Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- Food for Thoughts
- equities
- Bonds
- technical analysis
- bitcoin
- sp500
- Stocks
- inflation
- China
- macro
- Federal Reserve
- investing
- Crypto
- ETF
- Central banks
- AI
- performance
- earnings
- gold
- Rate
- Real Estate
- markets
- Commodities
- debt
- Treasury
- tech
- yield
- nvidia
- europe
- Germany
- Japan
- bank
- oil
- warren-buffett
- nasdaq
- fed
- apple
- cpi
- Forex
- useful
- interest
- humor
- interest-rates
- market cap
- GDP
- dollar
- energy
- returns
- quotes
- hedge fund
- geopolitics
- magnificent-7
- valuations
- asset
- finance
- india
- BOJ
- ECB
- crudeoil
- sentiment
- Swiss
- Volatility
- highyield
- economy
- options
- recession
- vix
- cash
- semiconductor
- growth
- mortgage
- Money Market
- Positioning
- charts
- exports
- trading
- bubble
- ipo
- tesla
- ESG
- deficit
- price
- sales
- EM
- EV
- UK
- assetmanagement
- bearish
- wages
- Flows
- credit-card
- russia
- saudiarabia
- spending
- yen
- Turkey
- cocoa
- futures
- index
- meta
- revenue
- watches
- EUR
- bankruptcy
- chart
- consumers
- profit
- supply
- unemployment
- Election
- copper
- Brazil
- amazon
- car
- credit-rating
- cryptocurrencies
- currencies
- manufacturing
- seasonality
- $nycb
- Asia
- FUNDS
- Renewable
- airlines
- insider
- spx
- FUND
- africa
- deflation
- investmentgrade
- jobs
- microsoft
- productivity
- spy
- taiwan
- yuan
- Alternatives
- SMCI
- SuperBowl
- charlie-munger
- compounding
- concentration
- debt-ceiling
- france
- lvmh
- msci
- pricing-power
- private markets
- sec
- sharebuybacks
- smallcaps
- sustainable
- switzerland
- world-economy
- Focus
- chatgpt
- dowjones
- economic surprise
- fixed income
- greed
- halvings
- income
- leadership
- liquidity
- luxury
- moneydebasement
- retirement
- russel2000
- savings
- silver
- tax
- world
- BOE
- EM Sovereign
- Granolas
- Hong Kong
- Industrial-production
- Market Outlook
- Nikkei
- TIPS
- brics
- ceo
- corporate
- cost-of-living
- dividend
- emerging-markets
- ethereum
- fashion
- gas
- greece
- jpmorgan
- lending
- monetarypolicy
- opec
- saudiaramco
- snb
- storytelling
- trump
- unicorn
- valentine's-day
- venture capital
- vietnam
- Beware
- CTAs
- Coinbase
- Convexity
- Crypto corner
- Deindustrialization
- GlobalAgg
- Italy
- Marketing
- Nestle
- Precious-Metals
- Rally
- SoftBank
- ToyotaMotor
- UAE
- bankrupt
- behavior
- booking.com
- calls
- childbirth
- cisco
- climate
- coal
- cobalt
- cocacola
- construction
- counterparty-risk
- cta
- demographics
- design
- dragonyear
- elon musk
- eurozone
- fees
- financial-stress
- football
- golf
- hedgeye
- hungary
- imf
- intel
- international-women's-day
- job-cuts
- korea
- kpi
- lng
US 10-year treasury yields are trading back above 4% and this most likely due to a batch of strong US hard data. Indeed, the US economy remains "red hot":
1) Initial jobless claims were expected to rise modestly last week - after hitting 2-moth lows the prior week - but instead they tumbled further to 221k (the lowest since Feb 2023) - TOP LEFT CHART 2) Continuing Claims also dropped to 1.69mm Americans - the first time back below 1.7mm since Jan 2023... - TOP RIGHT CHART 3) US GDP Grew An Unexpectedly Hot 2.4% In Q2 Despite Fed's Aggressive Tightening Campaign - BOTTOM LEFT CHART 4) Orders for Durable Goods printed a 4.7% MoM surge (almost 4x the expected 1.3% rise) - that is the biggest monthly rise in durable goods orders since July 2020 - BOTTOM RIGHT CHART Can the #fed really afford to put an end to their #interestrates hike cycle? Source: Bloomberg, www.zerohedge
Margin & options are fun on the way up but BRUTAL on the way down. Warren Buffett said it best:
Source: Brian Feroldi
Inspiring quote from Jeff Bezos
Changing your mind is hard. Admitting you're wrong is hard. But as Jeff Bezos said: (source: Brian Feroldi)
Netflix and YouTube combined are responsible for 31.5% of global internet traffic
Source: Statista
Investing with intelligence
Our latest research, commentary and market outlooks