FX option expiries for Feb 7 NY cut

Source Fxstreet

FX option expiries for Feb 7 NY cut at 10:00 Eastern Time, via DTCC, can be found below.

- EUR/USD: EUR amounts

  • 1.0700 403m
  • 1.0725 1.2b
  • 1.0800 559m
  • 1.0925 503m
  • 1.0935 491m
  • 1.0950 2.4b

- USD/JPY: USD amounts                     

  • 146.45 691m
  • 147.00 1.1b

- USD/CHF: USD amounts        

  • 0.8485 600m

- AUD/USD: AUD amounts

  • 0.6450 348m
  • 0.6600 355m

- USD/CAD: USD amounts       

  • 1.3500 435m

- NZD/USD: NZD amounts

  • 0.5950 532m
  • 0.5955 431m
Disclaimer: For information purposes only. Past performance is not indicative of future results.
placeholder
Micron's $4.5 billion Taiwan fab won't make a chip until 2028 — the market sold it as a 2026 problemMicron fell 17.46% to $656.39 after Bloomberg reported construction at its $4.5 billion Taoyuan Fab 11E had all but halted over a labor dispute. The plant was not due online until 2028, so no 2026 output is lost. With FY27 EPS consensus near $160 and 2027 HBM sold out, the selloff is a peak-cycle multiple reset, not a demand collapse — and $650 is the line that separates the two.
Author  Irene Q.
Nov 06, Fri
Micron fell 17.46% to $656.39 after Bloomberg reported construction at its $4.5 billion Taoyuan Fab 11E had all but halted over a labor dispute. The plant was not due online until 2028, so no 2026 output is lost. With FY27 EPS consensus near $160 and 2027 HBM sold out, the selloff is a peak-cycle multiple reset, not a demand collapse — and $650 is the line that separates the two.
placeholder
The CPI that has no year-over-year number is the one that decides DecemberOctober CPI lands on Nov 10 at 13:30 GMT, and it will be published without a year-over-year figure: BLS never collected October 2025 prices during the federal shutdown. Consensus is +0.3% headline and +0.2% core month-on-month, against +0.6% and +0.3% in September. With December hike odds at 77%, the month-on-month print is now the whole story, and $4,197–4,202 on gold and 4.86% on the 10-year are the levels that price it.
Author  Irene Q.
Nov 09, Mon
October CPI lands on Nov 10 at 13:30 GMT, and it will be published without a year-over-year figure: BLS never collected October 2025 prices during the federal shutdown. Consensus is +0.3% headline and +0.2% core month-on-month, against +0.6% and +0.3% in September. With December hike odds at 77%, the month-on-month print is now the whole story, and $4,197–4,202 on gold and 4.86% on the 10-year are the levels that price it.
placeholder
Weekly Report: The AI capex consensus was wrong last week — the scorecard points to one crowding riskThree consensus calls went into last week. Two were wrong: the Philadelphia Semiconductor Index fell 12.15% and Micron dropped 17.46% after beating estimates, while the Dow lost only 0.94%. The scorecard says the mistake was not about AI demand but about how crowded the trade had become — and CoreWeave, Cisco and Applied Materials will grade it again this week.
Author  Irene Q.
Nov 09, Mon
Three consensus calls went into last week. Two were wrong: the Philadelphia Semiconductor Index fell 12.15% and Micron dropped 17.46% after beating estimates, while the Dow lost only 0.94%. The scorecard says the mistake was not about AI demand but about how crowded the trade had become — and CoreWeave, Cisco and Applied Materials will grade it again this week.
placeholder
Gold Price Analysis Today | Forex Gold Analysis | XAU/USD Analysis - November 10, 2026Get the latest gold price analysis, forex gold insights, and XAU/USD analysis for November 10, 2026. Read on for the details.
Author  Mitrade
Yesterday 01: 38
Get the latest gold price analysis, forex gold insights, and XAU/USD analysis for November 10, 2026. Read on for the details.
placeholder
Nvidia fell 4.3% on a day the Nasdaq rose 2.7% — this is a governance discount, not an AI warningNvidia closed at $178.67 on November 9, down 4.27% with an intraday low of $170.24, while the Nasdaq rose 2.74% and the Philadelphia Semiconductor Index jumped 6.85%. Volume was roughly 2.5 times the prior session. The board opened an independent review after CEO Jensen Huang's public statement about his personal life. With Q3 earnings on November 17, the two levels that matter are $170.24 and $200."
Author  Irene Q.
22 hours ago
Nvidia closed at $178.67 on November 9, down 4.27% with an intraday low of $170.24, while the Nasdaq rose 2.74% and the Philadelphia Semiconductor Index jumped 6.85%. Volume was roughly 2.5 times the prior session. The board opened an independent review after CEO Jensen Huang's public statement about his personal life. With Q3 earnings on November 17, the two levels that matter are $170.24 and $200."
goTop
quote