Straight from the Desk

Syz the moment

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

25 Jul 2024

Trump odds of winning the Presidential election are BELOW where they were after the debate…

Source: Predictit

25 Jul 2024

The steepening trade continues with US 2s/30s yield spread jumping to 12bps, the highest since 2022.

Source: Bloomberg, HolgerZ

25 Jul 2024

WHAT A DAY...

🌩 Mag 7 stocks all finished in the red today and have erased erased over $500 BILLION of market cap today. ⚡ Nasdaq and S&P 500 had worst their day since 2022 ☄ The S&P 500 just fell over 2% for the first time in 356 trading sessions. It ended the longest stretch without a >2% pullback since 2007 Source: Bloomberg

25 Jul 2024

💪 How to end the meeting madness by Justin Mecham

Meetings can become an endless loop. They drain your time and energy. And the worst part: they can be counterproductive. But, at the same time, meetings are important. So, how can you reclaim those lost hours and convert them into strategic sessions? In a post, Justin Mecham share tips from some of the world's best business minds: 👉 Steve Jobs ↳ Invite only the right people. 👉 Tim Cook ↳ Hold everyone accountable. 👉 Jeff Bezos ↳ Use memos and not slideshows. 👉 Indra Nooyi ↳ Assign tasks before the meeting. 👉 Elon Musk ↳ Ensure everyone is needed in the meeting. 👉 Oprah Winfrey ↳ Prepare all meetings from beginning to end.

25 Jul 2024

July 21, 2024, was the hottest day ever recorded

Source: Mike Z.

24 Jul 2024

India’s dependence on Chinese imports keeps growing:

• In 2023-24 financial year China edged past the US to reclaim its position as India’s top trading partner • India’s imports from China rose by 56% since 2020, fuelling a 75% rise in country's trade deficit with China Source: Agathe Demarais, The Economist

24 Jul 2024

So far in 2024, only 29.8% of the stocks in the S&P500 are outperforming the benchmark.

Source: Koyfin

24 Jul 2024

Remarkable chart: gold in yen.

No further comments necessary. Source: Michel A.Arouet, Ht @AugurInfinity

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