Fast food for thought

Insights and research on global events shaping the markets

US employment back to pre-covid levels Energy sector carrying the S&P 500 earnings growth, while Fed rate hike expectations rise again. Each week, the Syz investment team takes you through the last seven days in seven charts. 

This summer has left investors with very little time to relax. Nevertheless, it is a good time to (re)consider some basic principles of saving and investing.

After a very complicated first half of 2022 in financial markets, stocks, bonds, and cryptocurrencies rebounded strongly in July. Here are ten stories to remember from a stunning start to summer.

Italian government collapses, while Chinese construction halt causes growing concern. Each week, the Syz investment team takes you through the last seven days in seven charts.

Will industrial metals soon be worth scraps? Italian PM’s resignation dismissed by the President as US inflation continues its ascension. Each week, the Syz investment team takes you through the last seven days in seven charts.

EUR and USD on their way to parity? Europe’s energy crisis deepens, Elon Musk pulls the plug on his Twitter deal and US employment figures impress. Each week, the Syz investment team takes you through the last seven days in seven charts.

Commodities roll over and bond yields move lower as global demand soften Last week saw the main equity indexes giving up a portion of the previous week’s gains, as the market now anticipates that the Fed’s fight against inflation would push the economy into recession. US inflation and rate hikes anticipation are moving lower. Bond yields and commodity prices as well. Each week, the Syz investment team takes you through the last seven days in seven charts.

Mid-year Market Checkup After an exceptional 2021, the first half of 2022 has been both emotional and difficult. Russia’s invasion of Ukraine, surging inflation and the start of the Fed’s rate-hiking cycle weighed on both equities and bonds performance, while commodities thrived. Here are ten stories to remember from an eventful first half of the year.

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.

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.

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