Good day for bearish DXY, good time.
Data:
Main Theme: “The Hawkish Hold & The Cloud Monetization Rescuer” — Federal Reserve Chair Jerome Powell firmly dampens September rate-cut expectations, but Microsoft and Meta deliver soaring post-market earnings that rescue technology valuations after the bell.
Wednesday, July 29th marked the single most consequential macro and micro trading session of the summer. Cross-asset desks across Hanoi, London, and New York were whipsawed by a two-stage market event. During regular trading hours, equities stumbled as the Federal Reserve kept interest rates unchanged at 5.25%–5.50% and Chair Jerome Powell delivered a decidedly hawkish press conference, pointing to sticky services inflation and persistent 4.6% Treasury yields. However, the after-hours session executed a dramatic reversal: Microsoft and Meta Platforms unsealed Q2 earnings that proved high-margin enterprise AI revenue is actively accelerating, providing the long-sought ROI proof Wall Street demanded.
🟨 U.S. Equities | Hawkish Regular Hours vs. After-Hours Tech Explosion
During regular cash trading, equities drifted lower as Powell poured cold water on an early autumn monetary easing cycle. Small caps and rate-sensitive software took the brunt of the hawkish message. However, the post-market earnings reports from Microsoft and Meta completely inverted the risk sentiment, triggering massive short-covering in tech futures.
| Index | Closing Level | Net Points Change | Percentage Shift | Session Stance |
| S&P 500 (US500) | 7,398.20 | 🟥 -12.80 | -0.17% | Slips in regular hours on Powell’s hawkish tone, but futures surge +1.2% AH on tech earnings. |
| Nasdaq Composite | 24,810.15 | 🟥 -85.15 | -0.34% | Drops during regular cash trading, then violently bounces +2.1% AH as Microsoft & Meta beat. |
| Dow Jones Industrials | 52,280.10 | 🟩 +24.70 | +0.05% | Anchors the session, supported by defensive healthcare and industrial value holds. |
| Russell 2000 | 2,940.20 | 🟥 -24.80 | -0.84% | Small caps take a hit as Powell reinforces the “higher for longer” borrowing rate reality. |
After-Hours Catalyst: The post-market tape executed a massive fundamental pivot. Microsoft (MSFT) jumped +6.4% in extended trading after reporting Azure cloud revenue growth of +31% YoY, directly confirming that its massive capital expenditures are driving real, high-margin enterprise cash flow. Simultaneously, Meta Platforms (META) surged +7.8% AH on a blowout ad revenue beat and disciplined infrastructure guidance, lifting Nvidia (NVDA) +3.8% AH in sympathy.
🟦 Global Rates, FX, & Emerging Market Pressure
The fixed-income complex reacted immediately to Powell’s hawkish rhetoric, while foreign exchange volatility tightened its grip on emerging Asian bourses.
- Yield Curve Adjustment: The benchmark US 10Y Treasury yield climbed back to 4.65%. The bond market actively priced out a September rate cut, aligning with Powell’s insistence that the Fed requires “further convincing evidence” of disinflation before easing.
- DXY Strength & VN-Index Drag: The U.S. Dollar Index (DXY) pushed back up to 35. Elevated USD-denominated borrowing costs continue to weigh on Asian regional liquidity. In domestic markets, Vietnam’s VN-Index remained pinned below the 1,750 support level, as foreign capital outflows and local currency defense measures kept domestic sentiment subdued.
🟧 Commodities | Oil Bounces, Gold Rebounds on Safe-Haven Demand
The commodity complex saw selective buying as energy inventories drew down and precious metals absorbed central bank rhetoric.
- WTI Crude Oil: Bounced modestly to $83.10/bbl (up +1.4%) after the EIA reported a larger-than-expected 2.4 million barrel drawdown in U.S. crude inventories, stabilizing Monday’s steep sell-off.
- Spot Gold (XAU/USD): Advanced to $4,088.50/oz. Despite higher 10-year yields, gold caught a solid bid as investors sought structural insurance against geopolitical uncertainty and persistent service-sector inflation.
📰 Macro “Red News” Real-Economy Calibrations
- S. Q2 Advance GDP (19:30 ICT): Printed at an annualized rate of 2.3% (beating the 2.1% forecast). Consumer spending and business equipment investment remained strong, proving the U.S. economy is not in immediate danger of a growth stall.
