Fast food for thought

Insights and research on global events shaping the markets

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.

U.S. inflation surprises to the upside  The Nasdaq produces worst weekly performance since January, US inflation not cooling as expected, while bonds become increasingly attractive compared to equities.  Each week, the Syz investment team takes you through the last seven days in seven charts. 

Some signs of easing on the US inflation front Bitcoin mirroring the S&P 500, the ECB raises rates by 75bps, while the strong dollar is costing the rest of the world. Each week, the Syz investment team takes you through the last seven days in seven charts.

Most of the economic data released last month points to a slowdown in the economy. Central banks are choosing to ignore this in order to focus their efforts on fighting inflation amid an impending energy crisis of historic proportions. Here are 10 charts to help you look back on what happened in the markets during the month of August.

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