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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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20,0 40,0 AMZN capex (quart… 54,2 MSFT capex (quart… 35,8 20,0 40,0 AMZN capex (q… 54,2 MSFT capex (q… 35,8 Sumber: SEC EDGAR · Per 30 Jun 2026 · Diperbarui 2026-09-30 09:08 UTC