One of John Ternus’s first major launches as Apple CEO takes the company into a market already served by Amazon and Google. With HomeView, Apple is betting that a smarter Siri and its tightly integrated ecosystem can persuade consumers to pay a premium for a place in their homes.
US inflation is accelerating, yet Treasury yields are tumbling, raising fresh questions about bond market risks as hyperscaler debt issuance surges. Each week, the Syz investment team takes you through the last seven days in seven charts.
Why the hyperscalers’ spending spree and circular AI financing deserve scrutiny, why the AI boom may still have years to run, and where the best investment opportunities may lie.
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One of John Ternus’s first major launches as Apple CEO takes the company into a market already served by Amazon and Google. With HomeView, Apple is betting that a smarter Siri and its tightly integrated ecosystem can persuade consumers to pay a premium for a place in their homes.
Why the hyperscalers’ spending spree and circular AI financing deserve scrutiny, why the AI boom may still have years to run, and where the best investment opportunities may lie.
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US inflation is accelerating, yet Treasury yields are tumbling, raising fresh questions about bond market risks as hyperscaler debt issuance surges. Each week, the Syz investment team takes you through the last seven days in seven charts.
US inflation accelerated to 3.7% in September as energy costs jumped, up from 3.4% for two months, with core CPI at 2.6% year on year versus 2.5% expected. Producer prices posted their biggest rise in 4½ years and retail sales beat expectations. October hike odds spiked, then faded after Mary Daly signalled no need to move at the 27–28 October meeting; markets now see a 91% chance of a December hike. On the geopolitical side, attacks around the Strait of Hormuz surged, with Iran stepping up strikes in response to the US blockade of its ports. Ukraine hit a Russian refinery after Kyiv abandoned the Trump-brokered energy ceasefire. Brent tested $110 and WTI traded at $101. Oil eased but recorded a small weekly gain amid Mideast supply focus. In equity markets, AI financing fears hit tech. CoreWeave’s slump triggered a global rout in AI stocks.
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