Here are some key dates in Jul

Here are some key dates in July that could be positive for memory stocks, with the main negative to watch being the Korean NPS rebalancing.

- July: Korean NPS resumes rebalancing of KOSPI holdings

- July 7: Samsung preliminary earnings guidance

- July 10: $SK hynix(SKHY)$ IPO in the US

- July 14: CPI data

- July 15: PPI data

- July 15: $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 20-for-1 stock split

- July 28: $Seagate Technology PLC(STX)$ earnings

- July 29: $SK hynix(SKHY)$ and $Western Digital(WDC)$ earnings

- July 30: Samsung earnings

- July 30: PCE data

It's worth noting that the CPI, PPI, and PCE readings for July and September could come in much cooler, given the recent drop in oil prices back toward pre-war levels. That might challenge the rate hike narrative and bring rate cuts back into the conversation.

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