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$100 Oil Is Back. What Happens Now?

Sep 13, 2026

Oil broke $100 last week. Now, the Fed, Bank of England and Bank of Japan face decisions within 48 hours. Here’s where gold, index futures and three major currency pairs stand.

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Good News Was Bad News Again

Sep 6, 2026

A blowout jobs report sent yields to 52-week highs and gold running the wrong way, while a call we made on the yen three weeks ago quietly hit its target to the pip.

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The Speech That Spooked the Market

Aug 30, 2026

A hawkish surprise out of Jackson Hole sent gold reeling, broke the euro's uptrend, and put stocks on notice. Here's the fallout, and where we're positioning this week.

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One Speech, Three Trades: What Jackson Hole Means for the Yen, the Euro and Robinhood

Aug 24, 2026

Our yen short from last week is still working. The euro just pulled back into exactly the kind of dip we like. And Robinhood had one of its loudest weeks of the year, all before Fed Chair Kevin Warsh gives his first big speech as chair.

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The Yen Squeeze Is Coming: Why USD/JPY Could Crash Toward 155

Aug 16, 2026

The yen has already received powerful support. Now, with the BOJ considering another rate increase, USD/JPY may be approaching its next major breakdown.

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500% Growth, Hidden in Plain Sight: The Stock Nobody's Watching

Jul 19, 2026

While everyone's watching crypto and prediction markets, Robinhood's quietest business line just had its loudest quarter.

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From $57 to $9: Is This Stock Dead or the Opportunity of a Decade?

Jul 11, 2026

The World Needs More Power And NuScale Could Be Sitting on One of the Biggest Energy Trades of the Decade.

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The Biggest Bet in Market History

Jun 21, 2026

An oversimplified breakdown of the SpaceX IPO: the opportunity, the hype, and the risks.

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Peace, Profits, and a Trillion-Dollar Rocket Launch

Jun 14, 2026

Oil and gold retreat on peace deal hopes, while SpaceX rewrites the IPO record books; but the Fed could change everything next week

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Rate Cuts Are Dead. Now What?

Jun 7, 2026

The blowout jobs report that flipped every market narrative heading into the biggest data week of the year.

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War, Hope, Record Highs and a Yen On The Brink

May 31, 2026

A week that had everything — and left every trader with one question: how long can this last?

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A Deal, A Doubt, and a Deadline

May 24, 2026

Peace is on the table. But so is a deal-breaker. With the Strait still closed, the yen on the edge of intervention, and Inflation print looming; this is not a week to look away.

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The $100 Oil World Is Here — Now What?

May 17, 2026

How a Closed Strait, a New Fed Chair, and a Stalled Peace Deal Are Moving Every Market This Week

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Oil, War And The Yen: The Three Risks Traders Can’t Ignore This Week

May 10, 2026

From Hormuz shipping fears to Japan’s Yen defence, traders are watching whether this market calm can actually hold.

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Duration Is The New Direction — What That Means For Every Market This Week

May 3, 2026

From Nasdaq's fragile strength to yen intervention risk, the week ahead could define the next major trend

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All-Time Highs in Stocks, Rising Oil – What Markets Are Missing

Apr 26, 2026

Stocks hit all-time highs amid rising oil prices, but geopolitical tensions, inflation risks, and Strait of Hormuz disruptions signal deeper market vulnerabilities this week.

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US–Iran Tensions Resurface as Key Oil Route Disrupted Again

Apr 19, 2026

Tensions reignite as Strait of Hormuz disrupted, reshaping oil markets, inflation expectations, and global risk sentiment amid geopolitical uncertainty.

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A Ceasefire Without Stability

Apr 12, 2026

Oil cooled. Risk bounced. But the system isn’t fully fixed — and this week will decide if markets moved too early.

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The Chain Reaction Isn’t Slowing Down

Apr 5, 2026

Fragmented oil flows, unclear policy signals, and a stronger dollar are reshaping every market at once.

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Markets Price the Fallout: From Iran Conflict to Global Risk

Mar 29, 2026

Explore how Iran tensions reshape global markets: Oil surges past $112, gold drops to $4,500, and equities enter correction territory as geopolitical uncertainty drives currency and bond volatility.

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The Market’s New Fault Line

Mar 22, 2026

War is threatening supply, politics is fuelling volatility, and central banks are refusing to step in – with oil now sitting at the centre of it all.

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Energy at the Center of the Market Storm

Mar 15, 2026

From Kharg Island strikes to rising crude prices, the Iran conflict is sending ripples through every major asset class.

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Oil, War, and the Fragile Arteries of Global Trade

Mar 8, 2026

With tanker traffic collapsing in Hormuz, markets are forced to confront a new reality where energy risk reshapes gold, FX, and equity sentiment.

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Strait of Hormuz in Focus as Iran Strikes Intensify

Mar 1, 2026

How Iran’s Escalation Is Driving Oil Higher, Fueling Gold, and Pressuring Global Equities

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Iran, Tariffs, and Rising Fear – Gold Setting Up for Another Rally?

Feb 22, 2026

Middle East tensions rise, trade uncertainty lingers — and safe-haven flows are building; what It Means for EURUSD, USDJPY, Gold and Nasdaq This Week.

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© 2026 UE Market Letter. All rights reserved.
The information provided is for educational and informational purposes only and does not constitute financial advice. Trading and investing involve risk — please conduct your own research or consult a licensed professional before making any decisions.
Past performance is not indicative of future results.

© 2026 UE Market Letter.
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