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
- europe
- investing
- technical analysis
- geopolitics
- gold
- Crypto
- AI
- Commodities
- Technology
- nvidia
- ETF
- earnings
- Forex
- china
- Real Estate
- banking
- oil
- Volatility
- magnificent-7
- energy
- apple
- Alternatives
- emerging-markets
- switzerland
- tesla
- United Kingdom
- assetmanagement
- Middle East
- amazon
- russia
- ethereum
- microsoft
- ESG
- meta
- Industrial-production
- bankruptcy
- Healthcare
- Turkey
- Global Markets Outlook
- africa
- Market Outlook
- brics
What is happening in Poland is nothing short of economic wonder.
Standard of living in Poland overtaking Spain and Italy within just one generation is amazing. Source: Michel A.Arouet, IMF
Speculators have ramped up their bets against long-dated US bonds due to the rising prospects of Trump 2.0.
Source: Bloomberg, HolgerZ
There is a website tracking the German Bitcoin losses in real time:
https://lnkd.in/eU_icc8x Source: Carl B Menger on X
Bitcoin has decoupled from its strong correlation with tech overall in the last two weeks...
Source: Bloomberg, zerohedge
This is not a Trump trade but rather a "soft landing trade" => Stocks have rallied on the prospects of a soft landing for the economy
Source: Edward Jones
Stocks have rallied on the prospects of a soft landing for the economy">
Stocks have rallied on the prospects of a soft landing for the economy">
Stocks have rallied on the prospects of a soft landing for the economy">
Stocks have rallied on the prospects of a soft landing for the economy">
Stocks have rallied on the prospects of a soft landing for the economy">
Long Magnificent 7" has been the most crowded trade among investors for 16 months straight, even after the recent drop.
This is according to 71% of 242 global fund managers polled by Bank of America. This percentage is up from 69% and 52% in June and May Source: BofA, The Kobeissi Letter
Investing with intelligence
Our latest research, commentary and market outlooks

