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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 Closelooknet framing.

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

All entries  ·  Methodology

Latest cards · Macro

  1. B2 AH

    Money Temperature · Mixed / transitional — 2 heating / 2 cooling

    Regime read: Mixed / transitional (low). Largest swing: De-dollarization -24.00 (cooling).
  2. B2 AH

    Rubin 100 · Sector rotation — TESTMET → DEPETCH

    Rubin sector rotation: TESTMET → DEPETCH leads at 9.54%.
  3. B2 AH

    Cross-asset day: VIX 15.3, DXY 101.91, 10Y 5.24% — risk-on regime

    VIX at 15.3 — risk-on.
  4. B2 AH

    Euro-AI 50 · 1-month leaders — P4O.DE +50.15% / PATH -26.57%

    Through October 2, 2026: Plan Optik leads Euro-AI 50 over the last 21 sessions at +50.15%, UiPath trails at -26.57%. 65/65 constituents covered.
  5. B2 AH

    Euro-AI 50 · Daily leaders — CAP.PA +7.27% / ATS.VI -6.48%

    Through October 2, 2026: Capgemini leads Euro-AI 50 over the close at +7.27%, AT&S trails at -6.48%. 65/65 constituents covered.
  6. B2 AH

    HALO 100 · 1-month leaders — ILMN +28.29% / FLNC -27.35%

    Through October 2, 2026: Illumina leads HALO 100 over the last 21 sessions at +28.29%, Fluence Energy trails at -27.35%. 98/100 constituents covered.
  7. B2 AH

    HALO 100 · 1-month sector leaders — SPACE +0.62% / NUCLEAR -11.21%

    October 2, 2026: Space & Satellite led HALO 100 over the last 21 sessions at +0.62% mean, Nuclear & Uranium trailed at -11.21%.
  8. B2 AH

    HALO 100 · Sector flow — DEFENSE +0.69% / LONGEVITY -3.23%

    October 2, 2026: Autonomous Defense & Drones led HALO 100 over the close at +0.69% mean, Longevity & Healthspan trailed at -3.23%.
  9. B2 AH

    HALO 100 · Daily leaders — DRO.AX +7.00% / VKTX -6.41%

    Through October 2, 2026: DroneShield leads HALO 100 over the close at +7.00%, Viking Therapeutics trails at -6.41%. 98/100 constituents covered.
  10. B2 AH

    Rubin 100 · 1-month leaders — COHU +59.28% / AVGO -7.04%

    Through October 2, 2026: Cohu +59.28% over 21 sessions, Broadcom -7.04%.
  11. B2 AH

    Rubin 100 · 1-month sector leaders — TESTMET +25.36% / GASCHEM +0.25%

    Through October 2, 2026: Testing & Metrology leads the last 21 trading days at +25.36%, Gases, Chemicals & Consumables trails at +0.25%.
  12. B2 AH

    Rubin 100 · Sector flow — EDA +6.64% / ARCHITECTS -0.64%

    October 2, 2026 close: EDA & Chip IP led +6.64%, Architects (Chip Design) trailed -0.64% (mean 1d across sector constituents).
  13. B2 AH

    Rubin 100 · Daily leaders — SNPS +12.78% / WAF.DE -3.32%

    October 2, 2026 close: Synopsys leads +12.78%, Siltronic trails -3.32%. 125/126 constituents covered.
  14. B2 AH

    0 universe earnings · October 2, 2026

    No universe earnings reports today — light session.
  15. D AH

    US close: S&P +0.69%, NDX +1.14% — HSI -2.6% drags Asia

    HSI -2.6% drags Asia. S&P +0.69% · NDX +1.14%.
  16. D US

    Into US open: S&P futures +0.18%, DAX +1.08% — HSI -2.6% drags Asia

    HSI -2.6% drags Asia. SPY +0.18% · VIX 16.1.
  17. B2 US

    Friday setup · 3 macro · 0 universe earnings

    3 Tier-1 macro prints scheduled today. Light earnings.
  18. B1 US

    🇺🇸 ISM Mfg PMI 54.5 pts ▲

    ISM Mfg PMI 54.5 pts (vs prior, down).
  19. B1 US

    🇺🇸 US Initial Claims 197 k ▼

    US Initial Claims 197 k (vs prior, down).
  20. B1 US

    🇺🇸 US Initial Claims 197 k ▼

    US Initial Claims 197 k (vs prior, down).
  21. B1 US

    Cadence Design Systems ▲ +6.22%

    Cadence Design Systems closed 350.73 (+6.22% vs 330.19). eda watchpoint.
  22. B1 US

