Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

10 Feb 2025

*TRUMP: WILL ANNOUNCE 25% TARIFFS ON STEEL, ALUMINUM MONDAY The largest exporter of steel & aluminum to the US? canada followed by mexico

What happened to the 30 day moratorium on tariffs from Canada & Mexico? Source: Vic_Turbendian

5 Feb 2025

Trade Policy Uncertainty Index hits 2nd highest level in AT LEAST the last 25 years

source : barchart

4 Feb 2025

The chart below - courtesy of LSEG - explains why canada and mexico both "kiss the ring" yesterday...

Source: LSEG Datastream

3 Feb 2025

Great visual representation of tariffs impact on US states

By The World in Maps thru Tom Keene thru Joumanna Bercetche

23 Jan 2025

G7 vs. BRICS - Global GDP

Source: Barchart, Visual Capitalist

22 Jan 2025

Elon Musk just shared his thoughts on the TikTok ban

Source: Evan

20 Jan 2025

An update on Germany snap election:

the conservative support has slipped below 30% ahead of the February election. Friedrich Merz’s center-right CDU/CSU alliance leads with 29% in the latest Insa survey, down one point from last week. The AfD also dropped by one point to 21%, while support for Chancellor Olaf Scholz’s Social Democrats (SPD) and the Greens remains steady at 16% and 13%, respectively. 👉 As it stands, a so-called grand coalition between the CDU/CSU and SPD appears to be the most likely outcome Source: HolgerZ, Bloomberg

13 Jan 2025

In Germany, Chancellor Scholz attempts to boost his campaign by appealing to anti-American sentiment.

He steps up criticism of Trump’s expansionist rhetoric. Currently, Scholz's SPD is trailing in third place, behind the CDU/CSU and AfD. Source: HolgerZ, Bloomberg

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Please note that you can unsubscribe at any time by clicking on the link in the footer of our newsletters

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks