DOTRADING

Global Macro & Market Structure
Funding, Liquidity, Volatility Regimes
High‑signal insights for serious traders
No narratives - only data‑driven structure

[DOTRADING @Do_Trading]

Market Structure > Opinions. 📊

I filter the noise to deliver high-probability Macro insights and institutional data.

🎯 Focus: HTF Levels & Global Liquidity. 🚫 No hype. No noise.

[DOTRADING @Do_Trading]

ANFCI also increased in the latest week, to –0.43. Risk indicators contributed –0.29, credit indicators contributed –0.13, leverage indicators contributed –0.06, and the adjustments for prevailing macroeconomic conditions contributed 0.05 to the index in the latest week.

[DOTRADING @Do_Trading]

NFCI increased to –0.46 in the week ending October 30. Risk indicators contributed –0.23, credit indicators contributed –0.13, and leverage indicators contributed –0.09 to the index in the latest week.

[DOTRADING @Do_Trading]

With Advanced Micro Devices $AMD reporting next, investors will be looking for fresh evidence that the semiconductor and AI investment cycle remains intact, particularly after $Intel(INTC)$ disappointing market reaction.

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For markets, the central question is increasingly shifting from how quickly AI can expand to how profitably that expansion can be sustained.

[DOTRADING @Do_Trading]

$VIX

[DOTRADING @Do_Trading]

Both companies could either add to Friday’s market turmoil or help restore some confidence. Results from $Loews(L)$ , along with several semiconductor and energy companies, will also be on investors’ radar.

[DOTRADING @Do_Trading]

Investors certainly needed one after Friday’s market sell-off, and the coming days offer little chance to catch their breath.

The week gets underway with earnings from $Apple(AAPL)$ and $Palantir(PLTR)$ after Monday’s closing bell.

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@KobeissiLetter https://t.co/K88Z3Dc5Hh

[DOTRADING @Do_Trading]

When Google Stops Sending Traffic
For decades, #Google has been the internet's most powerful gateway. For publishers, forums, content creators, and businesses, ranking in Google Search meant attracting visitors, building audiences, and generating revenue.

[DOTRADING @Do_Trading]

The result is a potentially significant decline in search-driven traffic, a phenomenon increasingly referred to as "Google Zero."

And #reddit 's latest earnings report may offer one of the clearest early signs of what that future could look like.

[DOTRADING @Do_Trading]

When Google Stops Sending Traffic
For decades, #Google has been the internet's most powerful gateway. For publishers, forums, content creators, and businesses, ranking in Google Search meant attracting visitors, building audiences, and generating revenue.

[DOTRADING @Do_Trading]

That relationship is now changing.

As Google increasingly relies on AI Overviews and AI Mode to answer questions directly within Search, users have fewer reasons to click through to external websites.

[DOTRADING @Do_Trading]

$VIX All Exp

[DOTRADING @Do_Trading]

@perfiliev Words do have meaning, yes.

[DOTRADING @Do_Trading]

@perfiliev That's a relevant point indeed.

[DOTRADING @Do_Trading]

Fed's Chair Warsh: Inflation remains elevated.

[DOTRADING @Do_Trading]

$VIX All Exp

[DOTRADING @Do_Trading]

ANFCI increased in the latest week to –0.50. Risk indicators contributed –0.33, credit indicators contributed –0.14, leverage indicators contributed –0.06, and the adjustments for prevailing macroeconomic conditions contributed 0.03 to the index in the latest week.

[DOTRADING @Do_Trading]

NFCI was unchanged at –0.49 in the week ending October 23. Risk indicators contributed –0.25, credit indicators contributed –0.14, and leverage indicators contributed –0.09 to the index in the latest

[DOTRADING @Do_Trading]

The Federal Reserve Adds Another Layer of Uncertainty
Technology earnings are not the only major catalyst this week...

[DOTRADING @Do_Trading]

Together with Meta Platforms and Oracle, these five companies are expected to spend approximately $800 billion on capital expenditure this year.