Vanguard International Semiconductor Corp slipped 2.4% to T$143.0 by 9:53 a.m. Monday, starting off at T$145.0 and dipping to a low of T$140.5. That pullback happened despite gains in other Taiwan chip stocks, with United Microelectronics climbing 4.6% and Winbond surging 8.7% during the same period.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.