Space & Satellite trailed at -1.62%.

  11. B2 AH

    HALO 100 · Daily leaders — ILMN +8.87% / MDA.TO -5.47%

    Through August 20, 2026: Illumina leads HALO 100 over the close at +8.87%, MDA Ltd trails at -5.47%. 96/100 constituents covered.

  12. B2 AH

    Rubin 100 · 1-month leaders — 3037.TW +36.97% / AMKR -23.74%

    Through August 20, 2026: Unimicron +36.97% over 21 sessions, Amkor Technology -23.74%.

  13. B2 AH

    Rubin 100 · 1-month sector leaders — S19 +10.65% / POWERSEMI -15.66%

    Through August 20, 2026: S19 leads the last 21 trading days at +10.65%, Power Semiconductors trails at -15.66%.

  14. B2 AH

    Rubin 100 · Sector flow — EDA -0.95% / S24 -7.66%

    August 20, 2026 close: EDA & Chip IP led -0.95%, S24 trailed -7.66% (mean 1d across sector constituents).

  15. B2 AH

    Rubin 100 · Daily leaders — MRVL +9.85% / 5801.T -13.69%

    August 20, 2026 close: Marvell Technology leads +9.85%, Furukawa Electric trails -13.69%. 124/126 constituents covered.

  16. C AH

    FN · PEAD ↓ 80

    Fabrinet reported Q4 FY2026 EPS of $3.92 on 2026-08-17, beating the $3.69 consensus by $0.23 (+6.2%).

  17. B2 AH

    1 universe earnings · August 20, 2026

    1 reports. 1 beats · 0 misses.

  18. D AH

    US close: S&P -0.52%, NDX -0.94% — KOSPI +6.0% leads Asia

    KOSPI +6.0% leads Asia. S&P -0.52% · NDX -0.94%.

  19. D US

    Into US open: S&P futures +0.21%, DAX -0.5% — KOSPI +6.0% leads Asia

    KOSPI +6.0% leads Asia. SPY +0.21% · VIX 15.8.

  20. B2 US

    Thursday setup · 1 macro · 1 universe earnings

    1 macro print + 1 universe earnings on the calendar.

  21. C EU

    035720.KO · PEAD → 4

    Kakao reported Q2 2026 EPS of ₩387 on 2026-08-14, missing the ₩388.91 consensus by ₩1.91 (−0.49%); prior-year EPS comparison is not available in our feed.

  22. B1 US

    Western Digital ▼ -6.87%

    Western Digital closed 462.09 (-6.87% vs 496.16). storage watchpoint.

  23. B1 US

    KLA Corporation ▼ -3.86%

    KLA Corporation closed 187.27 (-3.86% vs 194.79). packaging watchpoint.

  24. B1 US

    Onto Innovation ▼ -5.05%

    Onto Innovation closed 299.50 (-5.05% vs 315.42). packaging watchpoint.

  25. B1 US

    Amkor Technology ▼ -7.20%

    Amkor Technology closed 50.89 (-7.20% vs 54.84). packaging watchpoint.

  26. B1 US

    Vertiv ▼ -4.23%

    Vertiv closed 261.00 (-4.23% vs 272.54). power-cooling watchpoint.

  27. B1 US

    Fabrinet ▼ -5.81%

    Fabrinet closed 454.55 (-5.81% vs 482.59). optical-photonics watchpoint.

  28. B1 US

    Coherent ▼ -6.19%

    Coherent closed 287.47 (-6.19% vs 306.43). optical-photonics watchpoint.

  29. B1 US

    Lumentum ▼ -5.23%

    Lumentum closed 827.60 (-5.23% vs 873.31). optical-photonics watchpoint.

  30. B1 US

    TLT (20+ Year Treasuries) ▲ +1.67%

    TLT (20+ Year Treasuries) closed 83.02 (+1.67% vs 81.66). rates watchpoint.

  31. D AS

    Asia close: Nikkei +1.3%, KOSPI +6.01% — KOSPI +6.0% leads Asia

    KOSPI +6.0% leads Asia. Nikkei +1.3% · HSI +1.14%.

  32. B2 AH

    Money Temperature · Regime uncertainty — 1 heating / 3 cooling

    Regime read: Regime uncertainty (low). Largest swing: Duration Rotation -17.00 (cooling).

  33. B2 AH

    COHR PEAD reversal: T+3 ↑LONG faded — T+5 closes -12.31%

    T+3 said ↑LONG at +6.64% CAR; T+5 reverses to -12.31%. The market re-priced the print.

  34. B2 AH

    CSCO PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -8.01%)

    T+3 said ↓SHORT at -6.53% CAR; T+5 extends to -8.01%. Drift survived the classical post-earnings window.

  35. B2 AH

    VWS.CO PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +18.44%)

    T+3 said ↑LONG at +15.6% CAR; T+5 extends to +18.44%. Drift survived the classical post-earnings window.

  36. B2 AH

    Cross-asset day: VIX 14.9, DXY 98.81, 10Y 4.71% — risk-on regime

    VIX at 14.9 — risk-on.

  37. B2 AH

    Euro-AI 50 · 1-month leaders — NBIS +36.04% / VACN.SW -7.78%

    Through August 19, 2026: Nebius Group leads Euro-AI 50 over the last 21 sessions at +36.04%, VAT Group trails at -7.78%. 60/65 constituents covered.

  38. B2 AH

    Euro-AI 50 · Daily leaders — SAN.PA +5.15% / ATS.VI -14.17%

    Through August 19, 2026: Sanofi leads Euro-AI 50 over the close at +5.15%, AT&S trails at -14.17%. 60/65 constituents covered.

  39. B2 AH

    HALO 100 · 1-month leaders — KTOS +34.94% / BROS -26.88%

    Through August 19, 2026: Kratos Defense leads HALO 100 over the last 21 sessions at +34.94%, Dutch Bros trails at -26.88%. 97/100 constituents covered.

  40. B2 AH

    HALO 100 · 1-month sector leaders — DEFENSE +18.73% / ENERGY -7.07%

    August 19, 2026: Autonomous Defense & Drones led HALO 100 over the last 21 sessions at +18.73% mean, Energy Transition & Clean Power trailed at -7.07%.