From tightening oil chokepoints to mounting AI-related debt and a widening credit-market divide, energy, capital and geopolitics are telling a single story of scarcity and strain. Each week, the Syz investment team takes you through the last seven days in seven charts.
How China is building a digital belt and road for Artificial Intelligence. Xi Jinping's first appearance at the World Artificial Intelligence Conference marks the beginning of a new phase in the AI race, one defined less by superior models than by the ability to build the world's dominant ecosystem.
Two things are true in 2026: innovation is advancing at an unprecedented pace, and the cost of deploying new technologies is falling rapidly.
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How China is building a digital belt and road for Artificial Intelligence. Xi Jinping's first appearance at the World Artificial Intelligence Conference marks the beginning of a new phase in the AI race, one defined less by superior models than by the ability to build the world's dominant ecosystem.
Two things are true in 2026: innovation is advancing at an unprecedented pace, and the cost of deploying new technologies is falling rapidly.
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Global equity markets for the period 17–24 July 2026, covering the sell-off in AI-exposed growth stocks amid capex and cash-flow concerns, a renewed spike in oil prices following Middle East escalation, and continued strength in Q2 corporate earnings across the US, Europe, and Asia. Covers performance across major indices including the S&P 500, Nasdaq 100, STOXX 600, and MSCI Emerging Markets, with sector-level detail on energy, defence, technology, and financials.
From tightening oil chokepoints to mounting AI-related debt and a widening credit-market divide, energy, capital and geopolitics are telling a single story of scarcity and strain. Each week, the Syz investment team takes you through the last seven days in seven charts.
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