Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- macro
- equities
- Food for Thoughts
- sp500
- Central banks
- Bonds
- markets
- bitcoin
- Asia
- technical analysis
- investing
- europe
- Crypto
- geopolitics
- tech
- performance
- gold
- Commodities
- AI
- nvidia
- ETF
- earnings
- Forex
- Real Estate
- oil
- banking
- Volatility
- nasdaq
- magnificent-7
- apple
- emerging-markets
- energy
- Alternatives
- china
- switzerland
- trading
- tesla
- sentiment
- russia
- Money Market
- assetmanagement
- UK
- ESG
- Middle East
- amazon
- ethereum
- meta
- microsoft
- bankruptcy
- Healthcare
- Industrial-production
- Turkey
- Global Markets Outlook
- africa
- brics
- Market Outlook
- Asset Allocation Insights
- Flash
- Focus
In an US election year, the spread between “Job Creation” and job “approval rating on the economy” has NEVER been wider...
Source: Mohamed A. El-Erian
Is the market pricing in a Trump victory?
Based on Goldman's Republican winners vs losers basket performance, it appears stocks are moving in sync with Trump's odds. Source: www.zerohedge.com
In France, 3 out of the 4 favorite political leaders are from the far right...
1) Marine Le Pen (RN) 40%; 3) Jordan Bardella (RN) 37%; and 4) Marion Marechal Le Pen (Reconquête) 29%. Source: Le Figaro Verian - EPOKA / February poll
Suez Canal Transit Volume continues to plunge (Chart via SRP)
Source: HolgerZ
Goldman Client Survey Shows Geopolitics Is Biggest Risk in 2024 –
Source: Bloomberg
The Red Sea's inflation threat:
The disruptions in the Red Sea have roiled global supply chains and pushed up freight costs. The Houthis have pledged a “big” response to airstrikes. Iran wins either way w/US airstrikes on Houthis in Yemen. Source: HolgerZ, Bloomberg
Investing with intelligence
Our latest research, commentary and market outlooks