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Insights and research on global events shaping the markets

The Fed’s most aggressive rate hike (+75bp) since 1994 raised recession fears and sent stocks sharply lower for a 2nd consecutive week.

Yesterday the Fed hardened the tone to signal its determination to curb inflation. At all costs? After yesterday’s 75bps hike, the market’s reaction was not dramatic but all eyes will remain on the Fed’s stance in the coming months.  

Will we witness the worst year on record for bonds? US bonds continue to crumble, inflation is still a major stress, as Chinese equities are showing signs of revival. Each week, the Syz investment team takes you through the last seven days in seven charts.

Despite some early-week strength, stocks finished the week with steep losses as the Dow Jones lost 800 points.

Is the « bear market rally » already coming to an end? European inflation rises and inflation surprises seem to have peaked in the US, while JPM CEO speaks of “impending hurricane” for the economy. Each week, the Syz investment team takes you through the last seven days in seven charts.

Stocks gave back some of last week’s strong gains as investors still wonder if the Fed will be able to normalize inflation rate without triggering a recession.

10 stories to remember Chinese lockdowns to impact global supply chains (again), as inflation panic subsides and equity markets fight back. Here are the top 10 stories of the month of May 2022.  

The S&P 500 ends 7-week losing streak Is there light at the end of the tunnel for equity markets? The S&P 500 catches a break, bad macro figures may slow down Fed rate hikes and cryptos are still not back up from their last know out. The Syz investment team takes you through the last seven days in seven charts.

The S&P 500 and the Nasdaq Index recorded strong gains, breaking a string of seven consecutive weekly declines.

S&P 500 is suffering its 7th consecutive week of losses S&P 500 slips briefly into a bear market, stocks and bond yields finally diverge, the ECB sets its rate hikes in motion while fears of a Monkeypox outbreak mount. The Syz investment team takes you through the last seven days in seven charts.  

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