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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) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [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) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [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) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [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) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [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) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [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) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 22 Apr 2026 - - - #### Part of US strategy: Iran is running out of storage for oil. Once they stop pumping, it can damage oil field production capacity. You can't just flip the on/off switch on oil wells. If you stop, clogging happens. This can cause massive reduction in the amount of oil you get out of that oil well, requiring expensive and time consuming rework. Source: Wall Street Mav [#geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) ![Part of US strategy: Iran is running out of storage for oil. Once they stop pumping, it can damage oil field production capacity.](https://blog.syzgroup.com/hubfs/6-Apr-22-2026-01-52-29-3274-PM.jpg) ![Part of US strategy: Iran is running out of storage for oil. Once they stop pumping, it can damage oil field production capacity.](https://blog.syzgroup.com/hubfs/6-Apr-22-2026-01-52-29-3274-PM.jpg) 22 Apr 2026 - - - #### Treasury Secretary Bessent has outlined a stark economic strategy: storage at Kharg Island is expected to reach capacity within days, potentially forcing Iran to halt oil production. He describes the campaign as “Economic Fury,” warning that any individual or vessel involved in these shipments could face U.S. sanctions. This marks one of the most aggressive economic threats in the conflict so far. Unlike flipping a switch, shutting down oil wells is a complex process. Restarting them can take months and cost billions—and in some cases, production never fully returns. In essence, Bessent is signaling a strategy aimed at inflicting long-term damage to Iran’s oil infrastructure without the use of military force. [#geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) ![Treasury Secretary Bessent has outlined a stark economic strategy: storage at Kharg Island is expected to reach capacity within days, potentially forcing Iran to halt oil production.](https://blog.syzgroup.com/hubfs/5-Apr-22-2026-01-51-28-1973-PM.jpg) ![Treasury Secretary Bessent has outlined a stark economic strategy: storage at Kharg Island is expected to reach capacity within days, potentially forcing Iran to halt oil production.](https://blog.syzgroup.com/hubfs/5-Apr-22-2026-01-51-28-1973-PM.jpg) 22 Apr 2026 - - - #### The Pentagon just proposed the largest defense budget in U.S. history at $1.5T or +42% in one year. • $65.8T (warships & support ships) - Largest shipbuilding program since Kennedy. • $54.6T (autonomous warfare) • $6.1T (next-gen B-21 bomber) • 85 F-35 jets • 18 battle force ships • 16 non-battle force ships • Golden Dome missile defense • 12 critical munitions restocked • critical minerals supply chain investment Record drone investment. 44,000 new troops. The Iran war costs are not included. That’s a separate bill. America is no longer preparing for a war. It’s preparing for wars (with a "s")👁️ Source: Visual capitalist, Voronoi [#geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) ![The Pentagon just proposed the largest defense budget in U.S. history at $1.5T or +42% in one year.](https://blog.syzgroup.com/hubfs/1-Apr-22-2026-01-41-10-8199-PM.jpg) ![The Pentagon just proposed the largest defense budget in U.S. history at $1.5T or +42% in one year.](https://blog.syzgroup.com/hubfs/1-Apr-22-2026-01-41-10-8199-PM.jpg) 20 Apr 2026 - - - #### The US blockade of the blockade seems to work rather well for the US. It's substantially reduced Iran's oil exports (and inflow of hard currency), seized an Iranian ship and threatened secondary sanctions on Chinese banks that deal in Iranian oil. Meanwhile, oil prices are down from their highs. And the US is exporting record volume of il & gas. Kudos! Source: Robin Brooks [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) ![The US blockade of the blockade seems to work rather well for the US.](https://blog.syzgroup.com/hubfs/8-Apr-20-2026-02-59-25-0254-PM.jpg) ![The US blockade of the blockade seems to work rather well for the US.](https://blog.syzgroup.com/hubfs/8-Apr-20-2026-02-59-25-0254-PM.jpg) 15 Apr 2026 - - - #### Trump said China had allegedly agreed not to supply weapons to Iran as part of deal tied to keeping the Strait of Hormuz open. \- Says he is opening the strait "for China too, and the World" - He expects to meet Xi soon. Claims Xi Jinping will give him "a big, fat, hug" when he visits in a few weeks - Says both countries are "working together smartly and very well" - Adds the U.S. remains "far better than anyone else" at fighting if needed - "This situation will never happen again" [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![Trump said China had allegedly agreed not to supply weapons to Iran as part of deal tied to keeping the Strait of Hormuz open.](https://blog.syzgroup.com/hubfs/11-Apr-15-2026-03-57-03-6817-PM.jpg) ![Trump said China had allegedly agreed not to supply weapons to Iran as part of deal tied to keeping the Strait of Hormuz open.](https://blog.syzgroup.com/hubfs/11-Apr-15-2026-03-57-03-6817-PM.jpg) 15 Apr 2026 - - - #### Trump's 7 steps maximum pressure Source: Marko Papic [#geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) ![Trump's 7 steps maximum pressure](https://blog.syzgroup.com/hubfs/2-Apr-15-2026-01-54-31-3396-PM.jpg) ![Trump's 7 steps maximum pressure](https://blog.syzgroup.com/hubfs/2-Apr-15-2026-01-54-31-3396-PM.jpg) 14 Apr 2026 - - - #### The US naval blockade of the Strait of Hormuz is now in effect: The US military began enforcing a blockade of all vessels entering or departing Iranian ports and coastal areas at 10 a.m. Eastern on Monday, while allowing non-Iran-bound traffic to transit the strait freely. Strait transits have collapsed to single digits per day, from ~135 in peacetime, and a full blockade could reduce that further. Asian nations, which rely on more than 80% of the energy that usually transits the strait, are bearing the brunt of the disruption, with downstream industries from fertilizers to packaging also taking a hit. The ceasefire expires on April 22, and the window for diplomacy is shrinking fast. Source: Global Markets Investor, Bloomberg [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) ![The US naval blockade of the Strait of Hormuz is now in effect:](https://blog.syzgroup.com/hubfs/8-Apr-14-2026-01-05-55-0406-PM.jpg) ![The US naval blockade of the Strait of Hormuz is now in effect:](https://blog.syzgroup.com/hubfs/8-Apr-14-2026-01-05-55-0406-PM.jpg) 14 Apr 2026 - - - #### This could be among the reasons the market rallied yesterday NEW YORK TIMES: Iran offered to suspend their nuclear enrichment program for 5 years. JD Vance asked for 20. While Trump rejected the 5 year offer, a second round of talks are likely, potentially in Pakistan again, by the end of this week. ⚠️ Why is this BULLISH? The fact that Iran even offered a 5-year suspension means they are WILLING to talk. The US obviously wants more years, but all the market cares about is that a deal is reached. Maybe we settle at 10 years, maybe 20. The point is…this might now become a question of WHEN a deal is reached vs. IF it is reached. Seems like that’s what the market priced in yesterday as well as we went up 1% and continued the best stretch of momentum since October 2025. Source: amitisinvesting [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) ![This could be among the reasons the market rallied yesterday](https://blog.syzgroup.com/hubfs/7-Apr-14-2026-01-04-43-9344-PM.jpg) ![This could be among the reasons the market rallied yesterday](https://blog.syzgroup.com/hubfs/7-Apr-14-2026-01-04-43-9344-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics/page/8) [7](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics/page/7) [8](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics/page/8) [9](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics/page/9) [10](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics/page/10) [11](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics/page/11) [❯](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics/page/10) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics/page/65?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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