The central bank of central banks has issued the most detailed official warning yet on the AI investment boom. Unlike 1996, this one is not about prices; it is about financing, and credit markets are already listening. Here is what to watch.
Europe built its economy on the assumption of mild summers. In a hotter climate, cooling becomes a productivity tool, a workplace safety requirement, and a new layer of building infrastructure.
Meanwhile, Trump’s personal crypto earnings in 2025 topped the combined profits of every publicly listed US crypto company. Each week, the Syz investment team takes you through the last seven days in seven charts.
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The central bank of central banks has issued the most detailed official warning yet on the AI investment boom. Unlike 1996, this one is not about prices; it is about financing, and credit markets are already listening. Here is what to watch.
Europe built its economy on the assumption of mild summers. In a hotter climate, cooling becomes a productivity tool, a workplace safety requirement, and a new layer of building infrastructure.
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Equities ended a volatile week higher, with indices clawing back losses from the collapsed Iran ceasefire. The S&P 500 and the Nasdaq both notched weekly gains of more than 1%; the Dow slipped roughly 0.5% on the week. Semiconductors again led. Meta jumped about 15%, its best week since early 2024. Friday's marquee event was SK Hynix's Nasdaq debut, which opened around 14% above its $149 ADR price after a seven-times-oversubscribed, $26.5bn offering. Europe was subdued, with the Stoxx 600 near flat. The 10-year Treasury yield settled around 4.55%, easing modestly by the end of the week as oil retreated. June Fed minutes showed only a few members favoring a hike, but markets still price at least one increase by year-end — a hawkish tilt reinforced by AI-driven demand concerns.
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