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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) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [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 19 Sep 2025 - - - #### Gold miners are making record profits: Production margins are at an all-time high as gold prices surge while costs rise much slower. Miners are now earning more per ounce than ever in the past 10 years. Meanwhile, gold miners ETF, $GDX, has skyrocketed 103% year-to-date. Source: Global Markets Investor [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![Gold miners are making record profits:](https://blog.syzgroup.com/hubfs/1-Sep-19-2025-12-27-26-4615-PM.jpg) ![Gold miners are making record profits:](https://blog.syzgroup.com/hubfs/1-Sep-19-2025-12-27-26-4615-PM.jpg) 16 Sep 2025 - - - #### US TO BUILD STRATEGIC URANIUM STOCKPILE Source: Shay Boloor [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![US TO BUILD STRATEGIC URANIUM STOCKPILE](https://blog.syzgroup.com/hubfs/6-Sep-16-2025-09-46-39-1515-AM.jpg) ![US TO BUILD STRATEGIC URANIUM STOCKPILE](https://blog.syzgroup.com/hubfs/6-Sep-16-2025-09-46-39-1515-AM.jpg) 16 Sep 2025 - - - #### Are U watching 💚 Source: Stokdog [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Are U watching 💚](https://blog.syzgroup.com/hubfs/5-Sep-16-2025-09-44-47-5191-AM.jpg) ![Are U watching 💚](https://blog.syzgroup.com/hubfs/5-Sep-16-2025-09-44-47-5191-AM.jpg) 15 Sep 2025 - - - #### J-C Parets on Lithium: "Lithium is the bridge commodity - connecting cyclical reflation with structural demand. EVs, battery storage, datacenters, renewable energy - these aren't optional trends. They're structural. Lithium demand doesn't go away because the economy slows for a quarter. When capital rotates back into lithium, it tells us that the forward-looking, technology-driven demand story is aligning with the cyclical reflation story that gold and copper already flagged". Source: J-C Parets [#Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) ![J-C Parets on Lithium:](https://blog.syzgroup.com/hubfs/9-Sep-15-2025-01-29-44-4965-PM.jpg) ![J-C Parets on Lithium:](https://blog.syzgroup.com/hubfs/9-Sep-15-2025-01-29-44-4965-PM.jpg) 15 Sep 2025 - - - #### A golden year so far... Source: GoldSilver HQ [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![A golden year so far...](https://blog.syzgroup.com/hubfs/1-Sep-15-2025-08-25-38-4632-AM.jpg) ![A golden year so far...](https://blog.syzgroup.com/hubfs/1-Sep-15-2025-08-25-38-4632-AM.jpg) 12 Sep 2025 - - - #### In case you missed it... Silver hits highest closing price in 14 years. Source: Barchart [#Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) ![In case you missed it...](https://blog.syzgroup.com/hubfs/5-Sep-12-2025-11-42-22-7322-AM.jpg) ![In case you missed it...](https://blog.syzgroup.com/hubfs/5-Sep-12-2025-11-42-22-7322-AM.jpg) 8 Sep 2025 - - - #### Will Silver be next? Source: Trend Spider [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![Will Silver be next?](https://blog.syzgroup.com/hubfs/6-Sep-08-2025-10-02-02-3103-AM.jpg) ![Will Silver be next?](https://blog.syzgroup.com/hubfs/6-Sep-08-2025-10-02-02-3103-AM.jpg) 5 Sep 2025 - - - #### As highlighted by Otavio Costa, this is the environment we are in: US 2-year yields approach multi year lows as commodities approach all time highs. The Fed is likely to cut rates to service debt. And the price to pay inflation expected to run hotter. Source: Tavi Costa, Bloomberg [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) ![As highlighted by Otavio Costa, this is the environment we are in:](https://blog.syzgroup.com/hubfs/1-Sep-05-2025-06-54-26-5578-AM.jpg) ![As highlighted by Otavio Costa, this is the environment we are in:](https://blog.syzgroup.com/hubfs/1-Sep-05-2025-06-54-26-5578-AM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/26) [25](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/25) [26](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/26) [27](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/27) [28](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/28) [29](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/29) [❯](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/28) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/51?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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