Fast food for thought

Insights and research on global events shaping the markets

Meanwhile, the Korean stock market surges to new levels. Each week, the Syz investment team takes you through the last seven days in seven charts.

Major U.S. stock indexes finished the week lower as concerns regarding the disruptive potential of AI weighed on stocks across a broad range of industries. The Nasdaq Composite fared worst, shedding 2.10%, while the S&P500 Index and Dow Jones Industrial Average fell 1.39% and 1.23%, respectively. The Russell 1000 Value Index outperformed its growth counterpart for the 7thconsecutive week, extending its YTD lead to over 1,100 basis points. On the macro side, hiring in the U.S. was stronger than expected in January as U.S. employers added 130,000 jobs during the month, the highest monthly gain in over a year. The unemployment rate also declined to 4.3% from 4.4% in December.

Meanwhile, bitcoin and software equities are moving like twins. Each week, the Syz investment team takes you through the last seven days in seven charts.

Major U.S. equity indexes finished a volatile week mixed, as large-cap tech stocks suffered their worst week since November while small-cap and value stocks added to their YTD gains. Worries about the disruptive potential of AI, as well as concerns regarding a surge in capex, weighed on many of the high-growth stocks that have outperformed in recent years. In contrast, some cyclical and value-oriented segments outperformed as investors seemed to rotate into the areas that have lagged firms with more AI exposure. Corporate earnings and geopolitical tensions also appeared to contribute to the week’s volatility. The Nasdaq performed worst, shedding 1.84%, while the S&P 500 finished little changed. On the other hand, the Russell 2000 and the Dow Jones posted solid gains (and hit $50k for the 1st time).

While gold, silver and platinum were the best performing commodities over the past year, they took a hit at the end of last week. Each week, the Syz investment team takes you through the last seven days in seven charts.

This S&P 500 index advanced over the week, topping 7,000 but ultimately retreating from its new intraday high. Large-cap value stocks gained and outperformed their growth counterparts. Small-cap stocks lagged and finished the week lower. Within the S&P 500, the communication services and energy sectors led the way. Health care stocks pulled back the most. Initial U.S. jobless claims came in at 209,000 for the week ended January 24—above the consensus estimate. After three consecutive rate cuts, the Federal Reserve left the benchmark fed funds rate unchanged, in line with market expectations. A 10–2 vote underpinned the decision, with the two dissenting policymakers favoring a 25-basis-point reduction.

Gold soars amid monetary shift and silver remains a steal. Each week, the Syz investment team takes you through the last seven days in seven charts.

US stocks traded sharply lower to start the week on Tuesday, with the S&P 500 Index posting its largest daily decline since October amid renewed fears of a global trade war after President Trump announced that he would impose new tariffs on European nations that opposed the U.S. purchasing or otherwise taking control of Greenland. Stocks reversed course on Wednesday after Trump said that he and NATO Secretary General Rutte had “formed the framework of a future deal with respect to Greenland” and that he would no longer “be imposing the Tariffs that were scheduled to go into effect on February 1st.”

Markets, money, and machines: silver, the Fed, and AI chips. Each week, the Syz investment team takes you through the last seven days in seven charts.

US equity indexes were mixed for the week, with small-cap and value stocks adding to their YTD leads over large-cap and growth-oriented shares. The Russell 2000 index advanced, reaching all-time high during the week, while large-cap indexes pulled back from the prior week’s record levels. Value stocks outpaced their growth counterparts for the third straight week. Q4 earnings season kicked off during the week with several big banks reporting Q4 results.

1 2 3 4 5

Investing with intelligence

Our latest research, commentary and market outlooks