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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 4 May 2026 - - - #### There is a manufacturing boom underway in America. Source: Anthony Pompliano [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![There is a manufacturing boom underway in America.](https://blog.syzgroup.com/hubfs/2-May-04-2026-03-08-45-8402-PM.jpg) ![There is a manufacturing boom underway in America.](https://blog.syzgroup.com/hubfs/2-May-04-2026-03-08-45-8402-PM.jpg) 1 May 2026 - - - #### The 189K initial jobless claims print yesterday was the lowest print since 1969 ! Meanwhile, Meta, Nike, Morgan Stanley, Amazon all cutting heads. But the number still prints like full employment !!! So what's going on? It seems the "low-hire low-fire" economy is turning as a "roach motel" for the unemployed: can't get in, can't get out. 💀 Source: Markets & Mayhem [#Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) ![The 189K initial jobless claims print yesterday was the lowest print since 1969 !](https://blog.syzgroup.com/hubfs/1-May-01-2026-09-34-04-3517-AM.jpg) ![The 189K initial jobless claims print yesterday was the lowest print since 1969 !](https://blog.syzgroup.com/hubfs/1-May-01-2026-09-34-04-3517-AM.jpg) 30 Apr 2026 - - - #### On the other side of the world, China’s economic signals are shifting. While trade dynamics fluctuate, attention is turning to its energy position. Estimates suggest China holds roughly 1.4 billion barrels in oil reserves—enough to cover about six months in a worst-case disruption scenario . At the same time, efforts by BRICS nations to move away from the U.S. dollar in oil trade have made limited progress, with the dollar still dominating global transactions. China has long relied on discounted oil imports from countries like Iran and Venezuela, but geopolitical pressures may complicate that strategy. Amid global tensions and proxy conflicts, the broader strategic rivalry between the U.S. and China remains a defining theme. Source: NY Times, Rothmus on X [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![On the other side of the world, China’s economic signals are shifting.](https://blog.syzgroup.com/hubfs/9-Apr-30-2026-03-35-55-7089-PM.jpg) ![On the other side of the world, China’s economic signals are shifting.](https://blog.syzgroup.com/hubfs/9-Apr-30-2026-03-35-55-7089-PM.jpg) 30 Apr 2026 - - - #### US economic data keeps surprising to the upside, while European data keeps surprising to the downside. That gap just keeps growing, according to Bloomberg economic surprise indexes. Source: Bloomberg, Lisa Abramowicz [#Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) ![US economic data keeps surprising to the upside, while European data keeps surprising to the downside.](https://blog.syzgroup.com/hubfs/3-Apr-30-2026-03-27-19-6041-PM.jpg) ![US economic data keeps surprising to the upside, while European data keeps surprising to the downside.](https://blog.syzgroup.com/hubfs/3-Apr-30-2026-03-27-19-6041-PM.jpg) 30 Apr 2026 - - - #### The Fed expanded the money supply by nearly $9 trillion under Powell. Inflation has averaged \>4% per year over the past 6 years. Powell's explanation? It was nearly all due to rolling “supply shocks" over which the Fed has no control. The truth: this inflation was made in Washington as it always is - from too much government borrowing/spending and too much government creation of money. Source: Charlie Bilello [#Central banks|](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) [#Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) ![The Fed expanded the money supply by nearly $9 trillion under Powell.](https://blog.syzgroup.com/hubfs/2-Apr-30-2026-03-26-28-5907-PM.jpg) ![The Fed expanded the money supply by nearly $9 trillion under Powell.](https://blog.syzgroup.com/hubfs/2-Apr-30-2026-03-26-28-5907-PM.jpg) 29 Apr 2026 - - - #### Young talents, don't believe all the negative headlines of AI killing jobs for graduates. Unemployment rate for 20-24 years in the US is actually plummeting... Source: BofA [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![Young talents, don't believe all the negative headlines of AI killing jobs for graduates. Unemployment rate for 20-24 years in the US is actually plummeting...](https://blog.syzgroup.com/hubfs/9-Apr-29-2026-12-58-22-3972-PM.jpg) ![Young talents, don't believe all the negative headlines of AI killing jobs for graduates. Unemployment rate for 20-24 years in the US is actually plummeting...](https://blog.syzgroup.com/hubfs/9-Apr-29-2026-12-58-22-3972-PM.jpg) 27 Apr 2026 - - - #### Market based inflation expectations are rising across the curve (1,2,5,10 year). Source: Bloomberg, RBC [#Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) ![Market based inflation expectations are rising across the curve (1,2,5,10 year).](https://blog.syzgroup.com/hubfs/9-Apr-27-2026-02-45-25-7190-PM.jpg) ![Market based inflation expectations are rising across the curve (1,2,5,10 year).](https://blog.syzgroup.com/hubfs/9-Apr-27-2026-02-45-25-7190-PM.jpg) 27 Apr 2026 - - - #### The US government is accepting donations to pay off its $39 trillion debt. If someone donated $1 million every single day it would take 106,849 years to pay it off. Human civilization is only 5,000 years old. Source: Bull Theory, FRED [#Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) ![The US government is accepting donations to pay off its $39 trillion debt.](https://blog.syzgroup.com/hubfs/6-Apr-27-2026-02-39-25-3945-PM.jpg) ![The US government is accepting donations to pay off its $39 trillion debt.](https://blog.syzgroup.com/hubfs/6-Apr-27-2026-02-39-25-3945-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/13) [12](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/12) [13](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/13) [14](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/14) [15](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/15) [16](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/16) [❯](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/15) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/170?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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