Slow food for thought

Insights and research on global events shaping the markets

Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Fast food for thought

Insights and research on global events shaping the markets

Risky assets remain strong overall, plus the top 10 stocks powering the bull market. Each week, the Syz investment team takes you through the last seven days in seven charts.

Major US stock indexes were mixed during the holiday-shortened week, although broad gains on Friday helped indexes finish off their worst levels. On the macro side, the Chicago Purchasing Managers’ Index (PMI) released on Monday came in at 36.9 in December, falling short of consensus expectations of 42.9. December marked the 13th consecutive month of contracting activity and the steepest month-over-month drop since May. Stocks also fell on Thursday, the first trading day of the new year, partially in response to the Atlanta Fed’s downward revision to its Q4 GDP forecast, from 3.1% to 2.6%. In more positive news, the Labor Department reported initial jobless claims of 211,000 for the week ended December 28. US Treasury yields were all lower on the week with the long-end underperforming.

Crypto corner

A monthly deep dive into crypto assets

AI Insights

Hand-curated selection of the latest developments in the AI world

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks