Straight from the Desk

Syz the moment

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

18 Jan 2024

China’s economy spooks markets, and stocks sink.

The CSI 300 has underperformed the S&P 500 by >40ppts over the year. Source: Bloomberg, HolgerZ

18 Jan 2024

The importance about thinking long-term

by Seek Wiser

18 Jan 2024

You’d think there would be more IPOs considering how well stocks have been doing the past year+ all around the world...

Supply is clearly not an issue for tech stock market. Basically we have huge supply coming on the G7 bonds side (to finance growing budget deficits) and shrinking supply on the equity side. make your choice... Source: Topdown charts

18 Jan 2024

After 13 consecutive YoY declines, US inflation-adjusted retail sales rose 1.4% YoY in December, The first YoY increase since Oct 2022.

Nominal Retail Sales grew 4.78% over the last year, rising just above the historical average of 4.71%. Source: Charlie Bilello

17 Jan 2024

Japanese companies profits are surging

but that's not translating into rising domestic wages, keeping a lid on domestic inflationary pressures, and allowing easy monetary & FX policy to persist. The main winners are japan equity investors. Source: DB, Bob Elliott, The Daily Shot

17 Jan 2024

This scatter plot shows where growth tech valuations stand based on 2024 metrics

Source: Shay Boloor

17 Jan 2024

UK Inflation Rises Unexpectedly, Tempering Talk of Rate Cuts

UK inflation disappoints at both the headline and core levels: Headline inflation rose to 4.0% in December, above the consensus forecast looking for it to fall from 3.9% to 3.8%. Core inflation, which was also expected to fall, remained unchanged at 5.1%. Source: Bloomberg

17 Jan 2024

The Influence of Family-Owned Businesses, by Share of GDP

by The Visual Capitalist

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