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Economy
What Could Change in 2025?
In our last note, we highlighted that most major economies were ending 2024 in a “Goldilocks” zone – not too hot (inflation…
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Should the Fed Cut Interest Rates Today?
The market is confident that a 25-basis-points reduction in is a done-deal for today’s policy announcement, based on Fed funds futures.…
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Federal Reserve Board – Federal Reserve Board and Federal Open Market Committee release…
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Fed FOMC Preview: Hawkish Powell Poised to Signal Rate Cuts Are Over
The Federal Reserve's December FOMC meeting is set to be a pivotal moment for markets.
While a 25bps rate cut is a foregone conclusion,…
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PMI Data Lifts Some Q4 Nowcasts, but Median Growth Estimate Remains Modest
Several updated nowcasts for US economic activity in the fourth quarter have been revised sharply higher recently, but the median…
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The Key Drivers of Critical Materials Demand
President-elect Donald Trump recently proposed new tariffs against several countries — from Mexico and Canada to BRICS…
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Britain and European Economic Growth Sputters
Sunday's Commentary touched on the divergence between robust economic growth in the U.S. and near-recessionary conditions in Canada. We…
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S&P 500: Too Many Bulls Crowding the Market? Signs Suggest Pullback Could Be Near
Look up in the sky. It's a bird. It's a plane. It's Superman! Nope, it's lots of drones flying over New Jersey, New York, and Maryland…
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Sticky US Inflation Points to a More Cautious Fed in 2025
US core inflation posted a fourth consecutive 0.3% print, showing that progress towards the Fed inflation goal has clearly stalled.…
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3 Investment Themes for 2025 as Markets Price in Trump 2.0
Welcome to Syz Bank's 2025 Global Outlook!
2024 has been a remarkable year for global markets, with equity indices, , and reaching or…
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