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26 Jun 2024

Allan Lichtman the professor who correctly predicted 9 of the past 10 US elections

Source: The Hill

26 Jun 2024

Latest IFOP poll for lower-house snap election in France

This shows far-right way ahead (36% in blue) ahead of far left coalition (28.5% in red) while incumbent Macron's center-right party comes 3rd (21% in orange). It seems that far-right will at least win relative majority

24 Jun 2024

No reasons to worry at all... Just bros living in the moment...

More seriously remember what the East-West divide and the new world order (as defined by Zoltan) are all about: Wars are about alliances: the enemy of your enemy becomes your friend... After the BRICS, should we focus instead on Turkey, Russia, Iran, China, and North Korea playing “TRICKs” – an alliance of economies sanctioned by the U.S. getting ever closer economically and militarily?

24 Jun 2024

France’s National Rally continued to cement its lead in opinion polls a week before the country’s snap parliamentary election, largely at the expense of President Emmanuel Macron’s centrist bloc.

Support for Marine Le Pen’s far-right party was pegged at 36% in a survey by Elabe published Sunday in La Tribune Dimanche. That’s ahead of 27% for the left-wing New Popular Front alliance, and just 20% for Macron’s movement. Source: Bloomberg

24 Jun 2024

Moscow to Mumbai.💥

The INSTC corridor is making progress every day. The International North–South Transport Corridor (INSTC) is a 7,200-km (4500 mile) long multi-mode network of ship, rail, and road route for moving freight between India, Iran, Azerbaijan, Russia, Central Asia and Europe. The objective of the corridor is to increase trade connectivity between major cities such as Mumbai, Moscow, Tehran, Baku, Bandar Abbas, Astrakhan, Bandar Anzali, etc. Russia-Iran-India corridor is a game-changer that involves many countries and different modes of transportation. And quite a logistical and geopolitical accomplishment! Source: S.L Khantan

24 Jun 2024

Prediction markets imply markedly higher odds of a Trump presidency than a Biden presidency ahead of next week's first presidential debate

w/the probability of a Republication sweep (42%) almost twice the odds of a Democratic sweep (22%). Source: GS thru HolgerZ

24 Jun 2024

History shows an average 25% increase in volatility from July-Nov of election years...

Mike Zaccardi, CFA, CMT, BofA

20 Jun 2024

What would a far-right or left-wing government mean for France’s economy?

Source: FT

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