--- title: Syz The Moment | markets (9) description: markets | Syz The Moment (9) --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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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) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [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 24 Aug 2026 - - - #### Meanwhile….. Agricultural commodities are now at their highest level in a decade. Yet another unintended consequence of higher energy prices. Watch the Fed be forced to walk back its hawkish stance even as inflation continues to creep higher. Source: Tavi Costa [#Commodities|](https://blog.syzgroup.com/syz-the-moment/tag/commodities) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![Meanwhile…..](https://blog.syzgroup.com/hubfs/1787523456783.jpg) ![Meanwhile…..](https://blog.syzgroup.com/hubfs/1787523456783.jpg) 21 Aug 2026 - - - #### Yesterday, Wal Mart stock had its worst day since 2022, down 10% WalMart reported ugly same store sales, which grew below the lowest Wall Street estimate, a slowdown the company blamed on disappointing sales at its Health & Wellness pharmacy division. As a result, $WMT stock plunged more than 10%, Source: Zerohedge [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Yesterday, Wal Mart stock had its worst day since 2022, down 10%](https://blog.syzgroup.com/hubfs/1787264080091.jpg) ![Yesterday, Wal Mart stock had its worst day since 2022, down 10%](https://blog.syzgroup.com/hubfs/1787264080091.jpg) 21 Aug 2026 - - - #### The Bessent twist adds another wrinkle. Treasury's move initially compressed the long end, which should ordinarily have supported tech through lower discount rates, but tech underperformed the rates rally. Now the 10-year yield is back where it started and tech is rolling over again. With AI increasingly capital-intensive, hyperscaler CDS widening and semis vol having collapsed, the setup is worth watching. Rates relief didn't do much for tech. Now that relief is disappearing. Source: The Market Ear [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![The Bessent twist adds another wrinkle.](https://blog.syzgroup.com/hubfs/1787263818737.jpg) ![The Bessent twist adds another wrinkle.](https://blog.syzgroup.com/hubfs/1787263818737.jpg) 21 Aug 2026 - - - #### Broadcom CDS explodes as it seeks up to $100 Billion in massive off-balance sheet debt deal Bloomberg reported today that Broadcom is preparing another gargantuan SPV deal, and is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic PBC and other companies. The financing, which is still being ironed out, may also include a roughly $30 billion junior debt tranche, said some of the people, who asked not to be identified because the information is private. Under the proposed plan, Broadcom would guarantee a portion of the senior-secured tranche, which could range from about $60 billion to $70 billion. The numbers under discussion would potentially bring the total to as much as $100 billion, which would make it the largest SPV deal ever funded. The agreement would add to a rush of deals aimed at financing artificial intelligence infrastructure. AI companies like Anthropic are taking a bigger role in the build-out, aiming to ensure they have enough computing capacity. Broadcom, meanwhile, is looking to sell more chips and other data center equipment, challenging Nvidia in this lucrative market. Broadcom’s debt is interesting because its recent competition for Google’s TPU business has been accompanied by a spike in CDS. And, as Bloomberg notes, the monster debt deal will do little to alleviate that pressure and will likely feed down to the CDS of other chip / hyperscaler credit. Source: zerohedge [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![Broadcom CDS explodes as it seeks up to $100 Billion in massive off-balance sheet debt deal](https://blog.syzgroup.com/hubfs/1787313069412.jpg) ![Broadcom CDS explodes as it seeks up to $100 Billion in massive off-balance sheet debt deal](https://blog.syzgroup.com/hubfs/1787313069412.jpg) 20 Aug 2026 - - - #### $BTC exploded today after Bessent-Bailout as it broke back above its 200DMA... Source: zerohedge [#Crypto|](https://blog.syzgroup.com/syz-the-moment/tag/crypto) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![$BTC exploded today after Bessent-Bailout as it broke back above its 200DMA...](https://blog.syzgroup.com/hubfs/1787171558722.jpg) ![$BTC exploded today after Bessent-Bailout as it broke back above its 200DMA...](https://blog.syzgroup.com/hubfs/1787171558722.jpg) 20 Aug 2026 - - - #### Moderna's $MRNA 177% gain yesterday was the largest by any S&P 500 stock this century Source: Barchart [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Moderna's $MRNA 177% gain yesterday was the largest by any S&P 500 stock this century](https://blog.syzgroup.com/hubfs/1787207384495.jpg) ![Moderna's $MRNA 177% gain yesterday was the largest by any S&P 500 stock this century](https://blog.syzgroup.com/hubfs/1787207384495.jpg) 20 Aug 2026 - - - #### The largest short liquidation in crypto history just happened. Short sellers lost $3 billion in a single day. Bitcoin hit $71,000, up +11.50%, and $236 billion was added to the crypto market. Here is the full move: Source: Bull Theory [#Crypto|](https://blog.syzgroup.com/syz-the-moment/tag/crypto) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![The largest short liquidation in crypto history just happened.](https://blog.syzgroup.com/hubfs/Screenshot%202026-08-20%20162918.png) ![The largest short liquidation in crypto history just happened.](https://blog.syzgroup.com/hubfs/Screenshot%202026-08-20%20162918.png) 19 Aug 2026 - - - #### Bloodbath in Asian Markets Over $650 BILLION has been wiped out from Asian stocks as semiconductor and tech stocks sell off across Asian markets. 🇰🇷 South Korea's KOSPI -5.5%, wiping out ₩279.7T ($186B). 🇯🇵 Japan's NIKKEI -3.1%, wiping out ¥36.7T ($232B). 🇨🇳 China's SSE -2%, wiping out ¥1.29T ($180B). 🇹🇼 Taiwan's stock market -1.5%, wiping out NT$1.80T ($55B). Source: Bull Theory [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![Bloodbath in Asian Markets](https://blog.syzgroup.com/hubfs/1787116477450.jpg) ![Bloodbath in Asian Markets](https://blog.syzgroup.com/hubfs/1787116477450.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/8) [7](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/7) [8](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/8) [9](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/9) [10](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/10) [11](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/11) [❯](https://blog.syzgroup.com/syz-the-moment/tag/markets/page/10) [❯❯](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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