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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) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [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) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [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 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 Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#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) 18 Sep 2026 - - - #### We were talking about the broadening of the market from mid May until Aug 1.. then it reversed. Equal weight SPX has been lagging SPY since Aug 1. Source: Bloomberg, TBC [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![We were talking about the broadening of the market from mid May until Aug 1.. then it reversed. Equal weight SPX has been lagging SPY since Aug 1.](https://blog.syzgroup.com/hubfs/1789709941308.jpg) ![We were talking about the broadening of the market from mid May until Aug 1.. then it reversed. Equal weight SPX has been lagging SPY since Aug 1.](https://blog.syzgroup.com/hubfs/1789709941308.jpg) 18 Sep 2026 - - - #### This chart shows how markets have performed so far in September, with the Magnificent Seven currently carrying the torch. Source: Citi Securities through RBC [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) ![This chart shows how markets have performed so far in September, with the Magnificent Seven currently carrying the torch.](https://blog.syzgroup.com/hubfs/1789709696179.jpg) ![This chart shows how markets have performed so far in September, with the Magnificent Seven currently carrying the torch.](https://blog.syzgroup.com/hubfs/1789709696179.jpg) 16 Sep 2026 - - - #### Using the past seven tightening cycles as a guide, GS notes that the S&P usually struggles at the start, falling an average of 2% over the first three months. Using the past seven tightening cycles as a guide, GS notes that the S&P usually struggles at the start, falling an average of 2% over the first three months. The pinch typically does not last long, however, with the index gaining an average of 9% over the following 12 months. The bruising exception was 2022. Ultimately, earnings growth determines the market’s trajectory, but the speed and volatility of the move in rates can heavily influence stocks along the way. Source: TME, GS [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Using the past seven tightening cycles as a guide, GS notes that the S&P usually struggles at the start, falling an average of 2% over the first three months.](https://blog.syzgroup.com/hubfs/1789538203497.jpg) ![Using the past seven tightening cycles as a guide, GS notes that the S&P usually struggles at the start, falling an average of 2% over the first three months.](https://blog.syzgroup.com/hubfs/1789538203497.jpg) 15 Sep 2026 - - - #### The corporate buyback blackout begins this week Approximately 40% of S&P 500 companies are expected to enter blackout periods. This transition typically tempers one of the market’s most consistent sources of demand. Source: TME, GS [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![The corporate buyback blackout begins this week](https://blog.syzgroup.com/hubfs/1789449258332.jpg) ![The corporate buyback blackout begins this week](https://blog.syzgroup.com/hubfs/1789449258332.jpg) 15 Sep 2026 - - - #### GLOBAL X CYBERSECURITY ETF JUMPS 11% IN BIGGEST GAIN ON RECORD Pretty wild moves from cybersecurity names yesterday Source: Bloomberg, Negligible Capital [#ETF|](https://blog.syzgroup.com/syz-the-moment/tag/etf) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![GLOBAL X CYBERSECURITY ETF JUMPS 11% IN BIGGEST GAIN ON RECORD](https://blog.syzgroup.com/hubfs/1789449592421.jpg) ![GLOBAL X CYBERSECURITY ETF JUMPS 11% IN BIGGEST GAIN ON RECORD](https://blog.syzgroup.com/hubfs/1789449592421.jpg) 15 Sep 2026 - - - #### Technical warning on semiconductors SMH is breaking below the dynamic formation. We are already well below the 100-day MA, while the 200-day MA sits considerably lower. Source: TME [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![Technical warning on semiconductors](https://blog.syzgroup.com/hubfs/1789449153771.jpg) ![Technical warning on semiconductors](https://blog.syzgroup.com/hubfs/1789449153771.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/2) [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/4) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/146?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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