cheLy 🌋

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cheLy 🌋

cheLy 🌋

@bleeshy

Game is love. Gamer since birth 🎮 - Community Moderator at @lavanetxyz - Moderator at @TakaraLend https://t.co/kVwsSi5JgZ

Katılım Ekim 2014
2.1K Takip Edilen889 Takipçiler
cheLy 🌋
cheLy 🌋@bleeshy·
@PeterLBrandt interesting cross-asset mix here, this is essentially a broad factor snapshot across commodities, rates, and FX. The key will be how correlations behave this week, especially between USD strength and commodities / EM FX like MXN.
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cheLy 🌋
cheLy 🌋@bleeshy·
@themarketear equities now dominate household wealth, which means market drawdowns transmit faster into risk sentiment and consumption vs housing-led cycles.
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cheLy 🌋
cheLy 🌋@bleeshy·
@financialjuice this is a classic headline that increases geopolitical uncertainty premium. markets typically respond first via oil volatility and risk-off positioning, before any sustained directional trend forms.
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FinancialJuice
FinancialJuice@financialjuice·
The UAE conducted dozens of strikes in coordination with the US and Israel - WSJ.
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cheLy 🌋
cheLy 🌋@bleeshy·
@DeItaone this is the kind of headline where markets will trade the probability distribution, not the confirmation. Until we get a finalized deal or clear denial, oil and risk assets tend to react to positioning shifts and headline volatility rather than fundamentals alone.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
SENIOR IRANIAN SOURCE TO REUTERS: A POLITICAL UNDERSTANDING HAS BEEN REACHED BETWEEN IRAN AND THE U.S., BUT IT HAS NOT YET BEEN FINALISED
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cheLy 🌋
cheLy 🌋@bleeshy·
@FXStreetNews intervention may slow the move, but rate differentials still drive the trend until policy shifts, JPY weakness remains structurally supported
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FXStreet News
FXStreet News@FXStreetNews·
🚨 USD/JPY just hit 160.00 and history says this is where Tokyo draws the line. ¥10 trillion deployed. Hundreds of pips erased in hours. Twice. Yet the Yen keeps weakening. Why does Japan keep fighting a battle it can't seem to win? This video breaks down the 40-year intervention playbook, from the Plaza Accord to the 2026 bazooka moves, and what it means for your next trade. 👇 Watch before the next BoJ move catches you offside. Can the BoJ actually stop the Yen from collapsing? Drop your forecast below 👇 #USDJPY #ForexAnalysis #BankOfJapan #MacroTrading #YenIntervention
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cheLy 🌋
cheLy 🌋@bleeshy·
@LizAnnSonders @DataArbor regional fuel price divergence like this is important because it feeds directly into consumer inflation expectations and discretionary spending pressure, even if headline CPI looks more contained. the distribution matters as much as the level.
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Liz Ann Sonders
Liz Ann Sonders@LizAnnSonders·
Gas prices highest on west coast with California registering average of $6.09 per gallon … cost to refuel in Washington, Hawaii, Oregon, Alaska and Nevada well above $5.00 per gallon @DataArbor
Liz Ann Sonders tweet media
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cheLy 🌋
cheLy 🌋@bleeshy·
@KobeissiLetter this is a classic volatility regime environment where headlines amplify price swings rather than define direction. energy markets tend to trade the uncertainty path, not the actual confirmed outcome, until positioning resets.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says the US Navy is lifting its "blockade" of the Strait of Hormuz and he is meeting in the Situation Room to make a "final determination" on the Iran deal.
The Kobeissi Letter tweet media
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cheLy 🌋
cheLy 🌋@bleeshy·
@zerohedge this is a classic setup where headlines and fundamentals reinforce volatility rather than direction. The market reaction tends to come from tightening supply dynamics + geopolitical uncertainty compounding each other.
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zerohedge
zerohedge@zerohedge·
Fars News agency dismisses Trump's claims about deal as "mix of truth and lies", says there is no clause obliging Iran to open Hormuz without fees, and no agreement to dismantle nuclear materials. Meanwhile every day 6mm barrels are drained from stocks t.me/farsna/438636
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cheLy 🌋
cheLy 🌋@bleeshy·
@sarcastic_hedgi @JoeyGEX Yeah that’s the other side of it, capex optimism only holds if utilization actually keeps pace. The interesting part will be who manages to convert that capacity into sustained monetization vs. who ends up overbuilding into the same demand pool.
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Sarcastic Hedgie
Sarcastic Hedgie@sarcastic_hedgi·
@bleeshy @JoeyGEX lol the guidance is strong until someone blinks first and realizes they're all building for the same revenue pool capacity adds faster than monetization and suddenly everyone's got expensive iron sitting idle
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Joe
Joe@JoeyGEX·
Hyperscaler capex guidance kept moving higher through Q1 earnings. via McElligott (Nomura)
Joe tweet media
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cheLy 🌋
cheLy 🌋@bleeshy·
@PeterLBrandt interesting point. I think the actual setup becomes obvious quickly once you’ve trained your eyes long enough, but the “study” part is what builds the pattern recognition in the first place.
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The Factor Report
The Factor Report@PeterLBrandt·
I remember back when I was at the CBOT and a trader would say they were going home to "study" their charts. I thought that absurd. STUDY? A good pattern set up should take a millisecond to see.
Aksel Kibar, CMT@TechCharts

