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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 Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [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) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [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) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [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) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [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) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [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) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [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 Sep 2026 - - - #### Nobody saw this one coming. Wall Street expected just 55,000 new jobs in August, but the US economy added 162,000, nearly three times consensus, while July and June were also revised higher by a combined 55,000. Unemployment remained at 4.1% and the participation rate rose to 61.6%, with job creation broadening beyond healthcare to hospitality, education, construction and manufacturing. With the 2026 monthly average now around 80,000 jobs versus only 10,000 in 2025, the report suggests a much more resilient labour market than recent weakness narratives implied. For markets, however, stronger employment could weaken the case for Fed rate cuts, potentially putting upward pressure on yields and the dollar while weighing on stocks, crypto and gold. Source: BLS [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![Nobody saw this one coming.](https://blog.syzgroup.com/hubfs/1788529616056.jpg) ![Nobody saw this one coming.](https://blog.syzgroup.com/hubfs/1788529616056.jpg) 3 Sep 2026 - - - #### Is a growth scare coming? In green -\> US economic inflation data surprises In red -\> US economic growth data surprises Source: zerohedge [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) ![Is a growth scare coming?](https://blog.syzgroup.com/hubfs/1788381125548.jpg) ![Is a growth scare coming?](https://blog.syzgroup.com/hubfs/1788381125548.jpg) 26 Aug 2026 - - - #### Inflation for July was 3.7%. That's slightly worse than expected (and still close to a three-year high). The monthly increase was +0.2% (vs. 0.1% expected). CORE PCE (which excludes food and energy) LANDS RIGHT IN LINE — 3.3% vs 3.3% EXPECTED The monthly increase was +0.2% (as expected). → GDP Q2 (second estimate): 1.5%, unchanged from the advance print Bottom-line: No surprise here. No new signal. This is the Fed's preferred inflation gauge, more important than CPI for the rate decision, and it just confirmed the status quo (although probability of rate hike in September is slightly higher). The war in Iran impact is still in effect. Inflation didn't get any better in July, according to PCE. But the hold case for September stays exactly where it was, with no new argument for either side of the debate. GDP staying flat at 1.5% confirms growth is still weak, well below the 2.1% pace from Q1. Watch what happens next: → Stocks likely stay range-bound, no major catalyst either way → Bonds hold steady, yields shouldn't move much off this alone → Gold probably stay flat too, waiting for the next real catalyst → All eyes shift to Jackson Hole for the actual signal Source: Heather Long, [#Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) ![Inflation for July was 3.7%. That's slightly worse than expected (and still close to a three-year high).](https://blog.syzgroup.com/hubfs/1787751522273.jpg) ![Inflation for July was 3.7%. That's slightly worse than expected (and still close to a three-year high).](https://blog.syzgroup.com/hubfs/1787751522273.jpg) 21 Aug 2026 - - - #### $40 trillion in debt $1 trillion was first cracked in 1981 and here is how much each President has added since then. Source: Ryan Detick, CMT Visual Capitalist [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![$40 trillion in debt](https://blog.syzgroup.com/hubfs/1787263428360.jpg) ![$40 trillion in debt](https://blog.syzgroup.com/hubfs/1787263428360.jpg) 20 Aug 2026 - - - #### The total U.S. government debt reached $40.05 trillion as of Monday, according to the Treasury Department. Treasury reported a $432.3 billion deficit in July, reaching its highest monthly level in more than five years. A decade ago, the national debt level was $19.4 trillion. Washington’s solution to every problem remains the same: Borrow more. Spend more. There is no fiscal discipline in sight. Source: Charlie Bilello CNBC [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![The total U.S. government debt reached $40.05 trillion as of Monday, according to the Treasury Department.](https://blog.syzgroup.com/hubfs/1787173104912.jpg) ![The total U.S. government debt reached $40.05 trillion as of Monday, according to the Treasury Department.](https://blog.syzgroup.com/hubfs/1787173104912.jpg) 20 Aug 2026 - - - #### At least we know the direction... Source. zerohedge [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![At least we know the direction...](https://blog.syzgroup.com/hubfs/1787174468046.jpg) ![At least we know the direction...](https://blog.syzgroup.com/hubfs/1787174468046.jpg) 18 Aug 2026 - - - #### In the US, fear of rising prices is climbing toward record highs as the U.S. saving rate collapses to 2.6%. Source: Hedgeye [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) ![In the US, fear of rising prices is climbing toward record highs as the U.S. saving rate collapses to 2.6%.](https://blog.syzgroup.com/hubfs/1787000245189.jpg) ![In the US, fear of rising prices is climbing toward record highs as the U.S. saving rate collapses to 2.6%.](https://blog.syzgroup.com/hubfs/1787000245189.jpg) 17 Aug 2026 - - - #### In case you missed it.. Japan’s economy expanded 1.1% in the second quarter on an annualized basis, missing expectations for 2% growth as softer domestic demand offset strong exports. This is the first full quarter to include the impact of the Iran war, which has brought energy prices higher for business and households. Source: CNBC [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![In case you missed it.. Japan’s economy expanded 1.1% in the second quarter on an annualized basis, missing expectations for 2% growth as softer domestic demand offset strong exports.](https://blog.syzgroup.com/hubfs/1786941125394.jpg) ![In case you missed it.. Japan’s economy expanded 1.1% in the second quarter on an annualized basis, missing expectations for 2% growth as softer domestic demand offset strong exports.](https://blog.syzgroup.com/hubfs/1786941125394.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/2) [1](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/4) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics/page/168?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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