Fast food for thought

Insights and research on global events shaping the markets

Uncorrelated strategies make hedge funds this year’s winning play, equities continue to drop and OPEC+ fights falling oil prices. Each week, the Syz investment team takes you through the last seven days in seven charts.

Balanced portfolios down for a third consecutive quarter $57.8 trillion skimmed off the US equity and bond markets since last year, while GBP/BTC trading volume skyrockets. Each week, the Syz investment team takes you through the last seven days in seven charts.

The pound sterling reached its lowest price A flurry of rate hikes by global central banks, no end in sight for bond market turmoil, while oil stocks tumble. Each week, the Syz investment team takes you through the last seven days in seven charts.

U.S. inflation surprises to the upside  The Nasdaq produces worst weekly performance since January, US inflation not cooling as expected, while bonds become increasingly attractive compared to equities.  Each week, the Syz investment team takes you through the last seven days in seven charts. 

Some signs of easing on the US inflation front Bitcoin mirroring the S&P 500, the ECB raises rates by 75bps, while the strong dollar is costing the rest of the world. Each week, the Syz investment team takes you through the last seven days in seven charts.

Most of the economic data released last month points to a slowdown in the economy. Central banks are choosing to ignore this in order to focus their efforts on fighting inflation amid an impending energy crisis of historic proportions. Here are 10 charts to help you look back on what happened in the markets during the month of August.

The come-back of volatility? Jackson Hole drove the stock market down while one year ahead power futures prices hit record high in Europe. Each week, the Syz investment team takes you through the last seven days in seven charts.

Winter is coming ... The dollar is the go-to investment for fund managers, and Europe imports natural gas from Australia while it braces itself for the coming winter. Each week, the Syz investment team takes you through the last seven days in seven charts.

The summer rally continues Non profitable stocks and cryptos coming back to life, as US inflation finally gives investors some breathing space. Each week, the Syz investment team takes you through the last seven days in seven charts. 

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. 

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