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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 1 Oct 2026 - - - #### 75% of S&P 500 stocks were down this month Source: Barchart [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![75% of S&P 500 stocks were down this month](https://blog.syzgroup.com/hubfs/1790832111715.jpg) ![75% of S&P 500 stocks were down this month](https://blog.syzgroup.com/hubfs/1790832111715.jpg) 1 Oct 2026 - - - #### Vol anomaly ?! Despite the tight correlation between oil, yields and equities, oil vol has behaved much more like the largely dormant VIX, while MOVE has exploded higher. Does vol know something the crowd is missing? It certainly trades that way. And as we have said before, volatility tends to be the instrument of truth. Source: TME [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) ![Vol anomaly ?!](https://blog.syzgroup.com/hubfs/1790839828526.jpg) ![Vol anomaly ?!](https://blog.syzgroup.com/hubfs/1790839828526.jpg) 30 Sep 2026 - - - #### A staggering $8.44 Trillion is now sitting in Money Market Funds, a new all-time high Source: Barchart [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![A staggering $8.44 Trillion is now sitting in Money Market Funds, a new all-time high](https://blog.syzgroup.com/hubfs/1790716526803.jpg) ![A staggering $8.44 Trillion is now sitting in Money Market Funds, a new all-time high](https://blog.syzgroup.com/hubfs/1790716526803.jpg) 29 Sep 2026 - - - #### U.S. stock market vs. the world. Source: Compounding Quality [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![U.S. stock market vs. the world.](https://blog.syzgroup.com/hubfs/1790629315401.jpg) ![U.S. stock market vs. the world.](https://blog.syzgroup.com/hubfs/1790629315401.jpg) 25 Sep 2026 - - - #### SOMETHING VERY STRANGE IS HAPPENING IN THE STOCK MARKET The S&P 500 is near an all-time high. Nearly half its stocks are moving to a different beat. Goldman Sachs says the divergence resembles the market dynamics of the tech bubble. The top 10 stocks now account for roughly 40% of the index. Many are riding the AI boom. At that size, they can lift the S&P 500 even as a broad swath of stocks struggles. For other companies, the backdrop is tougher: higher bond yields, oil above $100, a stronger dollar and rising borrowing costs. Businesses exposed to interest rates, energy prices and the wider economy feel those pressures most. The index is telling you where the biggest stocks are going. It is telling you much less about the experience of the average stock. Source: Bull Theory, GS [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![SOMETHING VERY STRANGE IS HAPPENING IN THE STOCK MARKET](https://blog.syzgroup.com/hubfs/1790339095655.jpg) ![SOMETHING VERY STRANGE IS HAPPENING IN THE STOCK MARKET](https://blog.syzgroup.com/hubfs/1790339095655.jpg) 25 Sep 2026 - - - #### The market now dramatically more hawkishly priced than The Fed's Dots (specifically repricing The Fed's terminal rate expectations)... Source: zerohedge [#Central banks|](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![The market now dramatically more hawkishly priced than The Fed's Dots (specifically repricing The Fed's terminal rate expectations)...](https://blog.syzgroup.com/hubfs/1790312768282.jpg) ![The market now dramatically more hawkishly priced than The Fed's Dots (specifically repricing The Fed's terminal rate expectations)...](https://blog.syzgroup.com/hubfs/1790312768282.jpg) 22 Sep 2026 - - - #### We are already approaching the end of September which means seasonality will soon turn as a tailwind for the market This is the time of the year when investment banks are going to share their outlook and given the strength of the equity market don't expect these outlook to bve negative... see below the message from Goldman... [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![We are already approaching the end of September which means seasonality will soon turn as a tailwind for the market](https://blog.syzgroup.com/hubfs/1790054857631.jpg) ![We are already approaching the end of September which means seasonality will soon turn as a tailwind for the market](https://blog.syzgroup.com/hubfs/1790054857631.jpg) 22 Sep 2026 - - - #### Why did stocks surge yesterday? Stocks surged as several negative pressures eased at once: oil fell sharply, the 10-year Treasury yield dropped toward 4.96%, and investors rotated back into technology and AI stocks. Bitcoin and copper also rallied, reinforcing the risk-on move. The +11% jump in Meta and comments from Bessent that no major AI regulatory breakthrough is expected also supported sentiment. However, the bond market remains cautious: the 2-year yield stayed around 4.74%, suggesting investors are pricing lower long-term inflation pressure rather than expecting a Fed pivot. Key question: whether lower oil prices eventually reduce diesel and transport costs. If they do, the rally could broaden; if not, inflation and restrictive Fed policy could remain a constraint. Source: naiive [#Food for Thoughts|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![Why did stocks surge yesterday?](https://blog.syzgroup.com/hubfs/1790022641192.jpg) ![Why did stocks surge yesterday?](https://blog.syzgroup.com/hubfs/1790022641192.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/145?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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