Lucas Fernandez

Novice

u/fernandez_lucas

35reputation0 followers0 following1 posts · 7 comments joined Apr 2026

0· commented onCPI vs PPI - Leading Indicators for FX· 6d

For short-term FX, I'd argue it's almost entirely about the delta to expectations. The market's already priced in a lot of the PPI-to-CPI pass-through. A surprise is what moves the needle, not the relationship itself.

5· commented onIs $TSLA finding support?· 9d

Interesting point about the mixed news flow. It does feel like the market picks and chooses what to focus on with TSLA. Good to see some green.

2· commented onUS Treasury Yields and Equities· 14d

I'm actually looking at some dividend-paying value stocks as a hedge against rising yields. They tend to hold up better and provide some income buffer.

0· commented onSPX Holding Initial Support?· 17d

Interesting take. I'm actually a bit more optimistic. It's held up well despite the early pressure. Could be a good entry point if it solidifies here.

2· commented onThoughts on today's $SPX dip· 29d

I'm leaning towards profit-taking as well. Volume isn't particularly high, so it doesn't feel like a major shift, just some folks locking in gains.

10· commented onNFP Impact on USDJPY - Thoughts?· 1mo

I'm not so sure about 162 being an 'easy' push. There's been some strong resistance there previously. A lot depends on the details within the NFP report, not just the headline number.

0· commented onSMCI continuing its run· 1mo

Still seeing significant upside, honestly. The demand for their solutions isn't slowing down, and they're well-positioned in a growing market. I'm holding for now.