Fast food for thought

Insights and research on global events shaping the markets

US employment numbers in line with consensus expectations, US bank deposits are down again for 10th consecutive week with a knock-on effect for US bank loans, which are at a record low. Each week, the Syz investment team takes you through the last seven days in seven charts.

In the US, more than $500 billion was invested in money market funds in the first quarter

Merged UBS and Credit Suisse to become world’s third biggest asset manager, the Fed’s balance sheet swells, while a systemic credit event is perceived as a very real risk by fund managers. Each week, the Syz investment team takes you through the last seven days in seven charts.

UBS and Credit Suisse strike a deal UBS to buy Credit Suisse for 3 billion Swiss francs, volatility is more visible in the bond markets than in the equity markets and Bitcoin takes advantage of the banking crisis. Each week, the Syz investment team takes you through the last seven days in seven charts.

SVB failure - the knock-on effect on US regional banks The KBW index of US regional banks lost nearly 18% of its value last week, following the failure of Silicon Valley Bank. Each week, the Syz investment team takes you through the last seven days in seven charts.

Chinese car exports on the rise, the Dow is down year-to-date, while inflation numbers came in higher than expected. Each week, the Syz investment team takes you through the last seven days in seven charts.

US debt due to explode, hedge funds cover their short tech stocks, while Tesla stocks see huge trading volumes. Each week, the Syz investment team takes you through the last seven days in seven charts.

The 60/40 portfolio rising from its ashes, as the US economy continues to show resilience. Meanwhile, inflation-friendly stocks continue to enjoy superior performances. Each week, the Syz investment team takes you through the last seven days in seven charts.

After a very promising start of the year, investors are hopeful that markets will keep bouncing back with the resilience they have showed in January. Although the rate hike cycles now seem to have an end in sight, central banks still have much to handle. Here are ten stories to remember as we head towards springtime.

Eurozone bounces back and ChatGPT burries its first editorial team, while the road to recovery remains bumpy for US equities. Each week, the Syz investment team takes you through the last seven days in seven charts.

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