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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 14 Sep 2026 - - - #### Gulf states have postponed a crunch meeting with Iran Gulf states postponed a planned meeting with Iran in Oman aimed at managing shipping through the Strait of Hormuz, due to lack of consensus among GCC members. The meeting would have been the first GCC-Iran ministerial gathering in nearly two years, focused on a Tehran-Muscat deal to temporarily manage traffic through the strait, which Iran has restricted since the US-Israel war against it began in February. Oman's foreign minister announced the postponement without details, citing commitment to dialogue. Bahrain, hit hard by Iranian retaliatory strikes and holding the GCC presidency, had already said it would skip the meeting. The setback comes as Saudi Arabia faces a separate crisis: a Thursday drone attack, launched from Iraq where Iranian-backed militias operate, forced closure of a pipeline carrying oil from its eastern fields to the west coast. That pipeline has become critical for Saudi exports since Hormuz traffic was disrupted. Source : FT [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Gulf states have postponed a crunch meeting with Iran](https://blog.syzgroup.com/hubfs/1789335163846.jpg) ![Gulf states have postponed a crunch meeting with Iran](https://blog.syzgroup.com/hubfs/1789335163846.jpg) 11 Sep 2026 - - - #### Surging Tanker Rates Signal a Deepening Global Energy Crisis Global tanker freight rates are surging to record levels with little respite in sight, a sign of the growing strain in oil markets as traders, shipowners, producers and buyers grapple with a drawn-out conflict in the Persian Gulf and increasingly complex workarounds. Earnings for supertankers sailing on the benchmark Middle East-to-China route are at a record of nearly $800,000 a day. Meanwhile, for the US Gulf to Asia run, charterers have been offering very large crude carriers at a record lump-sum fee of $29.5 million — close to $15 per barrel without considering additional war risks or fees for unexpected delays. (Bloomberg) Source: Tracy Shuchart (𝒞𝒽𝒾 ) [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Surging Tanker Rates Signal a Deepening Global Energy Crisis](https://blog.syzgroup.com/hubfs/1789043316580.jpg) ![Surging Tanker Rates Signal a Deepening Global Energy Crisis](https://blog.syzgroup.com/hubfs/1789043316580.jpg) 4 Sep 2026 - - - #### Saudi Crude Shipments "Saudi Arabia’s observed crude exports last month slumped to the lowest in at least nine years" "The kingdom’s oil exports were about 3 million barrels a day in August" "Saudi ships have come under attack in the Red Sea from Yemen’s Houthi militants". Source: Bloomberg Ziad Daoud [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Saudi Crude Shipments](https://blog.syzgroup.com/hubfs/1788447001686.jpg) ![Saudi Crude Shipments](https://blog.syzgroup.com/hubfs/1788447001686.jpg) 2 Sep 2026 - - - #### Iran war risk is still there Source: Bloomberg Economics [#geopolitics|](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Iran war risk is still there](https://blog.syzgroup.com/hubfs/1788327962274.jpg) ![Iran war risk is still there](https://blog.syzgroup.com/hubfs/1788327962274.jpg) 1 Sep 2026 - - - #### The narrative that Iran holds the upper hand is increasingly difficult to defend. The rial is hitting fresh lows almost daily as the blockade tightens its grip on the economy, while Tehran’s control over the Strait of Hormuz is steadily weakening. Iran’s remaining leverage is its ability to drive oil prices higher—and so far, even that strategy is failing. Source: Robin Brooks [#Forex|](https://blog.syzgroup.com/syz-the-moment/tag/forex) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![The narrative that Iran holds the upper hand is increasingly difficult to defend.](https://blog.syzgroup.com/hubfs/1788208676325.jpg) ![The narrative that Iran holds the upper hand is increasingly difficult to defend.](https://blog.syzgroup.com/hubfs/1788208676325.jpg) 1 Sep 2026 - - - #### Iranian crude oil exports have plunged in August The U.S. relies on economic pressure through its naval blockade, rather than military strikes, to coerce Tehran into a deal to fully reopen the Strait of Hormuz. Tehran has loaded about 260,000 barrels per day for export at its ports so far this month, a decline of more than 80% compared with 1.7 million bpd in August 2025, according to data shared Thursday by the trade intelligence firm Kpler. Source: CNBC [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Iranian crude oil exports have plunged in August](https://blog.syzgroup.com/hubfs/1788206856605.jpg) ![Iranian crude oil exports have plunged in August](https://blog.syzgroup.com/hubfs/1788206856605.jpg) 28 Aug 2026 - - - #### Abu Dhabi royal group acquires 49% stake in Trump-backed crypto bank Sheikh Tahnoon bin Zayed al Nahyan and co-investors reportedly hold a 49% stake in the holding company behind World Liberty Financial’s proposed U.S. trust bank, per WSJ. The proposed bank received preliminary approval from the Trump administration this month, bringing the Trump-backed crypto venture closer to launching its own U.S. banking operation. World Liberty Financial will run its USD1 stablecoin. This follows his previously undisclosed $500M investment in World Liberty, $263M of which went to Trump family entities. Source: WSJ [#Crypto|](https://blog.syzgroup.com/syz-the-moment/tag/crypto) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Abu Dhabi royal group acquires 49% stake in Trump-backed crypto bank](https://blog.syzgroup.com/hubfs/1787910820073.jpg) ![Abu Dhabi royal group acquires 49% stake in Trump-backed crypto bank](https://blog.syzgroup.com/hubfs/1787910820073.jpg) 24 Jul 2026 - - - #### Look who is back... GS defense spending basket has been surging over the last few days on Middle East escalation... Source: Bloomberg [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![Look who is back... GS defense spending basket has been surging over the last few days on Middle East escalation...](https://blog.syzgroup.com/hubfs/1784866537685.jpg) ![Look who is back... GS defense spending basket has been surging over the last few days on Middle East escalation...](https://blog.syzgroup.com/hubfs/1784866537685.jpg) [❮](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/1) [1](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/3) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/middle-east/page/9?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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