- FOMC Rate Decision & Press Conference (01:00 / 01:30 ICT Thursday): The Fed held rates at 5.25%–5.50% in a unanimous vote. In his press conference, Chair Jerome Powell emphasized that while labor demand is cooling, inflation remains above the 2% target, rendering a September rate cut unlikely unless economic conditions deteriorate rapidly.
Companies
Theme: “The AI Capex Vindication” — Microsoft and Meta silence the hardware skeptics with blowout Q2 earnings, proving that massive cloud infrastructure spending is generating high-margin software monetization.
Wednesday’s regular cash session was defined by cautious position-squaring ahead of Federal Reserve Chair Jerome Powell’s interest rate announcement. However, the true corporate fireworks erupted the moment the 16:00 EST closing bell rang. Following a turbulent week where Alphabet and Intel were severely punished for bloated capex budgets, Microsoft and Meta Platforms delivered stellar earnings results that completely re-anchored confidence in the mega-cap technology ecosystem.
💻 1. The Cloud & Ad Revenue Blowouts: Microsoft & Meta
Wall Street’s primary mandate for Q2 earnings was simple: “Prove the Return on Investment.” Both Microsoft and Meta met that bar, demonstrating that enterprise AI adoption is generating tangible, accelerating cash flows.
- Microsoft (MSFT): Soared +6.40% in after-hours trading to $476.88 (after closing regular hours down -0.45% at $448.20). Microsoft reported Q2 revenue of $64.7 billion (up +15% YoY) and EPS of $3.10, beating consensus estimates across the board. The headline savior was Azure Cloud growth, which accelerated to +31% YoY, with a full 8 percentage points directly attributable to AI services. Crucially, CEO Satya Nadella confirmed that while capital expenditures rose to $19 billion for the quarter, demand for Azure AI capacity continues to exceed available server supply, directly justifying the infrastructure spend.
- Meta Platforms (META): Surged +7.85% in extended trading to $519.95 (after settling regular hours up +0.25% at $482.10). Meta reported Q2 revenue of $39.07 billion (up +22% YoY), demolishing expectations due to AI-driven ad targeting optimizations. Mark Zuckerberg provided a masterclass in guidance management: while full-year 2026 capex was adjusted to $37B–$40B, he clearly demonstrated that AI recommendation algorithms are driving higher user engagement and ad conversion rates, delivering an immediate return on investment to core digital advertising margins.
🔬 2. Semiconductor Relief: Nvidia, AMD, & Memory
The explosive post-market earnings reports from Microsoft and Meta provided an immediate liquidity lifeline to chipmakers and hardware suppliers who were battered during last week’s capex scare.
- Nvidia (NVDA): Rallied +3.80% in after-hours trading, recovering from a -0.65% regular session decline. Confirmation from both Microsoft and Meta that their 2026/2027 AI hardware budgets remain intact—and will continue to expand—alleviated immediate fears of a datacenter order slowdown.
- Advanced Micro Devices (AMD): Gained +2.10% after-hours, capitalizing on its own solid Q2 report from Tuesday evening. AMD confirmed that Instinct MI300 accelerator chip revenue crossed $1.0 billion for the quarter, validating that secondary chip suppliers are benefiting alongside Nvidia from hyperscaler infrastructure build-outs.
- Micron Technology (MU): Inched up +2.45% AH, reversing recent memory sector liquidations as demand for High Bandwidth Memory (HBM3e) was reaffirmed by cloud providers.
✈️ 3. Real-Economy Value & Energy Check
While technology dominated after-hours headlines, old-economy value anchors maintained a stable baseline throughout regular cash trading.
- Energy Supermajors: ExxonMobil (XOM) and Chevron (CVX) stabilized, edging up +0.45% and +0.30% respectively, as WTI crude oil rebounded slightly to $83.10/bbl following EIA crude inventory draws.
- Industrial Infrastructure: United Rentals (URI) and Lockheed Martin (LMT) held firm, demonstrating that institutional portfolios are retaining their physical value allocations as a hedge against Powell’s hawkish “higher for longer” rate stance.