I'm repeating it. You will not miss a text-book setup like this if your routine is weekly and daily review of 1000+ charts without any bias. Cover the ticker, focus on your sweet spot pattern. As I always say, select 1-3 patterns of your choice and look for those. Do not spend more than few seconds on a price chart. A patter that you know, will pop up in the first few seconds. We have captured this directional move on the daily scale price chart.

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cheLy 🌋
cheLy 🌋@bleeshy·
@themarketear that divergence was interesting. VIX reacting aggressively while SPX stayed relatively orderly usually signals stress building underneath the surface before price fully reflects it.
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cheLy 🌋
cheLy 🌋@bleeshy·
@lavanetxyz strong infrastructure is what separates experimentation from real institutional adoption. reliable blockchain connectivity is becoming non-negotiable 🌋 GMagma and happy Thursday 🌞
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cheLy 🌋 retweetledi
Lava Network 🌋
Lava Network 🌋@lavanetxyz·
"Lava is an institutional connectivity layer for the blockchain, so essentially making sure that you can always communicate in and out of the blockchain" — Nimrod K., Head of Lava Network. Enterprises need infrastructure that holds. Lava keeps your protocols connected to every chain. 🌋 youtu.be/ciHYF5xsULU?t=…
YouTube video
YouTube
Lava Network 🌋 tweet media
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cheLy 🌋
cheLy 🌋@bleeshy·
@financialjuice This ties directly into the inflation channel, higher oil tends to complicate the disinflation path and keeps central banks cautious. The FX reaction usually comes through rates repricing first, especially USD.
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FinancialJuice
FinancialJuice@financialjuice·
Fed's Cook: Problematic if oil price goes in the wrong direction.
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cheLy 🌋
cheLy 🌋@bleeshy·
@DeItaone Higher expenses from a major bank like JPM usually signals persistent cost pressure in the system, worth watching how that feeds into earnings resilience and broader risk sentiment rather than just headline impact.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
JPMORGAN'S DIMON SAYS THIS YEAR EXPENSES COULD BE HIGHER
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cheLy 🌋
cheLy 🌋@bleeshy·
@FXStreetNews The bigger transmission channel here is oil → inflation expectations → rates repricing. If tanker flows are genuinely constrained, volatility in energy and FX crosses will likely stay elevated.
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FXStreet News
FXStreet News@FXStreetNews·
The analyst says that 'the #MiddleEast conflict remains the key driver of market sentiment, with the Strait of #Hormuz effectively closed and tanker traffic at a fraction of its pre-war levels.' ⚔️🗽🔎 Do you agree? 🤔 Check this out ⏬ ow.ly/qURs50Z4BZq
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cheLy 🌋
cheLy 🌋@bleeshy·
@LizAnnSonders @DataArbor Interesting divergence in equity flows. This kind of large-cap concentration often aligns with a more selective risk environment rather than full risk-on, worth watching how it feeds into USD strength and rate expectations.
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Liz Ann Sonders
Liz Ann Sonders@LizAnnSonders·
Largest ETF inflows for week ended 5/22/26 in U.S. large caps for third consecutive week …. U.S. small caps had largest outflows @DataArbor
Liz Ann Sonders tweet media
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cheLy 🌋
cheLy 🌋@bleeshy·
@KobeissiLetter Classic geopolitics headline risk, watch how it feeds into risk sentiment and oil volatility.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says he is "not sure we should make the deal" with Iran if Saudi Arabia, the UAE, Qatar, and "others" do not join the Abraham Accords. President Trump says these countries "owe it to us."
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Keşfet

@PeterLBrandt @themarketear @financialjuice @DeItaone @FXStreetNews @LizAnnSonders @DataArbor @KobeissiLetter