Memory chips underpin every layer of the modern technology stack, yet the market that produces them has entered a period of structural constraint with no near-term resolution. The implications for companies dependent on predictable hardware access are becoming increasingly material.
On Friday, the Supreme Court struck down the centerpiece of President Trump’s second-term tariff agenda. But the ruling did not end the tariff push, it simply forced the administration to rely on different legal tools to keep them in place.
Meanwhile, the USD continues to lead transactions and China stockpiles gold. Each week, the Syz investment team takes you through the last seven days in seven charts.
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Memory chips underpin every layer of the modern technology stack, yet the market that produces them has entered a period of structural constraint with no near-term resolution. The implications for companies dependent on predictable hardware access are becoming increasingly material.
On Friday, the Supreme Court struck down the centerpiece of President Trump’s second-term tariff agenda. But the ruling did not end the tariff push, it simply forced the administration to rely on different legal tools to keep them in place.
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USD rates bounce up on hawkish Fed comments and solid US data, while corporate credit spreads stabilize after two weeks of Tech-driven widening
The week was shortened by holidays (US Presidents’ Day and Lunar New Year in Asia) which resulted in thinner liquidity and heightened volatility. It opened under the shadow of softer macro data and hawkish Fed signals but ended on a strong note following the US Supreme Court’s landmark ruling on tariffs.
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