--- title: Syz The Moment | United States description: United States | Syz The Moment --- [![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. You can change your settings below to refuse the use of cookies. For more information, please refer to the [Cookies policy](https://www.syzgroup.com/en/legal-notices). Mandatory cookies Functional cookies Statistics & marketing I confirm I am not a US citizen residing in the US I confirm I am not accessing this site from the US I confirm that I am not a resident of Canada (except for Ontario, Quebec, British Columbia or Alberta). Agree and confirm ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… ### Restricted access We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future… You chose the following profile. If you made a mistake, please change here USA Country Switzerland Canada: Other than Ontario, Quebec, Alberta Canada: Ontario, Quebec or Alberta USA Other country Language Language English French German Italian I confirm Legal information This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. 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) - [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) - [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) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [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 20 Oct 2026 - - - #### The 25 best performing Russell 1,000 stocks in the first half of 2026 fell an average of 19.1% last week alone! The BEST performer of the group was Iridium $IRDM, which fell 7.8%. Source: Bespoke @bespokeinvest [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![The 25 best performing Russell 1,000 stocks in the first half of 2026 fell an average of 19.1% last week alone!](https://blog.syzgroup.com/hubfs/1792438640594.jpg) ![The 25 best performing Russell 1,000 stocks in the first half of 2026 fell an average of 19.1% last week alone!](https://blog.syzgroup.com/hubfs/1792438640594.jpg) 14 Oct 2026 - - - #### US inflation is heating up again. Headline inflation jumped to 3.7% year-on-year in September, its highest level since May. Rising gasoline and diesel prices drove much of the increase. Higher airfares and used-car prices added pressure, pushing monthly inflation to 0.6%, the biggest gain since May. Even excluding food and energy, the picture deteriorated. Core inflation rose to 2.6%, up from 2.4% in August and above expectations. The squeeze on households is clear: prices rose 3.7% over the past year, outpacing average wage growth of 3%. Source: Heather Long on X, BLS [#United States|](https://blog.syzgroup.com/syz-the-moment/tag/united-states) [#inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) ![US inflation is heating up again.](https://blog.syzgroup.com/hubfs/1791987997797.jpg) ![US inflation is heating up again.](https://blog.syzgroup.com/hubfs/1791987997797.jpg) 13 Oct 2026 - - - #### The world's richest man, who spent almost $300mn helping Donald Trump get re-elected in 2024, made these donations during the past few months Source. FT [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![The world's richest man, who spent almost $300mn helping Donald Trump get re-elected in 2024, made these donations during the past few months](https://blog.syzgroup.com/hubfs/1791843976311.jpg) ![The world's richest man, who spent almost $300mn helping Donald Trump get re-elected in 2024, made these donations during the past few months](https://blog.syzgroup.com/hubfs/1791843976311.jpg) 13 Oct 2026 - - - #### The S&P 500's earnings boom is simply unprecedented this late into an economic cycle. Profits are on pace to surge 34% this year followed by another 15% gain expected in 2027. That would be 54% growth in just 2 years. Source: Charlie Bilello [#United States|](https://blog.syzgroup.com/syz-the-moment/tag/united-states) [#earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) ![The S&P 500's earnings boom is simply unprecedented this late into an economic cycle.](https://blog.syzgroup.com/hubfs/1791865997606.jpg) ![The S&P 500's earnings boom is simply unprecedented this late into an economic cycle.](https://blog.syzgroup.com/hubfs/1791865997606.jpg) 9 Oct 2026 - - - #### The 4-week average of initial claims equaled its lowest level ever (57 years). I cut off the peaks so we can better see the troughs. -- For decades, this was THE gauge to measure the labor market. Now it's making a case this is the best US labor market in our lifetime... Source: Jim Bianco [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![The 4-week average of initial claims equaled its lowest level ever (57 years).](https://blog.syzgroup.com/hubfs/1791523725419.jpg) ![The 4-week average of initial claims equaled its lowest level ever (57 years).](https://blog.syzgroup.com/hubfs/1791523725419.jpg) 6 Oct 2026 - - - #### Europe’s LNG supply is becoming overwhelmingly American. The US share of EU LNG imports surged from 28% in early 2021 to 63.2% today. IEEFA projects up to 80% by 2028. Two shocks accelerated the shift: Europe’s phaseout of Russian LNG and disruptions to Qatari supply. American cargoes offer flexibility. But they follow the highest bidder. When Asia pays more, Europe must compete—or pay up. Europe escaped one energy dependence. Is it building another? At almost two-thirds of imports, is US LNG Europe’s security—or its next vulnerability? Source: Jack Prandelli on X [#United States|](https://blog.syzgroup.com/syz-the-moment/tag/united-states) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Europe’s LNG supply is becoming overwhelmingly American.](https://blog.syzgroup.com/hubfs/1791233712875.jpg) ![Europe’s LNG supply is becoming overwhelmingly American.](https://blog.syzgroup.com/hubfs/1791233712875.jpg) 5 Oct 2026 - - - #### If you want fiscal dominance in a chart, here it is. Below interest payments as a % of GDP for both the US government (blue) and US nonfinancial corporates (orange). Source. Jim Bianco, Lyn Alden on X [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![If you want fiscal dominance in a chart, here it is.](https://blog.syzgroup.com/hubfs/1791100357815.jpg) ![If you want fiscal dominance in a chart, here it is.](https://blog.syzgroup.com/hubfs/1791100357815.jpg) 2 Oct 2026 - - - #### SEPTEMBER U.S. JOBS REPORT CAME IN FAR WEAKER THAN EXPECTED • Nonfarm Payrolls +29K vs Est. +90K • Unemployment Rate 4.2% vs Est. 4.1% • Avg. Hourly Earnings 3.0% vs. Est. 3.1% Given the massive undershoot in the NFP, rate hike probabilities have completely flipped. There is now a 71% chance of no hikes in October. One week ago, it was 35%. Nasdaq futures, Gold & Bitcoin spiked on the news. Source: coinbureau, [#Macroeconomics|](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![SEPTEMBER U.S. JOBS REPORT CAME IN FAR WEAKER THAN EXPECTED](https://blog.syzgroup.com/hubfs/1790945436283.jpg) ![SEPTEMBER U.S. JOBS REPORT CAME IN FAR WEAKER THAN EXPECTED](https://blog.syzgroup.com/hubfs/1790945436283.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/united-states/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/united-states/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/united-states/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/united-states/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/united-states/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/united-states/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/211?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. Follow us ## **Thinking** out loud - - - - ## **Investing** with intelligence Our latest research, commentary and market outlooks #### [Weekly Market Update](https://blog.syzgroup.com/fast-food-for-thoughts/tag/weekly-market-update?hsLang=en) #### [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus?hsLang=en) #### [Asset Allocation Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights?hsLang=en) #### [Semi-annual Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/semi-annual-outlook?hsLang=en) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [Terms & conditions](https://www.syzgroup.com/sites/default/files/document/2021-12/001-2_en-general_terms_and_conditions_w.pdf) - [Data protection notice](https://www.syzgroup.com/en/data-protection-notice) - [Cookies policy](https://www.syzgroup.com/en/legal-notices) - [Syzgroup.com](https://www.syzgroup.com/)