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Markets navigate a complex landscape marked by the Bank of Japan's rate hike to 0.50%, Trump's forceful return to monetary policy debates, and European credit spreads reaching multi-year lows, setting the stage for heightened volatility ahead.

Only 29% of S&P 500 stocks beat the index, gold hits a record GDP share, and U.S. bitcoin reserve legislation advances. Each week, the Syz investment team takes you through the last seven days in seven charts

The S&P 500 Index notched a new record high on Thursday before dipping modestly lower on Friday. Growth stocks outperformed value shares during the week for the 1st time this year. Large-caps generally outperformed small-caps. It was a quiet week on the US macro front although it ended on a very down note as Services PMI plunged and inflation expectations soared. Headlines during the week were largely dominated by political developments in the wake of Monday’s inauguration of President Trump. Notably, he did not impose a new round of tariffs on day one—as some had feared—and instead, called for a review of U.S. trade policies to determine the impact of potential future tariffs.

Softer inflation data sparks a global bond rally, Japanese yields hit multi-year highs, and credit markets rebound with resilience, shaping an optimistic start to 2025.

On Friday night, President Donald Trump launched a Solana meme coin named $TRUMP, which has exploded in price in a matter of 48 hours.

Equity allocation hits record highs, US productivity outpaces other developed nations, and markets rebound on cooling inflation. Each week, the Syz investment team takes you through the last seven days in seven charts.

Major U.S. stock indexes finished the week higher, rebounding from a sharp sell-off at the end of the prior week. Value stocks outperformed growth shares by the widest weekly margin since September, driven in part by outperformance in the energy sector amid higher oil prices and some profit-taking in large-cap tech stocks. The financials sector also posted strong weekly gains, aided by some earnings upside surprises. On the macro side, year-over-year US core inflation (less food and energy) slowed in December to 3.2% versus 3.3% in November and lower than expected. This number provides optimism that the Fed is still making progress on bringing down inflation following several months of elevated readings, which keeps the door open for potential rate cuts later in the year.

Rising US bond yields shake markets, UK assets slip, and... why Greenland? Each week, the Syz investment team takes you through the last seven days in seven charts.

In the first weeks of 2025, U.S. Treasury yields hit new highs, credit markets stay steady despite record issuance, and emerging markets showcase resilience with tightening spreads.