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Steve Le

Steve Le

@realstevele

Market 08/10: Oil +5%, USD/JPY 149, Bond Pressure Returns

Market 08/10: Oil +5%, USD/JPY 149, Bond Pressure Returns

SPR Below 300M Barrels, US Failed to Escort 6M Barrels/Day Last Week

Steve Le•
Market 07/30: Margin Call Chain Marks the Semi Trough?

Market 07/30: Margin Call Chain Marks the Semi Trough?

Q2 GDP 1.5% but PCE Matches Estimates

Steve Le•
Market 08/12: How Good Was July CPI?

Market 08/12: How Good Was July CPI?

Is Basis Trade Risk Returning?

Steve Le•
Market 07/27: Dầu Gãy -7% Sau Khi Mỹ-Iran Ngừng Bắn

Market 07/27: Dầu Gãy -7% Sau Khi Mỹ-Iran Ngừng Bắn

Tại sao semi gãy mạnh trong ngày nhiều tin tốt?

Steve Le•
Market 07/23: 10-Year Bond Yield at 4.7%

Market 07/23: 10-Year Bond Yield at 4.7%

Rate Fears and Google ER Drag Down the Entire Market

Steve Le•
Market 07/22: Oil Up, Iran Closes the Red Sea

Market 07/22: Oil Up, Iran Closes the Red Sea

Capital flow continues to favor semis for a second day

Steve Le•
Market 07/21: Risk-On, Capital Rotates Back to Semiconductors

Market 07/21: Risk-On, Capital Rotates Back to Semiconductors

War Risks and Why Gold, Bitcoin, DXY, and NQ Are All Rising

Steve Le•
Market 07/17: US destroys Iranian bridge, Iran retaliates aggressively

Market 07/17: US destroys Iranian bridge, Iran retaliates aggressively

Short-covering rally on July OpEx, but failed to push SPX above 7500

Steve Le•
Market July 16: Retail Sales See Strongest Growth in 4 Years

Market July 16: Retail Sales See Strongest Growth in 4 Years

Oil Still Flows Through Hormuz, Capital Still Exits Semis

Steve Le•
Market 07/15: PPI Inflation Falls Sharply

Market 07/15: PPI Inflation Falls Sharply

Semiconductors redirecting capital to Hyperscalers

Steve Le•
Market 06/18: US-Iran Announce MOU

Market 06/18: US-Iran Announce MOU

Oil drops to $73, SPX above $7500 on the year's largest OpEx

Steve Le•
Two Straits, One Negotiating Table: The US-China Summit

Two Straits, One Negotiating Table: The US-China Summit

Energy, rare earths, semiconductors - explaining everything happening in Beijing

Steve Le•