📊 Corporate Performance Summary (Wednesday, July 29th, 2026)
| Company | Ticker | Regular Settlement | After-Hours Shift | Core Driving Narrative |
| Microsoft | MSFT | 🟥 -0.45% | 🟩 +6.40% | Azure growth accelerates to +31% YoY, directly validating massive AI infrastructure capex. |
| Meta Platforms | META | 🟩 +0.25% | 🟩 +7.85% | Blowout ad revenue (+22% YoY) proves AI engagement tools are generating immediate cash flow. |
| Nvidia | NVDA | 🟥 -0.65% | 🟩 +3.80% | Surges in sympathy as hyperscalers confirm sustained, expanding datacenter hardware budgets. |
| AMD | AMD | 🟩 +0.85% | 🟩 +2.10% | Sustains momentum as MI300 chip sales cross $1.0B quarterly milestone. |
| ExxonMobil | XOM | 🟩 +0.45% | 🟨 +0.10% | Stabilizes as WTI crude rebounds to $83.10/bbl on U.S. inventory drawdowns. |
Analyst Take: Wednesday evening delivered the exact fundamental rescue the technology bull market needed. Last week, Alphabet made the fatal mistake of showing Wall Street a massive $200B capex bill without proving immediate revenue returns. Microsoft and Meta showed up with the exact opposite playbook: they brought the receipts. Microsoft showing 31% Azure growth driven by AI, and Meta leveraging AI to push digital ad revenue up 22%, proves that AI spending is not a speculative bubble—it is an operational necessity generating real, high-margin cash flow. While Fed Chair Jerome Powell made it clear during regular hours that rate cuts are off the table for September, Microsoft and Meta proved that mega-cap tech doesn’t need cheap money when its organic earnings power is running this hot.
General
Wednesday, July 29th, 2026: The Hawkish Powell Pivot vs. The Mega-Cap Earnings Rescue
Wednesday’s trading session executed one of the most dramatic two-stage narrative pivots of the year. During regular cash hours, broad equities drifted lower under the weight of a hawkish Federal Reserve decision that held the federal funds rate at 5.25%–5.50% and effectively erased September rate-cut expectations. However, the after-hours tape delivered an explosive rally as blowout earnings from Microsoft and Meta Platforms validated massive AI capital expenditures, restoring confidence to the mega-cap growth ecosystem.
- The Federal Reserve’s Hawkish Hold & Yield Transmission
The central bank’s rate announcement and Chair Jerome Powell’s subsequent press conference reinforced a “higher for longer” monetary framework.
The Two-Stage Wednesday Market Mechanism
REGULAR CASH HOURS AFTER-HOURS TRADING
┌───────────────────────────┐ ┌───────────────────────────┐
│ FOMC Holds Rates (5.25%) │ │ Microsoft & Meta Blowout │
│ Powell: No Sept Cut Promise│ │ Azure +31%, Ad Rev +22% │
└─────────────┬─────────────┘ └─────────────┬─────────────┘
│ │
▼ ▼
┌───────────────────────────┐ ┌───────────────────────────┐
│ 10Y Yield Up to 4.65% │ │ Tech Futures Surge │
│ DXY Strengthens to 101.35 │ │ Nasdaq Futures +2.1% AH │
└─────────────┬─────────────┘ └─────────────┬─────────────┘
│ │
└──────────────────────┬──────────────────────┘
▼
┌───────────────────────────┐
│ Re-Anchored Bull Market │
│ (Organic Tech Cash Flow │
│ Beats Central Bank Hawks)│
└───────────────────────────┘
- The Monetary Verdict: The FOMC voted unanimously to maintain the federal funds target rate at 5.25%–5.50%. While acknowledging that U.S. Q2 GDP printed at a healthy 2.3% and labor demand is cooling normally, Chair Powell explicitly stated that the Committee requires “further convincing evidence” that inflation is moving sustainably toward the 2% target before initiating rate cuts.
- Bond Market & FX Impact: The benchmark US 10Y Treasury yield climbed back to 4.65%, while the DXY Dollar Index pushed up to 101.35. Elevated U.S. yields continue to exert severe interest rate differential pressure on regional Asian bourses, keeping domestic benchmarks like Vietnam’s VN-Index pinned below the 1,750 resistance level due to foreign capital outflow pressures.
- The AI Capex Validation: From “Spending Panic” to “Revenue Proof”
The defining corporate achievement of the session occurred after the 16:00 EST bell, when Microsoft and Meta transformed Wall Street’s primary fear into a primary growth engine.
