After more than three months of war and a global energy shock, the United States and Iran have reached a peace deal.
Meanwhile, IPO boom brings US stock supply back into positive territory and FIFA become world champions of overpriced tickets. Each week, the Syz investment team takes you through the last seven days in seven charts.
The “10 Million Initiative” seeks to keep Switzerland’s permanent resident population below 10 million before 2050, mainly by gradually tightening immigration rules...
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Insights and research on global events shaping the markets
The “10 Million Initiative” seeks to keep Switzerland’s permanent resident population below 10 million before 2050, mainly by gradually tightening immigration rules...
It is probably the question landing most often on desks right now. The fear is easy to understand. A record pipeline of mega-listings is arriving into a market that is already stretched and heavily concentrated in AI, and the capital needed to absorb that supply has to come from somewhere. The history and the demand backdrop all argue that the fear is largely misplaced, yet the real risk is not the one investors are focusing on.
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After more than three months of war and a global energy shock, the United States and Iran have reached a peace deal.
A weekly review of global equity markets for the period ending 12 June 2026, covering the impact of renewed US-Iran tensions and the ECB's first rate hike since 2023 on regional equity performance, the rotation away from mega-cap technology into financials and cyclicals, and the significance of the SpaceX IPO as a landmark moment for the AI infrastructure investment cycle.
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