Why markets are shrugging off the Iran war — and whether it can last
From the Nasdaq's remarkable long-term resilience to growing concentration in emerging markets, Russia's forced gold sell-off, and China's capital allocation challenge, this week's 7 charts map’s the fault lines shaping the global investment landscape. Each week, the Syz investment team takes you through the last seven days in seven charts.
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Forward operating margins have reached new all-time highs across all major regions and continue to accelerate...
The country America tried to contain through tariffs and chip export bans has become the world’s fastest-growing AI market, largest EV exporter, and a formidable rival in the very technologies the West sought to keep out of reach. As Donald Trump landed in Beijing on May 13th for his high-stakes summit with Xi Jinping, the symbolism mattered as much as the outcome.
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Why markets are shrugging off the Iran war — and whether it can last
The country America tried to contain through tariffs and chip export bans has become the world’s fastest-growing AI market, largest EV exporter, and a formidable rival in the very technologies the West sought to keep out of reach. As Donald Trump landed in Beijing on May 13th for his high-stakes summit with Xi Jinping, the symbolism mattered as much as the outcome.
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The week was dominated by two interrelated forces: an intensifying sequence of US–Iran peace negotiations that pushed WTI crude oil down over 8%, easing the energy-inflation overhang that has weighed on equities and bonds alike since the conflict escalated earlier in the year; and a landmark set of quarterly results from Nvidia that reaffirmed the durability of hyperscaler AI capital expenditure and reignited investor confidence in the global technology complex.
From the Nasdaq's remarkable long-term resilience to growing concentration in emerging markets, Russia's forced gold sell-off, and China's capital allocation challenge, this week's 7 charts map’s the fault lines shaping the global investment landscape. Each week, the Syz investment team takes you through the last seven days in seven charts.
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