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The Trading Day · Monday, August 10, 2026

Tokyo reversed the silent selling overnight — Seoul joined, then faded at the close

Asia answered Friday's one open question overnight — Tokyo's silent sellers reversed into a +1.9% Nikkei close, and Seoul joined before fading into its close on foreign selling. Semis lead a broad five-day recovery; gold adds to gains while the dollar softens and vol stays contained. The week's referee reports Wednesday: July CPI.

The Morning 10

Tokyo reversed the silent selling overnight — Seoul joined, then faded at the close

  1. 1 Overnight Asia — the Monday binary
  2. 2 Semi complex
  3. 3 Software & Cloud vs Semis
  4. 4 AI Build-out Layers
  5. 5 Gold (GLD)
  6. 6 VIX / Volatility (VIXY)
  7. 7 Dollar (UUP) & Breadth
  8. 8 Closelook indices — Rubin, Euro-AI, HALO
  9. 9 Earnings — MNDY before the bell
  10. 10 Gene Munster · Deepwater Asset Management

The full Morning 10 →

The Midday 10

TSMC prints +45%, the rotation pays the whole chain — and the bond coil leaks into the referee

  • 1 TSMC — the demand side files its evidence
  • 2 The rotation — money moves along the chain, not out of it
  • 3 The Asian chokepoints — bid in US hours

All ten lines →

Daily Pulse — The Jury Votes Early — the Judge Reports Wednesday

Three liquidity gauges — gold out of its range, bitcoin above its 50-day, the dollar soft — are pre-trading a cool inflation print. The one market that actually decides, Treasuries, is coiled in a two-year triangle exactly on the line the veto died at, three days before the CPI reports. In between: Tokyo reversed Friday's silent selling, Seoul joined and faded, memory scarcity is reportedly rewriting Nvidia's flagship spec, and monday.com brings the entry-premium rule its cleanest test before the bell.

The full Pulse →

On the tape

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