Ox Alpha, an anonymous model nobody has claimed, has just taken the 1st place on the world’s busiest LLM marketplace. The story is not about China. It is about pricing power and about who ultimately earns a return on a trillion dollars of AI infrastructure.
Two of the world's largest borrowers are meeting the same wall of long-end yields. The policy response to that collision is what gold, silver and crypto have started to price.
Meanwhile, we compare US debt added under each president and explore the Swiss franc’s emergence as a new funding currency for carry trades. 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
Two of the world's largest borrowers are meeting the same wall of long-end yields. The policy response to that collision is what gold, silver and crypto have started to price.
Why the rise in global bond yields is a supply problem — and the single trade it puts at risk
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
Ox Alpha, an anonymous model nobody has claimed, has just taken the 1st place on the world’s busiest LLM marketplace. The story is not about China. It is about pricing power and about who ultimately earns a return on a trillion dollars of AI infrastructure.
US rates remain volatile following Bessent’s intervention and ahead of Warsh’s Jackson Hole speech
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