A Quarterly Tracking Framework for Semi Buyback Scale and FCF Yield

Macro Linkages

2026-08-05

Quantifying the Seesaw Effect Between DXY and Asian Semiconductor Exports

Macro Linkages

2026-08-04

Synchronicity Regression Test Between Global Manufacturing PMI and Semi Orders

Macro Linkages

2026-08-04

The Inverse Relationship Between Mutual Funds’ Overweight Ratio in Semis and Forward Returns

Macro Linkages

2026-08-03

The Chain Reaction of BOJ Rate Hikes on Yen Financing Costs for Equipment Giants

Macro Linkages

2026-08-03

5-Year Rolling Beta Trends of the Semi Sector vs. Nasdaq 100

Macro Linkages

2026-07-29

Asymmetric Semi-Crude Correlation: Upside vs. Downside Subsample Analysis

Macro Linkages

2026-07-29

Quarterly Changes in Global Systemically Important Banks’ Credit Policies for Semis

Macro Linkages

2026-07-28

The Historical High Overlap of Global M2 Growth Inflection and Semi Cycle Bottoms

Macro Linkages

2026-07-25

Historical Performance and Coping Strategies of Semis Under "Stagflation" Scenarios

Macro Linkages

2026-07-23