Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- Central banks
- Fixed Income
- bitcoin
- Asia
- europe
- investing
- technical analysis
- geopolitics
- gold
- Crypto
- AI
- Commodities
- Technology
- nvidia
- ETF
- earnings
- Forex
- china
- Real Estate
- banking
- oil
- Volatility
- magnificent-7
- energy
- apple
- Alternatives
- emerging-markets
- switzerland
- tesla
- United Kingdom
- Middle East
- assetmanagement
- amazon
- russia
- ethereum
- microsoft
- ESG
- meta
- Industrial-production
- bankruptcy
- Healthcare
- Turkey
- Global Markets Outlook
- africa
- Market Outlook
- brics
- performance
An image is worth 10,000 words...
The Trump trade visual (Republican basket index in red, Democrats basket in blue) Source: Bloomberg, GS, RBC
This graphic, via Visual Capitalist's Kayla Zhu, visualizes the share of exports and imports that move through the Taiwan Strait, broken down by the G7 and BRICS countries.
With China continuing to conduct military drills near Taiwan, as well as recently reaffirming that use of force will always remain an option to bring Taiwan under its control, concerns have grown over how potential Chinese actions in the region could impact global trade through the Taiwan Strait.BRICS countries overall are more exposed to disruptions to trade routes in the Taiwan Strait, specifically China, the United Arab Emirates, and Iran. The latter two have 24% or more of its exports pass through the strait. China and Japan are the most reliant on the Taiwan Strait for both imports and exports, specifically imports. Almost a third of both countries’ imports pass through the Taiwan Strait. Source: Visual Capitalist, www.zerohedge.com
CHINA'S INDUSTRIAL PROFITS FELL TO THE LOWEST SINCE THE COVID CRISIS
Industrial profits at large Chinese companies PLUMMETED 27.1% year-over-year in September, the most since the COVID CRISIS. This is after they FELL 17.8% in August. China is in deep economic trouble. Source: Global Markets Investor, Bloomberg
Strong momentum for Solana $SOL and poor momentum for Ethereum $ETH
Source: SolanaFloor
Investing with intelligence
Our latest research, commentary and market outlooks

