Fast food for thought
Insights and research on global events shaping the markets
As the U.S. election approaches tomorrow, history shows little long-term S&P 500 impact from election outcomes, while global economic forces like SNB profits and ChatGPT’s energy demands drive market dynamics. Each week, the Syz investment team takes you through the last seven days in seven charts.
Kamala Harris boosted by The Magnificent 7, global gold reserves surpass the euro as central banks' second most held asset, and de-euroisation vs. de-dollarisation. Each week, the Syz investment team takes you through the last seven days in seven charts.
Nvidia's market capitalisation possibly overtaking the Nikkei index, investors back the Magnificent 7, and global easing accelerates. Each week, the Syz investment team takes you through the last seven days in seven charts.
The S&P 500 is set to deliver its best performance of the 21st century, even as September inflation in the U.S. jumps unexpectedly. Meanwhile, debit interest rates soar past 23%, adding pressure to consumers. Each week, the Syz investment team takes you through the last seven days in seven charts.
Abundant liquidity in the market is supporting gold and stocks and may even lead to a new bear market rally in China, while the Fed's rate cut may have minimal impact on U.S. equities.
Between France’s increasing yields and the UK’s colossal debt-to-GDP ratio, Europe is facing difficulties financing itself. Meanwhile, SNB head bows out with a last rate cut and China unveils its massive stimulus plan. Each week, the Syz investment team takes you through the last seven days in seven charts.
As the Fed pivot starts with a 50-basis-point slash, the bond market expects more to come, and gold should benefit. Meanwhile, the risk of a second inflationary wave isn’t dismissed, and the Nasdaq 100 is as highly concentrated as ever. Each week, the Syz investment team takes you through the last seven days in seven charts.
ECB lowers rates again as inflation persists, U.S. banks grapple with $512.9 billion in unrealized losses, and is now the time to buy a Rolex? Each week, the Syz investment team takes you through the last seven days in seven charts.
Nvidia’s record $280 billion loss led a sharp decline in the Nasdaq’s “Magnificent 7” amid a slowing U.S. job market and potential market turbulence before the election. Each week, the Syz investment team takes you through the last seven days in seven charts.
Nvidia shares tumble despite stellar results, a new trillionaire rises, and equity markets brace for their two worst months. Each week, the Syz investment team takes you through the last seven days in seven charts.
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