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Plus, Berkshire Hathaway’s cash peaks as South Korea’s KOSPI rockets. Each week, the Syz investment team takes you through the last seven days in seven charts.
Major U.S. stock indexes fell for the week as investors stayed cautious about AI-driven disruption and global trade and tariff uncertainty. The Dow Jones dropped 1.31%, while the S&P 500 Index declined a smaller 0.44%. Stocks sold off early after a research report heightened AI risk concerns, briefly stabilized ahead of NVIDIA’s earnings, but finished the week lower as strong results failed to shift the broader risk-off mood
Meanwhile, the USD continues to lead transactions and China stockpiles gold. Each week, the Syz investment team takes you through the last seven days in seven charts.
U.S. stock indexes closed the week higher, generating modest gains through Thursday before rallying on Friday following news that the U.S. Supreme Court had ruled to overturn the Trump administration’s sweeping global tariffs. Escalating tensions between the U.S. and Iran—which helped send oil prices higher—were also a focus for investors during the week. The Nasdaq performed best, gaining 1.51% and posting its first weekly gain since early January, while the S&P 500 Indexes also advanced over 1%. Among the other highlights of the week: Fed minutes showed that policymakers remain divided regarding the path forward for monetary policy.
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.
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