- The ROI Paradigm Shift: Last week, Alphabet cratered 7% because its $200 billion capex bill came without immediate software monetization proof. Microsoft completely inverted this narrative by showing Azure growth accelerating to +31% YoY, with 8 percentage points coming directly from AI integration. Meta complemented this by demonstrating a +22% jump in digital ad revenue, proving its AI recommendation algorithms are delivering immediate top-line margin expansion.
- Decoupling from Cheap Money: The after-hours market reaction confirmed a critical structural lesson: mega-cap technology champions do not require cheap central bank liquidity when their organic, enterprise cash generation is running at double-digit growth rates.
- Real-Economy Physical Hedges Hold Their Ground
Despite the after-hours tech rally, institutional portfolios maintained their physical economy hedges, recognizing that Powell’s hawkish stance keeps inflation risks active.
- Energy Stabilization: With WTI crude oil rebounding to $83.10/bbl on a 2.4M barrel EIA inventory drawdown, energy supermajors like ExxonMobil and Chevron provided stable ballast during regular hours.
- Gold as a Monetary Insurance: Spot gold advancing to $4,088.50/oz demonstrates that central banks and multi-asset funds are retaining physical bullion allocations to hedge against persistent service-sector inflation and elevated sovereign debt issuance.
📊 Global Macro Sentiment Summary (Wednesday, July 29th, 2026)
| Narrative Channel | Core Fundamental Trigger | Net Portfolio Posture |
| Index Structure | S&P 500 Slips -0.17% Regular Hours, but Nasdaq Futures Surge +2.1% AH on Big Tech Earnings | 🟩 Hyper-Bullish Growth Re-Anchor |
| Monetary Path | Fed Holds 5.25%-5.50%; Powell Dampens Sept Cut Hopes; US 10Y Yield Rises to 4.65% | 🟥 Hawkish Repricing (Higher for Longer) |
| Tech Monetization | Microsoft Azure (+31%) & Meta Ad Beat (+22%) Validate $100B+ AI Infrastructure Capex | 🟩 Structural Pivot (ROI Delivered) |
| Commodity Risk | WTI Rebounds to $83.10/bbl on EIA Drawdown; Gold Advances to $4,088.50/oz | 🟨 Constructive Physical Hedges |
| Cross-Border / FX | DXY Rises to 101.35; Emerging Asian Bourses (VN-Index < 1,750) Face Capital Drag | 🟨 Elevated FX Differential Pressure |
Upcoming News (30.7)
📅 Part IV: Upcoming News | Thursday, July 30th, 2026 Theme: “The Mega-Cap Finale & Labor Health Check” — The tech earnings onslaught reaches its climax as Apple and Amazon unseal Q2 results after the bell, while U.S. Weekly Jobless Claims provide an immediate real-economy test following Chair Powell’s hawkish rate hold.
Thursday, July 30th represents the high-stakes finale of the mega-cap tech earnings gauntlet. Following Wednesday’s explosive extended-hours rallies in Microsoft (+6.4% AH) and Meta (+7.8% AH)—which vindicated enterprise AI infrastructure capex—global markets enter Thursday with renewed growth momentum. However, regular trading hours must digest Federal Reserve Chair Jerome Powell’s firm message that September rate cuts remain off the table while 10-year Treasury yields hold near 4.65%. Thursday’s economic radar combines real-time labor health diagnostics via U.S. Jobless Claims with the evening Q2 earnings reports from consumer giants Apple and Amazon.
🔴 High-Impact “Red News” Calendar (Thursday, July 30th, 2026)
Note: Times are precisely calibrated to ICT (Indochina Time / Hanoi Time).
