Straight from the Desk

Syz the moment

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

11 Oct 2023

Visualizing China’s Dominance in Battery Manufacturing (2022-2027P)

by Elements / Visual Capitalist

11 Oct 2023

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

11 Oct 2023

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

11 Oct 2023

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

11 Oct 2023

US average interest rate on credit cards is now close to 23% ⚠ (hitting a new record high since data are recorded)

Source: C.Barraud

11 Oct 2023

WIth the Vix <17, Brent oil<$90/bbl and S&P 500>4350, do you feel that risk is currently mispriced?

Source: HolgerZ, Bloomberg

11 Oct 2023

This is by far the longest bond bear market in history, at 38 months and counting...

Source: Charlie Bilello

11 Oct 2023

Average interest rate on a US 30-year mortgage rises to 7.95%, its highest since July 2000

Mortgage demand also just fell to its lowest level since 1995. 8% mortgages are the new normal. Source: The Kobeissi Letter

Thinking out loud

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

Please note that you can unsubscribe at any time by clicking on the link in the footer of our newsletters

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks