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
- geopolitics
- europe
- Commodities
- investing
- gold
- technical analysis
- AI
- Crypto
- Technology
- nvidia
- ETF
- earnings
- Forex
- china
- oil
- Real Estate
- energy
- banking
- Volatility
- magnificent-7
- Alternatives
- apple
- emerging-markets
- switzerland
- tesla
- Middle East
- United Kingdom
- amazon
- assetmanagement
- russia
- microsoft
- ethereum
- ESG
- meta
- Industrial-production
- bankruptcy
- Healthcare
- Turkey
- Global Markets Outlook
- africa
- Market Outlook
- brics
- performance
Four rate cuts are now priced in for 2024 (red), the LEAST number of cuts YTD.
This is down from seven rate hikes on January 12 (green), the MOST number of cuts (YTD). Source: Bianco Research
The SP500 is already up 5.4% on the year, well above the 1.9% average gain Wall Street strategists were predicting for all of 2024. $SPX
Source: Charlie Bilello
Deutsche Bank AG's provisions for losses in US Commercial Real Estate were more than four times bigger in the last quarter
Source: Laurentiu B., Bloomberg
SuperBowl tickets have never been more expensive.
Source: Ryan Detrick, Bloomberg
GPUs are harder to get than drugs...
Companies are desperate for GPUs (A graphics processing unit (GPU) is a specialized electronic circuit initially designed to accelerate computer graphics and image processing). Source: TME, CB Insights
Investing with intelligence
Our latest research, commentary and market outlooks

