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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 7 Feb 2025 - - - #### Fascinating Source: @Callum\_Thomas via Jan Nieuwenhuijs [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![Fascinating](https://blog.syzgroup.com/hubfs/8-Feb-07-2025-01-46-16-5913-PM.jpg) ![Fascinating](https://blog.syzgroup.com/hubfs/8-Feb-07-2025-01-46-16-5913-PM.jpg) 3 Feb 2025 - - - #### 60 years of Gold and Silver price spikes. Source: Rick Rule Rhetoric @RickRuleRulz [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![60 years of Gold and Silver price spikes.](https://blog.syzgroup.com/hubfs/8-Feb-03-2025-09-37-43-8239-AM.jpg) ![60 years of Gold and Silver price spikes.](https://blog.syzgroup.com/hubfs/8-Feb-03-2025-09-37-43-8239-AM.jpg) 17 Jan 2025 - - - #### Diamonds vs. Gold Source: Bloomberg [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![Diamonds vs. Gold](https://blog.syzgroup.com/hubfs/9-Jan-17-2025-10-46-41-1332-AM.jpg) ![Diamonds vs. Gold](https://blog.syzgroup.com/hubfs/9-Jan-17-2025-10-46-41-1332-AM.jpg) 2 Jan 2025 - - - #### An unexpected behavior by oil... As the red line shows, WTI is at its highest price since October. The green annotation shows that it has increased by 8% in the last few weeks. The rise of oil prices took place despite Trump win (and the subsequent "Drill, baby drill") and Scott Bessent being nominated Treasury Secretary nominee (and says the US should add 3 million barrels/day of production). So why isn't crude oil slumping and now on the verge of breaking out? Source: James Bianco, Bloomberg [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![An unexpected behavior by oil...](https://blog.syzgroup.com/hubfs/11-Jan-02-2025-04-40-10-6047-PM.jpg) ![An unexpected behavior by oil...](https://blog.syzgroup.com/hubfs/11-Jan-02-2025-04-40-10-6047-PM.jpg) 2 Jan 2025 - - - #### An era came to a close in Europe on the first day of 2025 \>\>\> Russian gas exports via Soviet-era pipelines running through Ukraine came to a halt on New Year's Day, marking the end of five decades of Moscow's dominance over Europe's energy markets, as well as cheap gas that kept Germany's economy humming. The gas had kept flowing despite nearly three years of war, but Russia's gas firm Gazprom said it had stopped at 0500 GMT after Ukraine refused to renew a transit agreement. European natural gas prices have been rising all year and closed 2024 more than doubling from their February lows. There is a risk they will only keep rising now. The European Commission said the EU had prepared for the cut-off. Indeed, the EU has slashed its dependence on Russian energy since the start of the war in Ukraine by buying more piped gas from Norway and LNG from Qatar and the United States. "The European gas infrastructure is flexible enough to provide gas of non-Russian origin," a spokesperson for the Commission said. "It has been reinforced with significant new LNG (liquefied natural gas) import capacities since 2022." The biggest beneficiary of said LNG imports is, of course, the US which has seen its LNG exports to Europe soar since the Ukraine war and since the US blew up the Nordstream pipeline, making (expensive) US sourced LNG one of the few realistic alternatives for Europe. In other words, Europe has gone from relying entirely on cheap Russian gas to relying entirely on expensive US LNG. Source: zerohedge [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![An era came to a close in Europe on the first day of 2025 \>\>\>](https://blog.syzgroup.com/hubfs/8-Jan-02-2025-04-36-55-0182-PM.jpg) ![An era came to a close in Europe on the first day of 2025 \>\>\>](https://blog.syzgroup.com/hubfs/8-Jan-02-2025-04-36-55-0182-PM.jpg) 2 Jan 2025 - - - #### Europe has gone from relying entirely on cheap Russian gas to relying entirely on expensive US LNG Source: zerohedge [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![Europe has gone from relying entirely on cheap Russian gas to relying entirely on expensive US LNG](https://blog.syzgroup.com/hubfs/7-Jan-02-2025-04-35-56-0862-PM.jpg) ![Europe has gone from relying entirely on cheap Russian gas to relying entirely on expensive US LNG](https://blog.syzgroup.com/hubfs/7-Jan-02-2025-04-35-56-0862-PM.jpg) 1 Jan 2025 - - - #### SILVER industrial demand to hit record high in 2024, up 56% in last 10 years Source: Mining Visuals [#Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) ![SILVER industrial demand to hit record high in 2024, up 56% in last 10 years](https://blog.syzgroup.com/hubfs/7-Jan-01-2025-04-38-49-3230-PM.jpg) ![SILVER industrial demand to hit record high in 2024, up 56% in last 10 years](https://blog.syzgroup.com/hubfs/7-Jan-01-2025-04-38-49-3230-PM.jpg) 23 Dec 2024 - - - #### "Gold's rally could extend through 2025 on the back of falling rates and persistent central bank demand." Source: Goldman Sachs, Win Smart, CFA @WinfieldSmart [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![](https://blog.syzgroup.com/hubfs/4-Dec-23-2024-02-01-53-2808-PM.jpg) ![](https://blog.syzgroup.com/hubfs/4-Dec-23-2024-02-01-53-2808-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/33) [32](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/32) [33](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/33) [34](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/34) [35](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/35) [36](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/36) [❯](https://blog.syzgroup.com/syz-the-moment/tag/commodities/page/35) [❯❯](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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