The dominant story remains the Iran war and its deepening distortions across energy markets, monetary policy, and investor sentiment.
The world's most advanced technology depends on one of the universe's simplest elements, a noble gas so abundant in the universe that it ranks as the second most common element: helium. Essential for AI chips, GPUs, and semiconductors, its market is now tightening as the Iran conflict begins to disrupt global supply.
Meanwhile, precious metals are plummeting. Each week, the Syz investment team takes you through the last seven days in seven charts.
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The dominant story remains the Iran war and its deepening distortions across energy markets, monetary policy, and investor sentiment.
The world's most advanced technology depends on one of the universe's simplest elements, a noble gas so abundant in the universe that it ranks as the second most common element: helium. Essential for AI chips, GPUs, and semiconductors, its market is now tightening as the Iran conflict begins to disrupt global supply.
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The oil price shock continues to feed through global rate level and monetary policy expectations, while credit markets show resilience.
Meanwhile, precious metals are plummeting. Each week, the Syz investment team takes you through the last seven days in seven charts.
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