Sentiment · Asia

25%
Fri session: MSCI Asia ex-Japan -0.3%
Nikkei -0.5% (week -4.1%)
KOSPI +0.1% (intraday -4%)
CSI300 +0.8% · China closed through next Wed

Price · US Close (Fri 23 Oct)

25%
Dow 52,215.16 (-1.23%)
S&P 500 7,623.68 (-0.52%)
Nasdaq 25,955.34 (-0.21%)
Futures: Nasdaq -0.1% · S&P -0.2%

Macro · Oil, Yields, Fed

25%
WTI $103.59 (+4.12%) six-month high
US 10Y 5.00% (+0.05) · DXY 101.80
Gold 4,011.90 (-48.50)
Next: Tue 27 durable goods · Wed 28 FOMC (3.75–4.00%) · Thu 29 GDP/PCE

Conviction · Reflexivity Gaps

25%
Dow vs Nasdaq gap 1.02 pts (selling in old economy)
S&P vs Nasdaq gap 0.31 pts
Oil +4.12% vs S&P -0.52%: oil → yields → equities loop
Watch: Fed 28 Oct as next test
vis-flow · 4 channels × 25% · data: pre-market prep Sat 24 Oct (web sources, not live)