Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- bitcoin
- Central banks
- geopolitics
- Fixed Income
- gold
- europe
- Asia
- AI
- Commodities
- investing
- Technology
- Crypto
- technical analysis
- nvidia
- china
- ETF
- earnings
- oil
- Forex
- energy
- banking
- magnificent-7
- Real Estate
- Volatility
- Alternatives
- apple
- emerging-markets
- switzerland
- tesla
- Middle East
- United Kingdom
- amazon
- assetmanagement
- microsoft
- ethereum
- russia
- meta
- Industrial-production
- ESG
- Healthcare
- Global Markets Outlook
- bankruptcy
- Turkey
- brics
- Market Outlook
- africa
- performance
U.S. household stock allocation has reached an all-time high
Source: NDR_Research
Reverse Repo has been falling off a cliff... Going from +$2300 billion to under $400 billion in just 1.5 years
Source: Game of Trades
There was no support for the markets from the liquidity side this week
US liquidity shrank by $50bn as bank reserves saw the largest drop since April tax deadline. Source: Bloomberg, HolgerZ
The count on this US yield curve inversion is up to 21 consecutive months, an all-time record. How long this goes, nobody knows
Source: Jeff Weniger
The US has captured one third of all global capital flows since 2020, compared to just 18% before the pandemic
Source: Barchart
US vs. International stocks... 3 standard deviations above the mean...
Source: Charlie Bilello
Momentum Trading is having the most success in history, even surpassing the Dot Com Bubble
Source: Barchart, Bloomberg
Investing with intelligence
Our latest research, commentary and market outlooks

