Market Overview

Like Icarus, the stock market may be flying too close to the sun these days. The mood seems euphoric, with many headlines calling for further gains and analysts’ price targets reaching absurd levels....

Despite recession concerns, economic growth showed resilience, while equities retreated in October and inflation continued its slow decline. Nuclear energy was poised to power the future of AI, while...

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board’s Sentiment Index. To...

Stocks ended the day mostly mixed. The technology sector was down, while small caps and financials were higher, leading to the S&P 500 finishing near flat. Dollar The bond market was closed...

Trump’s landslide victory sparks a USD $50 million win for a French bettor, while the S&P 500 sees its biggest surge in two years! Each week, the Syz investment team takes you through the last...

Maslow’s hierarchy of needs was a groundbreaking concept when it first appeared in 1943. American psychologist Abraham Maslow argued that certain basic needs—food, water, shelter, etc.—must be met...

What if the inflation problem has not actually been effectively addressed? It could have important implications for not only monetary but fiscal policy in the near future. This may be one reason...

This weekend, we will examine some of the long-term market cycles across various assets to help set the stage for the coming months as we begin to look toward 2025. All charts below come from...

The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities...

Donald Trump won the election by a clearer and wider margin than what was expected, and the Republicans gained control of the Senate. In the short-term, we believe this outcome is likely to be...

The latest UK government budget, which saw big tax rises but even bigger spending increases projected for 2025-26, has forced markets to rethink Bank of England expectations. Rates are expected to...

The Fed cut the federal funds rate (FFR) by 25bps yesterday as widely expected. We expected it as well, though we still believe that the now 75bps cut in the FFR since September 18 is too much, too...

Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with our Roaring 2020s scenario. Indeed, it increases the odds that the good times will...

Elections have consequences and so Donald Trump’s return to the White House as the 47th president will surely change the calculus. The policy differences between the Republican president-elect and...