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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## **Fast food** for thought Insights and research on global events shaping the markets - [All](https://blog.syzgroup.com/fast-food-for-thought) - [Global Markets Outlook](https://blog.syzgroup.com/fast-food-for-thought/tag/global-markets-outlook) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thought/tag/the-week-in-seven-charts) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Monthly Market Review](https://blog.syzgroup.com/fast-food-for-thought/tag/monthly-market-review) - [Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/fixed-income) - [feature](https://blog.syzgroup.com/fast-food-for-thought/tag/feature) [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [AI Earnings and Ceasefire Hopes Power Markets to Fresh Highs](https://blog.syzgroup.com/fast-food-for-thought/ai-earnings-and-ceasefire-hopes-power-markets-to-fresh-highs) Global equity markets delivered another broad-based advance in the week ending 29 May 2026, with the MSCI AC World rising 2.2% and the S&P 500 logging a ninth consecutive weekly gain. A wave of blowout AI-related earnings — spanning hardware, data platforms, and identity security — drove technology to a near-6% weekly gain, while hopes for a US-Iran ceasefire extension pushed oil prices lower and lifted risk appetite globally. The report examines the broadening of technology leadership into software, the divergence between AI beneficiaries and potential AI victims within the sector, and the tensions between exceptional earnings momentum and an elevated inflation backdrop that continues to constrain the Federal Reserve's path to easing **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 01/06/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Oil down, chips up](https://blog.syzgroup.com/fast-food-for-thought/oil-down-chips-up) The week was dominated by two interrelated forces: an intensifying sequence of US–Iran peace negotiations that pushed WTI crude oil down over 8%, easing the energy-inflation overhang that has weighed on equities and bonds alike since the conflict escalated earlier in the year; and a landmark set of quarterly results from Nvidia that reaffirmed the durability of hyperscaler AI capital expenditure and reignited investor confidence in the global technology complex. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 26/05/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Inflation Jitters and Political Turbulence Snap a Six-Week Winning Streak](https://blog.syzgroup.com/fast-food-for-thought/inflation-jitters-and-political-turbulence-snap-a-six-week-winning-streak) Global equities broke a six-week winning streak as a hotter-than-expected US inflation print pushed yields higher and drove a broad risk-off rotation, with US large caps holding up while the rest of the world weakened. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 18/05/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Risk Appetite Returns, Tech Leads the Charge](https://blog.syzgroup.com/fast-food-for-thought/risk-appetite-returns-tech-leads-the-charge) Global equity markets rallied strongly in the week ending 8 May 2026, with technology and semiconductors at the centre of the advance. AI infrastructure spending commitments from major hyperscalers fired up chip stocks across the US and North Asia, while cybersecurity names surged on standout earnings. Geopolitical relief around the Strait of Hormuz and a resilient US labour market reinforced the risk-on tone. This weekly strategy note covers key drivers across US, European, and Asian equity markets **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 12/05/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Equities rebound on US-Iran ceasefire](https://blog.syzgroup.com/fast-food-for-thought/equities-rebound-on-us-iran-ceasefire) Global equity markets recorded their strongest weekly performance in months as driven by geopolitical de-escalation bolstered investor sentiment. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 13/04/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Crude Awakening: Markets Bracing for $100+ Oil](https://blog.syzgroup.com/fast-food-for-thought/crude-awakening-markets-bracing-for-100-oil) The Iran conflict and resulting oil shock completely reshaped markets last week, driving a broad risk off move, sharply higher energy prices, and heightened caution across cyclicals. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 09/03/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [The U.S. Supreme Court rules against global tariffs](https://blog.syzgroup.com/fast-food-for-thought/the-u.s.-supreme-court-rules-against-global-tariffs) The week was shortened by holidays (US Presidents’ Day and Lunar New Year in Asia) which resulted in thinner liquidity and heightened volatility. It opened under the shadow of softer macro data and hawkish Fed signals but ended on a strong note following the US Supreme Court’s landmark ruling on tariffs. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 24/02/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Global leadership shifts east](https://blog.syzgroup.com/fast-food-for-thought/global-leadership-shifts-east) The week from 6 to 13 February 2026 saw U.S. tech drag global equities lower, as renewed pressure on mega-cap names weighed on sentiment and lifted volatility. In contrast, Asian equities outperformed, supported by strong gains in Japan, Korea, and Taiwan. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 16/02/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Fed’s Hawkish Reset and the AI Great Divide](https://blog.syzgroup.com/fast-food-for-thought/feds-hawkish-reset-and-the-ai-great-divide) The week of 23-30 January 2026 was marked by sharp moves in Big Tech, ongoing outperformance of non-US equities and record high prices of gold and silver **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 02/02/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Geopolitical Whiplash Over Greenland](https://blog.syzgroup.com/fast-food-for-thought/geopolitical-whiplash-over-greenland) The trading week spanning 16-23 January 2026 was defined by extraordinary volatility as global markets grappled with a high-stakes diplomatic standoff over Greenland. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 26/01/2026 [❮](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities/page/1) [1](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities/page/1) [2](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities/page/2) [3](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities/page/3) [4](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities/page/4) [❯](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities/page/3) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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