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Charles-Henry Monchau

https://blog.syzgroup.com/author/charles-henry-monchau
  • Analysis & Comment

Charles-Henry Monchau's Comment & Analysis
A complete archive of Charles-Henry Monchau's articles, including current analysis & comment - Page 5

Rise in National Capitalism Could Erode Trust in Open Markets
By Charles-Henry Monchau - Apr 05, 2025
As global trust in open markets erodes, national capitalism is emerging as a new strategy where states reclaim control over production, trade, and security to serve sovereign interests. Redrawing the...
Many investors seem to be missing the gold rally. The chart below exhibits two lines: the black one shows the total known gold ETF holdings, while the brown line represents the gold spot price. Gold...
March data from BofA’s Global Fund Manager Survey reveals the biggest drop in US equity allocation on record, coupled with the largest-ever increase in Eurozone equity allocation. This signals a...
Why S&P 500 Dips Are Prime Buying Opportunities
By Charles-Henry Monchau - Mar 19, 2025
S&P 500 steady as US debt soars past defense spending. Here's what major has happened in the last seven days in charts. S&P 500 Corrections Are Generally Good Buying Opportunities Goldman...
Decades ago, a groundbreaking multilateral agreement recalibrated the US dollar, easing trade imbalances and reinvigorating domestic industry. Today, a similarly ambitious proposal draws on both...
7 Key Charts on the Current State of the Global Economy
By Charles-Henry Monchau - Feb 25, 2025
The EU’s most costly budgets, bitcoin’s market swings, and rising US bankruptcies. Each week, the Syz investment team takes you through the last seven days in seven charts. 1. The EU Countries With...
Why is the supply of gold in London drying up while stocks in New York are at record levels? Introduction In recent months, the global Gold market has experienced an unusual and dramatic shift....
More trade war tariffs have been collected under Biden than Trump, but US tariffs remain among the lowest in the developed world. Meanwhile, gold prices hit new highs. Each week, the Syz investment...
Overall, the macro & liquidity conditions are still positive for risk assets. While equity market valuations are rich, especially in the US, earnings growth momentum is accelerating, and market...
Nvidia’s (NASDAQ:NVDA) market cap dropped, DeepSeek continues to disrupt, and European banks outperformed the Mag 7. Here are the last seven days in seven charts. 1. $590 Billion Dollars of Nvidia...