| Time (ICT) | Currency | Event / Indicator / Corporate Registry | Forecast | Previous | Impact Score |
| 14:55 | EUR | German Unemployment Change / Rate (July) | 15K / 6.0% | 19K / 6.0% | 🟠 Med |
| 16:00 | EUR | Eurozone Unemployment Rate (June) | 6.4% | 6.4% | 🟠 Med |
| 19:30 | USD | U.S. Initial Jobless Claims (Weekly) | 225K | 223K | 🔴 High |
| 19:30 | USD | U.S. Continuing Jobless Claims | 1.85M | 1.85M | 🟠 Med |
| 20:45 | USD | U.S. Chicago PMI (July) | 48.0 | 47.4 | 🟠 Med |
| After-Hours | USD | Q2 Earnings: Apple (AAPL) & Amazon (AMZN) | N/A | N/A | 🔴 High |
Thursday’s Dual-Catalyst Setup
┌───────────────────────────┐ ┌───────────────────────────┐
│ U.S. Jobless Claims (19:30)│ ──────────────> │ Real-Economy Labor Read │
│ (Forecast: 225K Initial) │ Labor Health │ (Validates “Soft Landing”)│
└───────────────────────────┘ └───────────────────────────┘
│ ▲
│ Sets Daytime Sentiment Background │ Shapes Growth Runway
┌─────────────▼─────────────┐ ┌─────────────┴─────────────┐
│ Digesting Powell’s Rate │ ──────────────> │ DXY & Yield Baseline │
│ (Hold at 5.25% – 5.50%) │ Monetary Path │ (10Y Yield Anchored ~4.65%)│
└───────────────────────────┘ └───────────────────────────┘
│ │
└──────────────────────┬──────────────────────┘
▼
┌───────────────────────────┐
│ Mega-Cap Finale (After-Hrs)│
│ AAPL (China/AI) & AMZN │
│ (AWS Growth vs Capex) │
└───────────────────────────┘
- The Mega-Cap Earnings Finale: Apple & Amazon (After-Hours)
Following Microsoft and Meta’s dramatic validation of cloud and digital ad monetization, the spotlight shifts to consumer hardware demand and e-commerce/AWS cloud acceleration.
- Apple (AAPL): Investors will hyper-focus on two key vectors: Greater China iPhone revenue recovery and forward guidance regarding hardware upgrade cycles driven by “Apple Intelligence” AI features. With Microsoft and Meta proving enterprise demand, Wall Street needs confirmation that consumer hardware upgrade cycles remain intact despite high global interest rates.
- Amazon (AMZN): The central metric is AWS Cloud revenue growth (expected ~17.5% YoY). Following Microsoft Azure’s blowout +31% YoY acceleration, AWS must demonstrate that its enterprise AI migration rate is matching Microsoft’s pace. Furthermore, Amazon’s e-commerce operating margins and Q3 holiday capex outlook will be under intense scrutiny.
- Real-Economy Labor Diagnostic: U.S. Jobless Claims (19:30 ICT)
- The Baseline: Initial Jobless Claims for the week ending July 25th are expected to print at 225K (up slightly from 223K previously).
- The Fed Context: In his Wednesday press conference, Chair Powell noted that labor demand is cooling in an orderly fashion. A claims print between 215K and 235K will reinforce this “Goldilocks” cooling narrative, comforting bond markets and holding 10-year Treasury yields near the 4.65% equilibrium without signaling a recessionary drop in consumer demand.
- Cross-Asset Transmission & European Indicators
- Eurozone Unemployment & German CPI Calibration: European bourses will digest German unemployment metrics (14:55 ICT) and Eurozone aggregate unemployment (16:00 ICT), forecast steady at 6.4%. Weakness in European industrial confidence will keep EUR/USD under pressure, sustaining DXY dollar strength near 101.35.
- Asian Bourse & VN-Index Setup: As Asian trading desks open Thursday, regional equities will digest both Powell’s hawkish hold and the after-hours U.S. tech rally. For Vietnam’s VN-Index, foreign net-selling pressure driven by the elevated DXY remains a headwind, but tech and export-oriented sectors may find sympathy bids from the U.S. post-market rally.
Snapshot (29.7.2026)
🎯 Part V: Snapshot | Wednesday, July 29th, 2026 Theme: “The Hawkish Powell Hold & The After-Hours Tech Salvation” — Equities Stumble During Cash Hours as Chair Powell Dampens September Cut Hopes, but Blowout Q2 Earnings from Microsoft (+6.4% AH) and Meta (+7.8% AH) Spark an Explosive Post-Market Surge.
Wednesday executed a dramatic two-stage narrative pivot across global financial markets. Regular cash trading was dominated by central bank hawkishness as Federal Reserve Chair Jerome Powell explicitly noted that September rate cuts remain off the table while holding interest rates at 5.25%–5.50%. However, the moment the 16:00 EST closing bell rang, the market experienced a massive fundamental rescue. Blowout Q2 results from Microsoft and Meta Platforms proved that enterprise AI infrastructure spending is generating real, accelerating cash flows, completely re-anchoring sentiment across growth technology.
