--- title: Syz Blog | Syz Group description: Blog --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. You can change your settings below to refuse the use of cookies. For more information, please refer to the [Cookies policy](https://www.syzgroup.com/en/legal-notices). Mandatory cookies Functional cookies Statistics & marketing I confirm I am not a US citizen residing in the US I confirm I am not accessing this site from the US I confirm that I am not a resident of Canada (except for Ontario, Quebec, British Columbia or Alberta). Agree and confirm ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… You chose the following profile. If you made a mistake, please change here USA Country Switzerland Canada: Other than Ontario, Quebec, Alberta Canada: Ontario, Quebec or Alberta USA Other country Language Language English French German Italian I confirm Legal information This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. Focus ### [Bitcoin has changed clocks three times. It’s changing again.](https://blog.syzgroup.com/slow-food-for-thought/bitcoin-has-changed-clocks-three-times.-its-changing-again?hsLang=en) For a decade, bitcoin traded on its own calendar. Then it traded on the Fed's. This month, it rallied 30% through a rate hike, a failed bill and a 5% Treasury yield — the clearest sign yet that it is starting to trade on the Treasury's. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thoughts/author/charles-henry-monchau?hsLang=en)** | 23/09/2026 Focus ### [Is Greece the new place to be?](https://blog.syzgroup.com/slow-food-for-thought/is-greece-the-new-place-to-be?hsLang=en) Athens is quietly becoming a new destination for Europe’s wealthy and financial elite. Tax incentives, stronger growth and a more credible market environment are now drawing fund managers as well as private fortunes. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thoughts/author/charles-henry-monchau?hsLang=en)** | 22/09/2026 The week in seven charts ### [How does the S&P 500 perform when the Fed starts hiking?](https://blog.syzgroup.com/fast-food-for-thought/how-does-the-sp-500-perform-when-the-fed-starts-hiking?hsLang=en) Meanwhile, bond yields are rising across major markets. Each week, the Syz investment team takes you through the last seven days in seven charts. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thoughts/author/charles-henry-monchau?hsLang=en)** | 21/09/2026 Food for Thoughts ### [AI: the capex cycle survives the weekend's safety debate](https://blog.syzgroup.com/fast-food-for-thought/ai-the-capex-cycle-survives-the-weekends-safety-debate?hsLang=en) A weekend debate over “recursive self-improvement,” the risk that AI could accelerate its own development to the point where humans struggle to stay meaningfully in control, prompted some in the industry to call for a more cautious pace of development. We think the correction in AI stocks on Monday was overdone. Investors may be conflating two separate questions: how fast frontier AI capability should advance, and how fast the world adopts the AI that already exists. The first is genuinely more uncertain. The second isn’t, and it’s the second that drives datacentre capex cycle. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thoughts/author/jakub-dubaniewicz?hsLang=en)** | 15/09/2026 ## **Slow food** for thought Insights and research on global events shaping the markets [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus?hsLang=en) #### [Meta's Muse](https://blog.syzgroup.com/slow-food-for-thought/metas-muse?hsLang=en) Hype, substance, and what it means for investors **[Jakub Dubaniewicz](https://blog.syzgroup.com/slow-food-for-thought/author/jakub-dubaniewicz?hsLang=en)** | 23/09/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus?hsLang=en) #### [Bitcoin has changed clocks three times. It’s changing again.](https://blog.syzgroup.com/slow-food-for-thought/bitcoin-has-changed-clocks-three-times.-its-changing-again?hsLang=en) For a decade, bitcoin traded on its own calendar. Then it traded on the Fed's. This month, it rallied 30% through a rate hike, a failed bill and a 5% Treasury yield — the clearest sign yet that it is starting to trade on the Treasury's. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau?hsLang=en)** | 23/09/2026 [View More](https://blog.syzgroup.com/slow-food-for-thought?hsLang=en) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. [Discover more](https://blog.syzgroup.com/syz-the-moment?hsLang=en) ## **Fast food** for thought Insights and research on global events shaping the markets [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thought/tag/the-week-in-seven-charts?hsLang=en) #### [How does the S&P 500 perform when the Fed starts hiking?](https://blog.syzgroup.com/fast-food-for-thought/how-does-the-sp-500-perform-when-the-fed-starts-hiking?hsLang=en) Meanwhile, bond yields are rising across major markets. Each week, the Syz investment team takes you through the last seven days in seven charts. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau?hsLang=en)** | 21/09/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities?hsLang=en) #### [Central Banks Deliver on a Well-Flagged Hawkish Pivot](https://blog.syzgroup.com/fast-food-for-thought/central-banks-deliver-on-a-well-flagged-hawkish-pivot?hsLang=en) Fed and BoJ hikes, an oil-driven inflation scare, and an AI-safety debate drove sector rotation across global equities over the past week. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz?hsLang=en)** | 21/09/2026 [View More](https://blog.syzgroup.com/fast-food-for-thought?hsLang=en) # Crypto corner A monthly deep dive into crypto assets [Discover more](https://blog.syzgroup.com/crypto-corner?hsLang=en) # AI Insights Hand-curated selection of the latest developments in the AI world [Discover more](https://blog.syzgroup.com/syz-ai-insights?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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