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.
Latest cards · Macro
No macro entries published yet.
The macro calendar is polling (FOMC, GDP, PCE, BoJ, BoC, ECB, BoE). Type-C vertexing for macro prints lands in a follow-up batch — candidates are staged server-side; cards will appear here once the macro generator goes live.
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Money Temperature · Mixed / transitional — 2 heating / 1 cooling
Regime read: Mixed / transitional (low). Largest swing: Risk vs Haven +18.00 (heating).
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HEXA-B.ST PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +8.57%)
T+3 said ↑LONG at +6.16% CAR; T+5 extends to +8.57%. Drift survived the classical post-earnings window.
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Cross-asset day: VIX 19.4, DXY 101.96, 10Y 4.99% — mixed regime
VIX at 19.4 — mixed.
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STX · PEAD → 0
Seagate Technology reported Q1 FY2027 EPS of $7.34 on 2026-10-27, beating the $7.17 consensus by $0.17 (+2.37%).
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PCAR · PEAD → 26
PACCAR reported Q3 2026 EPS of $1.61 on 2026-10-27, matching the $1.61 consensus exactly (0% beat/miss).
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MOD · PEAD → 0
Modine Manufacturing reported Q2 FY2027 results on 2026-10-27 (after market close); consensus EPS was $1.47, with actual figures not yet in our data feed.
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IFCN.SW · PEAD ↑ 10
INFICON reported Q3 2026 EPS of 1.94 on 2026-10-27, beating the 1.02 consensus by 0.92 (+90.2%).
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Euro-AI 50 · 1-month leaders — WKL.AS +25.07% / ATS.VI -28.24%
Through October 30, 2026: Wolters Kluwer leads Euro-AI 50 over the last 21 sessions at +25.07%, AT&S trails at -28.24%. 55/65 constituents covered.
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Euro-AI 50 · Daily leaders — CEVI.ST +7.44% / NBIS -5.68%
Through October 30, 2026: CellaVision leads Euro-AI 50 over the close at +7.44%, Nebius Group trails at -5.68%. 55/65 constituents covered.
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HALO 100 · 1-month leaders — ETL.PA +27.12% / SFM -27.66%
Through October 30, 2026: Eutelsat leads HALO 100 over the last 21 sessions at +27.12%, Sprouts Farmers Market trails at -27.66%. 100/100 constituents covered.
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HALO 100 · 1-month sector leaders — MEDDEV +10.04% / ENERGY -10.29%
October 30, 2026: Surgical, Med Devices & Animal Health led HALO 100 over the last 21 sessions at +10.04% mean, Energy Transition & Clean Power trailed at -10.29%.
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HALO 100 · Sector flow — DEFENSE +3.51% / NUCLEAR -0.48%
October 30, 2026: Autonomous Defense & Drones led HALO 100 over the close at +3.51% mean, Nuclear & Uranium trailed at -0.48%.
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HALO 100 · Daily leaders — KOG.OL +13.01% / SFM -22.58%
Through October 30, 2026: Kongsberg Gruppen leads HALO 100 over the close at +13.01%, Sprouts Farmers Market trails at -22.58%. 100/100 constituents covered.
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GLW · PEAD → 37
Corning reported Q3 2026 EPS of $0.91 on 2026-10-27, beating the $0.89 consensus by $0.02 (+2.2%).
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FCX · PEAD → 9
Freeport-McMoRan reported Q3 2026 EPS of $0.88 on 2026-10-27, beating the $0.80 consensus by $0.08 (+10.0%).
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ENPH · PEAD ↓ 80
Enphase Energy reported Q3 2026 EPS of $0.19 on 2026-10-27, beating the $0.18 consensus by $0.01 (+5.6%).
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ECL · PEAD ↑ 76
Ecolab reported Q3 2026 EPS of $2.18 on 2026-10-27, matching the $2.18 consensus exactly (0% beat/miss).
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Rubin 100 · 1-month leaders — SNPS +12.70% / AEHR -38.56%
Through October 30, 2026: Synopsys +12.70% over 21 sessions, Aehr Test Systems -38.56%.
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Rubin 100 · 1-month sector leaders — GASCHEM +2.64% / S24 -18.47%
Through October 30, 2026: Gases, Chemicals & Consumables leads the last 21 trading days at +2.64%, S24 trails at -18.47%.
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Rubin 100 · Sector flow — DEPETCH +1.86% / S19 -3.61%
October 30, 2026 close: Deposition, Etch & Process led +1.86%, S19 trailed -3.61% (mean 1d across sector constituents).
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Rubin 100 · Daily leaders — AIXA.DE +8.48% / MRVL -13.24%
October 30, 2026 close: Aixtron leads +8.48%, Marvell Technology trails -13.24%. 129/130 constituents covered.
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CSGP · PEAD ↓ 80
CoStar reported Q3 2026 EPS of $0.32 on 2026-10-27, beating the $0.28 consensus by $0.04 (+14.3%).
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ASM.AS · PEAD ↑ 24
ASM International reported Q3 2026 EPS of €6.2727 on 2026-10-27, beating the €6.26 consensus by €0.0127 (+0.20%) after the close.
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ALFA.ST · PEAD → 0
Alfa Laval reported Q3 2026 EPS of 5.40 on 2026-10-27, missing the 5.43 consensus by 0.03 (-0.55%); year-over-year comparison is not available in the current data feed.
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AIR.PA · PEAD → 0
Airbus reported Q3 2026 EPS of €1.66 on 2026-10-27, missing the €1.68 consensus by €0.02 (-1.2%); year-over-year comparison is not available in the current data feed.
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1 universe earnings AMC · October 30, 2026
1 reports AMC session. 0 beats · 0 misses.
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US close: S&P -2.42%, NDX -3.57% — KOSPI -5.2% drags Asia
KOSPI -5.2% drags Asia. S&P -2.42% · NDX -3.57%.
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9 universe earnings BMO · October 30, 2026
9 reports BMO session. 2 beats · 0 misses.
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Into US open: S&P futures -0.38%, DAX -0.78% — KOSPI -5.2% drags Asia
KOSPI -5.2% drags Asia. SPY -0.38% · VIX 18.6.
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Friday setup · 1 macro · 10 universe earnings
1 macro print + 10 universe earnings on the calendar.
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🇺🇸 US Initial Claims 194 k ▼
US Initial Claims 194 k (vs prior, down).
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🇺🇸 US Initial Claims 194 k ▼
US Initial Claims 194 k (vs prior, down).
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3037.TW · PEAD → 0
Unimicron reported Q3 2026 EPS of 6.32 on 2026-10-27, beating the 4.30 consensus by 2.02 (+47.0%).
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0522.HK · PEAD → 0
ASMPT reported Q3 2026 EPS of HKD 1.65 on 2026-10-27, beating the HKD 1.27 consensus by HKD 0.38 (+29.9%).
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KLA Corporation ▲ +5.45%
KLA Corporation closed 167.43 (+5.45% vs 158.77). packaging watchpoint.
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Micron ▼ -4.98%
Micron closed 934.27 (-4.98% vs 983.23). memory-hbm watchpoint.
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Fabrinet ▼ -5.07%
Fabrinet closed 348.68 (-5.07% vs 367.30). optical-photonics watchpoint.
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🇹🇼 Taiwan Export Orders 62.4 ▼
Taiwan Export Orders: 62.4 vs prior 71.4 (down vs prior).
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🇺🇸 SIA Global Billings $146.8B
SIA Global Billings: $146.8B.
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🇯🇵 JP Trade Balance -536.6 ¥B ▼
JP Trade Balance -536.6 ¥B (vs prior, up).