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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) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [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) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [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 24 Oct 2025 - - - #### 🚨 Germany’s biggest carmaker is in trouble. Volkswagen is staring at a potential €11 billion cash shortfall next year — a gap big enough to derail its investment plans and EV transition. Half-year profits are down 33%, and cash flow has turned negative (€1.4 billion). What’s driving the crisis? 🇨🇳 Weak sales in China 🇺🇸 Tariffs from the U.S. ⚙️ Fierce competition from fast-moving Chinese EV makers Now, cuts are hitting everywhere — marketing, sales, and even R&D. The company may be forced to sell assets just to fund new models and technologies. Executives are calling it “particularly fatal” — hitting right as Volkswagen tries to shift from combustion engines to electric. The once-unshakable German auto powerhouse is learning the hard way: 🔋 The EV race isn’t just about innovation — it’s about survival. Source: https://lnkd.in/gC5NC2YH, Bild [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![🚨 Germany’s biggest carmaker is in trouble.](https://blog.syzgroup.com/hubfs/9-Oct-24-2025-02-23-59-2328-PM.jpg) ![🚨 Germany’s biggest carmaker is in trouble.](https://blog.syzgroup.com/hubfs/9-Oct-24-2025-02-23-59-2328-PM.jpg) 22 Oct 2025 - - - #### Europe is basically not participating in chips manufacturing, even worse with rare earths. Should there be a geopolitical event in Asia, what will happen to the European economy ??? Source: Michel A,Arouet [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![Europe is basically not participating in chips manufacturing, even worse with rare earths.](https://blog.syzgroup.com/hubfs/1761056683559.jpg) ![Europe is basically not participating in chips manufacturing, even worse with rare earths.](https://blog.syzgroup.com/hubfs/1761056683559.jpg) 21 Oct 2025 - - - #### Should it be be called Standard & Europoor‘s 500 ? Source: Michel A.Arouet [#Food for Thoughts|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![Should it be be called Standard & Europoor‘s 500 ?](https://blog.syzgroup.com/hubfs/2-Oct-21-2025-11-53-25-3366-AM.jpg) ![Should it be be called Standard & Europoor‘s 500 ?](https://blog.syzgroup.com/hubfs/2-Oct-21-2025-11-53-25-3366-AM.jpg) 9 Oct 2025 - - - #### In August '25, German industrial production collapsed 4.3% m/m. Germany is headed for the third consecutive recession year. To Dr Polleit, the "Great Reset" is destroying industrual production and economic growth in Germany. ➡️ Polleit is a German economist affiliated with the Austrian School of economics, and president of the Ludwig von Mises Institut Deutschland. Mises Institute. He is strongly skeptical of state intervention, central banking, fiat money, and what he sees as coercive economic planning ➡️Polleit general critiques on Germany are the following: 👉 Heavy regulation, strong state involvement 👉Germany’s ambitious transition from fossil fuels to renewables may cause disruptions in energy supply, cost volatility, grid stresses, and increase production costs 👉Export dependence and global competition 👉Monetary and fiscal pressures reduce real returns on capital and discourage long-term investment. 👉Uncertainty and investment risk 👉With more government programs, state investment, subsidies, and oversight, private actors may be crowded out or discouraged. Polleit would claim that entrepreneurship and innovation decline. 👉Central planning or incentive distortions lead to misallocation of capital. Polleit warns that “green subsidies” or mandated transitions may favor politically connected actors rather than the most efficient ones. 🚨 Hence, under Polleit’s logic, Germany — already having high regulation, energy transition burdens, export dependency, and significant state involvement — would be particularly vulnerable to further growth suppression from Great Reset-type policies. He would argue that growth is slowly being “destroyed” by compounding layers of regulatory, monetary, and fiscal drag. Source: Thorsten Polleit @ThorstenPolleit on X [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![In August '25, German industrial production collapsed 4.3% m/m.](https://blog.syzgroup.com/hubfs/4-Oct-09-2025-03-01-06-2094-PM.jpg) ![In August '25, German industrial production collapsed 4.3% m/m.](https://blog.syzgroup.com/hubfs/4-Oct-09-2025-03-01-06-2094-PM.jpg) 6 Oct 2025 - - - #### France changes its Prime Ministers more often than some people buy new underwear... Source: Connexion VisActu [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![France changes its Prime Ministers more often than some people buy new underwear...](https://blog.syzgroup.com/hubfs/5-Oct-06-2025-02-28-43-1388-PM.jpg) ![France changes its Prime Ministers more often than some people buy new underwear...](https://blog.syzgroup.com/hubfs/5-Oct-06-2025-02-28-43-1388-PM.jpg) 1 Oct 2025 - - - #### In case you missed it... Eurozone inflation picked up in Sep, with CPI rising 2.2% YoY, driven by hashtag#energy base effects and higher service costs. Core inflation, which excluding volatile items like energy & food, remained steady at 2.3%, in line with expectations. Source: Bloomberg, HolgrZ [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![In case you missed it... Eurozone inflation picked up in Sep, with CPI rising 2.2% YoY, driven by hashtag#energy base effects and higher service costs.](https://blog.syzgroup.com/hubfs/2-Oct-01-2025-02-40-54-1420-PM.jpg) ![In case you missed it... Eurozone inflation picked up in Sep, with CPI rising 2.2% YoY, driven by hashtag#energy base effects and higher service costs.](https://blog.syzgroup.com/hubfs/2-Oct-01-2025-02-40-54-1420-PM.jpg) 26 Sep 2025 - - - #### The German auto industry is expected to eliminate nearly 100,000 jobs by 2030. Carmakers and their suppliers are struggling w/waning demand, high labor & energy costs & intensifying competition from Chinese manufacturers. Overall, Germany’s auto sector has lost roughly 55,000 jobs over the past 2yrs. Tens of thousands of additional positions are set to disappear by 2030, in an industry that employs more than 700,000 people. Source: HolgerZ, Bloomberg [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![The German auto industry is expected to eliminate nearly 100,000 jobs by 2030.](https://blog.syzgroup.com/hubfs/3-Sep-26-2025-01-26-32-8266-PM.jpg) ![The German auto industry is expected to eliminate nearly 100,000 jobs by 2030.](https://blog.syzgroup.com/hubfs/3-Sep-26-2025-01-26-32-8266-PM.jpg) 25 Sep 2025 - - - #### In Germany, the short-lived rally at the start of the year has already fizzled out. The country is losing ground on the global stage: German stocks now make up just 2.1% of global market capitalization, down from 2.4% only three months ago. Source: Bloomberg, HolgerZ [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![In Germany, the short-lived rally at the start of the year has already fizzled out.](https://blog.syzgroup.com/hubfs/1-Sep-25-2025-11-22-27-3109-AM.jpg) ![In Germany, the short-lived rally at the start of the year has already fizzled out.](https://blog.syzgroup.com/hubfs/1-Sep-25-2025-11-22-27-3109-AM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/6) [5](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/7) [8](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/8) [9](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/9) [❯](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/8) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/53?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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