Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- Food for Thoughts
- equities
- Bonds
- technical analysis
- bitcoin
- sp500
- Stocks
- inflation
- China
- macro
- Federal Reserve
- Crypto
- investing
- ETF
- Central banks
- performance
- AI
- gold
- earnings
- Rate
- Real Estate
- markets
- Commodities
- debt
- Treasury
- tech
- yield
- nvidia
- Germany
- Japan
- europe
- bank
- nasdaq
- oil
- fed
- cpi
- warren-buffett
- Forex
- apple
- useful
- interest
- humor
- interest-rates
- market cap
- dollar
- energy
- returns
- GDP
- quotes
- hedge fund
- geopolitics
- magnificent-7
- valuations
- asset
- ECB
- finance
- BOJ
- crudeoil
- india
- sentiment
- Swiss
- highyield
- Volatility
- economy
- options
- recession
- semiconductor
- vix
- growth
- mortgage
- Money Market
- cash
- Positioning
- charts
- exports
- trading
- bubble
- ipo
- tesla
- ESG
- deficit
- price
- sales
- EM
- UK
- assetmanagement
- bearish
- wages
- EV
- Flows
- credit-card
- russia
- saudiarabia
- spending
- Turkey
- cocoa
- futures
- index
- meta
- revenue
- watches
- yen
- EUR
- bankruptcy
- chart
- consumers
- profit
- supply
- unemployment
- Brazil
- Election
- amazon
- car
- copper
- credit-rating
- cryptocurrencies
- currencies
- seasonality
- $nycb
- Asia
- FUNDS
- Renewable
- airlines
- insider
- manufacturing
- spx
- FUND
- africa
- deflation
- investmentgrade
- microsoft
- spy
- taiwan
- yuan
- Alternatives
- SMCI
- SuperBowl
- compounding
- concentration
- debt-ceiling
- france
- jobs
- lvmh
- msci
- pricing-power
- private markets
- productivity
- sec
- smallcaps
- sustainable
- switzerland
- world-economy
- Focus
- charlie-munger
- chatgpt
- dowjones
- economic surprise
- fixed income
- greed
- halvings
- income
- leadership
- liquidity
- luxury
- moneydebasement
- retirement
- russel2000
- sharebuybacks
- silver
- tax
- world
- BOE
- EM Sovereign
- Granolas
- Hong Kong
- Industrial-production
- Market Outlook
- Nikkei
- TIPS
- brics
- ceo
- corporate
- cost-of-living
- dividend
- emerging-markets
- ethereum
- fashion
- gas
- greece
- lending
- monetarypolicy
- opec
- saudiaramco
- snb
- storytelling
- trump
- unicorn
- valentine's-day
- venture capital
- vietnam
- Beware
- CTAs
- Coinbase
- Convexity
- Crypto corner
- Deindustrialization
- GlobalAgg
- Italy
- Marketing
- Nestle
- Precious-Metals
- Rally
- SoftBank
- ToyotaMotor
- UAE
- bankrupt
- behavior
- booking.com
- calls
- childbirth
- cisco
- climate
- coal
- cobalt
- cocacola
- construction
- counterparty-risk
- cta
- demographics
- design
- dragonyear
- elon musk
- eurozone
- fees
- financial-stress
- football
- golf
- hedgeye
- hungary
- imf
- intel
- international-women's-day
- job-cuts
- jpmorgan
- korea
- kpi
- lng
- marriage
Commodities are currently undervalued vs. equities
Source: Vontobel
Global PMIs recovering nicely.
Source: Markets & Mayhem reposted Ayesha Tariq
Commodities have truly broken out now.. Is anyone paying attention?
Source: Bloomberg, Andreas Steno Larsen
Cocoa Prices Double From Start of 2024
The most-active contract in New York rose to $8,394 a metric ton, the highest on record! Source : bloomberg
Dr. Copper Breaks Out Again ?
Copper prices have remained significantly below their peaks in 2022, yet they've established a robust foundation over the past eighteen months, from which they are now beginning to rise. Based on the price and momentum readings, several technical analysts believe this could be the start of a more sustained move to the upside. source : tradingview
Cocoa Speculation Hits All-Time High
Speculative Traders have built a long position worth $8.7 billion in Cocoa, the largest in history. Source: FT, Barchart
Investing with intelligence
Our latest research, commentary and market outlooks