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Victoria’s Secret is back: a $100,000 investment has quadrupled since the Fashion Show’s return was announced. Each week, the Syz investment team takes you through the last seven days in seven charts.
Nvidia has become the company the whole stock market checks its pulse against. This quarter, it beat every published forecast, then went a step further: for the first time, it gave investors a view beyond the next quarter and into the year after next. The message was clear, the story remains intact, and the headlines practically wrote themselves.
China has opened the first regular container service through the Arctic, cutting the journey to Europe from around 40 days to 20. But turning the Northern Sea Route into a genuine rival to the Suez Canal will require more than melting icebergs and geopolitical disruption.
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Nvidia has become the company the whole stock market checks its pulse against. This quarter, it beat every published forecast, then went a step further: for the first time, it gave investors a view beyond the next quarter and into the year after next. The message was clear, the story remains intact, and the headlines practically wrote themselves.
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Global equities edged modestly higher over the past week, as a blowout Nvidia earnings beat and a sharp pullback in oil prices lifted risk appetite, only for a hawkish Jackson Hole debut from Federal Reserve Chair Kevin Warsh to reverse much of the optimism by Friday. This report examines the drivers behind the week's gains and reversals across the US, Europe, and emerging markets, including the rotation out of health care and small caps, the AI-driven strength in software and cybersecurity, and the easing of the oil risk premium following new US sanctions on Iran.
Victoria’s Secret is back: a $100,000 investment has quadrupled since the Fashion Show’s return was announced. Each week, the Syz investment team takes you through the last seven days in seven charts.
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