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GDP · Macro prints (Turkey) Turkey Industrial production YoY · Macro prints (Turkey) Turkey Policy rate · Macro prints (Turkey) Turkey Retail sales YoY · Macro prints (Turkey) Turkey Terms of trade · Macro prints (Turkey) Turkey Trade balance · Macro prints (Turkey) Turkey Unemployment rate · Macro prints (Turkey) United States Budget balance / GDP · Macro prints (United States) United States Business confidence / PMI · Macro prints (United States) United States CPI inflation YoY · Macro prints (United States) United States Car registrations · Macro prints (United States) United States Consumer confidence · Macro prints (United States) United States Core inflation YoY · Macro prints (United States) United States Current account / GDP · Macro prints (United States) United States FX reserves · Macro prints (United States) United States GDP growth YoY · Macro prints (United States) United States Government debt / GDP · Macro prints (United States) United States Industrial production YoY · 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Vietnam Trade balance · Macro prints (Vietnam) Vietnam Unemployment rate · Macro prints (Vietnam) Bitcoin (CME): asset managers net · Positioning (CFTC) Bitcoin (CME): dealers net · Positioning (CFTC) Bitcoin (CME): leveraged funds net · Positioning (CFTC) Copper: speculators (non-commercial) net · Positioning (CFTC) E-mini Nasdaq-100: asset managers net · Positioning (CFTC) E-mini Nasdaq-100: dealers net · Positioning (CFTC) E-mini Nasdaq-100: leveraged funds net · Positioning (CFTC) E-mini S&P 500: asset managers net · Positioning (CFTC) E-mini S&P 500: dealers net · Positioning (CFTC) E-mini S&P 500: leveraged funds net · Positioning (CFTC) Euro FX: asset managers net · Positioning (CFTC) Euro FX: dealers net · Positioning (CFTC) Euro FX: leveraged funds net · Positioning (CFTC) Gold: speculators (non-commercial) net · Positioning (CFTC) Japanese yen: asset managers net · Positioning (CFTC) Japanese yen: dealers net · Positioning (CFTC) Japanese yen: leveraged funds net · 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(005930.KS) · Semis: memory SanDisk (SNDK) · Semis: memory Brazil 10YR · Sovereign 10Y Bund 10YR · Sovereign 10Y China 10YR · Sovereign 10Y Gilt 10YR · Sovereign 10Y INDOGB 10YR · Sovereign 10Y INDOGB 15YR · Sovereign 10Y India 10YR · Sovereign 10Y JGB 10YR · Sovereign 10Y Korea 10YR · Sovereign 10Y Malaysia 10YR · Sovereign 10Y Mexico 10YR · Sovereign 10Y Philippines 10YR · Sovereign 10Y South Africa 10YR · Sovereign 10Y Thailand 10YR · Sovereign 10Y Turkey 10YR · Sovereign 10Y Vietnam 10YR · Sovereign 10Y First Trust Cybersecurity (CIBR) · Tech ETFs KraneShares China Internet (KWEB) · Tech ETFs Utilities (XLU) · Tech ETFs VanEck Semiconductor (SMH) · Tech ETFs WisdomTree Cloud (WCLD) · Tech ETFs iShares Software (IGV) · Tech ETFs AMZN capex (quarterly) · Tech fundamentals CRWV capex (quarterly) · Tech fundamentals GOOGL capex (quarterly) · Tech fundamentals Hyperscaler capex (5 cos, quarterly) · Tech fundamentals META capex (quarterly) · Tech fundamentals MSFT capex (quarterly) · Tech fundamentals NVDA capex (quarterly) · Tech fundamentals Nvidia revenue (quarterly) · Tech fundamentals ORCL capex (quarterly) · Tech fundamentals AI infrastructure: network, servers, power (equal-weight basket) · Tech themes China tech (equal-weight basket) · Tech themes Cloud & software (equal-weight basket) · Tech themes Consumer tech & platforms (equal-weight basket) · Tech themes Cybersecurity (equal-weight basket) · Tech themes Hyperscalers (equal-weight basket) · Tech themes Indonesia digital, telco & data centres (equal-weight basket) · Tech themes Semis: AI compute & design (equal-weight basket) · Tech themes Semis: foundry & equipment (equal-weight basket) · Tech themes Semis: memory (equal-weight basket) · Tech themes DJIA · US equity Nasdaq 100 · US equity Nasdaq Composite · US equity PHLX Semiconductor (SOX) · US equity Russell 2000 · US equity S&P 500 · US equity S&P 500 equal weight (RSP) · US equity Average interest rate on marketable US debt · US macro Broad trade-weighted USD · US macro Budget balance / GDP (FY) · US macro CPI YoY · US macro Chicago Fed financial conditions · US macro Core CPI YoY · US macro Core PCE YoY · US macro Federal debt / GDP · US macro Federal interest payments (USD bn saar) · US macro GDPNow (Atlanta Fed) · US macro Housing starts ('000) · US macro Industrial production YoY · US macro Initial claims · US macro Job openings ('000) · US macro Payrolls MoM ('000) · US macro Real GDP QoQ saar · US macro Retail sales YoY · US macro Sahm rule indicator · US macro Trade balance (USD mn) · US macro UMich sentiment · US macro US federal deficit, rolling 12M · US macro US public debt outstanding · US macro Unemployment rate · US macro 10YR breakeven inflation · US rates 10YR real yield (TIPS) · US rates 10YR term premium (Kim-Wright) · US rates 2s10s slope · US rates 3M-10YR slope · US rates 5Y5Y forward inflation · US rates 5YR breakeven inflation · US rates 5YR real yield (TIPS) · US rates 5s30s slope · US rates Effective fed funds · US rates Fed funds upper bound · US rates SOFR · US rates US 30Y mortgage rate · US rates UST 10YR · US rates UST 2YR · US rates UST 30YR · US rates UST 3M · US rates UST 5YR · US rates Communication services (XLC) · US sectors (Select Sector SPDR) Consumer discretionary (XLY) · US sectors (Select Sector SPDR) Consumer staples (XLP) · US sectors (Select Sector SPDR) Energy (XLE) · US sectors (Select Sector SPDR) Financials (XLF) · US sectors (Select Sector SPDR) Health care (XLV) · US sectors (Select Sector SPDR) Industrials (XLI) · US sectors (Select Sector SPDR) Materials (XLB) · US sectors (Select Sector SPDR) Real estate (XLRE) · US sectors (Select Sector SPDR) Technology (XLK) · US sectors (Select Sector SPDR) Utilities (XLU) · US sectors (Select Sector SPDR) MOVE (UST vol) · Volatility VIX · Volatility Chart Studio
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0,0 20,0 40,0 AMZN capex (quart… 54,2 NVDA capex (quart… 2,7 Jul 23 Jan 24 Jul 24 Jan 25 Jul 25 Jan 26 Jul 26 0,0 20,0 40,0 AMZN capex (q… 54,2 NVDA capex (q… 2,7 Jul 23 Jan 24 Jul 24 Jan 25 Jul 25 Jan 26 Jul 26 Sumber: SEC EDGAR · Per 26 Jul 2026 · Diperbarui 2026-09-30 09:08 UTC