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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) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [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) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [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) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [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) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [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) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [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) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 8 Jan 2026 - - - #### In Germany, cold weather is rapidly draining gas storage. Facilities are now only 52% full – the lowest level for this time of year since at least 2020, and even lower than in 2022, the year Russia launched its war against Ukraine. Source: HolgerZ, Bloomberg [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![In Germany, cold weather is rapidly draining gas storage.](https://blog.syzgroup.com/hubfs/5-Jan-08-2026-04-34-25-8260-PM.jpg) ![In Germany, cold weather is rapidly draining gas storage.](https://blog.syzgroup.com/hubfs/5-Jan-08-2026-04-34-25-8260-PM.jpg) 7 Jan 2026 - - - #### In case you missed it... In Germany, inflation slowed more than expected at the end of last year. Consumer prices rose 1.8% in Dec YoY, below the 2.1% forecast. The slowdown was driven mainly by falling energy prices and a sharp easing in food inflation, which dropped to just 0.8%. Core inflation also declined to 2.4%, although service inflation remains stubbornly high at 3.5%. Source: HolgerZ, Bloomberg [#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... In Germany, inflation slowed more than expected at the end of last year.](https://blog.syzgroup.com/hubfs/7-Jan-07-2026-10-52-44-8830-AM.jpg) ![In case you missed it... In Germany, inflation slowed more than expected at the end of last year.](https://blog.syzgroup.com/hubfs/7-Jan-07-2026-10-52-44-8830-AM.jpg) 5 Jan 2026 - - - #### Brussels we have a problem... EU hit RECORD LNG imports in 2025 almost ALL from America! Russian gas? CRUSHED to zero US LNG (blue bars) exploded while Europe ditched Putin pipelines. Source: Jack Prandelli, S&P Global [#energy|](https://blog.syzgroup.com/syz-the-moment/tag/energy) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![Brussels we have a problem...](https://blog.syzgroup.com/hubfs/10-Jan-05-2026-04-25-54-0619-PM.jpg) ![Brussels we have a problem...](https://blog.syzgroup.com/hubfs/10-Jan-05-2026-04-25-54-0619-PM.jpg) 22 Dec 2025 - - - #### The K-shaped economy is not just about the US Indeed, the German economy is increasingly K-shaped: stock markets are rising, while consumer confidence is in free fall. Source: HolgerZ, Bloomberg [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![The K-shaped economy is not just about the US](https://blog.syzgroup.com/hubfs/9-Dec-22-2025-03-39-40-1070-PM.jpg) ![The K-shaped economy is not just about the US](https://blog.syzgroup.com/hubfs/9-Dec-22-2025-03-39-40-1070-PM.jpg) 19 Dec 2025 - - - #### Interesting view by HolgerZ on X "Chancellor Friedrich Merz has now suffered a setback in foreign policy as well. He was unable to push through the Mercosur trade deal – an agreement that matters greatly for Germany’s economy – and the plan to support Ukraine’s debt relies on the issuance of joint EU debt. As a result, Germany is slowly losing one of its last competitive advantages: its superior credit rating. The risk premium on EU bonds relative to German Bunds has narrowed sharply in recent weeks". Source: HolgerZ, Bloomberg [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![Interesting view by HolgerZ on X](https://blog.syzgroup.com/hubfs/8-Dec-19-2025-03-49-56-6676-PM.jpg) ![Interesting view by HolgerZ on X](https://blog.syzgroup.com/hubfs/8-Dec-19-2025-03-49-56-6676-PM.jpg) 17 Dec 2025 - - - #### 🚨 In case you missed it: Europe just hit the brakes on the EV-only future 🚨 The "End of the Combustion Engine" was supposed to be 2035. But the reality of the market just forced a massive pivot. Here is what’s happening and why it matters for the global economy: 📉 The Pivot The EU has officially backed away from its 100% emissions reduction goal for 2035. Instead of a total ban on gasoline and diesel, they are targeting a 90% reduction. 🚗 What this means for Carmakers ICE is back on the menu: New gasoline, diesel, and plug-in hybrids can still be sold past 2035. Flexibility over Ideology: Companies can use low-carbon fuels or "green steel" to offset emissions rather than being forced into an all-electric lineup. Survival Mode: With Ford recently taking a $19.5 billion charge on its EV business, the industry is screaming: “We can't make the math work yet.” 🌍 The Bigger Picture Europe is aligning more with the U.S. approach. Between trade tensions with China and the economic reality of a struggling manufacturing sector, the EU is choosing industrial stability over rigid green targets. The Lesson: You can mandate a transition, but you can’t mandate consumer demand or profitability. Economic reality eventually catches up to policy. Is this a necessary lifeline for the European auto industry, or a dangerous step backward for the planet? Source: Bloomberg, Financial Post [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![🚨 In case you missed it: Europe just hit the brakes on the EV-only future 🚨](https://blog.syzgroup.com/hubfs/2-Dec-17-2025-02-49-03-2716-PM.jpg) ![🚨 In case you missed it: Europe just hit the brakes on the EV-only future 🚨](https://blog.syzgroup.com/hubfs/2-Dec-17-2025-02-49-03-2716-PM.jpg) 5 Dec 2025 - - - #### In Germany, Chancellor Merz is under growing pressure as business leaders warn that the country is in “free fall.” Peter Leibinger, head of the powerful BDI industry group, cautioned that every month w/o real structural reforms costs Germany jobs & prosperity – and sharply limits the government’s ability to act in the future. Source: Bloomberg, HolgerZ [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![In Germany, Chancellor Merz is under growing pressure as business leaders warn that the country is in “free fall.”](https://blog.syzgroup.com/hubfs/1-Dec-05-2025-01-53-26-8893-PM.jpg) ![In Germany, Chancellor Merz is under growing pressure as business leaders warn that the country is in “free fall.”](https://blog.syzgroup.com/hubfs/1-Dec-05-2025-01-53-26-8893-PM.jpg) 12 Nov 2025 - - - #### Germany creates a substantial infrastructure package and then allocate 50% of it to other purposes. At least, that's what a study finds. Source: FT [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![Germany creates a substantial infrastructure package and then allocate 50% of it to other purposes.](https://blog.syzgroup.com/hubfs/4-Nov-12-2025-01-36-01-6377-PM.jpg) ![Germany creates a substantial infrastructure package and then allocate 50% of it to other purposes.](https://blog.syzgroup.com/hubfs/4-Nov-12-2025-01-36-01-6377-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/7) [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) [10](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/10) [❯](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/9) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/europe/page/55?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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