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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 14 Oct 2026 - - - #### Smart money is now LONG small caps and SHORT Nasdaq 100. The Russell 2000 / Nasdaq 100 ratio recently reached its most oversold level since the pandemic, potentially confirming the setup. An interesting opportunity for the short to medium term??? Source: Guilherme Tavares i3\_invest [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Smart money is now LONG small caps and SHORT Nasdaq 100.](https://blog.syzgroup.com/hubfs/1791946293446.jpg) ![Smart money is now LONG small caps and SHORT Nasdaq 100.](https://blog.syzgroup.com/hubfs/1791946293446.jpg) 14 Oct 2026 - - - #### Stocks historically do much better when Congress is split versus unified. Source: Ryan Detrick, CMT [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Stocks historically do much better when Congress is split versus unified.](https://blog.syzgroup.com/hubfs/1791946580936.jpg) ![Stocks historically do much better when Congress is split versus unified.](https://blog.syzgroup.com/hubfs/1791946580936.jpg) 13 Oct 2026 - - - #### BLACKROCK JUST CUT US STOCKS TO NEUTRAL AND TURNED BULLISH ON TREASURIES The shift comes from a note by the BlackRock Investment Institute and CIO Rick Rieder. - Short-term Treasuries: up to overweight - Long-term Treasuries: up to neutral from underweight - US stocks: down to neutral from a long-held overweight BlackRock says it is still bullish on AI and calls the stock cut short-term risk management: "We are managing near-term risk, not changing our core convictions." Source. Evan [#Central banks|](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![BLACKROCK JUST CUT US STOCKS TO NEUTRAL AND TURNED BULLISH ON TREASURIES](https://blog.syzgroup.com/hubfs/1791843345946.jpg) ![BLACKROCK JUST CUT US STOCKS TO NEUTRAL AND TURNED BULLISH ON TREASURIES](https://blog.syzgroup.com/hubfs/1791843345946.jpg) 12 Oct 2026 - - - #### S&P 500 $SPY and Nasdaq 100 $QQQ are testing the ceiling while Russell 2000 $IWM tests the floor. Source: TrendSpider [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![S&P 500 $SPY and Nasdaq 100 $QQQ are testing the ceiling while Russell 2000 $IWM tests the floor.](https://blog.syzgroup.com/hubfs/1791748011579.jpg) ![S&P 500 $SPY and Nasdaq 100 $QQQ are testing the ceiling while Russell 2000 $IWM tests the floor.](https://blog.syzgroup.com/hubfs/1791748011579.jpg) 12 Oct 2026 - - - #### Since 1950, the S&P 500 has averaged a return of 17.2% in the year after midterm elections, more than double any other year of the Presidential cycle Source: Barchart [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Since 1950, the S&P 500 has averaged a return of 17.2% in the year after midterm elections, more than double any other year of the Presidential cycle](https://blog.syzgroup.com/hubfs/1791784558111.jpg) ![Since 1950, the S&P 500 has averaged a return of 17.2% in the year after midterm elections, more than double any other year of the Presidential cycle](https://blog.syzgroup.com/hubfs/1791784558111.jpg) 9 Oct 2026 - - - #### The sp500 has been doing rather well but what you find underneath doesn't look as pretty... Since June 1: - 89% of stocks are down more than 10% - 54% more than 20% - 29% more than 30% - 7% more than 50% Just carnage out there... Source: Morgan Stanley Connor Bates [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The sp500 has been doing rather well but what you find underneath doesn't look as pretty...](https://blog.syzgroup.com/hubfs/1791478412555.jpg) ![The sp500 has been doing rather well but what you find underneath doesn't look as pretty...](https://blog.syzgroup.com/hubfs/1791478412555.jpg) 9 Oct 2026 - - - #### SpaceX wants to become your mobile carrier. The company has agreed to buy nationwide 800 MHz spectrum from Grain Management—a move that could bring Starlink closer to competing directly with America’s telecom giants. The market reaction? AT&T, Verizon and T-Mobile fell in extended trading. SpaceX rose around 2.5%. The strategic shift is clear: Starlink wants to serve customers directly, with less reliance on traditional operators. And it has a powerful engine behind it: its connectivity business generated $4.29 billion in revenue and $1.66 billion in operating income in Q2. But spectrum alone won’t solve everything. FCC approval is still required. Reliable indoor coverage in cities would likely require ground-based towers. No launch date has been announced. The next telecom battle could combine satellites above us with towers around us. How much of your next phone bill could eventually go to SpaceX? Source. Gurgavin, CNBC [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![SpaceX wants to become your mobile carrier.](https://blog.syzgroup.com/hubfs/1791525169831.jpg) ![SpaceX wants to become your mobile carrier.](https://blog.syzgroup.com/hubfs/1791525169831.jpg) 8 Oct 2026 - - - #### Michael Burry has spent nearly 18 years trying to make The Big Short 2 happen. Source: Shay Boloor [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Michael Burry has spent nearly 18 years trying to make The Big Short 2 happen.](https://blog.syzgroup.com/hubfs/1791400752598.jpg) ![Michael Burry has spent nearly 18 years trying to make The Big Short 2 happen.](https://blog.syzgroup.com/hubfs/1791400752598.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/2) [1](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/4) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/312?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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