Syz the moment

Source: The Economist

Oil prices plunge as China protests hit risk sentiment. China unrest comes after sharp pullback in oil mkt as risk of China slowdown looms & EU floated price cap on Russian crude that looks set to have minimal impa

Are we at the start of a new commodities outperformance cycle? Source: Gigi Penna, Bloomberg

Samsung reported better than expected revenue, signaling tech earnings may not be as bad as some feared about weakening demand and a rise in material costs. Investors are slowly shifting toward the view that the economic slow down may not be as painful as thoughts a few weeks earlier and there are increasing signs that inflation should ease in the medium term.