Fast food for thought

Insights and research on global events shaping the markets

Abundant liquidity in the market is supporting gold and stocks and may even lead to a new bear market rally in China, while the Fed's rate cut may have minimal impact on U.S. equities.

Between France’s increasing yields and the UK’s colossal debt-to-GDP ratio, Europe is facing difficulties financing itself. Meanwhile, SNB head bows out with a last rate cut and China unveils its massive stimulus plan. Each week, the Syz investment team takes you through the last seven days in seven charts.

As the Fed pivot starts with a 50-basis-point slash, the bond market expects more to come, and gold should benefit. Meanwhile, the risk of a second inflationary wave isn’t dismissed, and the Nasdaq 100 is as highly concentrated as ever. Each week, the Syz investment team takes you through the last seven days in seven charts.

ECB lowers rates again as inflation persists, U.S. banks grapple with $512.9 billion in unrealized losses, and is now the time to buy a Rolex? Each week, the Syz investment team takes you through the last seven days in seven charts.

Nvidia’s record $280 billion loss led a sharp decline in the Nasdaq’s “Magnificent 7” amid a slowing U.S. job market and potential market turbulence before the election. Each week, the Syz investment team takes you through the last seven days in seven charts.

Nvidia shares tumble despite stellar results, a new trillionaire rises, and equity markets brace for their two worst months. Each week, the Syz investment team takes you through the last seven days in seven charts.

Gold prices are hitting record highs, US Job Growth Slashed by 818,000, and the S&P 500’s value relative to gold mirrors 1971 levels. Each week, the Syz investment team takes you through the last seven days in seven charts.

The Fed's monetary policy is increasingly restrictive. Kamala Harris has a 53% chance of winning the 2024 US election, and US oil production has risen 22% over four years, a 250% increase since 2008. Each week, the Syz investment team takes you through the last seven days in seven charts.

The week began in total chaos on Japanese markets as the ‘yen carry trade’ unwound, triggering a sharp rise in US equity volatility. Each week, the Syz investment team takes you through the last seven days in seven charts.

The Fed hints at a possible rate cut in September, Eurozone inflation ticks up slightly, and only 5% of U.S. companies currently use AI. Each week, the Syz investment team takes you through the last seven days in seven charts.

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