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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 Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [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) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [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) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [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) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [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) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [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) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [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 17 Sep 2026 - - - #### Diesel is trading at over $200/barrel... People say oil is the lifeblood of the economy... But the backbone of our economy runs on diesel: - ~80% of US freight by weight - ~80% of global trade moves by sea - Most farming - Most mining Source: Lukas Ekwueme [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![Diesel is trading at over $200/barrel...](https://blog.syzgroup.com/hubfs/1789574791000.jpg) ![Diesel is trading at over $200/barrel...](https://blog.syzgroup.com/hubfs/1789574791000.jpg) 8 Sep 2026 - - - #### COPPER JUST HIT A RECORD HIGH LME copper has surged above $14,530 per tonne, climbing more than 68% since “Liberation Day” in April 2025. Copper is often called “the metal with a PhD in economics” because demand is closely tied to global growth, construction, electrification and industrial activity. And right now, Dr Copper is sending a powerful signal: Strong economic momentum Rising inflationary pressure Booming demand for electrification and AI infrastructure Copper isn’t just rallying. It may be warning that the global economy is running hotter than expected. Source: Bianco Research [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#Food for Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) ![COPPER JUST HIT A RECORD HIGH](https://blog.syzgroup.com/hubfs/1788838183324.jpg) ![COPPER JUST HIT A RECORD HIGH](https://blog.syzgroup.com/hubfs/1788838183324.jpg) 4 Sep 2026 - - - #### $1.80 TRILLION has been added to Gold and Silver Marketcap in the last 30 hours as Fed rate hike expectations drop to 50.4%. Source: Bull Theory [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![$1.80 TRILLION has been added to Gold and Silver Marketcap in the last 30 hours as Fed rate hike expectations drop to 50.4%.](https://blog.syzgroup.com/hubfs/1788445248829-1.jpg) ![$1.80 TRILLION has been added to Gold and Silver Marketcap in the last 30 hours as Fed rate hike expectations drop to 50.4%.](https://blog.syzgroup.com/hubfs/1788445248829-1.jpg) 26 Aug 2026 - - - #### The U.S. and Iran have reportedly reached a ceasefire agreement, according to a Russian news source. They cite Pakistani and Iranian sources, saying the deal will be announced in the coming days. U.S. oil prices fell on the news. Neither the U.S. nor Iran have confirmed. Source: Trend Spider [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![The U.S. and Iran have reportedly reached a ceasefire agreement, according to a Russian news source.](https://blog.syzgroup.com/hubfs/1787690497092.jpg) ![The U.S. and Iran have reportedly reached a ceasefire agreement, according to a Russian news source.](https://blog.syzgroup.com/hubfs/1787690497092.jpg) 24 Aug 2026 - - - #### Meanwhile….. Agricultural commodities are now at their highest level in a decade. Yet another unintended consequence of higher energy prices. Watch the Fed be forced to walk back its hawkish stance even as inflation continues to creep higher. Source: Tavi Costa [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![Meanwhile…..](https://blog.syzgroup.com/hubfs/1787523456783.jpg) ![Meanwhile…..](https://blog.syzgroup.com/hubfs/1787523456783.jpg) 19 Aug 2026 - - - #### A massive global food supply crisis could start next year because of fertilizer shortages, per JPMorgan. Unlike oil, there is no strategic reserve for fertilizer. Source: Bull Theory, JP Morgan [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#Global](https://blog.syzgroup.com/syz-the-moment/tag/global) ![A massive global food supply crisis could start next year because of fertilizer shortages, per JPMorgan.](https://blog.syzgroup.com/hubfs/1787002137585.jpg) ![A massive global food supply crisis could start next year because of fertilizer shortages, per JPMorgan.](https://blog.syzgroup.com/hubfs/1787002137585.jpg) 19 Aug 2026 - - - #### Diesel is flashing RED. The US diesel crack spread — the margin between crude oil and diesel — just hit a record $102/barrel, setting new highs in five of the last six sessions. Why it matters: ⛽ US diesel inventories are at their lowest seasonal level since 1996. 🏭 Global refinery output is down ~5 million barrels/day YoY amid disruptions linked to Iran and Ukraine. 🇷🇺 Russia has restricted diesel exports through January. 🚜 And Northern Hemisphere harvest season is starting — exactly when diesel demand from agriculture rises. Most investors watch crude oil. But diesel is arguably more important for the real economy. Trucks, tractors, ships and heavy machinery depend on it. One study estimates diesel prices explain 46% of trucking costs. Higher diesel → higher freight costs → higher food and goods prices. And with producer prices already rising faster than consumer prices, some of those costs could still be waiting to reach consumers. Oil may drive the headlines. Diesel could be the one driving inflation higher. Source: Hedgie [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![Diesel is flashing RED.](https://blog.syzgroup.com/hubfs/1787117999390.jpg) ![Diesel is flashing RED.](https://blog.syzgroup.com/hubfs/1787117999390.jpg) 14 Aug 2026 - - - #### Uranium hits highest price since February Source: Barchart [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) ![Uranium hits highest price since February](https://blog.syzgroup.com/hubfs/1786651601521.jpg) ![Uranium hits highest price since February](https://blog.syzgroup.com/hubfs/1786651601521.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/51?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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