Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- bitcoin
- Central banks
- geopolitics
- Fixed Income
- gold
- europe
- Asia
- Commodities
- AI
- investing
- Technology
- technical analysis
- Crypto
- nvidia
- china
- ETF
- earnings
- oil
- Forex
- energy
- banking
- Real Estate
- Volatility
- magnificent-7
- Alternatives
- apple
- emerging-markets
- tesla
- switzerland
- Middle East
- amazon
- United Kingdom
- assetmanagement
- microsoft
- ethereum
- russia
- meta
- Industrial-production
- ESG
- Healthcare
- Global Markets Outlook
- bankruptcy
- Turkey
- brics
- Market Outlook
- africa
- performance
Lyn Alden commissioned a research report, written by @samcallah, to quantify Bitcoin's correlation to measures of global money creation relative to other asset classes.
Result: Bitcoin moves in the directional of global M2 83% of the time; more than other assets. Source: Lyn Alden on X
Market pricing for another 50 bps rate cut at the Fed's next meeting two days after the election is now up to 60%.
@CMEGroup
Top Donor Contributions to Donald Trump & Kamala Harris as of September 2024.
Google & Microsoft very disproportionately donate to the Democratic Party. Between them, they control close to 100% of web browsers and search. Any bias? Source: @TheRabbitHole84
US CREDIT CARD INTEREST RATES ARE AT ALL-TIME HIGHS
US credit card rates remain at record highs of ~22%. US credit card debt is now ~$1.14 trillion, also at an all-time high. This means Americans pay ~$250 billion in average interest payments on credit cards a year. Source: Global Markets Investor
Microsoft in a nuclear power deal with Constellation Energy for AI data centers
Source: Bloomberg
UBS is ahead of schedule on cost savings according to CEO S. Ermotti
Source: Reuters
Investing with intelligence
Our latest research, commentary and market outlooks

