Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- macro
- equities
- Food for Thoughts
- sp500
- Central banks
- Bonds
- markets
- bitcoin
- Asia
- technical analysis
- investing
- europe
- Crypto
- geopolitics
- tech
- gold
- performance
- Commodities
- AI
- nvidia
- ETF
- earnings
- Forex
- Real Estate
- oil
- banking
- magnificent-7
- Volatility
- nasdaq
- apple
- emerging-markets
- energy
- china
- Alternatives
- switzerland
- tesla
- trading
- sentiment
- russia
- Money Market
- assetmanagement
- UK
- ESG
- Middle East
- microsoft
- amazon
- ethereum
- meta
- bankruptcy
- Turkey
- Healthcare
- Industrial-production
- Global Markets Outlook
- africa
- brics
- Market Outlook
- Asset Allocation Insights
- Flash
- Focus
Emerging market stocks have fallen to their lowest valuation relative to the S&P 500 in AT LEAST 36 years
Source: Barchart, Bloomberg
German inflation in September fell to its lowest rate since outbreak of war in Ukraine, confirming prior estimates
CPI slowed to 4.5% in September YoY from 6.1% in August. Headline CPI is now lower than Core CPI BUT food prices are already on the rise again. Compared to previous month, food has become 0.4% more expensive. Source: Bloomberg, HolgerZ
Visualizing China’s Dominance in Battery Manufacturing (2022-2027P)
by Elements / Visual Capitalist
Almost half of US listed firms have negative profit margins
They have been able to survive in artificially low interest rates and ample liquidity environment. Things have changed though. Source: GS, Michel A.Arouet
European gas price jumped to 6mth high as security threats to region’s infrastructure added to rising tensions in Middle East
Q3 Revenue +9% Y/Y to €20.0B (in cc). 🍷 Wines & Spirits -14% to €1.5B. 👜 Fashion & Leather goods +9% to €9.8B. 💅 Perfumes & Cosmetics +9% to €2.0B. 💍 Watches & Jewelry +3% to €2.5B. 🛍️ Selective retailers +26% to €4.1B. Source: Quartr, App Economy Insights
LVMH Louis Vuitton Moët Hennessy. Q3 results in one image
Q3 Revenue +9% Y/Y to €20.0B (in cc). 🍷 Wines & Spirits -14% to €1.5B. 👜 Fashion & Leather goods +9% to €9.8B. 💅 Perfumes & Cosmetics +9% to €2.0B. 💍 Watches & Jewelry +3% to €2.5B. 🛍️ Selective retailers +26% to €4.1B. Source: Quartr, App Economy Insights
WIth the Vix <17, Brent oil<$90/bbl and S&P 500>4350, do you feel that risk is currently mispriced?
Source: HolgerZ, Bloomberg
Investing with intelligence
Our latest research, commentary and market outlooks