Straight from the Desk

Syz the moment

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

10 Nov 2022

A map which shows inflation in Europe

Using latest available data from Eurostat. Source: Milos Popovic.

10 Nov 2022

Rising correlations

Rolling 120d correlation between U.S. dollar (blue) and 10y Treasury yield (orange) has risen to highest since August 2020. Source: Bloomberg, Liz Ann Sonders

10 Nov 2022

The stock market is bifurcating

This chart shows the 11 S&P 500 sectors indexed from the pre-COVID index peak in February 2020. The spread between winners and losers is getting increasingly large. Source: Fidelity

9 Nov 2022

Bitcoin vs. Bubbles

It has been one year since Bitcoin peaked north of $65,000. Compared to other major bubbles, the 12-month gain leading up to the peak was second best behind silver in 1979/1980, while the 12-month drawdown post peak has been the most severe. Source: @NDR_Research

9 Nov 2022

S&P Cryptocurrency Index has now lost 74% of its value over past 12m.

News of liquidity crunch, imminent collapse/subsequent takeover by rival of one of largest #crypto exchanges, FTX, with broad-based S&P Cryptocurrency Broad DMI tanking 14% (3rd worst day in 2022); has now lost 74% of its value over past 12m. Source; Liz Ann Sonders

9 Nov 2022

How Goldman Sachs makes money

How Goldman Sachs $GS makes money. Source: Genuine Impact

9 Nov 2022

Largest trading partners by country: 2000 vs. 2020

Countries whose largest trading partner is: - China in red - USA in blue Year 2000 vs 2020 Source: Statista

9 Nov 2022

FTX Token is now down 92% from its All-Time-High

FTX was rocked by the collapse of FTX Empire & the drama over potential acquisition of FTX by Binance. FTX was a huge player. According to CoinGecko, FTX was the 4th-largest crypto exchange by volume. Source: Bloomberg, FTX

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