(2024/9/11) CPI as per consensus → Only Nas rose to start. ⭐ About 60% of the sectors fell. ⭕ Semiconductors ❌ Banks → Ended with an overall increase. ⭐ Strength and weakness are evenly balanced. ⭕ Energy, semiconductors, ❌ Insurance, pharmaceutical retailers.

(2024/9/11 22:25)
Since the CPI was as expected, the NY market is considered calm...

On 2024/9/11 at 22:35.
The NY market started with a full decline, with only Nas rising into positive territory.
Buy in semiconductors, sell in banks.

• Dow -378 S&P -19 Russell -23↓
• Nas +25↑
• Interest rate (Y10=3.66%)↑
- Gold and silver decrease, copper increase.
- Crude oil 67.1↑
Grains are on the rise.
・BTC↓
- USD/JPY 142.1↓
-Fear&Greed 39↓

- Sector Situation
About 60% of the sector is down.

(Top 3) solar, semiconductors, semiconductor equipment and materials
(Bottom 3) textile manufacturing, personal services, pharmaceutical retailers

Buy more $JNUG, $INDL, $SOLV in semiconductors

Buy 3 stocks at the market price.

(6:25)
The NY market ended with an overall increase.
Semiconductors led the general buying trend, while pharmaceuticals were sold.

- Dow +124, Nasdaq +369, S&P +58, Russell +1
- Interest rates (Y10 = 3.65%) increased
Gold sell, silver and copper up
- Crude oil 67.3↑
Grains are on the rise.
・BTC↓
- USD/JPY 142.3 ↓
- Fear & Greed 43↑

- Sector Situation
⭐Half and half in terms of sector strength.

(3 strong) solar, uranium, semiconductors
Buy energy and semiconductors.

(Weak 3) Petroleum and gas refining and marketing, specialty insurance, water supply
Sell insurance and pharmaceutical retailers.

🟦$JNUG, $SOLV, $INDL charts (after the close)

$JNUG: IN today near the lower range. Gold mining stocks should be favorable in a rate cut environment.
$SOLV: Stable flight. The pharmaceutical sector is expected to be weak, but this stock is doing well! lol
$INDL: A bit unreliable, but the India stock ETF is generally in an upward trend.

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