Carolin Frazier
Shares English posts on Chinese markets, e.g., CSI 300 index moves.
NVDA Lags SOXX Gains, Potential Catch‑Up Play
Big day today with NVIDIA earnings after the close. All 30 stocks in the semiconductor index #SOXX are positive in 2026 and are also showing positive momentum. #NVDA is the 4th worst-performing stock in the index, underperforming by 46.7%. Decent chance to play catch up.
Top S&P Decile Falls, Bottom Rises in Swift Reversal
As of mid-day, the decile of S&P 500 stocks that had done best y/y through the 5/14 market high was down 8% since then, while the decile of the worst performers y/y were up 7.1%! Saw a bit of a...
17th 2026 S&P ATH Signals Potential
S&P 500 just logged its 17th ATH of 2026. Since 1950, there have been 31 years with 17+ ATHs. Excluding 2018, #SPX finished higher in 30 of those, with an average gain of 19.7%. A similar move in 2026 would put...
New Fed Chair Spurs Historically Stable S&P Rally
Kevin Warsh confirmed as Fed Chair in a tight 54–45 vote, the narrowest ever. S&P 500 on average, tops on day 33 and bottoms on day 76 after a new Chair. 3 month median max drawdown was just 2.13%.
S&P Bull Run Hits 7th Longest Since
Current bull market may go down as one of the strongest ever. It has been 838 trading days since S&P 500 saw a 20% drawdown from its high. Only 7th such run since 1950.
CPI May Hit 10.8% Annualized If Consensus Upper
Tomorrow's CPI, at the upper end of consensus, could see a 10.8% annualized rate (0.9% x 12)
Silver Leads as Gold‑Silver Ratio Tightens to 57.9
Good morning China; The gold-silver ratio compressed this morning (57.9) as #silver led the precious metals sector during the Asian hours
Boosted Precious
#GLD, #GLDM no update #IAU +4koz #gold #SIVR +713koz #silver #PPLT +100k units, #PALL bought 1.1koz #palladium #SCPO +38k units, no #copper bought
Nasdaq 100 Posts 6‑Week Rally, First in 17 Years
Current strength in the Nasdaq 100 is exceptionally rare And bullish. For first time in 17 years, #NDX is positive for 6 consecutive weeks, gaining 25%+ during this streak.
Singapore's Gold Imports From Dubai Hit Record Amid War
singapore is pulling in dubai gold as middle east war drags on. Imports of gold into Singapore from Dubai hit a record last month
Silver Drops, yet Traders Pile Into Long Options
Despite #silver closing down 3.88% at $82.2/oz on the #SHFE yesterday, the options flow tells a different story. Traders have been adding to their long bets
CITIC Turns Bullish, Adds 3,022 Silver Contracts
#CITIC Flips Long on Silver🚨Major positioning shift on the #SHFE as CITIC has officially flipped Net Positive (+3,022 contracts) on silver.
Focus Shifts to May Silver Futures Delivery Window
Silver futures update: Following the excitement and speculation ahead of the March silver futures expiry and concerns about available deliverable supply, attention has now shifted to the May contract, where the next notice (delivery) period is fast approaching.
Markets Hit New Highs, Momentum Fades Slightly
#RSP -0.2% #SPX +0.8 ATH #Nasdaq +1.6% ATH #VIX contained. Momentum still good, but slowing down.
Rubio, EU Sign MoU to Diversify Critical Mineral Supply Chains
Rubio and EU Trade Commissioner Sefcovic sign MoU says It will 'be important for economic vibrancy of global economy', 'We need diversity in supply chains of critical minerals'.