Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- equities
- Food for Thoughts
- macro
- sp500
- Bonds
- Asia
- bitcoin
- Central banks
- markets
- technical analysis
- investing
- inflation
- europe
- Crypto
- interest-rates
- Commodities
- geopolitics
- performance
- gold
- ETF
- tech
- nvidia
- AI
- earnings
- Forex
- Real Estate
- oil
- bank
- FederalReserve
- Volatility
- apple
- nasdaq
- emerging-markets
- magnificent-7
- energy
- Alternatives
- switzerland
- trading
- tesla
- sentiment
- Money Market
- russia
- assetmanagement
- France
- UK
- china
- ESG
- Middle East
- amazon
- ethereum
- microsoft
- meta
- bankruptcy
- Industrial-production
- Turkey
- Healthcare
- Global Markets Outlook
- recession
- africa
- brics
- Market Outlook
- Yields
- Focus
- shipping
- wages
This chart from Robin Brooks highlights what is curently happening at ECB level: QE for some and QT for others
This was NOT supposed to happen. Remember: founding principle for the ECB is separation of monetary and fiscal policy. That's why ECB QE was initially subject to the capital key, so it couldn't favor one country over another. Could this last for ever? Source: Robin Brooks
There is a different culture of public debt in Germany than in France
Nevertheless, French Finance Minister Le Maire hopes to find a compromise for new budget rules w/Germany. “We will continue to work w/Christian Lindner in the coming weeks to try to reach a Franco-German accord that could serve as a basis for a wider deal,” Le Maire said ahead of a meeting with his EU peers in Luxembourg. Source: HolgerZ, Bloomberg
European gas price jumped to 6mth high as security threats to region’s infrastructure added to rising tensions in Middle East
Q3 Revenue +9% Y/Y to €20.0B (in cc). 🍷 Wines & Spirits -14% to €1.5B. 👜 Fashion & Leather goods +9% to €9.8B. 💅 Perfumes & Cosmetics +9% to €2.0B. 💍 Watches & Jewelry +3% to €2.5B. 🛍️ Selective retailers +26% to €4.1B. Source: Quartr, App Economy Insights
Novo Nordisk weight loss drug Ozempic is causing selloff in candy and beer stocks, per Bloomberg.
Walmart said it’s already seeing an impact on shopping demand from people taking Ozempic. That sent shares of food and beverage companies sliding, some to multiyear lows. Source: Bloomberg, TME
Investing with intelligence
Our latest research, commentary and market outlooks