Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These are not forecasts, but potential macroeconomic, geopolitical, or market events that are not anticipated by financial markets. We also try to assess the probability of occurrence (high, medium, low) of each of them.
Oracle bets on OpenAI and Santa continuously delivers S&P 500 gains during the holidays. 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
Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These are not forecasts, but potential macroeconomic, geopolitical, or market events that are not anticipated by financial markets. We also try to assess the probability of occurrence (high, medium, low) of each of them.
Gemini 3 has just been ranked as the best performing AI model, a reversal that few saw coming. A year ago, OpenAI models were leading the charts.
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Insights and research on global events shaping the markets
A “not so hawkish” Fed rate cut and ECB Schnabel’s comments drove a yield curve bear steepening last week.
Oracle bets on OpenAI and Santa continuously delivers S&P 500 gains during the holidays. Each week, the Syz investment team takes you through the last seven days in seven charts.
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