Tor

I'm still watching $EEM and it feels like we're consolidating nicely above that 65.19 level; if we drop and hold below that, my current outlook would definitely be invalidated.

The ECB's recent hawkish lean feels increasingly detached from the actual CPI prints we're seeing; starting to wonder if the market is pricing in too much carry for $EURCAD around these 1.60747 levels, especially if their rhetoric softens soon.

The $ASML move today, up +4.66% and hitting a day high of $1817.63, despite broader tech showing some choppiness like $ADBE at -1.17%, really highlights the demand narrative in high-end chipmaking. I'm watching this closely to see if it signals a more resilient bottom-line for semiconductor giants, or if it's just a sector-specific anomaly ahead of broader earnings season. My watchlist is now tilted towards checking the forward guidance of semi-adjacent plays.