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.
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.
Meanwhile, bond yields are rising across major markets. Each week, the Syz investment team takes you through the last seven days in seven charts.
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.
Slow food for thought
Insights and research on global events shaping the markets
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.
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
Meanwhile, bond yields are rising across major markets. Each week, the Syz investment team takes you through the last seven days in seven charts.
Fed and BoJ hikes, an oil-driven inflation scare, and an AI-safety debate drove sector rotation across global equities over the past week.
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