    Micron ▲ +3.03%

    Micron closed 1097.39 (+3.03% vs 1065.11). memory-hbm watchpoint.
  23. B1 US

    Fabrinet ▲ +6.40%

    Fabrinet closed 451.44 (+6.40% vs 424.27). optical-photonics watchpoint.
  24. B1 US

    Coherent ▲ +10.90%

    Coherent closed 319.19 (+10.90% vs 287.81). optical-photonics watchpoint.
  25. B1 US

    Lumentum ▲ +7.67%

    Lumentum closed 1045.78 (+7.67% vs 971.26). optical-photonics watchpoint.
  26. B1 AS

    🇹🇼 Taiwan Industrial Production 23.47 ▼

    Taiwan Industrial Production: 23.47 vs prior 23.95 (down vs prior).
  27. B1 AS

    🇹🇼 Taiwan Export Orders 71.4 ▲

    Taiwan Export Orders: 71.4 vs prior 61.9 (up vs prior).
  28. B1 US

    🇺🇸 SIA Global Billings $146.8B

    SIA Global Billings: $146.8B.
  29. D AS

    Asia close: Nikkei -1.08%, KOSPI +0.18% — HSI -2.6% drags Asia

    HSI -2.6% drags Asia. Nikkei -1.08% · HSI -2.64%.
  30. B2 AH

    Money Temperature · Risk-on rally — 2 heating / 2 cooling

    Regime read: Risk-on rally (moderate). Largest swing: De-dollarization -27.00 (cooling).
  31. B2 AH

    Rubin 100 · Sector rotation — FABSUB → TESTMET

    Rubin sector rotation: FABSUB → TESTMET leads at 6.69%.
  32. B2 AH

    Cross-asset · October 1, 2026 — risk-on regime

    Cross-asset snapshot — risk-on.
  33. B2 AH

    Euro-AI 50 · 1-month leaders — ATS.VI +35.84% / PATH -31.23%

    Through October 1, 2026: AT&S leads Euro-AI 50 over the last 21 sessions at +35.84%, UiPath trails at -31.23%. 61/65 constituents covered.
  34. B2 AH

    Euro-AI 50 · Daily leaders — PATH +4.22% / ATS.VI -7.18%

    Through October 1, 2026: UiPath leads Euro-AI 50 over the close at +4.22%, AT&S trails at -7.18%. 61/65 constituents covered.
  35. B2 AH

    HALO 100 · 1-month leaders — NTRA +28.37% / FLNC -28.95%

    Through October 1, 2026: Natera leads HALO 100 over the last 21 sessions at +28.37%, Fluence Energy trails at -28.95%. 96/100 constituents covered.
  36. B2 AH

    HALO 100 · 1-month sector leaders — LONGEVITY +2.40% / FOOD -11.86%

    October 1, 2026: Longevity & Healthspan led HALO 100 over the last 21 sessions at +2.40% mean, Better Food, Clean Label & Functional trailed at -11.86%.
  37. B2 AH

    HALO 100 · Sector flow — DEFENSE +1.33% / NEARSHORE -1.81%

    October 1, 2026: Autonomous Defense & Drones led HALO 100 over the close at +1.33% mean, Nearshoring, Logistics & Physical Commerce trailed at -1.81%.
  38. B2 AH

    HALO 100 · Daily leaders — DRO.AX +6.19% / RACE -4.89%

    Through October 1, 2026: DroneShield leads HALO 100 over the close at +6.19%, Ferrari trails at -4.89%. 96/100 constituents covered.
  39. B2 AH

    Rubin 100 · 1-month leaders — FORM +48.40% / CRDO -13.88%

    Through October 1, 2026: FormFactor +48.40% over 21 sessions, Credo Technology -13.88%.
  40. B2 AH

    Rubin 100 · 1-month sector leaders — TESTMET +18.17% / GASCHEM -1.29%

    Through October 1, 2026: Testing & Metrology leads the last 21 trading days at +18.17%, Gases, Chemicals & Consumables trails at -1.29%.