Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- equities
- Food for Thoughts
- macro
- Bonds
- Central banks
- Asia
- sp500
- investing
- technical analysis
- bitcoin
- markets
- inflation
- interest-rates
- europe
- Crypto
- Commodities
- ETF
- AI
- nvidia
- tech
- Forex
- earnings
- gold
- performance
- Real Estate
- oil
- bank
- geopolitics
- apple
- nasdaq
- Alternatives
- Volatility
- energy
- magnificent-7
- switzerland
- sentiment
- emerging-markets
- trading
- ESG
- Money Market
- tesla
- Middle East
- UK
- assetmanagement
- bankruptcy
- meta
- russia
- Turkey
- France
- amazon
- ethereum
- microsoft
- Industrial-production
- africa
- Healthcare
- Market Outlook
- brics
The best performing segment of the bond market this year? Leveraged Loans, up close to 10%. $BKLN
Source: Charlie Bilello
Heat map of the S&P 500's $SPY performance so far in 2023
Source: Evan, Bloomberg
If analysts are correct, $NVDA will generate more revenue & EBIT over the upcoming three (3) years than in ALL its previous 25 years COMBINED.
Source: Quartr
All S&P 500 gains this year came from the AI boom/mania, all other stocks are flat reflecting concerns about global economic slowdown
Source: Michael A. Arouet
Bloomberg's Dollar Spot Index is on track for its 8th consecutive green week, its longest winning streak in history (with data going back to 2005)
Source: Barchart, Bloomberg
As Goldman's Brian Garrett noted yesterday, it has been 91 days since the sp500 suffered a 1.5% loss or greater in a day...
That's unusual - it has happened only 5 times in the last 15 years. As we have discussed recently, Sep + Oct are seasonally-volatile months... Source: Goldman Sachs
After the outstanding Nvidia figures and outlook, analysts have raised the avg price target for the chip giant from $520 to $620
Source: HolgerZ, Bloomberg
Investing with intelligence
Our latest research, commentary and market outlooks