Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

31 Jul 2025

Foreign Investors now own 18% of U.S. Equities, the most in history.

Source: barchart

31 Jul 2025

Where is doge ?

Source: Michel A.Arouet

31 Jul 2025

U.S. Dollar Index $DXY now on a 4-day winning streak and is at its highest level in more than 1 month 📈📈

Source: barchart

30 Jul 2025

US earnings growth outperforming.

Source: @fundstrat thru Mike Zaccardi, CFA, CMT, MBA

30 Jul 2025

Small Cap Stocks are trading at the largest discount relative to Large Caps in AT LEAST 25 years

Source: Barchart

30 Jul 2025

The US has got the softest inflation surprises on Earth...

Could this influence the FOMC tomorrow??? Source: Andreas Steno Larsen @AndreasSteno, Macrobond

30 Jul 2025

June JOLTS job openings rate (white) down to 4.4% vs. 4.6% prior ... quits rate (blue) unchanged at 2%

Source: Bloomberg, Kevin Gordon

30 Jul 2025

The IMF has upgraded its global growth forecast amid signs that Donald Trump’s trade war will do less damage to the world economy than initially feared, helped by a weaker US dollar

Source: FT

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