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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 Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [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) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [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) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [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) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [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) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [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) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [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 17 Apr 2024 - - - #### US big tech revolution steamrolling emerging markets equities in one chart. What would make this trend reverse? Source: BofA, Michel A. Arouet [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) ![US big tech revolution steamrolling emerging markets equities in one chart.](https://blog.syzgroup.com/hubfs/7-Apr-17-2024-12-05-14-6907-PM.jpg) ![US big tech revolution steamrolling emerging markets equities in one chart.](https://blog.syzgroup.com/hubfs/7-Apr-17-2024-12-05-14-6907-PM.jpg) 3 Apr 2024 - - - #### The Imminent Inclusion of Indian Sovereign Bonds in EM Bond Indices is Attracting Huge Foreign Inflows👇 Source: Neha Sahni, JP Morgan [#Asia|](https://blog.syzgroup.com/syz-the-moment/tag/asia) [#emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) ![The Imminent Inclusion of Indian Sovereign Bonds in EM Bond Indices is Attracting Huge Foreign Inflows👇](https://blog.syzgroup.com/hubfs/14-Apr-03-2024-02-06-44-5557-PM.jpg) ![The Imminent Inclusion of Indian Sovereign Bonds in EM Bond Indices is Attracting Huge Foreign Inflows👇](https://blog.syzgroup.com/hubfs/14-Apr-03-2024-02-06-44-5557-PM.jpg) 12 Feb 2024 - - - #### Record inflow to EM equities Emerging Market Stocks see a weekly inflow of $20.8 billion, the most in history source : BofA, barchart [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) ![Record inflow to EM equities](https://blog.syzgroup.com/hubfs/35-2.jpg) ![Record inflow to EM equities](https://blog.syzgroup.com/hubfs/35-2.jpg) 31 Jan 2024 - - - #### Egypt: The currency is in free-fall Black market rate: 1 dollar = 70 pounds Official rate: 1 dollar = 30.9 pounds The pounds has weakened by nearly 24% in the market in 2024. Egyptian billionaire Naguib Sawiris criticized delays in enacting a long-awaited devaluation of the pound, suggesting authorities match the spiraling black market rate to end the nation’s chronic foreign-currency shortage. Postponing reforms is “a disaster that will increase the extent of the critical situation we are in,” Sawiris said in an Arabic-language post on social media platform X. Egypt’s pound has plunged on the parallel market to 68-70 per dollar in recent days, leaving it more than 50% weaker than the official rate of about 30.9. Source: Bloomberg, Ziad M Daoud [#Forex|](https://blog.syzgroup.com/syz-the-moment/tag/forex) [#emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) ![Egypt: The currency is in free-fall](https://blog.syzgroup.com/hubfs/1706687207228.jpg) ![Egypt: The currency is in free-fall](https://blog.syzgroup.com/hubfs/1706687207228.jpg) 16 Jan 2024 - - - #### Did you know that Brazil has been leading Latin America in solar panel purchases? 🤔 Source: Markets & Mayhem [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) ![Did you know that Brazil has been leading Latin America in solar panel purchases? 🤔](https://blog.syzgroup.com/hubfs/1705357058991.jpg) ![Did you know that Brazil has been leading Latin America in solar panel purchases? 🤔](https://blog.syzgroup.com/hubfs/1705357058991.jpg) 8 Jan 2024 - - - #### BofA Harnett: "...new 'BRICS 10’= 51% of global CO2 emissions, 46% of population, 45% of energy consumption, 45% of oil production, 37% of GDP (at purchasing power parity)… yet \<25% of global market cap, and EM equities also at 52-year low vs. US" Source: BofA, TME [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) ![BofA Harnett: ](https://blog.syzgroup.com/hubfs/1704615866532.jpg) ![BofA Harnett: ](https://blog.syzgroup.com/hubfs/1704615866532.jpg) 4 Jan 2024 - - - #### 🚨BRICS DOUBLES OVERNIGHT Yesterday, the UAE, Saudi Arabia, Ethiopia, Egypt, and Iran are officially members of BRICS. They join Brazil, Russia, India, China, and South Africa as a formidable economic powerhouse, representing 29% of global GDP and 43% of global oil production. Although tensions exist between member states such as China and India, BRICS is a growing challenge to the G7. President Xi: “I wish to extend a warm welcome to leaders of new BRICS members.” Source: IMF, Reuters, China Daily, Mario Nawfal [#Food for Thoughts|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) [#emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) ![🚨BRICS DOUBLES OVERNIGHT Yesterday, the UAE, Saudi Arabia, Ethiopia, Egypt, and Iran are officially members of BRICS.](https://blog.syzgroup.com/hubfs/1704157620962.jpg) ![🚨BRICS DOUBLES OVERNIGHT Yesterday, the UAE, Saudi Arabia, Ethiopia, Egypt, and Iran are officially members of BRICS.](https://blog.syzgroup.com/hubfs/1704157620962.jpg) 21 Dec 2023 - - - #### Tavi Costa -\> Brazilian equity markets have experienced near-record foreign investments in the last month Despite all the skepticism about $EWZ is outperforming the S&P 500 by 23 percentage points in the last 2 years. The aggregate market cap of Brazilian stocks relative to its overall money supply remains near historical lows. Source: Crescat Capital, Bloomberg [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) ![Tavi Costa -\> Brazilian equity markets have experienced near-record foreign investments in the last month](https://blog.syzgroup.com/hubfs/1703106140214.jpg) ![Tavi Costa -\> Brazilian equity markets have experienced near-record foreign investments in the last month](https://blog.syzgroup.com/hubfs/1703106140214.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets/page/8) [6](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets/page/7) [8](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets/page/8) [9](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets/page/9) [10](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets/page/10) [❯](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets/page/10) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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