Fast food for thought

Insights and research on global events shaping the markets

Some positive signals on US equities although big tech is missing out on the rebound, The inversion of bond yield curves is becoming more pronounced while Fed hikes should start to slow down. Each week, the Syz investment team takes you through the last seven days in seven charts.

The US bond yield curve continues to invert, and the market revises terminal rate upwards as Fed members speak out. Each week, the Syz investment team takes you through the last seven days in seven charts.

2-year bond yields drop sharply on the back of US inflation figures and FTX crumbles, while the dollar cools down. Each week, the Syz investment team takes you through the last seven days in seven charts.

As the Q3 earnings seasons draws to a close, energy remains the only sector with a positive year-to-date performance. Each week, the Syz investment team takes you through the last seven days in seven charts.

Apple is holding up much better than other FAANGs ExxonMobile posts best earnings since the invention of the lightbulb, while Meta leads the pack of poor performing mega-caps. Each week, the Syz investment team takes you through the last seven days in seven charts.

Japan intervenes in the foreign exchange market Japanese forex intervention boosts the yen, US equities had their best week in 4 months due to massive call options buying by the shorts and UK Gilts soared amid political uncertainty. Each week, the Syz investment team takes you through the last seven days in seven charts.

Will the strength of the dollar continue to cause collateral damage? FANGS still in bear market and 10-year U.S. Treasury bonds break the 4% threshold, as US inflation surprised once more. Each week, the Syz investment team takes you through the last seven days in seven charts.

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.

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