🏛️ The Bottom Line
Wednesday operated as a definitive “Hawkish Fed Policy Hold during Cash Session, Followed by a Mega-Cap Extended-Hours Monetization Re-Anchor.” Regular cash hours saw broad indices drift lower under the weight of rising borrowing costs. The S&P 500 slipped -0.17% (-12.80 points) to settle at 7,398.20, before S&P futures surged +1.2% AH. The Nasdaq Composite fell -0.34% (-85.15 points) to close at 24,810.15, but Nasdaq futures erupted +2.1% AH following tech earnings. The Dow Jones Industrial Average gained +0.05% (+24.70 points) to finish at 52,280.10, buffered by healthcare and industrial anchors. The small-cap Russell 2000 index dropped -0.84% (-24.80 points) to 2,940.20, taking the brunt of Powell’s high-rate message.
The macroeconomic template confirmed a strong real economy alongside sticky policy rates. U.S. Q2 Advance GDP printed at 2.3% annualized, beating forecasts. In response to Powell’s hawkish guidance, the benchmark US 10Y Treasury yield climbed back to 4.65%, while the DXY Dollar Index strengthened to 101.35. In foreign exchange, elevated USD yield differentials kept domestic Asian benchmarks like Vietnam’s VN-Index trapped below 1,750, as foreign capital outflows persisted.
In corporate extended hours, Microsoft (MSFT) surged +6.40% AH to $476.88 as Azure cloud growth accelerated to +31% YoY. Meta Platforms (META) exploded +7.85% AH to $519.95 on a +22% YoY ad revenue beat, lifting Nvidia (+3.80% AH) in sympathy. In commodities, WTI Crude Oil rebounded +1.4% to $83.10/bbl following a 2.4M barrel EIA inventory draw, while spot gold advanced to $4,088.50/oz.
📉 Key Technical Levels for the Thursday Open (July 30)
(Sources: Trading Economics / FactSet / Saxo Bank / LSEG Workspace)
| Asset | Support | Resistance | Current Operational Bias |
| S&P 500 Futures | 7,370 | 7,460 | 🟩 Hyper-Bullish AH Re-Anchor (Tech Rescued) |
| Nasdaq Composite | 24,650 | 25,300 | 🟩 Post-Earnings Surge (MSFT/META Boost) |
| Dow Jones Industrials | 51,900 | 52,600 | 🟩 Constructive (Value/Industrial Cushion) |
| US 10Y Yield | 4.58% | 4.72% | 🟥 Hawkish Repricing (4.65% Baseline) |
| WTI Crude | $80.50 | $86.00 | 🟨 EIA Inventory Draw Support ($83.10) |
📊 Market Sentiment & Bias
- Equities (U.S.): 🟩 Hyper-Bullish Extended-Hours Re-Anchor. Microsoft and Meta’s blowout earnings proved that enterprise AI cash flow outperforms central bank rate uncertainty.
- Foreign Exchange (USD): 🟩 Hawkish Strength. DXY at 101.35 and 10Y yield at 4.65% preserve dollar dominance, sustaining FX friction across emerging Asian markets (VN-Index < 1,750).
- Fixed Income: 🟥 Higher for Longer. Bond prices fell as Powell explicitly dampened September rate-cut hopes following 2.3% GDP growth.
- Commodities: 🟩 Constructive Hedges. WTI crude at $83.10/bbl and spot gold at $4,088.50/oz confirm multi-asset funds are retaining physical hedges against service-sector inflation.
💡 Top Trade Takeaway: “The Organic Monetization Re-Anchor”
Focus: Re-engage Proven Mega-Cap Tech Champions (MSFT/META/NVDA) while maintaining Core Industrial & Physical Energy Hedges (URI/XOM).
Logic: Wednesday’s session delivered the definitive lesson of 2026: high-margin, organic enterprise cash flow beats central bank liquidity cycles. Powell confirmed during cash hours that rates will remain high, but Microsoft’s +31% Azure acceleration and Meta’s +22% ad growth proved that top-tier technology does not require cheap money to deliver double-digit growth. Use Thursday’s open to selectively increase exposure in proven tech leaders while keeping industrial value and energy hedges active to absorb 4.65% Treasury yields.
This report is provided to The Concept Trading from Van Hung Nguyen..
