The European Union is facing a serious energy crisis Half of all commodities now in bear market, the EU braces for a cold winter and the S&P 500 recorded its 2nd-best week of 2022 as disinflationary forces gather steam & Fed tightening expectations recede. Each week, the Syz investment team takes you through the last seven days in seven charts.

Signs that growth and inflation might be moderating helped stocks rally sharply over the week, lifting the S&P 500 out of bear market territory.

Below are answers to our client’s most frequently asked questions on recession risk, French elections, Chinese equities, the cryptocurrencies crash and our asset allocation preferences.

Central banks around the world are stepping up their game Last week was all about central banks and their continued efforts to curb inflation. Multi-asset management is still a head-scratcher and crypto-assets’ crash intensified. Each week, the Syz investment team takes you through the last seven days in seven charts.

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.