--- title: Syz The Moment (1247) description: Syz The Moment (1247) --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 3 Aug 2023 - - - #### Hedgeye about investors going nuts (do they?) Source: Hedgeye [#Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) ![Hedgeye about investors going nuts (do they?)](https://blog.syzgroup.com/hubfs/1690944744504.jpg) ![Hedgeye about investors going nuts (do they?)](https://blog.syzgroup.com/hubfs/1690944744504.jpg) 2 Aug 2023 - - - #### If the S&P500 is going to take a well-deserved break, this would be a perfectly logical time in the cycle for that to happen according to S&P 500 pre-election cycle Source: J-C Parets [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![If the S&P500 is going to take a well-deserved break, this would be a perfectly logical time in the cycle for that to happen according to S&P 500 pre-election cycle](https://blog.syzgroup.com/hubfs/1690857525278.jpg) ![If the S&P500 is going to take a well-deserved break, this would be a perfectly logical time in the cycle for that to happen according to S&P 500 pre-election cycle](https://blog.syzgroup.com/hubfs/1690857525278.jpg) 31 Jul 2023 - - - #### Paradigm shift -\> A recent study by Fidelity & Binance shows that 81% of surveyed institutional investors are adding digital assets as part of their strategies... Source: Michela Silvestr [#Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) ![Paradigm shift -\> A recent study by Fidelity & Binance shows that 81% of surveyed institutional investors are adding digital assets as part of their strategies...](https://blog.syzgroup.com/hubfs/1690783435582.jpg) ![Paradigm shift -\> A recent study by Fidelity & Binance shows that 81% of surveyed institutional investors are adding digital assets as part of their strategies...](https://blog.syzgroup.com/hubfs/1690783435582.jpg) 31 Jul 2023 - - - #### The supply story in oil is getting worse Source: MenthorQ [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![The supply story in oil is getting worse](https://blog.syzgroup.com/hubfs/1690697944828.jpg) ![The supply story in oil is getting worse](https://blog.syzgroup.com/hubfs/1690697944828.jpg) 27 Jul 2023 - - - #### Why a "hawkish hold" by the Fed remains a high probability outcome. The bar for the Fed to start cutting interest rates is high. It is also worthwhile to remember that Powell job remains a difficult one in light of what has been taking place since the start of the hiking rates cycle and more recently. Indeed, 1) the unemployment rate is exactly where it was when the Fed started hiking last March...(hot job market = wage pressure =higher inflation) - see UPPER CHART BELOW 2) Financial conditions are now far easier than where they were last September... 3) The S&P 500 is back where it was just as the Fed started hiking - see LOWER CHART 4) Meanwhile, commodity prices are starting to ramp up, which could add upward pressure on headline inflation. Bottom line: while markets expect rate cuts to soon follow due to cooling inflation, there is a very decent probability that the Fed might be forced holding tight. Source: Bloomberg, www.zerohedge.com [#Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) ![Why a ](https://blog.syzgroup.com/hubfs/10-1.jfif) ![Why a ](https://blog.syzgroup.com/hubfs/10-1.jfif) 27 Jul 2023 - - - #### Master Options Flow Model Heavy call options buying activity is a testimony of the ongoing fomo / "chasing the rally" mood which has been going on for some time now Source: Macro charts ![Master Options Flow Model](https://blog.syzgroup.com/hubfs/7.jfif) ![Master Options Flow Model](https://blog.syzgroup.com/hubfs/7.jfif) 25 Jul 2023 - - - #### US credit delinquencies including housing have now risen above 2009 levels. Source: Sven Henrich [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![US credit delinquencies including housing have now risen above 2009 levels.](https://blog.syzgroup.com/hubfs/14.jfif) ![US credit delinquencies including housing have now risen above 2009 levels.](https://blog.syzgroup.com/hubfs/14.jfif) 25 Jul 2023 - - - #### BlackRock is the leading asset management firm with $9.1 trillion in AUM Vanguard follows closely behind with $7.6 trillion in AUM. However, after Vanguard, there is a considerable drop-off in total AUM, with the next top asset management firms having relatively similar AUM figures. Source: Genuine Impact ![BlackRock is the leading asset management firm with $9.1 trillion in AUM](https://blog.syzgroup.com/hubfs/12.jfif) ![BlackRock is the leading asset management firm with $9.1 trillion in AUM](https://blog.syzgroup.com/hubfs/12.jfif) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/page/1246) [1245](https://blog.syzgroup.com/syz-the-moment/page/1245) [1246](https://blog.syzgroup.com/syz-the-moment/page/1246) [1247](https://blog.syzgroup.com/syz-the-moment/page/1247) [1248](https://blog.syzgroup.com/syz-the-moment/page/1248) [1249](https://blog.syzgroup.com/syz-the-moment/page/1249) [❯](https://blog.syzgroup.com/syz-the-moment/page/1248) [❯❯](https://blog.syzgroup.com/syz-the-moment/page/1250?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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