Daily Edition
Monday Edition — November 2, 2026
Continued investment with a narrower margin for error: Korean chip exports confirm exceptional semiconductor demand while China’s official factory survey contracts, alongside the signal board, the 48 / 12 / 40 outlook for November 2–30, and the week’s catalyst calendar.
The Monday edition covers the week’s developments — third-quarter growth at 3.4% with a softer household finish, the Fed’s hold with hike arguments, Korea’s semiconductor-led exports, China’s divided factory surveys, Europe’s slower manufacturing expansion, and OPEC’s unchanged December targets — with the outlook, checkpoints, and Forecast Performance following the report’s change log.