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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 Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [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) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [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) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [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) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [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) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [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) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [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 20 Oct 2026 - - - #### The US exports dollars to the world. Is the world increasingly sending them back for gold? Foreign buyers are importing record amounts of American gold. Precious metals have reportedly overtaken oil to become the largest US export category. Meanwhile, foreign appetite for US Treasuries is weakening. Together, these trends raise a question: is the world changing what it wants to hold? For decades, dollar reserves and US government bonds sat at the heart of the global financial system. Today, rising sovereign debt, fiscal pressures and concerns about purchasing power are strengthening the appeal of an asset with no issuer and no repayment promise. Gold. Trade flows alone do not prove the end of dollar dominance. But they deserve attention. When confidence in government promises weakens, investors often reach for something governments cannot print. Five thousand years of monetary history still carry weight. Source: Casey Donaldson @caseyjdonaldson [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![The US exports dollars to the world. Is the world increasingly sending them back for gold?](https://blog.syzgroup.com/hubfs/1792440146231.jpg) ![The US exports dollars to the world. Is the world increasingly sending them back for gold?](https://blog.syzgroup.com/hubfs/1792440146231.jpg) 12 Oct 2026 - - - #### Uranium miners are down 45% while uranium sits near $90, close to its highs. Last time miners got crushed while the metal held up was spring 2025… The Uranium Miners ETF nearly tripled in nine months Source: Katusa Research [#Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) ![Uranium miners are down 45% while uranium sits near $90, close to its highs.](https://blog.syzgroup.com/hubfs/1791745690584.jpg) ![Uranium miners are down 45% while uranium sits near $90, close to its highs.](https://blog.syzgroup.com/hubfs/1791745690584.jpg) 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 Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) ![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) [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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