Fast food for thought
Insights and research on global events shaping the markets
Meanwhile, US earnings growth leaves the rest of the world behind. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, bond yields are rising across major markets. Each week, the Syz investment team takes you through the last seven days in seven charts.
Nothing seems to curb the 10-year Treasury yield’s rise. Meanwhile, Japan’s currency defense is drying up it’s FX reserves and the S&P 500 is hiding something important. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, European countries are having their own bond crisis. Each week, the Syz investment team takes you through the last seven days in seven charts.
Victoria’s Secret is back: a $100,000 investment has quadrupled since the Fashion Show’s return was announced. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, we compare US debt added under each president and explore the Swiss franc’s emergence as a new funding currency for carry trades. Each week, the Syz investment team takes you through the last seven days in seven charts.
Meanwhile, Buffet’s “Never bet against America" still rings true. Each week, the Syz investment team takes you through the last seven days in seven charts.
China's gold buying is reaching extraordinary levels, while the scariest number in the AI boom is the one that never shows up on a balance sheet. Each week, the Syz investment team takes you through the last seven days in seven charts.
Apple just proved earnings don't need an AI narrative. Big Tech, meanwhile, has gone from paying shareholders to asking them for cash. Each week, the Syz investment team takes you through the last seven days in seven charts.
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.
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