Fast food for thought
Insights and research on global events shaping the markets
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.
Will we witness the worst year on record for bonds? US bonds continue to crumble, inflation is still a major stress, as Chinese equities are showing signs of revival. Each week, the Syz investment team takes you through the last seven days in seven charts.
Is the « bear market rally » already coming to an end? European inflation rises and inflation surprises seem to have peaked in the US, while JPM CEO speaks of “impending hurricane” for the economy. Each week, the Syz investment team takes you through the last seven days in seven charts.
10 stories to remember Chinese lockdowns to impact global supply chains (again), as inflation panic subsides and equity markets fight back. Here are the top 10 stories of the month of May 2022.
The S&P 500 ends 7-week losing streak Is there light at the end of the tunnel for equity markets? The S&P 500 catches a break, bad macro figures may slow down Fed rate hikes and cryptos are still not back up from their last know out. The Syz investment team takes you through the last seven days in seven charts.
S&P 500 is suffering its 7th consecutive week of losses S&P 500 slips briefly into a bear market, stocks and bond yields finally diverge, the ECB sets its rate hikes in motion while fears of a Monkeypox outbreak mount. The Syz investment team takes you through the last seven days in seven charts.
S&P 500 down for the 6th consecutive week Nowhere to hide as inflation soars. Tech stocks and crypto take a beating, while value stocks outperform growth stock. The Syz investment team takes you through the last seven days in seven charts.
Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
Investing with intelligence
Our latest research, commentary and market outlooks