The U.S. federal government has reached its debt ceiling. In the wake of this, the cost of insuring against a U.S. default has jumped. Can the U.S. actually default? With what consequences for the markets?
The artificial intelligence lab that developed ChatGPT is now valued at $29 billion. How does OpenAI generate revenue? What is its business model?
2023 started with a mirror image of the trends that prevailed last year: the US dollar is weakening, bond yields are falling and stocks are rising. Are we witnessing a classical positive seasonal effect or is the improving sentiment a reflection of a macroeconomic and fundamental outlook improvement?
In weightlifting, weights are loaded at opposite ends of the bar. In the investment world, it is also possible to focus on the two ends of the risk scale and avoid the “boring middle”.
Time for a retrospective on our main 2022 calls: what worked, and what has not -yet!- worked.
Slow food for thoughts
Insights and research on global events shaping the markets
The U.S. federal government has reached its debt ceiling. In the wake of this, the cost of insuring against a U.S. default has jumped. Can the U.S. actually default? With what consequences for the markets?
The artificial intelligence lab that developed ChatGPT is now valued at $29 billion. How does OpenAI generate revenue? What is its business model?
Straight from the Desk
Syz the moment
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Fast food for thoughts
Insights and research on global events shaping the markets
Stocks resumed their winning streak on the back of some signals that the economy might avoid a recession in 2023. Consumer discretionary stocks were especially strong, thanks partly to a big jump in Tesla shares over the week following a favorable outlook. Defensive sectors (consumer staples, health care, and utilities) lagged. Value stocks underperformed growth shares.
US Debt ceiling reached, while funds go big and long on Chinese equities in January. Each week, the Syz investment team takes you through the last seven days in seven charts.
Crypto corner
A monthly deep dive into crypto assets
Crypto Corner
Insights and research on global events shaping the markets
Can the crypto industry recover from such a debacle? Unlike traditional finance, no central bank or government has stepped in to save FTX and limit the fall of cryptocurrencies.
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