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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 31 Aug 2026 - - - #### EVEN THE US TREASURY SECRETARY IS NOW WARNING ABOUT YEN CARRY UNWIND. Scott Bessent said a disorderly, sharp decline in the yen could set off forced unwinds of major trading positions. He warned this could spread stress across global markets, not just Japan. The end result, he said, would be higher borrowing costs for US households and businesses. This warning comes in a letter responding to Senator Elizabeth Warren, who questioned the US and Japan's joint intervention to defend the yen last month. The yen is already weakening again, sliding back toward 160 per dollar. That is the same level that triggered the original intervention just weeks ago. Bessent also pointed to Argentina, saying the Treasury used the same emergency fund last year to stop a currency crisis there before it spread further. He says Acting early is cheaper than waiting for a full blown crisis. If the Treasury Secretary himself is this concerned about the fallout, the risk here is bigger than markets are currently pricing in. Source: Bull Theory [#Forex|](https://blog.syzgroup.com/syz-the-moment/tag/forex) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![EVEN THE US TREASURY SECRETARY IS NOW WARNING ABOUT YEN CARRY UNWIND.](https://blog.syzgroup.com/hubfs/1788128326974.jpg) ![EVEN THE US TREASURY SECRETARY IS NOW WARNING ABOUT YEN CARRY UNWIND.](https://blog.syzgroup.com/hubfs/1788128326974.jpg) 31 Aug 2026 - - - #### The great bond divergence: China 10y bond yields now 300bps below 10y USTs. But this is not due to markets passing judgment on the 2 countries' fiscal profiles. According to Barclays, China's super-low yields reflect its closed capital account, high savings rate, and lack of investable assets. Source: HolgerZ, Bloomberg [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![The great bond divergence: China 10y bond yields now 300bps below 10y USTs.](https://blog.syzgroup.com/hubfs/1788157752615.jpg) ![The great bond divergence: China 10y bond yields now 300bps below 10y USTs.](https://blog.syzgroup.com/hubfs/1788157752615.jpg) 31 Aug 2026 - - - #### This chart is a good reminder that the mining industry is generating profits on a scale no other sector in the market can even come close to matching. Source: Otavio (Tavi) Costa [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![This chart is a good reminder that the mining industry is generating profits on a scale no other sector in the market can even come close to matching.](https://blog.syzgroup.com/hubfs/1788157552020.jpg) ![This chart is a good reminder that the mining industry is generating profits on a scale no other sector in the market can even come close to matching.](https://blog.syzgroup.com/hubfs/1788157552020.jpg) 28 Aug 2026 - - - #### $NVDA now earns more in a single quarter than 12 of America’s most iconic companies combined. That's what happens when one company becomes the core infrastructure layer behind the fastest capital spending cycle in tech history. Source: @StockSavvyShay [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![$NVDA now earns more in a single quarter than 12 of America’s most iconic companies combined.](https://blog.syzgroup.com/hubfs/1787865118904.jpg) ![$NVDA now earns more in a single quarter than 12 of America’s most iconic companies combined.](https://blog.syzgroup.com/hubfs/1787865118904.jpg) 28 Aug 2026 - - - #### Nvidia $NVDA has now added close to $500 BILLION in market cap in a single session. This is the largest jump in valuation in 1 day by any company, ever. For comparison, Nvidia $NVDA has added more in valuation in the last 24 hours than the entire value of Costco $COST Source: Trend Spider [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Nvidia $NVDA has now added close to $500 BILLION in market cap in a single session.](https://blog.syzgroup.com/hubfs/1787865327305.jpg) ![Nvidia $NVDA has now added close to $500 BILLION in market cap in a single session.](https://blog.syzgroup.com/hubfs/1787865327305.jpg) 28 Aug 2026 - - - #### The S&P 500 is up 33% since the start of 2025. South Korea: +258% Peru: +147% Colombia: +138% Greece: +127% You never know where the next big winner will be. That’s why you diversify. Source: Peter Mallouk Charlie Bilello [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The S&P 500 is up 33% since the start of 2025.](https://blog.syzgroup.com/hubfs/1787910078584.jpg) ![The S&P 500 is up 33% since the start of 2025.](https://blog.syzgroup.com/hubfs/1787910078584.jpg) 27 Aug 2026 - - - #### AI, Infrastructure, Defense, Space, and Nuclear are now the top 5 ETF themes of 2026 Source: Hedgeye A16Z [#ETF|](https://blog.syzgroup.com/syz-the-moment/tag/etf) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![AI, Infrastructure, Defense, Space, and Nuclear are now the top 5 ETF themes of 2026](https://blog.syzgroup.com/hubfs/1787751066998-1.jpg) ![AI, Infrastructure, Defense, Space, and Nuclear are now the top 5 ETF themes of 2026](https://blog.syzgroup.com/hubfs/1787751066998-1.jpg) 27 Aug 2026 - - - #### Nvidia CEO Jensen Huang says AI has officially reached its inflection point, shifting from experimental tech to productive, profitable work. Huang added that more people using AI agents is driving the surging demand for compute: "The amount of compute necessary for an agent versus a human using is probably 15 to 100 times, depending on the type of problem you're trying to solve." Source: Yahoo Finance [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Nvidia CEO Jensen Huang says AI has officially reached its inflection point, shifting from experimental tech to productive, profitable work.](https://blog.syzgroup.com/hubfs/1787782514312.jpg) ![Nvidia CEO Jensen Huang says AI has officially reached its inflection point, shifting from experimental tech to productive, profitable work.](https://blog.syzgroup.com/hubfs/1787782514312.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/5) [4](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/7) [8](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/8) [❯](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/7) [❯❯](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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