Why the rise in global bond yields is a supply problem — and the single trade it puts at risk
A video published three years ago on YouTube can still be earning money today. Nobody had to make it again. No customer had to be reacquired. The production cost was paid years ago, but the cash flow continues. That makes old video libraries look a lot like annuities and financial buyers are starting to take notice.
Meanwhile, Buffet’s “Never bet against America" still rings true. Each week, the Syz investment team takes you through the last seven days in seven charts.
Slow food for thought
Insights and research on global events shaping the markets
Why the rise in global bond yields is a supply problem — and the single trade it puts at risk
A video published three years ago on YouTube can still be earning money today. Nobody had to make it again. No customer had to be reacquired. The production cost was paid years ago, but the cash flow continues. That makes old video libraries look a lot like annuities and financial buyers are starting to take notice.
Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
Fast food for thought
Insights and research on global events shaping the markets
Major U.S. equity indexes finished the week lower as elevated Treasury yields, renewed U.S.-Iran tensions, higher oil prices, and weakness in semiconductor and artificial intelligence (AI)-related shares broadly weighed on investor sentiment. Mixed takeaways from several retail earnings reports also appeared to contribute to the week’s cautious tone. The Nasdaq and Russell 2000 Index shed 2.05% and 1.65%, respectively. The Dow Jones Industrial Average held up best, falling 0.85%. Long-term U.S. Treasury yields rose early in the week, with the yield on the 30-year U.S. Treasury bond reaching its highest level since 2007. Rising concerns around the U.S. fiscal outlook and heavy government and corporate debt issuance including financing tied to AI capex appeared to contribute to the sell-off.
Crypto corner
A monthly deep dive into crypto assets
AI Insights
Hand-curated selection of the latest developments in the AI world
Investing with intelligence
Our latest research, commentary and market outlooks