Fast food for thought
Insights and research on global events shaping the markets
From tightening oil chokepoints to mounting AI-related debt and a widening credit-market divide, energy, capital and geopolitics are telling a single story of scarcity and strain. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, Wall Street's long-term earnings expectations for the S&P 500 are now at record levels. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, corporate leadership is evolving rapidly: only 135 of the S&P 500 constituents from 1996 are still in the index today, while the EU goods trade deficit with China is close to a record €376bn. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, Trump’s personal crypto earnings in 2025 topped the combined profits of every publicly listed US crypto company. Each week, the Syz investment team takes you through the last seven days in seven charts.
Just months ago, consensus called for a weaker dollar and higher gold & silver. Five months later, everything changed. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, retail investors are piling into SpaceX at an unprecedented pace, even as a massive wave of new supply could hit the market next summer. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, IPO boom brings US stock supply back into positive territory and FIFA become world champions of overpriced tickets. Each week, the Syz investment team takes you through the last seven days in seven charts.
From trillion-dollar rockets to crypto selloffs, the era of eye-watering numbers is here and it's moving fast. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, the widening performance gap highlights AI’s outsized role in equity markets. Each week, the Syz investment team takes you through the last seven days in seven charts.
From the Nasdaq's remarkable long-term resilience to growing concentration in emerging markets, Russia's forced gold sell-off, and China's capital allocation challenge, this week's 7 charts map’s the fault lines shaping the global investment landscape. Each week, the Syz investment team takes you through the last seven days in seven charts.
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