North Shore Notes · by Kaiyu
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Daily Brief

Daily Macro Brief

Public news, rates curves, and market data mapped into the macro regimes the market has not fully priced. Strong views, no private holdings or trade instructions.

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Not a news digest. I read the logic behind daily market signals and the story behind every move.

Latest Briefs

November 3, 2026

Chips and computing equipment rebound; US job openings little changed

Chips, equipment and power stocks lead an intraday US rally, Coinbase rises nearly 9%, and Palantir and energy stocks fall; September JOLTS shows no clear hiring acceleration, while fresh catalysts for the largest stock moves remain unconfirmed.

Semiconductor ETF (SMH): +2.9%Coinbase (COIN): +8.95%US job openings: 7.5 millionUS hires: 5.4 million

Chip stocks plunge, oil producers advance, and the BOJ accelerates its ETF exit

U.S. stocks fall broadly in afternoon trading, with Intel down over 30% as AI spending and earnings conversion draw scrutiny; oil producers advance, U.S. compensation costs rise, Canadian GDP stalls, and Japan expands planned ETF sales.

Semiconductor ETF (SMH): -8.5%Intel (INTC): -30.87%U.S. Employment Cost Index: +0.8%Bank of Japan policy rate: Around 1.25%

Alphabet falls over 12%; Fed holds rates with two votes for a hike

Technology shares weigh on US stocks as Alphabet slumps while Meta and Vertiv rise. The Fed holds rates with two hawkish dissents, US jobless claims fall, and Canadian payroll employment declines.

Alphabet (GOOG): -12.13%US federal funds target range: 3.75% to 4.00%US initial jobless claims: 194,000Canadian payroll employment: -49,600

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