Information is factual only and is not financial advice.
🌏 HK
Tech ripped: 9988 110.50, +3.1%, 3690 77.10, +6.6%, 1810 26.38, +5.4%, all on heavy volume
0700 423.40, -0.4%, the odd one out while peers ran
HSI closed Tuesday at 24345.2, +0.3%, Wednesday tape far stronger under the surface
🇺🇸 US
Hot September CPI hit: SPY 769.60, -1.1%, QQQ 728.95, -2.0%, Nasdaq led down
TSLA 367.16, -2.2%, NVDA 221.30, -3.2%, chips led the selloff
GLD 375.99, -1.5% as gold faded from records, TLT 78.89, +0.7% on a haven bid
📊 Context
September CPI hotter than expected, Fed cut bets pared, S&P 7718.9, Dow near flat
WTI 95.11, +1.0% firm while gold pulled back to 4121.7, -1.3%
AUD 0.6974 steady, neither help nor harm for unhedged books
🎯 Eva's Read
Uranium book under real pressure, PDN two heavy down days running, no averaging down into it
US CPI repricing is the macro driver, patience over prediction, stops stand
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