Fast food for thought
Insights and research on global events shaping the markets
US inflation might be on holiday, but the Fed is still expected to raise rates in July and the dollar's weakness continues to have an impact on the markets. Each week, the Syz investment team takes you through the last seven days in seven charts.
Yield gap between S&P 500 dividends and 2-year Treasury bonds illustrates the high valuation of US equities. Meanwhile, the 10-year yield breaks the 4% barrier and Switzerland brings inflation below 2%. Each week, the Syz investment team takes you through the last seven days in seven charts.
Apple's market cap exceeded $3 trillion, the Nasdaq and Nikkei 225 indices were the best stock market performers in the 1st half of the year and the US economy continues to surprise on the upside. Each week, the Syz investment team takes you through the last seven days in seven charts.
The Nasdaq is on track for its best first half since 1999, the S&P 500 is as expensive as in 2000 and India is poised to overtake China as the world's economic growth engine. Each week, the Syz investment team takes you through the last seven days in seven charts.
The S&P 500 is now up 15.3% in 2023, the best start to a year since 1997, but the 'magnificent seven' continue to dominate it. And although the Fed chose not to raise interest rates in May, future hikes seem more than likely. Each week, the Syz investment team takes you through the last seven days in seven charts.
The VIX, or "fear index" as commonly known, is back to pre-pandemic levels and various investor opinion surveys show a clear rise in the level of optimism, both signs of market complacency. Each week, the Syz investment team takes you through the last seven days in seven charts.
In the nick of time, President Biden and House Speaker McCarthy reach final agreement on debt ceiling, Nvidia on the verge of joining the trillionaires' club and another Fed hike in June seems highly likely. Each week, the Syz investment team takes you through the last seven days in seven charts.
Last week, the Nasdaq 100 reached its highest level since April 2022, the largest market caps of the S&P500 are resolutely up since the start of the year and yet Cathie Wood's ARK Invest fund sharply underperforms the FAANGs. Each week, the Syz investment team takes you through the last seven days in seven charts.
All U.S. banking stocks are down since the start of the year, the S&P500 continues to be buoyed by large tech stocks and interest on US debt continues to climb rapidly. Each week, the Syz investment team takes you through the last seven days in seven charts.
With a handful of stocks contributing to it’s perfomance, the S&P500 is up nearly 8% YTD, U.S. unemployment rate fell to a record low of 3.4% and the Fed raised rates by 25 basis points. Each week, the Syz investment team takes you through the last seven days in seven charts.
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