Fast food for thought

Insights and research on global events shaping the markets

The banking crisis in the US may not be over with deposits at U.S. commercial banks continuing to fall, hitting their lowest level since April 2021. Also, interesting timing for Apple to announce the launch of a savings account via a partnership with Goldman Sachs. Each week, the Syz investment team takes you through the last seven days in seven charts.

US inflation continues to decelerate, the Dow Jones rose for the fourth week in a row and US banks' requests for liquidity from the US Federal Reserve are down for the 4th consecutive week. Each week, the Syz investment team takes you through the last seven days in seven charts.

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.

Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks